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Realty Income
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Overview Fund Activity

1,069 hedge funds and large institutions have $29.8B invested in Realty Income in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 509 increasing their positions, 301 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
-15
Holders Change %
-1.38%
% of All Funds
18.49%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
101
Increased
509
Reduced
301
Closed
96
Calls
$167M
Puts
$120M
Net Calls
+$46.9M
Net Calls Change
-$95M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$157M
2
ZP
Zimmer Partners
New York
+$125M
3
American Century Companies
American Century Companies
Missouri
+$76.3M
4
Marshall Wace
Marshall Wace
United Kingdom
+$69M
5
Macquarie Group
Macquarie Group
Australia
+$59.7M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$148M
2
Cohen & Steers
Cohen & Steers
New York
-$99.4M
3
APG Asset Management
APG Asset Management
Netherlands
-$82.8M
4
Morgan Stanley
Morgan Stanley
New York
-$62M
5
ORIO
Old Republic International (ORI)
Illinois
-$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCA
776
New Century Advisors
Maryland
$264K -$233K -4,000 -47%
IB
777
Intrust Bank
Kansas
$264K +$5.36K +92 +2%
NEWAS
778
N.E.W. Advisory Services
Wisconsin
$264K +$35K +601 +15%
WI
779
WrapManager Inc
California
$259K +$15.6K +268 +6%
CG
780
Caprock Group
Idaho
$256K +$14.6K +249 +6%
BPC
781
Banque Pictet & Cie
Switzerland
$255K -$119K -2,052 -32%
CAM
782
Campion Asset Management
Virginia
$255K +$9.3K +160 +4%
CRI
783
Colonial River Investments
Virginia
$254K -$30.3K -520 -11%
SIA
784
Soltis Investment Advisors
Utah
$254K +$58 +1 +0%
ATC
785
Argent Trust Co
Tennessee
$254K +$931 +16 +0.4%
TCOT
786
Trust Company of Toledo
Ohio
$252K +$21K +361 +9%
SFG
787
Sovereign Financial Group
Connecticut
$250K -$3.54K -61 -1%
CWM
788
Cedar Wealth Management
California
$250K – – –
Koshinski Asset Management
789
Koshinski Asset Management
Illinois
$250K +$9.08K +156 +4%
MFA
790
Mayflower Financial Advisors
Massachusetts
$249K +$16.5K +284 +7%
ICA
791
Infrastructure Capital Advisors
New York
$249K +$249K +4,283 New
CRWM
792
Castle Rock Wealth Management
California
$248K – – –
CFB
793
Cullen/Frost Bankers
Texas
$247K -$107K -1,847 -30%
Jones Financial Companies
794
Jones Financial Companies
Missouri
$247K -$20.9K -359 -8%
GL
795
Graypoint LLC
New York
$245K +$40.5K +695 +20%
SW
796
SteelPeak Wealth
California
$245K +$245K +4,198 New
EM
797
Excalibur Management
Massachusetts
$244K +$3.49K +60 +1%
MSFS
798
Main Street Financial Solutions
Pennsylvania
$243K -$10.3K -176 -4%
SS
799
Sunbelt Securities
Texas
$241K +$54K +928 +29%
SSG
800
Summit Securities Group
New York
$241K +$168K +2,888 +230%
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