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Realty Income
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Overview Fund Activity

1,110 hedge funds and large institutions have $34.3B invested in Realty Income in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 495 increasing their positions, 322 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+41
Holders Change %
+3.84%
% of All Funds
17.91%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
158
Increased
495
Reduced
322
Closed
91
Calls
$193M
Puts
$144M
Net Calls
+$49M
Net Calls Change
+$2.03M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$802M
2
Cohen & Steers
Cohen & Steers
New York
+$323M
3
RC
Resolution Capital
Australia
+$278M
4
State Street
State Street
Massachusetts
+$202M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$121M
2
ZP
Zimmer Partners
New York
-$73.1M
3
Norges Bank
Norges Bank
Norway
-$72.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$46.5M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
776
Excalibur Management
Massachusetts
$296K +$30.1K +474 +11%
LA
777
LexAurum Advisors
Kansas
$296K -$14.5K -229 -5%
WFI
778
West Family Investments
California
$295K -$76.2K -1,201 -20%
DLG
779
Daniel L. Goodwin
$295K – – –
CC
780
Commons Capital
Massachusetts
$293K +$2.28K +36 +0.8%
AI
781
Accredited Investors
Minnesota
$292K -$24.8K -391 -8%
CWMU
782
Caliber Wealth Management (Utah)
Utah
$292K +$292K +4,597 New
AIA
783
Angeles Investment Advisors
California
$291K +$291K +4,567 New
IA
784
Inspire Advisors
Idaho
$290K +$290K +4,577 New
EWM
785
Empirical Wealth Management
Washington
$290K -$184K -2,905 -39%
BBWP
786
Beacon Bridge Wealth Partners
Pennsylvania
$290K +$290K +4,567 New
SIA
787
Soltis Investment Advisors
Utah
$290K +$12.7K +200 +5%
FBB
788
Fulton Breakefield Broenniman
Maryland
$289K – – –
CWM
789
Catalyst Wealth Management
Georgia
$289K +$289K +4,552 New
CFD
790
Creative Financial Designs
Indiana
$285K -$829K -13,067 -74%
FIA
791
Foundations Investment Advisors
Arizona
$285K +$285K +4,489 New
LC
792
Lindbrook Capital
California
$284K -$95K -1,497 -25%
OHWP
793
Oak Harbor Wealth Partners
North Carolina
$284K +$284K +4,480 New
JBA
794
Johnson Bixby & Associates
Washington
$283K -$78.6K -1,240 -22%
DI
795
DFPG Investments
Utah
$283K +$283K +4,286 New
VFA
796
Valeo Financial Advisors
Indiana
$278K +$278K +4,376 New
SWM
797
Sugarloaf Wealth Management
Georgia
$277K -$31.3K -494 -10%
SFG
798
Sovereign Financial Group
Connecticut
$276K +$3.3K +52 +1%
CGL
799
Clarius Group LLC
Washington
$276K +$16.7K +263 +6%
ZCA
800
Zeke Capital Advisors
Pennsylvania
$274K +$47.6K +751 +21%
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