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Realty Income
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Overview Fund Activity

1,084 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 511 increasing their positions, 303 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.33%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
511
Reduced
303
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$300M
2
Deutsche Bank
Deutsche Bank
Germany
+$249M
3
Cohen & Steers
Cohen & Steers
New York
+$218M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
5
BlackRock
BlackRock
New York
+$198M

Top Sellers

1
GCM
Glendon Capital Management
California
-$105M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$95.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$88.1M
4
NSLI
Nan Shan Life Insurance
Taiwan
-$75.1M
5
WHRC
W.H. Reaves & Co
New Jersey
-$51M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
801
Shelton Capital Management
Colorado
$246K – – –
KWA
802
Kellett Wealth Advisors
Ohio
$246K +$246K +3,600 New
CWMU
803
Caliber Wealth Management (Utah)
Utah
$245K +$245K +3,584 New
ZCA
804
Zeke Capital Advisors
Pennsylvania
$245K +$245K +3,596 New
SIA
805
Schechter Investment Advisors
Michigan
$243K +$243K +3,563 New
FNA
806
First National Advisers
Nebraska
$243K +$243K +3,567 New
PWP
807
Principle Wealth Partners
Connecticut
$242K -$10.6K -156 -4%
JF
808
Jump Financial
Illinois
$241K +$41K +600 +20%
WMA
809
Wealth Management Associates
New Jersey
$240K +$4.44K +65 +2%
GG
810
Gofen & Glossberg
Illinois
$240K +$1.98K +29 +0.8%
GL
811
Graypoint LLC
New York
$240K +$30.9K +453 +15%
LIM
812
Leavell Investment Management
Alabama
$238K – – –
SHGA
813
Sand Hill Global Advisors
California
$238K – – –
WIC
814
Woodmont Investment Counsel
Tennessee
$237K -$10.2K -150 -4%
WF
815
Warner Financial
Maryland
$236K – – –
WDA
816
Wendell David Associates
New Hampshire
$236K +$27.3K +400 +13%
FDCDDQ
817
Federation des caisses Desjardins du Quebec
Quebec, Canada
$235K +$79.3K +1,161 +51%
BA
818
Bennicas & Associates
California
$235K – – –
MFG
819
Merit Financial Group
Georgia
$235K +$235K +3,443 New
PMA
820
Prudent Man Advisors
Illinois
$234K – – –
ECM
821
Evergreen Capital Management
Washington
$234K +$234K +3,430 New
BIP
822
Blueprint Investment Partners
North Carolina
$233K -$36.9K -540 -14%
PI
823
PineBridge Investments
New York
$230K -$4.18M -61,379 -95%
GP
824
Girard Partners
Pennsylvania
$230K -$13.6K -200 -6%
APA
825
Astoria Portfolio Advisors
New York
$229K +$229K +3,348 New
31 32
33
34 35