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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 %
WWM
801
Wolff Wiese Magana
California
$240K -$5.53K -95 -2%
BFA
802
Beacon Financial Advisory
Ohio
$240K -$932 -16 -0.4%
SIM
803
Sentry Investment Management
Wisconsin
$240K – – –
YIH
804
Y-Intercept (HK)
Hong Kong
$240K +$240K +4,117 New
NAG
805
Northstar Advisory Group
New Jersey
$239K – – –
HFM
806
Harvest Fund Management
China
$239K – – –
PCIA
807
Prime Capital Investment Advisors
Kansas
$239K +$239K +4,102 New
PCM
808
Pointe Capital Management
Michigan
$238K – – –
CGL
809
Clarius Group LLC
Washington
$238K +$238K +4,084 New
PWPS
810
Pinnacle Wealth Planning Services
Ohio
$237K -$1.17K -20 -0.5%
RWM
811
Ritholtz Wealth Management
New York
$237K +$237K +4,071 New
CCM
812
Covington Capital Management
California
$235K – – –
RBCM
813
Raub Brock Capital Management
California
$234K – – –
T
814
TOBAM
France
$231K – – –
SFI
815
SPC Financial Inc
Maryland
$231K +$231K +3,975 New
BFG
816
Berger Financial Group
Minnesota
$229K +$3.2K +55 +1%
MW
817
Marcum Wealth
Ohio
$229K +$51.8K +889 +29%
SWM
818
Silverlake Wealth Management
Vermont
$226K +$1.63K +28 +0.7%
EGM
819
Engineers Gate Manager
New York
$225K -$48.9K -840 -18%
LWP
820
Lumature Wealth Partners
Georgia
$225K +$6.3K +108 +3%
BL
821
Balentine LLC
Georgia
$224K -$325K -5,565 -59%
SFP
822
Sandbox Financial Partners
Maryland
$224K -$87.3K -1,500 -28%
KWA
823
Kellett Wealth Advisors
Ohio
$224K – – –
PMG
824
ProVise Management Group
Florida
$224K +$292 +5 +0.1%
MWM
825
Mattern Wealth Management
Kansas
$221K – – –
31 32
33
34 35