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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 %
CWM
801
Cedar Wealth Management
California
$273K – – –
SS
802
Sunbelt Securities
Texas
$269K +$6.15K +97 +2%
AMIM
803
Aull & Monroe Investment Management
Alabama
$266K -$76.1K -1,200 -22%
WT
804
Whittier Trust
California
$264K +$124K +1,958 +89%
IB
805
Intrust Bank
Kansas
$263K -$24.2K -381 -8%
CRI
806
Colonial River Investments
Virginia
$263K -$14.3K -225 -5%
BFA
807
Beacon Financial Advisory
Ohio
$261K +$63 +1 +0%
WWM
808
Wolff Wiese Magana
California
$261K -$254 -4 -0.1%
IAS
809
Insigneo Advisory Services
Florida
$261K +$261K +4,095 New
PAI
810
Pittenger & Anderson Inc
Nebraska
$261K +$121K +1,900 +86%
MCWS
811
McKinley Carter Wealth Services
West Virginia
$260K -$111K -1,745 -30%
NAG
812
Northstar Advisory Group
New Jersey
$260K – – –
WIC
813
Woodmont Investment Counsel
Tennessee
$260K +$39.6K +625 +18%
Jones Financial Companies
814
Jones Financial Companies
Missouri
$260K -$9.39K -148 -3%
PCM
815
Pointe Capital Management
Michigan
$260K – – –
HFM
816
Harvest Fund Management
China
$260K – – –
SWM
817
Silverlake Wealth Management
Vermont
$258K +$11K +173 +4%
Koshinski Asset Management
818
Koshinski Asset Management
Illinois
$258K -$14.8K -234 -5%
BFG
819
Beacon Financial Group
Texas
$256K +$256K +11,862 New
RBCM
820
Raub Brock Capital Management
California
$255K – – –
CS
821
Crescent Sterling
Louisiana
$254K +$254K +4,006 New
BFG
822
Berger Financial Group
Minnesota
$254K +$4.38K +69 +2%
FNBOMD
823
First National Bank of Mount Dora
Florida
$253K +$253K +3,988 New
SFI
824
SPC Financial Inc
Maryland
$252K – – –
PWM
825
Prosperity Wealth Management
California
$252K +$252K +3,975 New
31 32
33
34 35