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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 %
JC
826
Jentner Corp
Ohio
$228K +$2.46K +36 +1%
BRC
827
Bell Rock Capital
Delaware
$228K +$228K +3,335 New
MIFH
828
Migdal Insurance & Financial Holdings
Israel
$226K +$103K +1,509 +84%
PIM
829
Perpetual Investment Management
Australia
$225K – – –
B
830
Bensler
Washington
$224K +$614 +9 +0.3%
NFSG
831
Newbridge Financial Services Group
Florida
$224K -$174K -2,541 -44%
PFM
832
Parsec Financial Management
North Carolina
$223K – – –
PWA
833
Providence Wealth Advisors
Illinois
$223K – – –
BMWM
834
Brown Miller Wealth Management
Virginia
$221K – – –
CI
835
Conning Inc
Connecticut
$219K -$1.16K -17 -0.5%
TWM
836
Titus Wealth Management
California
$219K +$2.18K +32 +1%
SS
837
Sunbelt Securities
Texas
$219K +$219K +3,213 New
MA
838
MBA Advisors
Pennsylvania
$216K – – –
HKIMG
839
Hutchens & Kramer Investment Management Group
Indiana
$216K +$14.3K +204 +7%
ACM
840
AlphaStar Capital Management
North Carolina
$216K +$216K +3,164 New
AWM
841
Avior Wealth Management
Nebraska
$215K +$2.04K +30 +1%
ZAM
842
Zevin Asset Management
Massachusetts
$214K – – –
RB
843
Renasant Bank
Mississippi
$213K -$45.5K -666 -18%
FIB
844
First Interstate Bank
Montana
$213K +$213K +3,123 New
COCM
845
Charter Oak Capital Management
New Hampshire
$211K – – –
FWA
846
FSM Wealth Advisors
Ohio
$211K +$211K +2,875 New
NWM
847
Northwest Wealth Management
Iowa
$210K +$210K +3,078 New
TNB
848
Thomasville National Bank
Georgia
$209K +$5.13K +75 +3%
CWM
849
Cornerstone Wealth Management
Missouri
$209K +$209K +3,056 New
RI
850
Ridgewood Investments
New Jersey
$208K +$7.3K +107 +4%
32 33
34
35 36