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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 %
H
826
HoyleCohen
California
$219K -$1.46K -25 -0.7%
SP
827
Successful Portfolios
Florida
$219K -$1.16K -20 -0.5%
FG
828
Fiduciary Group
Georgia
$219K – – –
WDA
829
Wendell David Associates
New Hampshire
$219K +$17.5K +300 +9%
GT
830
Glenview Trust
Kentucky
$218K – – –
EP
831
Eudaimonia Partners
Tennessee
$217K -$403K -6,925 -65%
AMG
832
Advisors Management Group
Wisconsin
$217K +$525 +9 +0.2%
FDCDDQ
833
Federation des caisses Desjardins du Quebec
Quebec, Canada
$217K +$16.4K +281 +8%
HGERS
834
Householder Group Estate & Retirement Specialist
Arizona
$216K -$698 -12 -0.3%
SFG
835
Summit Financial Group
West Virginia
$216K – – –
CHA
836
Cooper/Haims Advisors
New York
$215K -$120K -2,062 -36%
CFA
837
CWS Financial Advisors
Michigan
$215K -$14.7K -253 -6%
SAM
838
Silvercrest Asset Management
New York
$215K – – –
MA
839
MKT Advisors
California
$214K -$3.49K -60 -2%
PB
840
Pinnacle Bancorp
Nebraska
$214K – – –
RFA
841
Resurgent Financial Advisors
Georgia
$213K -$1.69K -29 -0.8%
WA
842
WBH Advisory
Maryland
$213K +$213K +3,655 New
WSTAM
843
Wilbanks Smith & Thomas Asset Management
Virginia
$212K -$205K -3,513 -49%
WWA
844
WCG Wealth Advisors
Nevada
$211K +$211K +3,627 New
FFN
845
Focus Financial Network
Minnesota
$210K -$21.2K -363 -9%
MA
846
Montag & Associates
Georgia
$210K – – –
GP
847
Girard Partners
Pennsylvania
$210K +$13.6K +234 +7%
SCM
848
Shelton Capital Management
Colorado
$209K – – –
ZCA
849
Zeke Capital Advisors
Pennsylvania
$207K -$1.8K -31 -0.9%
LIM
850
Leavell Investment Management
Alabama
$206K +$2.87K +49 +1%
32 33
34
35 36