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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 %
T
826
TOBAM
France
$252K – – –
GP
827
Girard Partners
Pennsylvania
$251K +$22.4K +353 +10%
FHA
828
First Horizon Advisors
Tennessee
$251K -$61.3K -967 -20%
RF
829
Rollins Financial
Georgia
$248K -$286K -4,511 -54%
GWP
830
Gateway Wealth Partners
Wisconsin
$246K +$246K +3,885 New
SFP
831
Sandbox Financial Partners
Maryland
$244K – – –
WSTAM
832
Wilbanks Smith & Thomas Asset Management
Virginia
$243K +$12.6K +198 +5%
ATC
833
Argent Trust Co
Tennessee
$243K -$34.1K -538 -12%
MA
834
MKT Advisors
California
$242K -$396 -6 -0.2%
NICM
835
Neo Ivy Capital Management
New York
$242K +$155K +2,437 +177%
SWP
836
Semus Wealth Partners
Florida
$242K +$242K +3,810 New
PMG
837
ProVise Management Group
Florida
$241K -$2.35K -37 -1%
HKIMG
838
Hutchens & Kramer Investment Management Group
Indiana
$241K +$241K +3,803 New
AMG
839
Advisors Management Group
Wisconsin
$241K +$4.57K +72 +2%
MWM
840
Mattern Wealth Management
Kansas
$241K – – –
LWP
841
Lumature Wealth Partners
Georgia
$239K -$5.71K -90 -2%
SP
842
Successful Portfolios
Florida
$239K -$190 -3 -0.1%
WDA
843
Wendell David Associates
New Hampshire
$238K – – –
FDCDDQ
844
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236K – – –
SVWAG
845
Sound View Wealth Advisors Group
Georgia
$235K +$235K +4,098 New
SAM
846
Silvercrest Asset Management
New York
$235K – – –
PB
847
Pinnacle Bancorp
Nebraska
$233K – – –
TAIM
848
TD Ameritrade Investment Management
Nebraska
$231K +$218K +3,437 +1,727%
PSCM
849
Per Stirling Capital Management
Texas
$230K +$230K +3,633 New
H
850
HoyleCohen
California
$230K -$8.88K -140 -4%
32 33
34
35 36