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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 %
ATIA
851
American Trust Investment Advisors
New Hampshire
$208K +$208K +3,045 New
MW
852
Marcum Wealth
Ohio
$207K +$207K +3,039 New
TA
853
TrueWealth Advisors
Alabama
$205K – – –
BCCM
854
Bridge Creek Capital Management
Massachusetts
$205K – – –
CF
855
Cantor Fitzgerald
New York
$205K +$205K +3,000 New
FPAS
856
Focus Partners Advisor Solutions
Missouri
$204K +$3.28K +48 +2%
KWS
857
Keystone Wealth Services
California
$204K +$4.79K +70 +2%
LW
858
Linscomb Wealth
Texas
$202K – – –
WMS
859
Wealth Management Solutions
Pennsylvania
$200K +$341 +5 +0.2%
CBT
860
CoreFirst Bank & Trust
Kansas
$195K – – –
PCM
861
Penserra Capital Management
California
$190K +$8.49K +125 +5%
FCMT
862
Founders Capital Management (Texas)
Texas
$185K +$9.2K +135 +5%
CSS
863
Cubist Systematic Strategies
Connecticut
$183K -$3.33M -48,763 -95%
SSC
864
Syverson Strege & Co
Iowa
$182K +$14.5K +212 +9%
DWMG
865
DB Wealth Management Group
California
$181K – – –
CWC
866
Carolinas Wealth Consulting
North Carolina
$178K +$1.71K +25 +1%
EIP
867
Ellis Investment Partners
Pennsylvania
$174K +$1.97K +29 +1%
National Bank of Canada
868
National Bank of Canada
Quebec, Canada
$169K +$4.78K +70 +3%
JMF
869
Johnson Midwest Financial
Iowa
$164K +$8.52K +125 +5%
BEI
870
Benjamin Edwards Inc
Missouri
$160K -$17.7K -260 -10%
BC
871
Bartlett & Co
Ohio
$156K +$412 +6 +0.3%
BCWM
872
Bartlett & Co Wealth Management
Ohio
$156K +$411 +6 +0.3%
WT
873
Whittier Trust
California
$153K +$2.39K +35 +2%
BSB
874
Bangor Savings Bank
Maine
$152K +$152K +2,235 New
PAI
875
Pittenger & Anderson Inc
Nebraska
$151K +$77.4K +1,133 +105%
33 34
35
36 37