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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 %
PFM
851
Parsec Financial Management
North Carolina
$205K +$15.1K +260 +8%
WMA
852
Wealth Management Associates
New Jersey
$205K – – –
PWA
853
Providence Wealth Advisors
Illinois
$204K – – –
MWM
854
Mission Wealth Management
California
$203K -$39.4K -678 -16%
SHGA
855
Sand Hill Global Advisors
California
$203K – – –
FPAS
856
Focus Partners Advisor Solutions
Missouri
$203K +$29.2K +501 +17%
WIC
857
Woodmont Investment Counsel
Tennessee
$202K – – –
BA
858
Bennicas & Associates
California
$201K – – –
WF
859
Warner Financial
Maryland
$201K – – –
ECM
860
Evergreen Capital Management
Washington
$201K +$875 +15 +0.4%
PI
861
PineBridge Investments
New York
$196K – – –
WFA
862
Wipfli Financial Advisors
Wisconsin
$192K +$192K +3,286 New
NP
863
Ninepoint Partners
Ontario, Canada
$187K -$37.7K -649 -17%
CWC
864
Carolinas Wealth Consulting
North Carolina
$179K +$26.6K +455 +17%
RG
865
Retirement Group
California
$175K -$622K -10,703 -78%
HI
866
Hudock Inc
Pennsylvania
$174K +$80.5K +1,385 +86%
PCM
867
Penserra Capital Management
California
$167K +$4.3K +74 +3%
CBT
868
CoreFirst Bank & Trust
Kansas
$161K -$4.65K -80 -3%
FCMT
869
Founders Capital Management (Texas)
Texas
$158K – – –
DWMG
870
DB Wealth Management Group
California
$154K – – –
EIP
871
Ellis Investment Partners
Pennsylvania
$150K +$1.57K +27 +1%
M
872
MOTCO
Texas
$148K +$37.4K +644 +34%
BEI
873
Benjamin Edwards Inc
Missouri
$137K +$233 +4 +0.2%
BCWM
874
Bartlett & Co Wealth Management
Ohio
$133K +$351 +6 +0.3%
BC
875
Bartlett & Co
Ohio
$133K +$350 +6 +0.3%
33 34
35
36 37