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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 %
MA
851
Montag & Associates
Georgia
$229K – – –
KWA
852
Kellett Wealth Advisors
Ohio
$228K – – –
CAM
853
Cresset Asset Management
Illinois
$227K -$145K -2,279 -39%
SIC
854
Samalin Investment Counsel
New York
$224K +$224K +3,533 New
PFM
855
Parsec Financial Management
North Carolina
$223K – – –
WMA
856
Wealth Management Associates
New Jersey
$223K – – –
MIM
857
Morningstar Investment Management
Illinois
$223K +$223K +3,512 New
SCM
858
Shelton Capital Management
Colorado
$222K -$6.53K -103 -3%
LIM
859
Leavell Investment Management
Alabama
$221K -$3.12K -49 -1%
SHGA
860
Sand Hill Global Advisors
California
$221K – – –
WF
861
Warner Financial
Maryland
$219K – – –
ACA
862
Aptus Capital Advisors
Alabama
$219K +$219K +3,452 New
SIA
863
Schechter Investment Advisors
Michigan
$219K +$219K +3,451 New
BA
864
Bennicas & Associates
California
$219K – – –
Wolverine Trading
865
Wolverine Trading
Illinois
$217K -$2.35M -37,078 -92%
FFN
866
Focus Financial Network
Minnesota
$217K -$12.3K -193 -5%
JC
867
Jentner Corp
Ohio
$216K +$216K +3,412 New
Lazard Asset Management
868
Lazard Asset Management
New York
$216K -$467K -7,398 -68%
RIM
869
RW Investment Management
Idaho
$214K +$214K +3,378 New
RFA
870
Resurgent Financial Advisors
Georgia
$214K -$18.7K -295 -8%
AR
871
Apeiron RIA
Texas
$213K +$213K +3,358 New
RWB
872
RMR Wealth Builders
New Jersey
$212K -$134K -2,114 -39%
ZIM
873
Zacks Investment Management
Illinois
$212K +$212K +3,339 New
WI
874
WrapManager Inc
California
$211K -$71.7K -1,128 -25%
Los Angeles Capital Management
875
Los Angeles Capital Management
California
$211K +$211K +3,323 New
33 34
35
36 37