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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 %
TF
876
Tompkins Financial
New York
$133K +$7.36K +127 +6%
PAI
877
Pittenger & Anderson Inc
Nebraska
$129K – – –
WT
878
Whittier Trust
California
$128K -$2.03K -35 -2%
BSB
879
Bangor Savings Bank
Maine
$127K -$3.26K -56 -3%
HCP
880
Hexagon Capital Partners
Arkansas
$125K +$5.81K +100 +5%
SIC
881
Salem Investment Counselors
North Carolina
$125K +$33.8K +578 +37%
CSB
882
City State Bank
Iowa
$124K – – –
FRA
883
Front Row Advisors
California
$118K – – –
FP
884
Financial Perspectives
Minnesota
$117K – – –
SA
885
SRH Advisors
Kansas
$116K – – –
OCM
886
Osterweis Capital Management
California
$116K +$116K +2,000 New
SSC
887
Syverson Strege & Co
Iowa
$107K -$47.3K -816 -31%
CWA
888
Clearview Wealth Advisors
Oregon
$101K +$465 +8 +0.5%
CAL
889
Capital Analysts LLC
Pennsylvania
$99K +$29.1K +504 +42%
QC
890
Quent Capital
New York
$97K +$18K +310 +23%
AA
891
Alta Advisers
United Kingdom
$93K +$93K +1,600 New
HPC
892
HM Payson & Co
Maine
$92K – – –
CTC
893
Central Trust Company
Missouri
$91K – – –
SIS
894
Sound Income Strategies
Florida
$91K +$232 +4 +0.3%
CP
895
Castleview Partners
Texas
$89K +$85.6K +1,476 +2,502%
VCM
896
Versant Capital Management
Arizona
$87K -$2.15K -37 -2%
ME
897
McIlrath & Eck
Washington
$85K – – –
GI
898
Gradient Investments
Minnesota
$84K +$700 +12 +0.8%
NICM
899
Neo Ivy Capital Management
New York
$80K +$80K +1,373 New
SC
900
Sawyer & Company
Massachusetts
$76K – – –
34 35
36
37 38