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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 %
QCM
876
Quantinno Capital Management
New York
$210K +$210K +3,305 New
B
877
Bensler
Washington
$210K +$210K +3,307 New
PWP
878
Principle Wealth Partners
Connecticut
$209K -$15.9K -250 -7%
PIM
879
Perpetual Investment Management
Australia
$209K +$209K +3,300 New
GT
880
Glenview Trust
Kentucky
$209K -$29.1K -458 -12%
AWM
881
Axxcess Wealth Management
California
$208K +$208K +3,279 New
FG
882
Fiduciary Group
Georgia
$208K -$5.2K -82 -2%
D
883
Diversified
Delaware
$207K +$207K +3,267 New
CAWM
884
Capital Advisors Wealth Management
Washington
$207K +$207K +3,256 New
BMWM
885
Brown Miller Wealth Management
Virginia
$206K +$206K +3,241 New
SCA
886
Scott Capital Advisors
Oregon
$204K +$204K +3,215 New
TCMP
887
Thrive Capital Management (Pennsylvania)
Pennsylvania
$204K +$204K +3,212 New
HI
888
Hudock Inc
Pennsylvania
$201K +$11.5K +182 +6%
CWP
889
Core Wealth Partners
California
$201K +$201K +25,909 New
GG
890
Gofen & Glossberg
Illinois
$201K +$201K +3,171 New
MA
891
MBA Advisors
Pennsylvania
$200K +$200K +3,160 New
AAG
892
Armstrong Advisory Group
Massachusetts
$183K +$183K +2,887 New
NP
893
Ninepoint Partners
Ontario, Canada
$183K -$21.5K -339 -11%
BEI
894
Benjamin Edwards Inc
Missouri
$176K +$27K +426 +18%
FCMT
895
Founders Capital Management (Texas)
Texas
$172K – – –
DWMG
896
DB Wealth Management Group
California
$168K – – –
WHG
897
Westwood Holdings Group
Texas
$162K +$162K +2,550 New
CBT
898
CoreFirst Bank & Trust
Kansas
$155K -$20.9K -330 -12%
BC
899
Bartlett & Co
Ohio
$146K +$447 +7 +0.3%
BCWM
900
Bartlett & Co Wealth Management
Ohio
$146K +$446 +7 +0.3%
34 35
36
37 38