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Realty Income
O

1,113 hedge funds and large institutions have $34.8B invested in Realty Income in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 542 increasing their positions, 331 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 542 | Existing positions reduced: 331

31% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 70

30% more call options, than puts

Call options by funds: $193M | Put options by funds: $149M

1% more capital invested

Capital invested by funds: $34.4B → $34.8B (+$451M)

0% less funds holding

Funds holding: 1,116 → 1,113 (-3)

2.36% less ownership

Funds ownership: 85.72% → 83.36% (-2.4%)

13% less funds holding in top 10

Funds holding in top 10: 16 → 14 (-2)

Holders
1,113
Holders Change
-3
Holders Change %
-0.27%
% of All Funds
17.74%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
92
Increased
542
Reduced
331
Closed
70
Calls
$193M
Puts
$149M
Net Calls
+$44.1M
Net Calls Change
-$4.85M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$314M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$215M
3
RC
Resolution Capital
Australia
+$142M
4
Bank of America
Bank of America
North Carolina
+$136M
5
Norges Bank
Norges Bank
Norway
+$120M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$208M
2
Deutsche Bank
Deutsche Bank
Germany
-$158M
3
ZP
Zimmer Partners
New York
-$111M
4
First Trust Advisors
First Trust Advisors
Illinois
-$71M
5
State Street
State Street
Massachusetts
-$66.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
876
Savant Capital
Illinois
$219K +$224K +3,451 New
Fisher Asset Management
877
Fisher Asset Management
Washington
$216K +$221K +3,409 New
RIM
878
RW Investment Management
Idaho
$214K – – –
RI
879
Ridgewood Investments
New Jersey
$213K +$218K +3,361 New
AR
880
Apeiron RIA
Texas
$213K +$130 +2 +0.1%
B
881
Bensler
Washington
$210K +$583 +9 +0.3%
PWP
882
Principle Wealth Partners
Connecticut
$209K – – –
RWB
883
RMR Wealth Builders
New Jersey
$209K -$2.92K -45 -1%
Kayne Anderson Rudnick Investment Management
884
Kayne Anderson Rudnick Investment Management
California
$209K +$214K +3,297 New
GT
885
Glenview Trust
Kentucky
$209K – – –
APA
886
Astoria Portfolio Advisors
New York
$208K +$215K +3,316 New
D
887
Diversified
Delaware
$208K +$1.43K +22 +0.7%
CWM
888
Cornerstone Wealth Management
Missouri
$207K +$212K +3,269 New
BMWM
889
Brown Miller Wealth Management
Virginia
$205K – – –
SCA
890
Scott Capital Advisors
Oregon
$205K +$1.49K +23 +0.7%
KPWS
891
Kestra Private Wealth Services
Texas
$204K +$209K +3,226 New
BST
892
Bath Savings Trust
Maine
$204K +$208K +3,215 New
SWA
893
Stratos Wealth Advisors
Ohio
$203K -$277K -4,274 -57%
FG
894
Fiduciary Group
Georgia
$202K -$5.7K -88 -3%
GCWM
895
Graham Capital Wealth Management
District of Columbia
$201K +$20.6K +318 New
MSS
896
Mitchell Sinkler & Starr
Pennsylvania
$201K +$206K +3,180 New
IAN
897
Integrated Advisors Network
Texas
$201K -$3.56M -54,942 -95%
MA
898
MBA Advisors
Pennsylvania
$200K – – –
PCM
899
Penserra Capital Management
California
$199K -$3.38M -52,127 -94%
TWM
900
Tradition Wealth Management
Minnesota
$191K +$133K +2,052 +212%
34 35
36
37 38

O Hedge Fund Activity: Q1 2023 in Review

1,113 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2023, worth a combined $34.8B — up 1.3% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new O positions and 70 closed out — a net gain of 22 holders — while 542 added to existing stakes and 331 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $314M. The largest seller was Morgan Stanley, cutting an estimated $208M.

  • 1,113 institutional investors held Realty Income (O) as of Q1 2023, down from 1,116 in Q4 2022.
  • Funds reported $34.8B of Realty Income stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 92 funds opened new Realty Income positions in Q1 2023 and 70 closed out, a net change of +22 holders.
  • The largest Realty Income buyer in Q1 2023 was Cohen & Steers, an estimated $314M added.
  • The largest Realty Income seller in Q1 2023 was Morgan Stanley, an estimated $208M sold.

Based on aggregated 13F filings for Q1 2023.