O icon

Realty Income
O

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
$5.73B
2
ZP
Zimmer Partners
New York
$169M
3
American Century Companies
American Century Companies
Missouri
$225M
4
Marshall Wace
Marshall Wace
United Kingdom
$69M
5
Macquarie Group
Macquarie Group
Australia
$95.3M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$63.1M
2
Cohen & Steers
Cohen & Steers
New York
$1.95B
3
APG Asset Management
APG Asset Management
Netherlands
$1.56M
4
Morgan Stanley
Morgan Stanley
New York
$971M
5
ORIO
Old Republic International (ORI)
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IRAG
901
Investment Research & Advisory Group
Georgia
$76K – – –
JFA
902
JNBA Financial Advisors
Minnesota
$75K – – –
HWA
903
Heritage Wealth Advisors
Virginia
$72.8K – – –
TWA
904
TCI Wealth Advisors
Arizona
$72K +$1.35K +23 +2%
GWS
905
Glassman Wealth Services
Virginia
$72K +$6.2K +106 +9%
OLVIG
906
Oliver Lagore Vanvalin Investment Group
Michigan
$71K +$58 +1 +0.1%
HWA
907
HHM Wealth Advisors
Tennessee
$71K +$44.6K +762 +169%
TC
908
Trust Company
Kansas
$70K – – –
SSB
909
Sandy Spring Bank
Maryland
$69K – – –
TFA
910
Toth Financial Advisory
Virginia
$66K – – –
JWA
911
JFS Wealth Advisors
Pennsylvania
$65K -$5.9K -101 -8%
BAM
912
Bellevue Asset Management
Washington
$65K +$4.42K +75 +7%
MIFH
913
Migdal Insurance & Financial Holdings
Israel
$64K -$129K -2,213 -67%
DMBA
914
Deseret Mutual Benefit Administrators
Utah
$58K -$23.9K -413 -29%
PP
915
Pacifica Partners
Canada
$58K -$9.55K -145 -14%
IRC
916
Investors Research Corp
Georgia
$58K – – –
BWP
917
Baldwin Wealth Partners
Massachusetts
$58K – – –
AWM
918
Accel Wealth Management
Iowa
$58K +$301 +5 +0.5%
MHR
919
Matthew Hamilton Rosenberg
$58K +$5.04K +87 +10%
JWM
920
Janiczek Wealth Management
Colorado
$57K -$10.4K -180 -15%
TWM
921
Tradition Wealth Management
Minnesota
$55K +$519 +9 +1%
AIM
922
Anchor Investment Management
South Carolina
$54.7K +$3.43K +59 +7%
RTC
923
Riverview Trust Company
Washington
$54K +$25.7K +439 +91%
DI
924
Disciplined Investments
Oklahoma
$51K – – –
HR
925
Howe & Rusling
New York
$50K -$18.9K -325 -27%
35 36
37
38 39