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 %
MMG
926
Monetary Management Group
Missouri
$50K – – –
BCMLT
927
Beacon Capital Management LLC (Tennessee)
Tennessee
$49K -$2.52K -37 -5%
BBHC
928
Brown Brothers Harriman & Co
New York
$49K – – –
SCM
929
Silvant Capital Management
Georgia
$47K – – –
TSWM
930
Tyler-Stone Wealth Management
Ohio
$47K – – –
CI Investments Inc
931
CI Investments Inc
Ontario, Canada
$47K +$42.7K +733 +1,004%
ONST
932
Old North State Trust
North Carolina
$47K +$47K +803 New
CFO
933
CVA Family Office
Colorado
$46K -$22.2K -380 -33%
CG
934
Cutler Group
California
$46K +$46K +800 New
KFS
935
Kelly Financial Services
Massachusetts
$45.1K +$291 +5 +0.6%
NL
936
NVWM LLC
Pennsylvania
$43K – – –
AS
937
Altshuler Shaham
Israel
$41K -$2.8K -48 -6%
OCM
938
Orion Capital Management
California
$41K – – –
HH
939
HWG Holdings
Texas
$41K +$41K +697 New
LWCFA
940
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K – – –
HFM
941
Hartford Financial Management
Connecticut
$39K – – –
ST
942
Smithfield Trust
Pennsylvania
$39K – – –
HRC
943
Hoertkorn Richard Charles
$39K – – –
KFI
944
Key Financial Inc
Pennsylvania
$39K +$4.8K +82 +14%
MTIC
945
Missouri Trust & Investment Company
Missouri
$38K – – –
C
946
Covestor
United Kingdom
$37K +$12.5K +214 +51%
WB
947
West Bancorporation
Iowa
$36K – – –
WWP
948
WR Wealth Planners
Missouri
$34.8K +$116 +2 +0.3%
CFFP
949
Center for Financial Planning
Michigan
$34K – – –
PFBT
950
Parkside Financial Bank & Trust
Missouri
$33K -$3.55K -62 -10%
36 37
38
39 40