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Realty Income
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Overview Fund Activity

1,084 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 511 increasing their positions, 303 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.33%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
511
Reduced
303
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$678M
2
Deutsche Bank
Deutsche Bank
Germany
$317M
3
Cohen & Steers
Cohen & Steers
New York
$2.4B
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.54B
5
BlackRock
BlackRock
New York
$3.84B

Top Sellers

1
GCM
Glendon Capital Management
California
$21.5M
2
CIAS
CFS Investment Advisory Services
New Jersey
$1.19M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$181M
4
NSLI
Nan Shan Life Insurance
Taiwan
$0
5
WHRC
W.H. Reaves & Co
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
976
Bell Investment Advisors
California
$28K +$28K +415 New
Bank of Montreal
977
Bank of Montreal
Ontario, Canada
$27.9K +$3.04K +43,380 +12%
PK
978
Pflug Koory
Nebraska
$27K – – –
ACM
979
Antonetti Capital Management
Florida
$27K – – –
VNA
980
Valley National Advisers
Pennsylvania
$26K – – –
MWM
981
Mascoma Wealth Management
New Hampshire
$26K – – –
GWSG
982
GPS Wealth Strategies Group
Colorado
$26K – – –
SAM
983
Strategic Asset Management
Minnesota
$26K +$1.92K +28 +8%
KTC
984
Kistler-Tiffany Companies
Pennsylvania
$25K +$208 +3 +0.8%
WWM
985
Wagner Wealth Management
South Carolina
$25K +$25K +372 New
O
986
Ossiam
France
$24K -$656K -9,452 -96%
AA
987
AlphaMark Advisors
Kentucky
$23K – – –
BBPWM
988
Blue Bell Private Wealth Management
Pennsylvania
$23K – – –
MSFP
989
Mark Sheptoff Financial Planning
Connecticut
$23K – – –
CB
990
Community Bank
New York
$23K +$3.44K +50 +18%
NEAM
991
New England Asset Management
Connecticut
$23K +$23K +344 New
AFG
992
Albion Financial Group
Utah
$22K +$269 +4 +1%
IBOK
993
Independence Bank of Kentucky
Kentucky
$21K – – –
CIM
994
Chiron Investment Management
New York
$21K +$21K +306 New
EWA
995
EverSource Wealth Advisors
Alabama
$20K -$28.6K -437 -59%
RMC
996
Resources Management Corp
Connecticut
$20K – – –
SC
997
Seldon Capital
California
$20K – – –
MW
998
Milestone Wealth
New York
$19K – – –
FMB
999
Field & Main Bank
Kentucky
$19K +$5.67K +85 +43%
MIM
1000
Macroview Investment Management
Maryland
$19K +$19K +278 New
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