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Realty Income
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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 %
AA
976
AlphaMark Advisors
Kentucky
$20K – – –
BWM
977
Baystate Wealth Management
Massachusetts
$19K -$88.4K -1,540 -82%
CB
978
Community Bank
New York
$19K – – –
MSFP
979
Mark Sheptoff Financial Planning
Connecticut
$19K – – –
AFG
980
Albion Financial Group
Utah
$19K +$173 +3 +0.9%
CA
981
Crewe Advisors
Utah
$19K +$4.57K +78 +32%
MA
982
MUFG Americas
New York
$19K +$8.58K +150 +82%
CA
983
Clearstead Advisors
Ohio
$19K +$10.5K +177 +124%
WT
984
Washington Trust
Rhode Island
$19K +$12K +200 +169%
BC
985
Barrett & Company
Rhode Island
$18K +$18K +284 New
MCM
986
MV Capital Management
Maryland
$18K +$9.15K +155 +103%
APC
987
Aspire Private Capital
North Carolina
$18K +$18K +308 New
SC
988
Seldon Capital
California
$17K – – –
MW
989
Milestone Wealth
New York
$17K – – –
CA
990
Centerpoint Advisors
Massachusetts
$16K – – –
MIM
991
Macroview Investment Management
Maryland
$16K +$171 +3 +1%
FCFS
992
First Command Financial Services
Texas
$15K – – –
FCB
993
First Command Bank
Texas
$15K – – –
PFA
994
Professional Financial Advisors
Nebraska
$15K – – –
SWA
995
SOA Wealth Advisors
New York
$15K +$171 +3 +1%
SCA
996
Stonebridge Capital Advisors
Minnesota
$15K +$830 +14 +6%
EARNEST Partners
997
EARNEST Partners
Georgia
$14K – – –
KA
998
Kozak & Associates
Colorado
$14K +$120 +2 +0.9%
CWA
999
Core Wealth Advisors
Florida
$14K +$14K +249 New
BWA
1000
BDO Wealth Advisors
Florida
$13K – – –
38 39
40
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