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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 %
CA
1001
Centerpoint Advisors
Massachusetts
$18K – – –
PFA
1002
Professional Financial Advisors
Nebraska
$18K – – –
FMP
1003
Financial Management Professionals
Texas
$18K +$3.99K +59 +29%
FCB
1004
First Command Bank
Texas
$18K +$18K +265 New
FCFS
1005
First Command Financial Services
Texas
$18K +$18K +265 New
SWA
1006
SOA Wealth Advisors
New York
$17K +$131 +2 +0.8%
CA
1007
Crewe Advisors
Utah
$17K +$17K +246 New
SWA
1008
Sutton Wealth Advisors
Florida
$16.2K +$3.41K +50 +27%
EARNEST Partners
1009
EARNEST Partners
Georgia
$16K – – –
IHWM
1010
Iron Horse Wealth Management
Iowa
$16K +$211 +3 +1%
KA
1011
Kozak & Associates
Colorado
$16K +$277 +4 +2%
SCA
1012
Stonebridge Capital Advisors
Minnesota
$16K +$8.23K +123 +106%
BWA
1013
BDO Wealth Advisors
Florida
$15K – – –
FCT
1014
First Community Trust
Iowa
$14K – – –
RE
1015
RBC Europe
United Kingdom
$14K – – –
CAL
1016
Capital Advisors Ltd
Ohio
$14K – – –
HC
1017
Hoese & Co
Minnesota
$14K – – –
TCWA
1018
Ten Capital Wealth Advisors
Washington
$14K +$14K +204 New
MA
1019
MUFG Americas
New York
$12K -$39.6K -600 -77%
HNWAG
1020
High Net Worth Advisory Group
Florida
$12K – – –
SC
1021
SouthState Corp
Florida
$11K -$64.4K -954 -85%
TJHA
1022
Thomas J. Herzfeld Advisors
Florida
$11K +$987 +14 +10%
TCM
1023
Tradewinds Capital Management
Washington
$10K -$54.8K -806 -85%
CA
1024
Clearstead Advisors
Ohio
$10K -$10.5K -150 -51%
MCM
1025
MV Capital Management
Maryland
$10K -$2.73K -41 -21%
39 40
41
42 43