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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 %
MBFW
1051
Morton Brown Family Wealth
Pennsylvania
$2K +$2K +42 New
ACM
1052
Absolute Capital Management
Pennsylvania
$1.91K +$1.91K +33 New
AWM
1053
Abound Wealth Management
Tennessee
$1.58K +$1.58K +27 New
ACA
1054
Atlas Capital Advisors
Wyoming
$1.57K -$1.28K -22 -45%
GIA
1055
GHP Investment Advisors
Colorado
$1K -$4.29K -90 -81%
GC
1056
Gould Capital
Washington
$1K – – –
KFP
1057
KB Financial Partners
New Jersey
$1K – – –
TFM
1058
TFC Financial Management
Massachusetts
$1K +$278 +5 +38%
RA
1059
Rise Advisors
New York
$1K +$1K +19 New
FIA
1060
FNY Investment Advisers
New York
$1K +$1K +20 New
JFGIW
1061
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +22 New
FHC
1062
First Heartland Consultants
Missouri
$536 -$29 -497 -5%
FSWA
1063
Financial Synergies Wealth Advisors
Texas
$408 – – –
MGIM
1064
M&G Investment Management
United Kingdom
$366 +$160 +2,756 +78%
MOS
1065
MGO One Seven
Ohio
$224 -$11 -197 -5%
PWP
1066
Principle Wealth Partners
Connecticut
$207 – – –
JMF
1067
Johnson Midwest Financial
Iowa
$107 -$33 -569 -24%
ORIO
1068
Old Republic International (ORI)
Illinois
– -$40.3M -590,000 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1069
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$13.3M -195,350 Closed
NIG
1070
NFJ Investment Group
Texas
– -$6.75M -98,936 Closed
VIA
1071
Vident Investment Advisory
Georgia
– -$5.84M -85,542 Closed
BFG
1072
Beacon Financial Group
Texas
– -$5.4M -79,204 Closed
MSRPS
1073
Maryland State Retirement & Pension System
Maryland
– -$3.16M -46,348 Closed
LFM
1074
LGT Fund Management
Liechtenstein
– -$2.78M -40,698 Closed
EP
1075
Edgestream Partners
New Jersey
– -$2.66M -38,997 Closed
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