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Realty Income
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Overview Fund Activity

1,110 hedge funds and large institutions have $34.3B invested in Realty Income in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 495 increasing their positions, 322 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+41
Holders Change %
+3.84%
% of All Funds
17.91%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
158
Increased
495
Reduced
322
Closed
91
Calls
$193M
Puts
$144M
Net Calls
+$49M
Net Calls Change
+$2.03M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$802M
2
Cohen & Steers
Cohen & Steers
New York
+$323M
3
RC
Resolution Capital
Australia
+$278M
4
State Street
State Street
Massachusetts
+$202M
5
Morgan Stanley
Morgan Stanley
New York
+$144M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$121M
2
ZP
Zimmer Partners
New York
-$73.1M
3
Norges Bank
Norges Bank
Norway
-$72.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$46.5M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$45.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
1051
NewSquare Capital
Pennsylvania
$9.52K +$9.52K +150 New
GA
1052
GoalVest Advisory
New York
$9.52K +$9.52K +150 New
MFT
1053
Moisand Fitzgerald Tamayo
Florida
$9.26K +$634 +10 +7%
FCA
1054
FinTrust Capital Advisors
South Carolina
$9.01K +$3.87K +61 +75%
CHA
1055
Carmichael Hill & Associates
Maryland
$8.88K – – –
MCM
1056
MV Capital Management
Maryland
$8.37K -$11K -173 -57%
FIA
1057
FNY Investment Advisers
New York
$8K +$6.86K +120 +600%
HB
1058
Horizon Bancorp
Indiana
$8K +$8K +125 New
HS
1059
Horan Securities
United States
$7.99K +$3.49K +55 +77%
EWM
1060
Evermay Wealth Management
Virginia
$7.96K – – –
PFG
1061
Piershale Financial Group
Illinois
$7.8K +$7.8K +123 New
CAM
1062
Costello Asset Management
Pennsylvania
$7.74K +$2.66K +42 +53%
CTB
1063
Country Trust Bank
Illinois
$6.85K +$2.92K +46 +74%
ACM
1064
AUA Capital Management
Pennsylvania
$6.72K – – –
WBC
1065
West Branch Capital
Massachusetts
$6.34K – – –
MCM
1066
Manchester Capital Management
Vermont
$6.34K +$6.34K +100 New
GIA
1067
GHP Investment Advisors
Colorado
$6.03K +$4.69K +74 +352%
RDIA
1068
RE Dickinson Investment Advisors
Iowa
$6K – – –
SFA
1069
Semmax Financial Advisors
North Carolina
$6K – – –
RFA
1070
Register Financial Advisors
Georgia
$5.71K +$5.71K +90 New
OIA
1071
Optimum Investment Advisors
Illinois
$5.27K – – –
TAM
1072
Tucker Asset Management
Colorado
$5.12K – – –
PP
1073
Pacifica Partners
Canada
$4.49K -$52K -811 -92%
MPCL
1074
My Personal CFO LLC
Washington
$4.35K +$4.35K +69 New
CA
1075
Crewe Advisors
Utah
$4.19K -$16.4K -258 -80%
41 42
43
44 45