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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 %
GCWM
1076
Graham Capital Wealth Management
District of Columbia
– -$2.66M -38,904 Closed
MPM
1077
Meritage Portfolio Management
Kansas
– -$2.47M -36,190 Closed
NIMI
1078
Natixis Investment Managers International
France
– -$2.18M -31,989 Closed
SIP
1079
Stoneridge Investment Partners
Pennsylvania
– -$1.82M -26,660 Closed
Renaissance Technologies
1080
Renaissance Technologies
New York
– -$1.7M -24,900 Closed
CWS
1081
Confluence Wealth Services
Pennsylvania
– -$1.8M -24,420 Closed
Los Angeles Capital Management
1082
Los Angeles Capital Management
California
– -$1.45M -21,276 Closed
CIAS
1083
CFS Investment Advisory Services
New Jersey
– -$1.19M -17,364 Closed
Parallax Volatility Advisers
1084
Parallax Volatility Advisers
California
– -$1.16M -16,977 Closed
SFSG
1085
Sound Financial Strategies Group
Mississippi
– -$1.11M -16,310 Closed
BAM
1086
Blueshift Asset Management
New Jersey
– -$938K -13,744 Closed
EWA
1087
EP Wealth Advisors
California
– -$867K -12,705 Closed
KAS
1088
Kestra Advisory Services
Texas
– -$702K -10,291 Closed
QC
1089
Quadrature Capital
United Kingdom
– -$683K -10,007 Closed
EAM
1090
Evanson Asset Management
California
– -$508K -7,435 Closed
Fiera Capital (Canada)
1091
Fiera Capital (Canada)
Quebec, Canada
– -$491K -7,200 Closed
WB
1092
WesBanco Bank
West Virginia
– -$390K -5,720 Closed
AFG
1093
Allegheny Financial Group
Pennsylvania
– -$337K -4,943 Closed
RWP
1094
Ridgecrest Wealth Partners
California
– -$322K -4,718 Closed
TFS
1095
Thoroughbred Financial Services
Tennessee
– -$321K -4,709 Closed
IA
1096
Inspire Advisors
Idaho
– -$321K -4,705 Closed
FHB
1097
First Hawaiian Bank
Hawaii
– -$318K -4,664 Closed
ARC
1098
Advisor Resource Council
Texas
– -$316K -4,627 Closed
LAM
1099
LifePro Asset Management
California
– -$293K -4,293 Closed
CT
1100
Chicago Trust
Illinois
– -$290K -4,241 Closed
42 43
44
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