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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 %
AIA
1101
Angeles Investment Advisors
California
– -$275K -4,010 Closed
ITIM
1102
Indiana Trust & Investment Management
Indiana
– -$266K -3,899 Closed
WA
1103
WESPAC Advisors
California
– -$259K -3,789 Closed
FNBOMD
1104
First National Bank of Mount Dora
Florida
– -$250K -3,671 Closed
SDAM
1105
Shulman DeMeo Asset Management
New York
– -$249K -3,648 Closed
CWMU
1106
Caliber Wealth Management (Utah)
Utah
– -$245K -3,584 Closed
SIA
1107
Schechter Investment Advisors
Michigan
– -$243K -3,563 Closed
GG
1108
Gofen & Glossberg
Illinois
– -$240K -3,523 Closed
MFG
1109
Merit Financial Group
Georgia
– -$235K -3,443 Closed
APA
1110
Astoria Portfolio Advisors
New York
– -$229K -3,348 Closed
JC
1111
Jentner Corp
Ohio
– -$228K -3,335 Closed
BRC
1112
Bell Rock Capital
Delaware
– -$228K -3,335 Closed
PIM
1113
Perpetual Investment Management
Australia
– -$225K -3,300 Closed
B
1114
Bensler
Washington
– -$224K -3,288 Closed
BMWM
1115
Brown Miller Wealth Management
Virginia
– -$221K -3,241 Closed
CI
1116
Conning Inc
Connecticut
– -$219K -3,211 Closed
ACM
1117
AlphaStar Capital Management
North Carolina
– -$216K -3,164 Closed
MA
1118
MBA Advisors
Pennsylvania
– -$216K -3,160 Closed
ZAM
1119
Zevin Asset Management
Massachusetts
– -$214K -3,130 Closed
FIB
1120
First Interstate Bank
Montana
– -$213K -3,123 Closed
RB
1121
Renasant Bank
Mississippi
– -$213K -3,120 Closed
COCM
1122
Charter Oak Capital Management
New Hampshire
– -$211K -3,087 Closed
NWM
1123
Northwest Wealth Management
Iowa
– -$210K -3,078 Closed
HKIMG
1124
Hutchens & Kramer Investment Management Group
Indiana
– -$216K -3,076 Closed
CWM
1125
Cornerstone Wealth Management
Missouri
– -$209K -3,056 Closed
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45
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