O icon

Realty Income
O

Overview Fund Activity

1,088 hedge funds and large institutions have $33.9B invested in Realty Income in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 459 increasing their positions, 408 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
-17
Holders Change %
-1.54%
% of All Funds
17.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
459
Reduced
408
Closed
96
Calls
$169M
Puts
$102M
Net Calls
+$67.1M
Net Calls Change
+$23M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$6.38B
2
BlackRock
BlackRock
New York
$3.7B
3
State Street
State Street
Massachusetts
$3.1B
4
Goldman Sachs
Goldman Sachs
New York
$245M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$163M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$693M
2
Bank of America
Bank of America
North Carolina
$1.43B
3
WCP
Waterfront Capital Partners
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$10M
5
BG
Bahl & Gaynor
Ohio
$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PRWA
1101
Platte River Wealth Advisors
Colorado
– -$2.78M -43,924 Closed
BCM
1102
BlueCrest Capital Management
Jersey
– -$2.6M -41,081 Closed
SAM
1103
Synergy Asset Management
Washington
– -$2.45M -38,644 Closed
BCM
1104
Beck Capital Management
Texas
– -$2.08M -32,839 Closed
MF
1105
Magnetar Financial
Illinois
– -$2M -31,629 Closed
DEA
1106
DoubleLine ETF Adviser
Florida
– -$2M -31,567 Closed
WEG
1107
World Equity Group
Illinois
– -$324K -31,001 Closed
AAM
1108
Azzad Asset Management
Virginia
– -$1.83M -28,975 Closed
MHS
1109
M Holdings Securities
Oregon
– -$1.67M -26,388 Closed
CC
1110
Cipher Capital
New York
– -$1.57M -24,752 Closed
WG
1111
Winton Group
United Kingdom
– -$1.37M -21,636 Closed
PMEF
1112
Point72 Middle East FZE
United Arab Emirates
– -$1.09M -17,223 Closed
BIP
1113
Blueprint Investment Partners
North Carolina
– -$600K -9,477 Closed
FCM
1114
Fourpath Capital Management
Oklahoma
– -$569K -8,990 Closed
Fiera Capital (Canada)
1115
Fiera Capital (Canada)
Quebec, Canada
– -$469K -7,400 Closed
HA
1116
Harfst & Associates
Wyoming
– -$453K -7,160 Closed
AI
1117
Atom Investors
Texas
– -$408K -6,450 Closed
Acadian Asset Management
1118
Acadian Asset Management
Massachusetts
– -$406K -6,413 Closed
AFG
1119
Atomi Financial Group
New York
– -$387K -6,106 Closed
ASFA
1120
All Season Financial Advisors
Colorado
– -$359K -5,676 Closed
CFAM
1121
Center For Asset Management
Florida
– -$359K -5,668 Closed
WAP
1122
Wealthcare Advisory Partners
Pennsylvania
– -$349K -5,504 Closed
WIC
1123
Woodmont Investment Counsel
Tennessee
– -$319K -5,043 Closed
DZ Bank
1124
DZ Bank
Germany
– -$317K -5,000 Closed
T
1125
TCWP
Ohio
– -$305K -4,813 Closed
43 44
45
46 47