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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 %
TNB
1126
Thomasville National Bank
Georgia
– -$209K -3,055 Closed
RI
1127
Ridgewood Investments
New Jersey
– -$208K -3,048 Closed
ATIA
1128
American Trust Investment Advisors
New Hampshire
– -$208K -3,045 Closed
CF
1129
Cantor Fitzgerald
New York
– -$205K -3,000 Closed
BCCM
1130
Bridge Creek Capital Management
Massachusetts
– -$205K -3,000 Closed
TA
1131
TrueWealth Advisors
Alabama
– -$205K -3,000 Closed
KWS
1132
Keystone Wealth Services
California
– -$204K -2,982 Closed
LW
1133
Linscomb Wealth
Texas
– -$202K -2,954 Closed
WMS
1134
Wealth Management Solutions
Pennsylvania
– -$200K -2,933 Closed
FWA
1135
FSM Wealth Advisors
Ohio
– -$211K -2,875 Closed
WTA
1136
Washington Trust Advisors
Massachusetts
– -$149K -2,187 Closed
AIP
1137
Ahrens Investment Partners
Louisiana
– -$140K -2,050 Closed
ST
1138
Sageworth Trust
Pennsylvania
– -$137K -2,004 Closed
CWM
1139
Curi Wealth Management
North Carolina
– -$109K -1,604 Closed
GLLW
1140
Graves Light Lenhart Wealth
Virginia
– -$102K -1,498 Closed
CWP
1141
Concord Wealth Partners
Virginia
– -$89K -1,300 Closed
AW
1142
ACG Wealth
Georgia
– -$87K -1,274 Closed
CA
1143
CoreCap Advisors
Michigan
– -$82K -1,198 Closed
CI
1144
CX Institutional
Indiana
– -$76K -1,109 Closed
GGI
1145
Godsey & Gibb Inc
Virginia
– -$63K -920 Closed
VRM
1146
Vectors Research Management
New York
– -$58K -854 Closed
AWM
1147
Activest Wealth Management
Florida
– -$53K -782 Closed
RIM
1148
Rockbridge Investment Management
New York
– -$49.4K -724 Closed
1IA
1149
1834 Investment Advisors
Wisconsin
– -$38K -553 Closed
BBPWM
1150
Blue Bell Private Wealth Management
Pennsylvania
– -$23K -332 Closed
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