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Realty Income
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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 %
AWC
1126
Abundance Wealth Counselors
Pennsylvania
– -$293K -4,621 Closed
SIA
1127
Soltis Investment Advisors
Utah
– -$289K -4,566 Closed
SIA
1128
Schechter Investment Advisors
Michigan
– -$283K -4,468 Closed
GCP
1129
Garda Capital Partners
Minnesota
– -$280K -4,425 Closed
WSTAM
1130
Wilbanks Smith & Thomas Asset Management
Virginia
– -$267K -4,220 Closed
CCM
1131
Community Capital Management
Florida
– -$260K -4,100 Closed
WA
1132
WBH Advisory
Maryland
– -$254K -4,017 Closed
WFI
1133
West Family Investments
California
– -$246K -3,888 Closed
Koshinski Asset Management
1134
Koshinski Asset Management
Illinois
– -$246K -3,883 Closed
ISWM
1135
Independent Solutions Wealth Management
New York
– -$245K -3,866 Closed
AWM
1136
Axxcess Wealth Management
California
– -$242K -3,824 Closed
MWM
1137
Mattern Wealth Management
Kansas
– -$240K -3,798 Closed
MA
1138
MKT Advisors
California
– -$230K -3,674 Closed
CT
1139
Chicago Trust
Illinois
– -$227K -3,588 Closed
KWS
1140
Keystone Wealth Services
California
– -$225K -3,561 Closed
WMA
1141
Wealth Management Associates
New Jersey
– -$223K -3,517 Closed
SAM
1142
Silvercrest Asset Management
New York
– -$222K -3,500 Closed
MCWS
1143
McKinley Carter Wealth Services
West Virginia
– -$221K -3,489 Closed
Fisher Asset Management
1144
Fisher Asset Management
Washington
– -$216K -3,409 Closed
AR
1145
Apeiron RIA
Texas
– -$213K -3,360 Closed
B
1146
Bensler
Washington
– -$210K -3,316 Closed
APA
1147
Astoria Portfolio Advisors
New York
– -$208K -3,316 Closed
PWP
1148
Principle Wealth Partners
Connecticut
– -$209K -3,301 Closed
RWB
1149
RMR Wealth Builders
New Jersey
– -$209K -3,300 Closed
GT
1150
Glenview Trust
Kentucky
– -$209K -3,297 Closed
44 45
46
47 48