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Realty Income
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Overview Fund Activity

1,110 hedge funds and large institutions have $34.3B invested in Realty Income in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 495 increasing their positions, 322 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+41
Holders Change %
+3.84%
% of All Funds
17.91%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
158
Increased
495
Reduced
322
Closed
91
Calls
$193M
Puts
$144M
Net Calls
+$49M
Net Calls Change
+$2.03M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$802M
2
Cohen & Steers
Cohen & Steers
New York
$2.45B
3
RC
Resolution Capital
Australia
$278M
4
State Street
State Street
Massachusetts
$3.2B
5
Morgan Stanley
Morgan Stanley
New York
$1.2B

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$206M
2
ZP
Zimmer Partners
New York
$111M
3
Norges Bank
Norges Bank
Norway
$316M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
1151
Two Sigma Securities
New York
– -$317K -5,442 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1152
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$297K -5,100 Closed
SCA
1153
SMH Capital Advisors
Texas
– -$287K -4,937 Closed
FNA
1154
First National Advisers
Nebraska
– -$266K -4,574 Closed
BPC
1155
Banque Pictet & Cie
Switzerland
– -$255K -4,388 Closed
CG
1156
Caprock Group
Idaho
– -$256K -4,377 Closed
SW
1157
SteelPeak Wealth
California
– -$245K -4,198 Closed
YIH
1158
Y-Intercept (HK)
Hong Kong
– -$240K -4,117 Closed
RWM
1159
Ritholtz Wealth Management
New York
– -$237K -4,071 Closed
PWPS
1160
Pinnacle Wealth Planning Services
Ohio
– -$237K -4,066 Closed
MW
1161
Marcum Wealth
Ohio
– -$229K -3,928 Closed
EGM
1162
Engineers Gate Manager
New York
– -$225K -3,863 Closed
BL
1163
Balentine LLC
Georgia
– -$224K -3,841 Closed
EP
1164
Eudaimonia Partners
Tennessee
– -$217K -3,733 Closed
HGERS
1165
Householder Group Estate & Retirement Specialist
Arizona
– -$216K -3,713 Closed
CFA
1166
CWS Financial Advisors
Michigan
– -$215K -3,702 Closed
SFG
1167
Summit Financial Group
West Virginia
– -$216K -3,700 Closed
CHA
1168
Cooper/Haims Advisors
New York
– -$215K -3,698 Closed
WWA
1169
WCG Wealth Advisors
Nevada
– -$211K -3,627 Closed
MWM
1170
Mission Wealth Management
California
– -$203K -3,496 Closed
FPAS
1171
Focus Partners Advisor Solutions
Missouri
– -$203K -3,486 Closed
PI
1172
PineBridge Investments
New York
– -$196K -3,376 Closed
PWA
1173
Providence Wealth Advisors
Illinois
– -$204K -3,200 Closed
EIP
1174
Ellis Investment Partners
Pennsylvania
– -$150K -2,586 Closed
TF
1175
Tompkins Financial
New York
– -$133K -2,296 Closed
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