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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 %
D
1151
Diversified
Delaware
– -$208K -3,289 Closed
SCA
1152
Scott Capital Advisors
Oregon
– -$205K -3,238 Closed
KPWS
1153
Kestra Private Wealth Services
Texas
– -$204K -3,226 Closed
SWA
1154
Stratos Wealth Advisors
Ohio
– -$203K -3,201 Closed
FG
1155
Fiduciary Group
Georgia
– -$202K -3,187 Closed
MSS
1156
Mitchell Sinkler & Starr
Pennsylvania
– -$201K -3,180 Closed
IAN
1157
Integrated Advisors Network
Texas
– -$201K -3,176 Closed
MA
1158
MBA Advisors
Pennsylvania
– -$200K -3,160 Closed
TWA
1159
TCI Wealth Advisors
Arizona
– -$122K -1,931 Closed
SSC
1160
Syverson Strege & Co
Iowa
– -$100K -1,583 Closed
ONST
1161
Old North State Trust
North Carolina
– -$51K -803 Closed
OCM
1162
Orion Capital Management
California
– -$44.3K -700 Closed
ST
1163
Sageworth Trust
Pennsylvania
– -$44.2K -698 Closed
QL
1164
Quarry LP
New York
– -$40.2K -635 Closed
DFCM
1165
Dark Forest Capital Management
Puerto Rico
– -$39K -616 Closed
NL
1166
NVWM LLC
Pennsylvania
– -$38.5K -605 Closed
HFS
1167
HBC Financial Services
Washington
– -$36K -600 Closed
DIP
1168
DT Investment Partners
Pennsylvania
– -$24.9K -400 Closed
GCWM
1169
Graham Capital Wealth Management
District of Columbia
– -$201K -318 Closed
GFWA
1170
Grey Fox Wealth Advisors
Delaware
– -$16.5K -259 Closed
AWM
1171
Accel Wealth Management
Iowa
– -$14.6K -230 Closed
NC
1172
NewSquare Capital
Pennsylvania
– -$13.2K -209 Closed
CAM
1173
Costello Asset Management
Pennsylvania
– -$7.73K -122 Closed
RTL
1174
Red Tortoise LLC
Georgia
– -$7.6K -120 Closed
RCM
1175
Rain Capital Management
Oregon
– -$4.56K -72 Closed
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