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

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$206M
2
ZP
2
Zimmer Partners
New York
$111M
3
Norges Bank
3
Norges Bank
Norway
$316M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$0
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
126
Guggenheim Capital
Illinois
$18.3M -$375K -5,912 -2%
MCM
127
MAI Capital Management
Ohio
$17.1M +$518K +8,172 +3%
Fidelity International
128
Fidelity International
Bermuda
$16.9M +$786K +12,390 +5%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$16.7M +$2.21M +34,911 +15%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$15.5M +$5.83M +91,848 +60%
Royal London Asset Management
131
Royal London Asset Management
United Kingdom
$15.4M +$1.64M +25,849 +12%
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$15.4M +$3.08M +48,594 +25%
KIA
133
KCM Investment Advisors
California
$15.2M -$263K -4,150 -2%
BCM
134
Brookstone Capital Management
Illinois
$15.2M +$3.38M +52,695 +29%
UIC
135
Uniplan Investment Counsel
Wisconsin
$15.1M -$624K -9,835 -4%
BCM
136
Becker Capital Management
Oregon
$14.8M +$528K +8,318 +4%
YCM
137
Yousif Capital Management
Michigan
$14.7M +$855K +13,477 +6%
HighTower Advisors
138
HighTower Advisors
Illinois
$14.4M +$4.19M +65,976 +41%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$14.1M +$299K +4,709 +2%
Wellington Management Group
140
Wellington Management Group
Massachusetts
$13.7M +$5.2M +81,964 +61%
FVWA
141
Foster Victor Wealth Advisors
South Carolina
$13.2M +$1.2M +18,746 +10%
CA
142
Cetera Advisors
Colorado
$13.1M +$122K +1,920 +0.9%
VanEck Associates
143
VanEck Associates
New York
$13M +$593K +9,351 +5%
Citadel Advisors
144
Citadel Advisors
Florida
$12.2M -$3.47M -54,691 -22%
ADEF
145
Adams Diversified Equity Fund
Maryland
$12.1M – – –
Natixis Advisors
146
Natixis Advisors
Massachusetts
$12.1M +$3.58M +56,447 +42%
NCM
147
Novare Capital Management
North Carolina
$12M -$65.6K -1,034 -0.5%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$12M +$4.05M +63,909 +51%
AIG
149
American International Group
New York
$11.8M +$1.11M +17,564 +10%
IMRF
150
Illinois Municipal Retirement Fund
Illinois
$11.7M +$5.54M +87,372 +89%
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