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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 %
MCM
126
MAI Capital Management
Ohio
$16.6M +$74.7K +1,250 +0.5%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$16.3M -$701K -11,730 -4%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$16.1M +$2.9M +48,441 +22%
BCM
129
Brookstone Capital Management
Illinois
$16M +$516K +8,658 +3%
ERSOT
130
Employees Retirement System of Texas
Texas
$15.9M -$13.3M -222,000 -45%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$15.7M -$8.08M -135,202 -34%
FVWA
132
Foster Victor Wealth Advisors
South Carolina
$14.4M +$1.18M +19,394 +9%
Royal London Asset Management
133
Royal London Asset Management
United Kingdom
$14.4M – – –
YCM
134
Yousif Capital Management
Michigan
$14.2M +$683K +11,421 +5%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$13.9M +$579K +9,683 +4%
UIC
136
Uniplan Investment Counsel
Wisconsin
$13.6M -$608K -10,171 -4%
KIA
137
KCM Investment Advisors
California
$13.5M -$673K -11,252 -5%
CA
138
Cetera Advisors
Colorado
$13.2M +$220K +3,686 +2%
VanEck Associates
139
VanEck Associates
New York
$13.1M +$908K +15,181 +7%
HighTower Advisors
140
HighTower Advisors
Illinois
$12.8M +$1.68M +28,053 +15%
NCM
141
Novare Capital Management
North Carolina
$12.7M +$584K +9,769 +5%
MYAM
142
Meiji Yasuda Asset Management
Japan
$12.5M +$551K +9,221 +5%
CIBC Asset Management
143
CIBC Asset Management
Ontario, Canada
$12.3M -$104K -1,745 -0.8%
BCM
144
Becker Capital Management
Oregon
$11.9M -$2.51M -41,769 -17%
DADC
145
D.A. Davidson & Co
Montana
$11.9M +$363K +6,065 +3%
AIG
146
American International Group
New York
$11.8M +$714K +11,950 +6%
Tudor Investment Corp
147
Tudor Investment Corp
Connecticut
$11.8M -$321K -5,372 -3%
SIA
148
Sit Investment Associates
Minnesota
$11.8M +$537K +8,980 +5%
HNB
149
Huntington National Bank
Ohio
$11.7M +$202K +3,375 +2%
VF
150
Vest Financial
Virginia
$11.5M +$2.59M +43,737 +29%
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