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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 %
OCBCO
201
Oversea-Chinese Banking Corp (OCBC)
Singapore
$7.21M +$1.63M +27,198 +29%
II
202
IFM Investors
Australia
$7.18M +$737K +12,325 +11%
DP
203
Dearborn Partners
Illinois
$7.16M +$13.6K +228 +0.2%
ZCM
204
Ziegler Capital Management
Illinois
$7.12M +$943K +15,779 +15%
ETC
205
Exchange Traded Concepts
Oklahoma
$7.02M -$486K -8,133 -6%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.02M +$663K +11,094 +10%
Wellington Management Group
207
Wellington Management Group
Massachusetts
$6.79M -$3.62M -60,510 -35%
URS
208
Utah Retirement Systems
Utah
$6.78M +$89.7K +1,500 +1%
BFS
209
Bradley Foster & Sargent
Connecticut
$6.64M -$255K -4,266 -4%
CIC
210
Carnegie Investment Counsel
Ohio
$6.59M -$17.7K -296 -0.3%
TTWM
211
TCV Trust & Wealth Management
Virginia
$6.54M -$71.7K -1,199 -1%
DnB Asset Management
212
DnB Asset Management
Norway
$6.48M +$213K +3,555 +3%
TSW
213
Thompson Siegel & Walmsley
Virginia
$6.48M – – –
Baird Financial Group
214
Baird Financial Group
Wisconsin
$6.47M -$4.78M -80,029 -43%
Robeco Institutional Asset Management
215
Robeco Institutional Asset Management
Netherlands
$6.38M +$2.81M +46,941 +78%
FFA
216
First Foundation Advisors
California
$6.35M -$1.23M -20,535 -16%
Creative Planning
217
Creative Planning
Kansas
$6.26M +$974K +16,282 +18%
IF
218
Insight Folios
North Carolina
$6.23M +$330K +5,511 +6%
MOACM
219
Mutual of America Capital Management
New York
$6.15M +$432K +7,223 +8%
M&T Bank
220
M&T Bank
New York
$5.93M +$239K +3,998 +4%
Public Employees Retirement Association of Colorado
221
Public Employees Retirement Association of Colorado
Colorado
$5.9M +$71.7K +1,200 +1%
State of Tennessee, Department of Treasury
222
State of Tennessee, Department of Treasury
Tennessee
$5.86M +$261K +4,370 +5%
MCM
223
Mattern Capital Management
Colorado
$5.85M +$271K +4,539 +5%
BPCE
224
Bank Pictet & Cie (Europe)
Germany
$5.83M +$5.83M +97,577 New
AQR Capital Management
225
AQR Capital Management
Connecticut
$5.81M -$442K -7,399 -7%
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