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Realty Income

856 hedge funds and large institutions have $16.2B invested in Realty Income in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 315 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+69
Holders Change %
+8.77%
% of All Funds
15.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
143
Increased
315
Reduced
282
Closed
62
Calls
$117M
Puts
$128M
Net Calls
-$11.1M
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Shares
Change %
NL
376
NWAM LLC
Washington
$957K +$957K +15,889 New
X
377
Xponance
Pennsylvania
$954K +$80.5K +1,337 +9%
Financial Engines Advisors
378
Financial Engines Advisors
California
$942K +$17.4K +288 +2%
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$935K -$12.8K -212 -1%
TCA
380
Transcend Capital Advisors
New Jersey
$934K +$934K +15,497 New
OAM
381
Optimal Asset Management
California
$928K +$181 +3 +0%
FI
382
FormulaFolio Investments
Michigan
$926K +$114K +1,893 +14%
II
383
Inspire Investing
Idaho
$913K +$155K +2,580 +21%
JIC
384
Johnson Investment Counsel
Ohio
$911K -$377K -6,238 -29%
KNW
385
Kesler Norman & Wride
Utah
$909K +$909K +15,084 New
SCM
386
Schnieders Capital Management
California
$898K
GEA
387
Glen Eagle Advisors
New Jersey
$886K +$723 +12 +0.1%
CCP
388
Corient Capital Partners
California
$884K +$60.3K +1,000 +7%
AWM
389
Aevitas Wealth Management
Massachusetts
$880K +$3.44K +57 +0.4%
MCM
390
Monument Capital Management
Virginia
$877K -$33.6K -558 -4%
CIBC Private Wealth Group
391
CIBC Private Wealth Group
Georgia
$875K +$198K +3,280 +29%
EH
392
Equitable Holdings
New York
$871K +$16K +265 +2%
SSA
393
Schonfeld Strategic Advisors
New York
$850K +$520K +8,636 +158%
OAM
394
Oppenheimer Asset Management
New York
$832K -$12K -199 -1%
ACS
395
Archford Capital Strategies
Illinois
$826K -$8.46K -146 -1%
CAS
396
Coppell Advisory Solutions
Texas
$814K +$814K +13,506 New
TA
397
TFG Advisers
Michigan
$808K -$122K -2,022 -13%
RCM
398
RB Capital Management
Nevada
$806K +$58.8K +975 +8%
MIAN
399
Mariner Independent Advisor Network
Kansas
$800K +$105K +1,738 +15%
IRF
400
IBM Retirement Fund
New York
$793K +$98.3K +1,632 +14%