O icon

Realty Income

477 hedge funds and large institutions have $8B invested in Realty Income in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 191 increasing their positions, 169 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
477
Holders Change
+6
Holders Change %
+1.27%
% of All Funds
12.72%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
48
Increased
191
Reduced
169
Closed
33
Calls
$31.8M
Puts
$39.1M
Net Calls
-$7.3M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Shares
Change %
RIA
401
Regal Investment Advisors
Michigan
$172K -$29.4K -590 -15%
EWM
402
Evercore Wealth Management
New York
$167K +$26.1K +519 +18%
IWM
403
Integrated Wealth Management
California
$166K +$166K +3,340 New
ECM
404
EII Capital Management
New York
$160K
AA
405
Apriem Advisors
California
$155K -$5.38M -107,520 -97%
OIA
406
Optimum Investment Advisors
Illinois
$151K +$49.3K +986 +48%
M
407
MOTCO
Texas
$146K +$52.4K +1,051 +56%
Schroder Investment Management Group
408
Schroder Investment Management Group
United Kingdom
$141K -$2.46M -49,674 -95%
SCA
409
Strategic Capital Alternatives
United States
$122K +$122K +2,431 New
BPBT
410
Boston Private Bank & Trust
Massachusetts
$119K
AWM
411
Avior Wealth Management
Nebraska
$115K
SEI Investments
412
SEI Investments
Pennsylvania
$112K +$44.6K +889 +66%
WA
413
WealthTrust-Arizona
Arizona
$104K
PO
414
Private Ocean
California
$97K +$996 +20 +1%
TFA
415
Transamerica Financial Advisors
Florida
$97K +$1.66K +33 +2%
CBT
416
Central Bank & Trust
Kentucky
$91K -$37.4K -744 -29%
CCS
417
Crosspoint Capital Strategies
California
$90K +$45.9K +914 +104%
HF
418
Hoxton Financial
West Virginia
$88K
WEC
419
Winslow Evans & Crocker
Massachusetts
$84.6K +$31K +619 +58%
TSW
420
Thompson Siegel & Walmsley
Virginia
$77K
MAM
421
Mizuho Asset Management
Japan
$70K +$20.8K +415 +42%
First Eagle Investment Management
422
First Eagle Investment Management
New York
$69K
CFA
423
Carroll Financial Associates
North Carolina
$64K +$61.7K +1,239 +2,636%
CBOA
424
Commonwealth Bank of Australia
Australia
$62K
JFA
425
JNBA Financial Advisors
Minnesota
$56K