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Realty Income

771 hedge funds and large institutions have $15.3B invested in Realty Income in 2020 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 276 increasing their positions, 283 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
15.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
109
Increased
276
Reduced
283
Closed
90
Calls
$84M
Puts
$86.8M
Net Calls
-$2.8M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HIA
401
Harbor Investment Advisory
Maryland
$629K +$3.35K +58 +0.5%
MCWS
402
McKinley Carter Wealth Services
West Virginia
$626K +$626K +10,849 New
ANTB
403
AMG National Trust Bank
Colorado
$626K +$626K +10,851 New
AIC
404
Ameritas Investment Company
Nebraska
$611K -$76.8K -1,333 -11%
OAM
405
Optimal Asset Management
California
$610K -$818K -14,173 -57%
SRSA
406
S.R. Schill & Associates
Washington
$607K
VI
407
Versor Investments
New York
$607K +$607K +10,526 New
Wealthfront Advisers
408
Wealthfront Advisers
California
$602K -$698K -12,102 -54%
VHAM
409
Van Hulzen Asset Management
California
$601K -$65.4K -1,135 -10%
SFM
410
Signet Financial Management
New Jersey
$593K +$31.7K +523 +6%
CS
411
Capital Square
Tennessee
$583K +$355K +6,160 +155%
AP
412
Advisor Partners
California
$579K +$125K +2,171 +28%
HIC
413
Holderness Investments Company
North Carolina
$576K +$6.52K +113 +1%
NL
414
NWAM LLC
Washington
$572K +$102K +1,766 +22%
SF
415
Symphony Financial
Texas
$571K +$18.4K +320 +3%
TC
416
Telemus Capital
Michigan
$570K
FC
417
FORA Capital
Florida
$560K +$560K +9,720 New
IWC
418
Integrated Wealth Concepts
Massachusetts
$555K +$21.3K +370 +4%
TCM
419
Teza Capital Management
Illinois
$555K +$555K +9,634 New
RI
420
Ridgewood Investments
New Jersey
$554K
MFW
421
Mosaic Family Wealth
Missouri
$552K +$29.7K +516 +6%
CFA
422
Cahill Financial Advisors
Minnesota
$552K +$552K +9,572 New
CAM
423
Columbia Asset Management
Michigan
$548K +$548K +9,510 New
QGA
424
Q Global Advisors
Texas
$544K +$544K +9,441 New
PA
425
Profund Advisors
Maryland
$543K -$23.8K -413 -4%