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Realty Income
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Overview Fund Activity

872 hedge funds and large institutions have $16.8B invested in Realty Income in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 395 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+16
Holders Change %
+1.87%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
101
Increased
395
Reduced
250
Closed
80
Calls
$144M
Puts
$94.2M
Net Calls
+$50M
Net Calls Change
+$61.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
2
Bank of America
Bank of America
North Carolina
+$192M
3
State Street
State Street
Massachusetts
+$149M
4
Morgan Stanley
Morgan Stanley
New York
+$101M
5
BlackRock
BlackRock
New York
+$97.6M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$191M
2
CIM
Centersquare Investment Management
Pennsylvania
-$130M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$90M
4
PP
Prudential plc
United Kingdom
-$44.5M
5
RC
Resolution Capital
Australia
-$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
401
Mercer Global Advisors
Colorado
$830K +$392K +6,371 +90%
AWMT
402
AAFMAA Wealth Management & Trust
North Carolina
$830K +$830K +13,498 New
EOJOAM
403
E. Ohman J:or Asset Management
Sweden
$826K +$826K +13,416 New
EFS
404
Essex Financial Services
Connecticut
$823K +$222K +3,602 +37%
QCIG
405
Quad-Cities Investment Group
Iowa
$817K +$13.4K +218 +2%
IRF
406
IBM Retirement Fund
New York
$811K +$1.23K +20 +0.2%
Wolverine Trading
407
Wolverine Trading
Illinois
$805K +$213K +3,428 +36%
TA
408
TFG Advisers
Michigan
$800K -$25.7K -417 -3%
RIG
409
Roosevelt Investment Group
New York
$787K +$3.69K +60 +0.5%
AWM
410
Adams Wealth Management
Utah
$787K +$34K +553 +5%
RJT
411
Raymond James Trust
Florida
$786K -$19.7K -320 -2%
CAM
412
Cresset Asset Management
Illinois
$781K +$527K +8,529 +207%
AAM
413
Azzad Asset Management
Virginia
$772K +$36.2K +589 +5%
KPW
414
Kore Private Wealth
New York
$768K +$3.87K +63 +0.5%
BCM
415
Bayesian Capital Management
New York
$762K -$832K -13,519 -52%
FLPIM
416
F.L. Putnam Investment Management
Massachusetts
$758K -$32.4K -527 -4%
FMBTD
417
First Midwest Bank Trust Division
Illinois
$758K +$30.4K +494 +4%
WG
418
Winton Group
United Kingdom
$757K -$18K -292 -2%
MC
419
Moors & Cabot
Massachusetts
$752K -$373K -6,052 -33%
CTA
420
Colonial Trust Advisors
South Carolina
$752K +$99.8K +1,623 +15%
CFA
421
Cahill Financial Advisors
Minnesota
$750K +$80.1K +1,302 +12%
PAG
422
Private Advisory Group
Washington
$750K +$750K +12,182 New
SRC
423
Shufro Rose & Co
New York
$744K +$76.2K +1,238 +11%
LMAM
424
Legg Mason Asset Management
Japan
$739K -$54K -877 -7%
MYAM
425
Meiji Yasuda Asset Management
Japan
$735K +$120K +1,955 +20%
15 16
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