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Realty Income
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Overview Fund Activity

787 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 283 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
15.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
290
Reduced
283
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
RC
Resolution Capital
Australia
+$218M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$33M
5
Bank of America
Bank of America
North Carolina
+$32.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$126M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$110M
4
PI
PGGM Investments
Netherlands
-$101M
5
American Century Companies
American Century Companies
Missouri
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
426
Wealthfront Advisers
California
$595K -$19.6K -333 -3%
SRC
427
Shufro Rose & Co
New York
$594K +$187K +3,169 +46%
RIA
428
Realta Investment Advisors
Delaware
$586K -$213K -3,610 -27%
FSA
429
Financial Sense Advisors
California
$586K +$58.5K +994 +11%
SF
430
Symphony Financial
Texas
$578K -$5.3K -90 -0.9%
SLF
431
Sun Life Financial
Ontario, Canada
$568K +$556K +9,444 +4,519%
MFW
432
Mosaic Family Wealth
Missouri
$564K – – –
QGA
433
Q Global Advisors
Texas
$556K – – –
S
434
Seeyond
France
$556K +$11K +187 +2%
BFC
435
Blue Fin Capital
Rhode Island
$553K – – –
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$549K +$35.9K +610 +7%
MYLI
437
Meiji Yasuda Life Insurance
Japan
$548K +$127K +2,153 +30%
CPIG
438
Chicago Partners Investment Group
Illinois
$547K +$2.01K +35 +0.4%
IWC
439
Integrated Wealth Concepts
Massachusetts
$538K -$29.1K -494 -5%
OPPTF
440
OPSEU Pension Plan Trust Fund
Ontario, Canada
$538K -$11.1K -187 -2%
EFS
441
Essex Financial Services
Connecticut
$534K +$6.65K +113 +1%
AP
442
Advisor Partners
California
$532K -$58.5K -994 -10%
SI
443
Stephens Inc
Arkansas
$528K +$29.4K +499 +6%
PA
444
Profund Advisors
Maryland
$524K -$30.4K -516 -5%
SFM
445
Signet Financial Management
New Jersey
$523K -$31.7K -560 -6%
IAA
446
Independent Advisor Alliance
North Carolina
$517K -$17.7K -301 -3%
GRP
447
Global Retirement Partners
California
$515K +$13.9K +236 +3%
Robeco Institutional Asset Management
448
Robeco Institutional Asset Management
Netherlands
$513K -$2.48M -42,198 -83%
VHAM
449
Van Hulzen Asset Management
California
$510K -$103K -1,754 -17%
IWM
450
IHT Wealth Management
Illinois
$508K +$13.3K +226 +3%
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