O icon

Realty Income
O

Overview Fund Activity

773 hedge funds and large institutions have $16.4B invested in Realty Income in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 294 increasing their positions, 263 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+30
Holders Change %
+4.04%
% of All Funds
16.76%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
103
Increased
294
Reduced
263
Closed
65
Calls
$82M
Puts
$50.5M
Net Calls
+$31.5M
Net Calls Change
+$48.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
2
State Street
State Street
Massachusetts
+$108M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
4
CIM
Centersquare Investment Management
Pennsylvania
+$70.2M
5
BCM
Bridgeway Capital Management
Texas
+$49.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$170M
2
ZP
Zimmer Partners
New York
-$158M
3
PI
PGGM Investments
Netherlands
-$134M
4
Deutsche Bank
Deutsche Bank
Germany
-$132M
5
MIS
Morningstar Investment Services
Illinois
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
451
Aspiriant LLC
California
$458K -$137K -1,914 -23%
EWM
452
Evercore Wealth Management
New York
$456K +$71.3K +1,001 +19%
VWM
453
Venturi Wealth Management
Texas
$453K -$74.8K -1,061 -14%
ACM
454
AlphaCrest Capital Management
New York
$452K +$452K +6,341 New
MA
455
MONECO Advisors
Connecticut
$449K +$449K +6,300 New
CAC
456
Certified Advisory Corp
Florida
$448K -$85.7K -1,202 -16%
HPC
457
Hobart Private Capital
North Carolina
$447K +$11.9K +167 +3%
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$444K +$14.8K +208 +3%
WPA
459
West Paces Advisors
Georgia
$441K +$19.8K +278 +5%
Victory Capital Management
460
Victory Capital Management
Texas
$441K +$12.8K +180 +3%
BAM
461
Belpointe Asset Management
Nevada
$432K +$207K +2,896 +92%
GFS
462
GYL Financial Synergies
Connecticut
$429K +$2.42K +34 +0.6%
GIM
463
Goelzer Investment Management
Indiana
$429K +$140K +1,961 +48%
TW
464
Transform Wealth
Colorado
$428K -$213K -2,993 -33%
PI
465
Putnam Investments
Massachusetts
$419K -$7.13K -100 -2%
CHA
466
Cooper/Haims Advisors
New York
$419K – – –
NWM
467
Northwest Wealth Management
Iowa
$419K – – –
PTC
468
Private Trust Company
Ohio
$418K +$36K +506 +9%
AMIM
469
Aull & Monroe Investment Management
Alabama
$412K – – –
UH
470
Unigestion Holding
Switzerland
$412K – – –
WI
471
Wintrust Investments
Illinois
$411K – – –
FPS
472
Fieldpoint Private Securities
Connecticut
$410K – – –
DAS
473
Dynamic Advisor Solutions
Arizona
$408K +$19.1K +268 +5%
FAIM
474
Financial Advocates Investment Management
Washington
$405K +$49.6K +695 +14%
CIS
475
Connors Investor Services
Pennsylvania
$400K – – –
17 18
19
20 21