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Realty Income

852 hedge funds and large institutions have $18.5B invested in Realty Income in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 328 increasing their positions, 226 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+81
Holders Change %
+10.51%
% of All Funds
16.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
149
Increased
328
Reduced
226
Closed
53
Calls
$90.9M
Puts
$110M
Net Calls
-$19.5M
Net Calls Change
-$59.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
451
EP Wealth Advisors
California
$595K +$2.64K +37 +0.4%
SWM
452
Stockman Wealth Management
Montana
$595K +$18.4K +258 +3%
II
453
Inspire Investing
Idaho
$583K +$6K +84 +1%
IWC
454
Integrated Wealth Concepts
Massachusetts
$581K +$389K +5,446 +202%
FWM
455
Focused Wealth Management
New York
$576K +$34K +476 +6%
MMPW
456
Mitchell McLeod Pugh & Williams
Alabama
$574K
NIT
457
NumerixS Investment Technologies
British Columbia, Canada
$574K +$574K +8,050 New
OPS
458
Orion Portfolio Solutions
Nebraska
$572K +$572K +8,012 New
BAM
459
Belpointe Asset Management
Nevada
$571K +$176K +2,472 +45%
OCG
460
Opus Capital Group
Ohio
$570K +$357 +5 +0.1%
KRSITF
461
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$568K +$15.6K +219 +3%
Wellington Management Group
462
Wellington Management Group
Massachusetts
$565K -$648K -9,076 -53%
HAG
463
HighPoint Advisor Group
Illinois
$561K +$120K +1,601 +27%
GRP
464
Global Retirement Partners
California
$559K +$856 +12 +0.2%
CJA
465
C-J Advisory
California
$557K
MFW
466
Mosaic Family Wealth
Missouri
$556K
TAM
467
Townsend Asset Management
North Carolina
$552K +$552K +7,741 New
Cetera Investment Advisers
468
Cetera Investment Advisers
Illinois
$550K +$5.62K +79 +1%
HI
469
Horizon Investments
North Carolina
$539K +$539K +7,558 New
VCA
470
Verdence Capital Advisors
Maryland
$531K +$2.43K +34 +0.5%
SS
471
Sunbelt Securities
Texas
$520K +$143 +2 +0%
KFA
472
Krane Funds Advisors
New York
$516K +$6.13K +86 +1%
WTC
473
WhitTier Trust Company
Nevada
$515K
RIM
474
Rampart Investment Management
Connecticut
$508K +$143 +2 +0%
WPA
475
West Paces Advisors
Georgia
$506K -$11.8K -166 -2%