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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 %
FLI
451
Family Legacy Inc
South Carolina
$635K +$922 +15 +0.1%
FMN
452
Financial Management Network
California
$634K +$125K +1,875 +25%
HIA
453
Harbor Investment Advisory
Maryland
$633K -$15.9K -258 -2%
SWM
454
SeaCrest Wealth Management
New York
$631K +$86.8K +1,411 +16%
HH
455
Hilltop Holdings
Texas
$630K +$160K +2,608 +34%
CBTWT
456
Community Bank & Trust (Waco, Texas)
Texas
$618K -$149K -2,424 -19%
TCM
457
Teza Capital Management
Illinois
$615K +$615K +10,001 New
RIA
458
Realta Investment Advisors
Delaware
$614K +$6.03K +98 +1%
SI
459
Stephens Inc
Arkansas
$614K +$301K +4,890 +96%
WAM
460
Wolverine Asset Management
Illinois
$611K -$468K -7,606 -43%
ECM
461
Everence Capital Management
Indiana
$603K – – –
SEP
462
Southland Equity Partners
Missouri
$596K – – –
FCI
463
Financial Counselors Inc
Kansas
$594K -$33.3K -542 -5%
BAIA
464
Bel Air Investment Advisors
California
$592K +$592K +9,616 New
SFP
465
Sterling Financial Planning
New Jersey
$591K +$185 +3 +0%
CNBTD
466
Citizens National Bank Trust Department
Mississippi
$574K +$127K +2,064 +28%
AL
467
ACAS LLC
California
$569K +$569K +9,246 New
BFC
468
Blue Fin Capital
Rhode Island
$559K – – –
RG
469
Retirement Group
California
$558K +$128K +2,073 +30%
SFM
470
Signet Financial Management
New Jersey
$557K +$1.97K +32 +0.4%
SBWIC
471
Schaper Benz & Wise Investment Counsel
Wisconsin
$551K +$260K +4,216 +89%
GRP
472
Global Retirement Partners
California
$550K -$11.6K -188 -2%
IAA
473
Independent Advisor Alliance
North Carolina
$550K +$246 +4 +0%
FFA
474
First Foundation Advisors
California
$538K +$170K +2,758 +46%
IWC
475
Integrated Wealth Concepts
Massachusetts
$530K -$38.6K -627 -7%
17 18
19
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