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Realty Income
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Overview Fund Activity

592 hedge funds and large institutions have $12.9B invested in Realty Income in 2016 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 247 increasing their positions, 186 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
+26
Holders Change %
+4.59%
% of All Funds
15.82%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
80
Increased
247
Reduced
186
Closed
42
Calls
$104M
Puts
$131M
Net Calls
-$27M
Net Calls Change
-$34.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.96B
2
JHIU
Janus Henderson Investors US
Colorado
$151M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$93.6M
4
BFA
BlackRock Fund Advisors
California
$644M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$295M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$6.08M
2
Invesco
Invesco
Georgia
$832M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
$3.49M
4
Cohen & Steers
Cohen & Steers
New York
$0
5
SIA
Sit Investment Associates
Minnesota
$17.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
476
B. Riley Wealth Advisors
Florida
$215K +$215K +3,175 New
LW
477
Linscomb Wealth
Texas
$215K +$215K +3,199 New
LCM
478
LVM Capital Management
Michigan
$214K +$214K +3,189 New
IP
479
Investment Partners
Ohio
$213K -$150K -2,235 -41%
RAM
480
Redmond Asset Management
Virginia
$212K +$212K +3,148 New
IB
481
Intrust Bank
Kansas
$211K +$211K +3,140 New
GG
482
Gofen & Glossberg
Illinois
$209K +$209K +3,104 New
DAC
483
Dividend Assets Capital
South Carolina
$208K -$17.2K -256 -8%
SYBT
484
Stock Yards Bank & Trust
Kentucky
$203K +$203K +3,019 New
WF
485
WealthTrust Fairport
Ohio
$202K -$22.2K -330 -10%
RCAG
486
Rehmann Capital Advisory Group
Michigan
$202K +$202K +3,000 New
MFW
487
Mosaic Family Wealth
Missouri
$192K +$7.02K +104 +4%
CPIG
488
Chicago Partners Investment Group
Illinois
$180K +$180K +2,683 New
JIC
489
Joel Isaacson & Co
New York
$176K – – –
KTC
490
Kistler-Tiffany Companies
Pennsylvania
$175K -$21K -312 -11%
PAM
491
Paradigm Asset Management
New York
$173K – – –
MA
492
MUFG Americas
New York
$173K – – –
AWM
493
Avior Wealth Management
Nebraska
$155K – – –
CTC
494
Central Trust Company
Missouri
$152K +$17.8K +266 +13%
S
495
SignatureFD
Georgia
$151K -$18.4K -273 -11%
AA
496
Apriem Advisors
California
$144K – – –
MFBTD
497
MB Financial Bank - Trust Department
Illinois
$139K – – –
MC
498
Muzinich & Co
New York
$116K -$346K -5,152 -75%
BWP
499
Baldwin Wealth Partners
Massachusetts
$111K – – –
PAIA
500
Park Avenue Institutional Advisers
New York
$109K – – –
18 19
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