O icon

Realty Income
O

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 %
HIC
476
Holderness Investments Company
North Carolina
$421K -$166K -2,829 -28%
AIS
477
American Investment Services
Massachusetts
$414K – – –
VWA
478
Visionary Wealth Advisors
Illinois
$408K -$1.19M -20,247 -74%
RG
479
Retirement Group
California
$407K +$2.36K +40 +0.6%
BWA
480
Beam Wealth Advisors
Louisiana
$402K -$15.2K -259 -4%
WTC
481
WhitTier Trust Company
Nevada
$402K -$12.2K -207 -3%
HH
482
Hilltop Holdings
Texas
$393K +$29.6K +504 +8%
MA
483
MUFG Americas
New York
$390K +$307K +5,211 +369%
GCP
484
GSA Capital Partners
United Kingdom
$386K +$386K +6,566 New
NSIM
485
North Star Investment Management
Illinois
$384K +$24.2K +412 +7%
KFA
486
Krane Funds Advisors
New York
$375K +$5.53K +94 +1%
IGGA
487
Iron Gate Global Advisors
Utah
$374K -$71.9K -1,223 -16%
NC
488
NovaPoint Capital
Georgia
$372K -$1.41K -24 -0.4%
CWM
489
Connecticut Wealth Management
Connecticut
$370K +$370K +6,287 New
Jacobs Levy Equity Management
490
Jacobs Levy Equity Management
New Jersey
$369K – – –
SAM
491
SignalPoint Asset Management
Missouri
$369K +$31.4K +533 +9%
ASN
492
Advisory Services Network
Georgia
$369K +$42.2K +717 +13%
AF
493
Advisornet Financial
Minnesota
$368K +$20.1K +341 +6%
KWM
494
Kingsview Wealth Management
Oregon
$357K -$73.9K -1,255 -17%
AA
495
Ancora Advisors
Ohio
$357K – – –
FHB
496
First Hawaiian Bank
Hawaii
$352K -$353K -5,977 -50%
FFA
497
First Foundation Advisors
California
$352K +$2.88K +49 +0.8%
B
498
Bailard
California
$352K +$352K +5,986 New
BF
499
BOK Financial
Oklahoma
$351K -$527K -8,977 -60%
FPS
500
Fieldpoint Private Securities
Connecticut
$349K – – –
18 19
20
21 22