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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 %
IWM
476
IHT Wealth Management
Illinois
$530K -$3.32K -54 -0.6%
GJIC
477
Gamble Jones Investment Counsel
California
$529K -$138K -2,244 -21%
KWM
478
Kingsview Wealth Management
Oregon
$527K +$76.2K +1,208 +17%
PFS
479
Prospera Financial Services
Texas
$522K -$12.9K -210 -2%
PS
480
Pensionfund Sabic
Netherlands
$514K +$514K +8,359 New
Bessemer Group
481
Bessemer Group
New Jersey
$513K +$5.4K +88 +1%
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$512K +$150K +2,437 +41%
PP
483
Paloma Partners
Connecticut
$508K -$611K -9,933 -55%
HIC
484
Holderness Investments Company
North Carolina
$500K -$18.4K -299 -4%
SCM
485
Spreng Capital Management
Ohio
$499K -$1.6K -26 -0.3%
PG
486
Pendal Group
Australia
$499K +$39.1K +636 +9%
CS
487
Capital Square
Tennessee
$497K -$38.8K -615 -7%
AP
488
Advisor Partners
California
$494K -$11.5K -187 -2%
KA
489
Kovack Advisors
Florida
$492K +$32.4K +527 +7%
SWM
490
Stockman Wealth Management
Montana
$491K – – –
MMPW
491
Mitchell McLeod Pugh & Williams
Alabama
$488K – – –
ATPW
492
Ashton Thomas Private Wealth
Arizona
$487K -$11.4K -185 -2%
UIM
493
USS Investment Management
United Kingdom
$470K – – –
JWCA
494
J.W. Cole Advisors
Florida
$466K +$26.2K +425 +6%
Bank Julius Baer & Co
495
Bank Julius Baer & Co
Switzerland
$465K +$15.3K +248 +3%
VPIM
496
Vanguard Personalized Indexing Management
California
$462K +$211K +3,434 +84%
ANTB
497
AMG National Trust Bank
Colorado
$461K -$95.2K -1,548 -17%
EI
498
Ethic Inc
New York
$460K +$170K +2,761 +59%
MCC
499
Money Concepts Capital
Florida
$459K +$58.8K +957 +15%
Verition Fund Management
500
Verition Fund Management
Connecticut
$453K +$453K +7,367 New
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