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Realty Income
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Overview Fund Activity

583 hedge funds and large institutions have $12B invested in Realty Income in 2016 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 219 increasing their positions, 223 reducing their positions, and 50 closing their positions.

Holders
583
Holders Change
-9
Holders Change %
-1.52%
% of All Funds
15.58%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.35%
New
51
Increased
219
Reduced
223
Closed
50
Calls
$72.8M
Puts
$110M
Net Calls
-$37.6M
Net Calls Change
-$10.6M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.94B
2
PI
2
PGGM Investments
Netherlands
$200M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$60M
4
BFA
4
BlackRock Fund Advisors
California
$653M
5
JHIU
5
Janus Henderson Investors US
Colorado
$172M

Top Sellers

1
Invesco
1
Invesco
Georgia
$540M
2
SAMC
2
Shinko Asset Management Company
Japan
$319M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$174M
4
Bank of America
4
Bank of America
North Carolina
$139M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$63.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PWM
501
Perigon Wealth Management
California
$77K 1,149 +1,063 +1,236%
VIA
502
Vantage Investment Advisors
Pennsylvania
$72K 1,075 +595 +124%
TRCT
503
Tower Research Capital (TRC)
New York
$69K 1,043 +853 +449%
SA
504
SRH Advisors
Kansas
$67K 1,000 – –
TSW
505
Thompson Siegel & Walmsley
Virginia
$65K 972 – –
GLI
506
Guardian Life Insurance
New York
$64K 963 +24 +3%
LNB
507
Ledyard National Bank
$63K 944 +944 New
WT
508
Whittier Trust
California
$61K 909 -433 -32%
TCM
509
Tradewinds Capital Management
Washington
$61K 917 – –
PO
510
Private Ocean
California
$58K 868 +8 +0.9%
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$57K 854 +640 +299%
ACM
512
Argentus Capital Management
Texas
$54K 807 +807 New
MC
513
Muzinich & Co
New York
$53K 790 -885 -53%
M
514
MOTCO
Texas
$50K 749 +249 +50%
HFM
515
Hartford Financial Management
Connecticut
$50K 750 +750 New
HRC
516
Hoertkorn Richard Charles
$45K 666 – –
SFG
517
SevenBridge Financial Group
Pennsylvania
$45K 711 – –
JGIA
518
Jackson Grant Investment Advisers
Connecticut
$45K 672 +6 +0.9%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$43K 641 – –
DOA
520
D'Orazio & Associates
Virginia
$42K 641 -48 -7%
AIM
521
Arcadia Investment Management
Michigan
– – – –
BAM
522
Bruderman Asset Management
New York
$41K 606 +606 New
Lazard Asset Management
523
Lazard Asset Management
New York
$40K 600 – –
CBT
524
Central Bank & Trust
Kentucky
$40K 600 – –
TCIM
525
TIAA CREF Investment Management
New York
$38.9K 580,923 +186,279 +47%
19 20
21
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