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Realty Income
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Overview Fund Activity

743 hedge funds and large institutions have $14.1B invested in Realty Income in 2018 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 278 increasing their positions, 232 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+63
Holders Change %
+9.26%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.27%
New
122
Increased
278
Reduced
232
Closed
49
Calls
$78.4M
Puts
$95.7M
Net Calls
-$17.3M
Net Calls Change
-$4.22M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$305M
2
Bank of America
Bank of America
North Carolina
+$165M
3
SBAM
Santa Barbara Asset Management
California
+$152M
4
BlackRock
BlackRock
New York
+$127M
5
ZP
Zimmer Partners
New York
+$114M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$154M
2
Principal Financial Group
Principal Financial Group
Iowa
-$79.4M
3
PI
PGGM Investments
Netherlands
-$70.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
501
Advisory Services Network
Georgia
$282K +$11K +180 +4%
BA
502
Bennicas & Associates
California
$281K -$15.8K -258 -5%
SIM
503
Sonora Investment Management
Arizona
$281K -$12.7K -207 -4%
William Blair & Company
504
William Blair & Company
Illinois
$280K -$57.5K -940 -17%
FA
505
FCG Advisors
New Jersey
$277K +$13.9K +228 +5%
PIA
506
Piedmont Investment Advisors
North Carolina
$277K +$277K +4,528 New
WMA
507
Wealth Management Associates
New Jersey
$276K +$276K +4,512 New
Qube Research & Technologies (QRT)
508
Qube Research & Technologies (QRT)
United Kingdom
$275K -$107K -1,755 -28%
LC
509
Lourd Capital
California
$274K +$28.9K +473 +12%
LAIC
510
Lederer & Associates Investment Counsel
California
$272K -$3.18K -52 -1%
FFA
511
First Foundation Advisors
California
$272K +$1.47K +24 +0.5%
ZAM
512
Zevin Asset Management
Massachusetts
$271K -$63K -1,032 -19%
CCM
513
Covington Capital Management
California
$269K -$229K – –
FCI
514
Financial Counselors Inc
Kansas
$267K -$17.7K -291 -6%
M
515
MOTCO
Texas
$266K -$3.36K -55 -1%
DCM
516
Donaldson Capital Management
Indiana
$265K -$156K -2,558 -37%
CI
517
Conning Inc
Connecticut
$264K -$39.8K -650 -13%
T
518
TOBAM
France
$264K +$264K +4,317 New
CCA
519
Checchi Capital Advisers
California
$261K +$11.5K +189 +5%
APP
520
Avantax Planning Partners
Iowa
$261K +$246K +4,031 +1,680%
AWA
521
Arete Wealth Advisors
Illinois
$260K -$28.7K -470 -10%
BPWA
522
Beacon Pointe Wealth Advisors
California
$259K +$259K +4,227 New
Mariner
523
Mariner
Kansas
$253K +$23K +376 +10%
CAM
524
Columbia Asset Management
Michigan
$252K – – –
Teacher Retirement System of Texas
525
Teacher Retirement System of Texas
Texas
$251K -$1.86M -30,448 -88%
19 20
21
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