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Realty Income
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Overview Fund Activity

773 hedge funds and large institutions have $16.4B invested in Realty Income in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 294 increasing their positions, 263 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+30
Holders Change %
+4.04%
% of All Funds
16.76%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
103
Increased
294
Reduced
263
Closed
65
Calls
$82M
Puts
$50.5M
Net Calls
+$31.5M
Net Calls Change
+$48.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
2
State Street
State Street
Massachusetts
+$108M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
4
CIM
Centersquare Investment Management
Pennsylvania
+$70.2M
5
BCM
Bridgeway Capital Management
Texas
+$49.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$170M
2
ZP
Zimmer Partners
New York
-$158M
3
PI
PGGM Investments
Netherlands
-$134M
4
Deutsche Bank
Deutsche Bank
Germany
-$132M
5
MIS
Morningstar Investment Services
Illinois
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
501
Everence Capital Management
Indiana
$341K +$341K +4,784 New
RFC
502
Regions Financial Corp
Alabama
$340K -$3.64K -51 -1%
CCMG
503
Clark Capital Management Group
Pennsylvania
$338K +$95.5K +1,341 +39%
DW
504
Domani Wealth
Pennsylvania
$337K – – –
CIM
505
Contravisory Investment Management
Massachusetts
$335K -$7.19K -101 -2%
IRF
506
IBM Retirement Fund
New York
$334K – – –
CI
507
Conning Inc
Connecticut
$334K +$26.4K +371 +9%
ASN
508
Advisory Services Network
Georgia
$330K +$1.99K +28 +0.6%
AFP
509
Ausdal Financial Partners
Iowa
$329K -$67.6K -948 -17%
FG
510
Fiduciary Group
Georgia
$329K -$50.5K -709 -13%
PFS
511
Prospera Financial Services
Texas
$328K +$328K +4,699 New
BA
512
Bennicas & Associates
California
$327K – – –
FCI
513
Financial Counselors Inc
Kansas
$327K +$15K +211 +5%
HIS
514
Harvest Investment Services
Illinois
$326K -$9.5K -135 -3%
FHA
515
Flagship Harbor Advisors
Massachusetts
$325K +$69.3K +972 +27%
TA
516
TCG Advisors
Texas
$324K +$324K +4,541 New
II
517
Inspire Investing
Idaho
$324K +$324K +4,551 New
WMA
518
Wealth Management Associates
New Jersey
$322K – – –
SIM
519
Sonora Investment Management
Arizona
$320K -$7.34K -103 -2%
FFA
520
First Foundation Advisors
California
$317K -$356 -5 -0.1%
Brown Advisory
521
Brown Advisory
Maryland
$316K -$62.1K -869 -16%
ZAM
522
Zevin Asset Management
Massachusetts
$316K – – –
CCM
523
Covington Capital Management
California
$314K -$269K – –
GBT
524
Grove Bank & Trust
Florida
$308K +$27.2K +381 +10%
AWA
525
Arete Wealth Advisors
Illinois
$301K – – –
19 20
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