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Realty Income

771 hedge funds and large institutions have $15.3B invested in Realty Income in 2020 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 276 increasing their positions, 283 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
15.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
109
Increased
276
Reduced
283
Closed
90
Calls
$84M
Puts
$86.8M
Net Calls
-$2.8M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
501
Sugarloaf Wealth Management
Georgia
$333K +$2.48K +43 +0.7%
SAM
502
SignalPoint Asset Management
Missouri
$331K +$1.15K +20 +0.3%
WPA
503
West Paces Advisors
Georgia
$331K -$52.1K -904 -14%
AA
504
Altman Advisors
Illinois
$327K -$8.66K -150 -3%
LFAS
505
Level Four Advisory Services
Texas
$324K -$69.9K -1,206 -18%
CIS
506
Connors Investor Services
Pennsylvania
$321K
GIM
507
Goelzer Investment Management
Indiana
$321K +$2.94K +51 +0.9%
ASN
508
Advisory Services Network
Georgia
$321K +$59.4K +1,028 +23%
OA
509
Oxbow Advisors
Texas
$319K -$193K -3,349 -38%
UR
510
USCA RIA
Texas
$315K -$38.6K -670 -11%
TW
511
TrinityPoint Wealth
Connecticut
$310K +$2.65K +46 +0.9%
Brown Advisory
512
Brown Advisory
Maryland
$308K +$11.3K +196 +4%
AFP
513
Ausdal Financial Partners
Iowa
$307K -$3.52K -61 -1%
SBA
514
Secrest Blakey & Associates
North Carolina
$306K -$7.56K -131 -2%
CFA
515
CWS Financial Advisors
Michigan
$304K -$80.5K -1,397 -21%
WCM
516
Weld Capital Management
New York
$304K +$304K +5,269 New
NRI
517
NFP Retirement Inc
California
$302K +$2.31K +40 +0.8%
OCG
518
Opus Capital Group
Ohio
$300K -$123K -2,129 -29%
I
519
INVST
Indiana
$300K +$300K +5,075 New
DAS
520
Dynamic Advisor Solutions
Arizona
$298K -$21K -364 -7%
DAC
521
Dividend Assets Capital
South Carolina
$298K +$298K +5,160 New
BSW
522
Buckingham Strategic Wealth
Missouri
$298K +$298K +5,178 New
AL
523
Aspiriant LLC
California
$286K -$192K -3,327 -40%
SIM
524
Sonora Investment Management
Arizona
$284K +$29.7K +516 +12%
DDC
525
DF Dent & Co
Maryland
$282K +$282K +4,892 New