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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 %
FC
501
FORA Capital
Florida
$453K +$453K +7,368 New
NIA
502
Northstar Investment Advisors
Colorado
$452K -$27.5K -447 -6%
FWM
503
Focused Wealth Management
New York
$446K +$924 +15 +0.2%
NC
504
NovaPoint Capital
Georgia
$445K +$65.4K +1,063 +17%
Brown Advisory
505
Brown Advisory
Maryland
$441K +$125K +2,040 +40%
BRWA
506
B. Riley Wealth Advisors
Florida
$436K +$436K +7,077 New
ACWM
507
Adams Chetwood Wealth Management
North Carolina
$434K -$51.6K -839 -11%
SS
508
Simplicity Solutions
Minnesota
$429K -$1.56M -25,311 -78%
SWIG
509
Strategic Wealth Investment Group
Kentucky
$429K +$63.8K +1,037 +17%
FNBOMD
510
First National Bank of Mount Dora
Florida
$428K -$1.11M -18,105 -72%
RFC
511
Regions Financial Corp
Alabama
$424K +$35.4K +575 +9%
SAM
512
SignalPoint Asset Management
Missouri
$423K +$7.81K +127 +2%
MYLI
513
Meiji Yasuda Life Insurance
Japan
$420K +$127K +2,064 +43%
WTC
514
WhitTier Trust Company
Nevada
$419K – – –
BF
515
BOK Financial
Oklahoma
$419K +$11.6K +188 +3%
NA
516
NewEdge Advisors
Louisiana
$409K -$22.3K -362 -5%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$406K -$121K -1,961 -23%
MAFM
518
Mid Atlantic Financial Management
Pennsylvania
$404K +$404K +6,561 New
AFP
519
Ausdal Financial Partners
Iowa
$399K +$41.7K +677 +12%
APP
520
Alpha Paradigm Partners
Illinois
$397K +$397K +6,451 New
BWA
521
Beam Wealth Advisors
Louisiana
$394K +$616 +10 +0.2%
TAM
522
Townsend Asset Management
North Carolina
$391K -$51.8K -841 -12%
FPS
523
Fieldpoint Private Securities
Connecticut
$385K +$23K +373 +6%
MA
524
MUFG Americas
New York
$385K +$298K +4,841 +343%
RI
525
Ridgewood Investments
New Jersey
$384K -$142K -2,307 -27%
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