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Realty Income

670 hedge funds and large institutions have $10.8B invested in Realty Income in 2018 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 232 increasing their positions, 247 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
15.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
74
Increased
232
Reduced
247
Closed
45
Calls
$93.4M
Puts
$95.5M
Net Calls
-$2.18M
Net Calls Change
+$40.3M
Name Holding Trade Value Shares
Change
Shares
Change %
FCMT
526
Founders Capital Management (Texas)
Texas
$154K -$1.1K -21 -0.7%
SFSIG
527
San Francisco Sentry Investment Group
California
$129K +$26.9K +516 +26%
JWA
528
JFS Wealth Advisors
Pennsylvania
$123K
AWM
529
Avior Wealth Management
Nebraska
$120K
AF
530
Advisornet Financial
Minnesota
$115K -$132K -2,541 -54%
CWA
531
Clarus Wealth Advisors
Arizona
$114K +$114K +2,277 New
KTC
532
Kistler-Tiffany Companies
Pennsylvania
$113K -$20.8K -397 -16%
MFBTD
533
MB Financial Bank - Trust Department
Illinois
$108K
RFA
534
Reilly Financial Advisors
California
$101K
TAM
535
Tiverton Asset Management
Delaware
$101K
BRC
536
Bell Rock Capital
Delaware
$98K -$159K -3,050 -62%
SFM
537
Signet Financial Management
New Jersey
$97K
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$96K -$111K
B
539
Bridgeworth
Alabama
$79K +$79K +1,531 New
BWP
540
Baldwin Wealth Partners
Massachusetts
$75K
PCG
541
Private Capital Group
Connecticut
$74K -$8.23K -158 -10%
TC
542
Trilogy Capital
California
$73K +$16.8K +323 +30%
LWM
543
Lenox Wealth Management
Ohio
$71K +$22.8K +432 +47%
JFA
544
JNBA Financial Advisors
Minnesota
$69K
LC
545
Landaas & Company
Wisconsin
$69K +$69K +1,315 New
FANJ
546
Financial Architects (New Jersey)
New Jersey
$66K -$198K -3,834 -75%
WA
547
WealthTrust-Arizona
Arizona
$66K
TFA
548
Toth Financial Advisory
Virginia
$65K
CTC
549
Central Trust Company
Missouri
$60K -$3.25K -62 -5%
VIA
550
Vantage Investment Advisors
Pennsylvania
$60K