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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 %
BPWA
526
Beacon Pointe Wealth Advisors
California
$301K – – –
Lido Advisors
527
Lido Advisors
California
$300K +$300K +4,200 New
M
528
MOTCO
Texas
$299K -$11.3K -158 -4%
CAM
529
Columbia Asset Management
Michigan
$295K – – –
TW
530
TrinityPoint Wealth
Connecticut
$292K +$33.1K +465 +13%
CCA
531
Checchi Capital Advisers
California
$291K -$14.4K -202 -5%
DCM
532
Donaldson Capital Management
Indiana
$288K -$21.3K -298 -7%
CSS
533
Cubist Systematic Strategies
Connecticut
$288K +$288K +4,034 New
BAMF
534
BI Asset Management Fondsmaeglerselskab
Denmark
$287K -$309K -4,334 -52%
AW
535
ACG Wealth
Georgia
$287K +$287K +4,024 New
BRWA
536
B. Riley Wealth Advisors
Florida
$286K +$5.28K +74 +2%
MIS
537
Morningstar Investment Services
Illinois
$284K -$54.1M -760,796 -99%
LAIC
538
Lederer & Associates Investment Counsel
California
$283K -$33.8K -475 -11%
GSBTD
539
Glenview State Bank Trust Department
Illinois
$283K – – –
CG
540
Colony Group
Massachusetts
$283K +$283K +3,973 New
DE
541
Day & Ennis
Georgia
$282K – – –
CFB
542
Cullen/Frost Bankers
Texas
$281K +$7.34K +103 +3%
CIA
543
Capital Investment Advisors
Georgia
$276K +$276K +3,869 New
BWM
544
Buckley Wealth Management
Nevada
$274K -$101K -1,418 -27%
WWM
545
Western Wealth Management
Colorado
$273K +$273K +3,843 New
SAM
546
Silvercrest Asset Management
New York
$272K +$30.7K +431 +13%
SDAM
547
Shulman DeMeo Asset Management
New York
$271K +$271K +3,797 New
BAS
548
Brown Advisory Securities
Maryland
$269K -$73K -1,021 -21%
AI
549
Accredited Investors
Minnesota
$266K +$1.57K +22 +0.6%
LW
550
Linscomb Wealth
Texas
$265K +$4.27K +60 +2%
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