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Realty Income
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Overview Fund Activity

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

Top Buyers

1
State Street
State Street
Massachusetts
+$246M
2
PI
PGGM Investments
Netherlands
+$205M
3
Charles Schwab
Charles Schwab
California
+$85.6M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$68.4M
5
Morgan Stanley
Morgan Stanley
New York
+$55.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$163M
2
Cohen & Steers
Cohen & Steers
New York
-$144M
3
Invesco
Invesco
Georgia
-$79.7M
4
Deutsche Bank
Deutsche Bank
Germany
-$69.8M
5
ZP
Zimmer Partners
New York
-$62.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAC
526
Certified Advisory Corp
Florida
$277K -$57K -989 -17%
BAM
527
Belpointe Asset Management
Nevada
$277K -$11.3K -195 -4%
FCFC
528
First Commonwealth Financial Corp
Pennsylvania
$277K +$277K +4,808 New
WP
529
WealthPLAN Partners
Nebraska
$275K +$275K +4,617 New
BPA
530
Beacon Pointe Advisors
California
$274K -$174K -3,007 -39%
HT
531
Heritage Trust
Oklahoma
$274K +$274K +4,753 New
CI
532
Conning Inc
Connecticut
$274K +$274K +4,760 New
HFM
533
Harvest Fund Management
China
$272K +$272K +4,605 New
HAG
534
HighPoint Advisor Group
Illinois
$270K -$42.6K -721 -14%
PI
535
Putnam Investments
Massachusetts
$268K -$17.4K -301 -6%
ITIM
536
Indiana Trust & Investment Management
Indiana
$268K -$5.99K -104 -2%
AC
537
Athanor Capital
New York
$267K +$267K +4,624 New
WI
538
Wintrust Investments
Illinois
$265K -$1.21K -21 -0.5%
CCA
539
Checchi Capital Advisers
California
$265K +$17.6K +306 +7%
CCM
540
Coldstream Capital Management
Washington
$261K +$261K +4,532 New
WA
541
Wealth Alliance
New York
$258K +$5.64K +98 +2%
ECM
542
Everence Capital Management
Indiana
$256K – – –
IF
543
Intrua Financial
Texas
$255K +$255K +4,284 New
CIA
544
Capital Investment Advisors
Georgia
$253K +$253K +4,385 New
RIA
545
Regal Investment Advisors
Michigan
$253K +$253K +4,396 New
1WA
546
180 Wealth Advisors
Washington
$253K +$253K +4,450 New
FHA
547
Flagship Harbor Advisors
Massachusetts
$252K -$96K -1,670 -28%
ZAM
548
Zevin Asset Management
Massachusetts
$252K – – –
DCM
549
Donaldson Capital Management
Indiana
$248K – – –
SFA
550
Sequoia Financial Advisors
Ohio
$245K +$245K +4,245 New
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