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Realty Income
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Overview Fund Activity

787 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 283 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
15.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
290
Reduced
283
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
RC
Resolution Capital
Australia
+$218M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$33M
5
Bank of America
Bank of America
North Carolina
+$32.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$126M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$110M
4
PI
PGGM Investments
Netherlands
-$101M
5
American Century Companies
American Century Companies
Missouri
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIS
526
Connors Investor Services
Pennsylvania
$303K -$24.2K -412 -7%
BSW
527
Buckingham Strategic Wealth
Missouri
$303K -$1.94K -33 -0.6%
GSWM
528
Golden State Wealth Management
California
$298K -$61.1K -1,038 -17%
FCFC
529
First Commonwealth Financial Corp
Pennsylvania
$298K +$15K +255 +5%
RWB
530
RMR Wealth Builders
New Jersey
$296K +$268K +4,538 +940%
LFAS
531
Level Four Advisory Services
Texas
$295K -$34.4K -584 -10%
BAM
532
Belpointe Asset Management
Nevada
$292K +$8.22K +139 +3%
CI
533
Conning Inc
Connecticut
$289K +$9.06K +154 +3%
DDC
534
DF Dent & Co
Maryland
$288K – – –
BPA
535
Beacon Pointe Advisors
California
$288K +$8.37K +142 +3%
OR
536
Olympiad Research
Connecticut
$288K +$288K +4,890 New
SIM
537
Sonora Investment Management
Arizona
$285K -$4.88K -83 -2%
HT
538
Heritage Trust
Oklahoma
$279K – – –
CCM
539
Coldstream Capital Management
Washington
$275K +$7.27K +123 +3%
WA
540
Wealth Alliance
New York
$268K +$3.83K +65 +1%
ECM
541
Everence Capital Management
Indiana
$267K -$15K -254 -5%
OCG
542
Opus Capital Group
Ohio
$266K -$40.4K -686 -13%
EI
543
Ethic Inc
New York
$265K +$54.1K +918 +26%
WI
544
Wintrust Investments
Illinois
$262K -$9.01K -153 -3%
CIA
545
Capital Investment Advisors
Georgia
$257K -$1.59K -27 -0.6%
ZAM
546
Zevin Asset Management
Massachusetts
$257K – – –
BP
547
Ballentine Partners
Massachusetts
$257K +$31.1K +528 +14%
CRWM
548
Castle Rock Wealth Management
California
$255K +$255K +4,412 New
1WA
549
180 Wealth Advisors
Washington
$253K -$1.6K -28 -0.6%
ITIM
550
Indiana Trust & Investment Management
Indiana
$249K -$24.9K -423 -9%
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