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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 %
CWM
526
Connecticut Wealth Management
Connecticut
$371K -$923 -15 -0.2%
FHA
527
Flagship Harbor Advisors
Massachusetts
$370K +$63.8K +1,036 +21%
B
528
Bailard
California
$368K – – –
CHA
529
Cooper/Haims Advisors
New York
$362K – – –
EWA
530
EP Wealth Advisors
California
$361K +$23.6K +384 +7%
BMSSC
531
B. Metzler seel. Sohn & Co
Germany
$360K -$25.3K -412 -7%
JBA
532
Johnson Bixby & Associates
Washington
$358K -$49.9K -811 -12%
TW
533
TrinityPoint Wealth
Connecticut
$358K +$1.79K +29 +0.5%
IA
534
IndexIQ Advisors
New York
$357K -$2.36M -38,384 -87%
AL
535
Aspiriant LLC
California
$356K +$27.3K +446 +8%
NRI
536
NFP Retirement Inc
California
$355K +$3.2K +52 +0.9%
AMIM
537
Aull & Monroe Investment Management
Alabama
$355K +$355K +5,777 New
BAM
538
Belpointe Asset Management
Nevada
$354K +$9.17K +149 +3%
CIA
539
Cohen Investment Advisors
New Hampshire
$349K -$62 -1 -0%
WSTAM
540
Wilbanks Smith & Thomas Asset Management
Virginia
$349K – – –
WPA
541
West Paces Advisors
Georgia
$349K +$27.4K +445 +9%
AA
542
Ancora Advisors
Ohio
$348K -$26K -422 -7%
Lido Advisors
543
Lido Advisors
California
$344K +$33.5K +542 +11%
Tudor Investment Corp
544
Tudor Investment Corp
Connecticut
$341K -$3.64M -59,208 -91%
FCFC
545
First Commonwealth Financial Corp
Pennsylvania
$339K -$2.59K -42 -0.8%
AIC
546
Ameritas Investment Company
Nebraska
$339K -$294K -4,783 -47%
CAS
547
Cascadia Advisory Services
Oregon
$336K +$336K +5,468 New
BSW
548
Buckingham Strategic Wealth
Missouri
$334K -$1.91K -31 -0.6%
LS
549
Livforsakringsbolaget Skandia
Sweden
$333K – – –
VWA
550
Visionary Wealth Advisors
Illinois
$330K -$73.4K -1,193 -18%
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