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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 %
AIS
551
American Investment Services
Massachusetts
$325K -$108K -1,748 -25%
IA
552
IFG Advisory
Georgia
$323K +$47K +765 +17%
CIA
553
Capital Investment Advisors
Georgia
$323K +$59.2K +962 +22%
1WA
554
180 Wealth Advisors
Washington
$322K +$34.8K +540 +12%
VIA
555
Vident Investment Advisory
Georgia
$322K +$322K +5,217 New
MGIA
556
Moneta Group Investment Advisors
Missouri
$321K +$15.6K +254 +5%
HAG
557
HighPoint Advisor Group
Illinois
$320K +$10.9K +173 +4%
DAC
558
Dividend Assets Capital
South Carolina
$318K – – –
WC
559
Whitney & Co
New York
$318K +$318K +5,170 New
RWA
560
Redhawk Wealth Advisors
Minnesota
$315K +$3.33K +54 +1%
SIM
561
Sonora Investment Management
Arizona
$313K +$15.2K +248 +5%
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$313K +$313K +5,093 New
VAS
563
Vestmark Advisory Solutions
Massachusetts
$312K +$53.5K +870 +21%
CAM
564
Campion Asset Management
Virginia
$310K +$310K +5,036 New
SBIA
565
Sheaff Brock Investment Advisors
Indiana
$309K +$45.7K +741 +17%
OCG
566
Opus Capital Group
Ohio
$307K +$29.3K +477 +11%
BPA
567
Beacon Pointe Advisors
California
$306K +$12.6K +205 +4%
QC
568
Quadrature Capital
United Kingdom
$304K -$762K -12,381 -71%
V
569
Veritable
Delaware
$304K +$11.6K +188 +4%
KFGK
570
Keystone Financial Group (Kentucky)
Kentucky
$304K +$304K +4,944 New
ESB
571
Essex Savings Bank
Connecticut
$303K +$303K +5,197 New
SCA
572
Snowden Capital Advisors
New York
$302K +$302K +4,913 New
GSWM
573
Golden State Wealth Management
California
$301K -$36.4K -592 -11%
DDC
574
DF Dent & Co
Maryland
$301K – – –
OPS
575
Orion Portfolio Solutions
Nebraska
$299K -$204K -3,317 -41%
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