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Realty Income

670 hedge funds and large institutions have $10.8B invested in Realty Income in 2018 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 232 increasing their positions, 247 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
15.36%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.16%
New
74
Increased
232
Reduced
247
Closed
45
Calls
$93.4M
Puts
$95.5M
Net Calls
-$2.18M
Net Calls Change
+$40.3M
Name Holding Trade Value Shares
Change
Shares
Change %
JA
576
JOYN Advisors
Georgia
$35K +$31.3K +608 +844%
BWM
577
BerganKDV Wealth Management
Minnesota
$34K
AA
578
Apriem Advisors
California
$34K +$34K +645 New
BAM
579
Bruderman Asset Management
New York
$33K
CAGAS
580
Capital Advisory Group Advisory Services
Minnesota
$33K +$459 +9 +1%
KA
581
Kaizen Advisory
Illinois
$33K +$18.2K +348 +123%
BCWM
582
Bartlett & Co Wealth Management
Ohio
$31.5K +$313 +6 +1%
BC
583
Bartlett & Co
Ohio
$31K +$308 +6 +1%
OIA
584
OneDigital Investment Advisors
Kansas
$31K +$2.84K +54 +10%
CG
585
Cutler Group
California
$30K +$7.24K +140 +32%
IWP
586
Icon Wealth Partners
Texas
$30K +$30K +577 New
PGWM
587
Parisi Gray Wealth Management
New Jersey
$28K
AA
588
AlphaMark Advisors
Kentucky
$28K +$6.47K +124 +30%
SWP
589
Strategic Wealth Partners
Ohio
$27K -$826K -15,733 -97%
EWM
590
Edge Wealth Management
New York
$27K -$2.36K -45 -8%
CWM
591
Cedar Wealth Management
California
$27K +$27K +516 New
ME
592
McIlrath & Eck
Washington
$26K
DAM
593
Delta Asset Management
Tennessee
$22K
LWA
594
Lowe Wealth Advisors
Maryland
$22K
MMG
595
Monetary Management Group
Missouri
$22K
ADL
596
Asset Dedication LLC
California
$22K +$22K +430 New
CIA
597
Cascade Investment Advisors
Oregon
$21.5K
GI
598
Gradient Investments
Minnesota
$21K -$19.1K -373 -48%
FPFS
599
First Personal Financial Services
North Carolina
$21K -$1.19K -23 -5%
SIAP
600
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$21K +$21K +414 New