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Realty Income
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Overview Fund Activity

743 hedge funds and large institutions have $14.1B invested in Realty Income in 2018 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 278 increasing their positions, 232 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
743
Holders Change
+63
Holders Change %
+9.26%
% of All Funds
16.58%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.27%
New
122
Increased
278
Reduced
232
Closed
49
Calls
$78.4M
Puts
$95.7M
Net Calls
-$17.3M
Net Calls Change
-$4.22M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$305M
2
Bank of America
Bank of America
North Carolina
+$165M
3
SBAM
Santa Barbara Asset Management
California
+$152M
4
BlackRock
BlackRock
New York
+$127M
5
ZP
Zimmer Partners
New York
+$114M

Top Sellers

1
NSLI
Nan Shan Life Insurance
Taiwan
-$154M
2
Principal Financial Group
Principal Financial Group
Iowa
-$79.4M
3
PI
PGGM Investments
Netherlands
-$70.3M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$39.1M
5
Deutsche Bank
Deutsche Bank
Germany
-$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
576
ETF Managers Group
New Jersey
$162K +$24.7K +404 +18%
BTNA
577
Bremer Trust National Association
Minnesota
$162K +$162K +2,645 New
LS
578
Livforsakringsbolaget Skandia
Sweden
$161K – – –
BHWM
579
Bay Harbor Wealth Management
Maryland
$160K +$160K +2,616 New
EWA
580
ERTS Wealth Advisors
Michigan
$151K +$151K +2,466 New
RCAG
581
Rehmann Capital Advisory Group
Michigan
$149K -$108K -1,764 -42%
CIAS
582
Capital Investment Advisory Services
North Carolina
$147K +$147K +2,681 New
TCM
583
Tradewinds Capital Management
Washington
$146K – – –
QT
584
Quantamental Technologies
New York
$145K +$145K +2,381 New
AWM
585
Avior Wealth Management
Nebraska
$141K – – –
CA
586
Claro Advisors
Massachusetts
$130K +$130K +2,352 New
AF
587
Advisornet Financial
Minnesota
$129K +$426 +7 +0.3%
JWA
588
JFS Wealth Advisors
Pennsylvania
$127K -$19.3K -316 -13%
DWM
589
Destination Wealth Management
California
$126K -$67.3K -1,102 -35%
MFBTD
590
MB Financial Bank - Trust Department
Illinois
$126K – – –
CFGS
591
Concourse Financial Group Securities
Alabama
$126K +$72.7K +1,187 +136%
LC
592
Lavaca Capital
Texas
$126K +$126K +2,064 New
CWA
593
Clarus Wealth Advisors
Arizona
$125K +$1.04K +17 +0.8%
FANJ
594
Financial Architects (New Jersey)
New Jersey
$120K +$54.4K +889 +83%
RFA
595
Reilly Financial Advisors
California
$119K – – –
TAM
596
Tiverton Asset Management
Delaware
$119K – – –
MOS
597
MGO One Seven
Ohio
$118K +$118K +1,932 New
LWM
598
Lenox Wealth Management
Ohio
$113K +$122 +2 +0.1%
SFSIG
599
San Francisco Sentry Investment Group
California
$101K – – –
SGS
600
Sterling Global Strategies
California
$101K +$101K +1,651 New
22 23
24
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