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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 %
V
576
Veritable
Delaware
$224K -$235 -4 -0.1%
FG
577
Fiduciary Group
Georgia
$224K – – –
FHA
578
Flagship Harbor Advisors
Massachusetts
$223K -$34.2K -582 -13%
BA
579
Bennicas & Associates
California
$222K -$18.2K -309 -8%
SHGA
580
Sand Hill Global Advisors
California
$222K – – –
VPIM
581
Vanguard Personalized Indexing Management
California
$221K +$221K +3,751 New
CAM
582
Columbia Asset Management
Michigan
$220K -$339K -5,769 -61%
SP
583
Successful Portfolios
Florida
$220K -$1.06K -18 -0.5%
CWM
584
Cornerstone Wealth Management
Missouri
$217K +$5.53K +94 +3%
SC
585
Scotia Capital
Ontario, Canada
$216K -$221K -3,755 -51%
FBB
586
Fulton Breakefield Broenniman
Maryland
$216K +$216K +3,668 New
ARMT
587
Amica Retiree Medical Trust
Rhode Island
$213K – – –
LIM
588
Leavell Investment Management
Alabama
$212K – – –
BCM
589
Brookstone Capital Management
Illinois
$212K +$212K +3,604 New
TW
590
Transform Wealth
Colorado
$211K – – –
IA
591
IFG Advisory
Georgia
$211K +$5.88K +100 +3%
CIAS
592
Capital Investment Advisory Services
North Carolina
$211K +$211K +3,590 New
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$210K +$210K +3,567 New
BCI
594
Brinker Capital Investments
Pennsylvania
$209K -$28.2K -479 -12%
CFA
595
Carroll Financial Associates
North Carolina
$209K – – –
TMAM
596
Tokio Marine Asset Management
Japan
$209K +$209K +3,547 New
PTC
597
Private Trust Company
Ohio
$206K -$34K -580 -14%
LS
598
Livforsakringsbolaget Skandia
Sweden
$204K – – –
S
599
SignatureFD
Georgia
$203K +$13.7K +232 +7%
O
600
Ossiam
France
$203K +$155K +2,633 +325%
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