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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 %
VFG
576
V2 Financial group
Illinois
$297K +$12.7K +206 +4%
CW
577
CreativeOne Wealth
Kansas
$296K +$296K +4,807 New
CRWM
578
Castle Rock Wealth Management
California
$295K – – –
I
579
INVST
Indiana
$292K -$203K -3,024 -41%
DAS
580
Dynamic Advisor Solutions
Arizona
$291K -$25.1K -408 -8%
GFS
581
GYL Financial Synergies
Connecticut
$290K -$157K -2,557 -35%
CIS
582
Connors Investor Services
Pennsylvania
$288K – – –
TFA
583
Teamwork Financial Advisors
Texas
$281K -$267K -4,339 -49%
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$281K -$109K -1,763 -28%
SAM
585
Silvercrest Asset Management
New York
$280K +$44.7K +726 +19%
AA
586
Altman Advisors
Illinois
$279K -$4.68K -76 -2%
CF
587
Centaurus Financial
California
$279K +$41K +667 +17%
GP
588
Girard Partners
Pennsylvania
$278K -$25.4K -414 -8%
CG
589
Cutler Group
California
$276K +$244K +3,981 +772%
AI
590
Accredited Investors
Minnesota
$275K +$36.1K +586 +15%
FG
591
Fiduciary Group
Georgia
$274K +$6.96K +104 +3%
SLF
592
Sun Life Financial
Ontario, Canada
$274K +$44.5K +723 +19%
CFGS
593
Concourse Financial Group Securities
Alabama
$272K +$13.6K +220 +5%
CFB
594
Cullen/Frost Bankers
Texas
$269K – – –
ZAM
595
Zevin Asset Management
Massachusetts
$269K – – –
GC
596
Grimes & Company
Massachusetts
$266K +$266K +4,321 New
SFG
597
Sovereign Financial Group
Connecticut
$265K +$307 +5 +0.1%
FRM
598
Fox Run Management
Connecticut
$264K +$264K +4,291 New
C
599
Certuity
Florida
$263K +$263K +4,266 New
CCM
600
Coldstream Capital Management
Washington
$262K -$4.85K -79 -2%
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