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Realty Income

779 hedge funds and large institutions have $15.8B invested in Realty Income in 2019 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 324 increasing their positions, 244 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+6
Holders Change %
+0.78%
% of All Funds
16.95%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.15%
New
78
Increased
324
Reduced
244
Closed
61
Calls
$79.6M
Puts
$62.8M
Net Calls
+$16.8M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Shares
Change %
KMWM
601
Keudell/Morrison Wealth Management
Oregon
$207K -$7.04K -102 -3%
PCM
602
Pointe Capital Management
Michigan
$207K
MCM
603
MAI Capital Management
Ohio
$207K +$2.4K +36 +1%
LWCFA
604
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K
BBWA
605
Bell & Brown Wealth Advisors
California
$203K
ZCA
606
Zeke Capital Advisors
Pennsylvania
$202K
Cerity Partners
607
Cerity Partners
New York
$200K -$123K -1,839 -38%
HW
608
Hancock Whitney
Mississippi
$200K +$200K +2,988 New
FCMT
609
Founders Capital Management (Texas)
Texas
$197K
EMG
610
ETF Managers Group
New Jersey
$185K -$11.1K -165 -6%
APC
611
Aspire Private Capital
North Carolina
$183K -$8.43K -126 -4%
Simplex Trading
612
Simplex Trading
Illinois
$179K -$141K -2,113 -44%
SMFS
613
Squar Milner Financial Services
California
$175K
GSWM
614
Golden State Wealth Management
California
$170K -$15.7K -236 -8%
BEI
615
Benjamin Edwards Inc
Missouri
$162K +$23.6K +353 +17%
S
616
SignatureFD
Georgia
$161K +$16.9K +253 +12%
TCM
617
Tradewinds Capital Management
Washington
$160K
AWM
618
Avior Wealth Management
Nebraska
$154K +$50.8K +761 +49%
CIAS
619
Capital Investment Advisory Services
North Carolina
$148K +$14.2K +213 +11%
WCM
620
Wealthcare Capital Management
Virginia
$140K +$140K +2,090 New
JWA
621
JFS Wealth Advisors
Pennsylvania
$139K
DWM
622
Destination Wealth Management
California
$138K
FL
623
Fort LP
Maryland
$138K +$138K +2,068 New
CFGS
624
Concourse Financial Group Securities
Alabama
$134K +$67 +1 +0.1%
MIFH
625
Migdal Insurance & Financial Holdings
Israel
$131K +$34.5K +518 +36%