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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 %
AMG
601
Advisors Management Group
Wisconsin
$203K +$203K +3,455 New
WWM
602
Western Wealth Management
Colorado
$202K +$202K +3,428 New
PFM
603
Parsec Financial Management
North Carolina
$201K -$15.8K -268 -7%
AWM
604
Avior Wealth Management
Nebraska
$186K +$41.7K +712 +29%
Federated Hermes
605
Federated Hermes
Pennsylvania
$184K -$27.9K -476 -13%
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K – – –
CAM
607
CenterStar Asset Management
Illinois
$174K -$429K – –
LFG
608
LifePlan Financial Group
Ohio
$168K – – –
SFS
609
Sowell Financial Services
Arkansas
$161K +$8.38K +142 +5%
MAM
610
Meeder Asset Management
Ohio
$156K +$3.88K +66 +3%
HFRG
611
Houlihan Financial Resource Group
Virginia
$155K +$155K +2,518 New
EIP
612
Ellis Investment Partners
Pennsylvania
$144K +$1.65K +28 +1%
BCWM
613
Bartlett & Co Wealth Management
Ohio
$136K +$355 +6 +0.3%
BC
614
Bartlett & Co
Ohio
$136K +$354 +6 +0.3%
IMRF
615
Illinois Municipal Retirement Fund
Illinois
$132K +$132K +2,249 New
PFS
616
Prospera Financial Services
Texas
$127K -$305K -5,191 -71%
FP
617
Financial Perspectives
Minnesota
$122K – – –
HR
618
Howe & Rusling
New York
$119K +$107K +1,817 +922%
M
619
MOTCO
Texas
$115K -$44.8K -761 -28%
FRA
620
Front Row Advisors
California
$115K -$30.3K -506 -21%
GC
621
Grace Capital
Massachusetts
$111K – – –
EI
622
Ellevest Inc
New York
$111K +$34.3K +580 +45%
PA
623
Parallel Advisors
California
$109K +$11.4K +194 +12%
PB
624
Pinnacle Bancorp
Nebraska
$106K – – –
HFM
625
Harvest Fund Management
China
$104K -$176K -2,896 -63%
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25
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