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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 %
OA
601
Oxbow Advisors
Texas
$261K -$49.1K -799 -16%
SIA
602
Soltis Investment Advisors
Utah
$261K – – –
ITIM
603
Indiana Trust & Investment Management
Indiana
$260K -$61 -1 -0%
LFAS
604
Level Four Advisory Services
Texas
$259K -$16.6K -271 -6%
CI
605
Conning Inc
Connecticut
$257K -$27.2K -443 -10%
CCM
606
Covington Capital Management
California
$256K – – –
RBCM
607
Raub Brock Capital Management
California
$256K +$256K +4,154 New
BP
608
Ballentine Partners
Massachusetts
$255K +$12K +195 +5%
PP
609
Prosperity Planning
Missouri
$254K – – –
FCA
610
FLC Capital Advisors
California
$253K – – –
SAM
611
Strategy Asset Managers
California
$251K -$4.18K -68 -2%
PWP
612
Principle Wealth Partners
Connecticut
$251K +$12.7K +206 +5%
MIM
613
Moseley Investment Management
Florida
$249K +$249K +4,048 New
WI
614
Wintrust Investments
Illinois
$248K -$37.8K -615 -13%
NAG
615
Northstar Advisory Group
New Jersey
$248K +$26K +423 +12%
OIA
616
OneDigital Investment Advisors
Kansas
$245K +$4.79K +78 +2%
CCA
617
Checchi Capital Advisers
California
$245K +$9.03K +147 +4%
RWB
618
RMR Wealth Builders
New Jersey
$245K +$166K +2,702 +212%
CIAS
619
Capital Investment Advisory Services
North Carolina
$243K +$3.2K +52 +1%
TA
620
Tectonic Advisors
Texas
$241K +$241K +3,910 New
AMG
621
Advisors Management Group
Wisconsin
$238K +$21.4K +347 +10%
S
622
SignatureFD
Georgia
$237K -$14.9K -242 -6%
GIA
623
Gateway Investment Advisers
Ohio
$236K +$7.8K +127 +3%
GVAG
624
Great Valley Advisor Group
Delaware
$236K +$22.5K +367 +11%
FHB
625
First Hawaiian Bank
Hawaii
$235K -$113K -1,845 -33%
23 24
25
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