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Realty Income

947 hedge funds and large institutions have $19.6B invested in Realty Income in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 484 increasing their positions, 214 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+23
Holders Change %
+2.49%
% of All Funds
16.63%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
104
Increased
484
Reduced
214
Closed
62
Calls
$140M
Puts
$91.7M
Net Calls
+$48.7M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
601
Cascadia Advisory Services
Oregon
$336K -$314 -5 -0.1%
MIM
602
Moseley Investment Management
Florida
$336K +$39.5K +619 +13%
FHC
603
First Heartland Consultants
Missouri
$332K +$126 +2 +0%
PG
604
Pendal Group
Australia
$329K -$181K -2,882 -36%
ATC
605
Argent Trust Co
Tennessee
$329K +$48.9K +779 +17%
PFO
606
Pathstone Family Office
New Jersey
$327K +$54.7K +870 +20%
OA
607
Oxbow Advisors
Texas
$325K -$6.53K -104 -2%
SIM
608
Sonora Investment Management
Arizona
$325K +$4.72K +75 +1%
PTC
609
Private Trust Company
Ohio
$325K +$56.4K +897 +21%
WP
610
WealthSource Partners
California
$324K -$51.6K -822 -14%
DAC
611
Dividend Assets Capital
South Carolina
$324K
V
612
Veritable
Delaware
$323K +$2.77K +44 +0.9%
CIA
613
Capital Investment Advisors
Georgia
$323K +$7.47K +119 +2%
KFGK
614
Keystone Financial Group (Kentucky)
Kentucky
$321K +$10.5K +168 +3%
AL
615
Aspiriant LLC
California
$316K -$63.6K -1,011 -17%
WC
616
Weil Company
California
$315K +$315K +5,016 New
AA
617
Altman Advisors
Illinois
$314K
TMAM
618
Tokio Marine Asset Management
Japan
$313K +$313K +4,976 New
S
619
SignatureFD
Georgia
$312K +$36.7K +584 +13%
CW
620
CreativeOne Wealth
Kansas
$311K +$12.2K +194 +4%
SSG
621
Summit Securities Group
New York
$311K +$115K +1,825 +58%
DDC
622
DF Dent & Co
Maryland
$307K
CRWM
623
Castle Rock Wealth Management
California
$306K
FRM
624
Fox Run Management
Connecticut
$304K -$196K -3,118 -39%
FT
625
Fiduciary Trust
Massachusetts
$304K -$1.38K -22 -0.5%