O icon

Realty Income

1,100 hedge funds and large institutions have $32.6B invested in Realty Income in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 478 increasing their positions, 375 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+153
Holders Change %
+16.16%
% of All Funds
16.99%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
244
Increased
478
Reduced
375
Closed
75
Calls
$174M
Puts
$95.4M
Net Calls
+$78.5M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
601
O'Shaughnessy Asset Management
Connecticut
$554K +$315K +4,396 +132%
CW
602
CreativeOne Wealth
Kansas
$552K +$198K +2,767 +56%
NWM
603
Northcape Wealth Management
New York
$549K +$549K +7,670 New
BFC
604
Blue Fin Capital
Rhode Island
$548K -$17.5K -245 -3%
ACWM
605
Adams Chetwood Wealth Management
North Carolina
$545K -$16.9K -236 -3%
IA
606
IFG Advisory
Georgia
$544K +$90K +1,258 +20%
CCA
607
Checchi Capital Advisers
California
$543K +$239K +3,332 +78%
SCM
608
Spreng Capital Management
Ohio
$541K -$39.4K -551 -7%
DZ Bank
609
DZ Bank
Germany
$540K -$17.3K -240 -3%
TFA
610
Teamwork Financial Advisors
Texas
$527K -$27.6K -385 -5%
PAS
611
Park Avenue Securities
New York
$527K +$218K +3,043 +70%
AWM
612
AllSquare Wealth Management
New York
$526K +$526K +7,347 New
Lido Advisors
613
Lido Advisors
California
$524K -$26K -363 -5%
WFI
614
West Family Investments
California
$519K +$193K +2,700 +59%
CCM
615
Coldstream Capital Management
Washington
$518K +$171K +2,385 +49%
FTDI
616
First Trust Direct Indexing
Massachusetts
$515K +$110K +1,541 +27%
HI
617
Harbour Investments
Wisconsin
$506K -$472K -6,590 -48%
RF
618
Rollins Financial
Georgia
$501K +$501K +7,000 New
AFP
619
Ausdal Financial Partners
Iowa
$500K +$6.23K +87 +1%
BIA
620
Benchmark Investment Advisors
Illinois
$494K +$494K +6,900 New
BB
621
Busey Bank
Illinois
$489K -$75.6K -1,055 -13%
SBIA
622
Sheaff Brock Investment Advisors
Indiana
$488K +$105K +1,465 +27%
AWM
623
Altium Wealth Management
New York
$485K +$37.2K +519 +8%
PFGIA
624
Patriot Financial Group Insurance Agency
Massachusetts
$479K +$327K +4,571 +216%
FPS
625
Fieldpoint Private Securities
Connecticut
$474K +$2.51K +35 +0.5%