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Realty Income

680 hedge funds and large institutions have $11.9B invested in Realty Income in 2018 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 240 increasing their positions, 256 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
15.57%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.14%
New
64
Increased
240
Reduced
256
Closed
48
Calls
$76.8M
Puts
$89.8M
Net Calls
-$13.1M
Net Calls Change
-$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MSFP
626
Mark Sheptoff Financial Planning
Connecticut
$19K
LFG
627
LifePlan Financial Group
Ohio
$19K
FDCDDQ
628
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K
HR
629
Howe & Rusling
New York
$17K -$16K
SIS
630
Sound Income Strategies
Florida
$17K
FIB
631
First Interstate Bank
Montana
$17K
BWA
632
BDO Wealth Advisors
Florida
$17K +$17K +310 New
RE
633
RBC Europe
United Kingdom
$16.2K
FMB
634
Field & Main Bank
Kentucky
$16K
KJWM
635
Kiley Juergens Wealth Management
Washington
$15K
WIM
636
Westside Investment Management
California
$14.7K
SNT
637
Security National Trust
West Virginia
$14K
SIC
638
Salem Investment Counselors
North Carolina
$14K +$168 +3 +1%
PCTC
639
Perkins Coie Trust Company
Washington
$13K
PRS
640
Pinkerton Retirement Specialists
Idaho
$13K +$160 +3 +1%
APP
641
Avantax Planning Partners
Iowa
$13K +$13K +240 New
CIA
642
CSat Investment Advisory
Michigan
$12K -$110 -2 -0.9%
TPWA
643
TRUE Private Wealth Advisors
Oregon
$11.3K +$11.3K +204 New
AC
644
Avestar Capital
New York
$11K -$665 -15 -6%
SFG
645
SevenBridge Financial Group
Pennsylvania
$11K
ADL
646
Asset Dedication LLC
California
$10K -$14.6K -255 -59%
MCM
647
Manchester Capital Management
Vermont
$10K -$10K
AIM
648
Arcadia Investment Management
Michigan
$10K -$9K
TWA
649
TCI Wealth Advisors
Arizona
$10K
GAM
650
Gemmer Asset Management
California
$10K