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Realty Income
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Overview Fund Activity

773 hedge funds and large institutions have $16.4B invested in Realty Income in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 294 increasing their positions, 263 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+30
Holders Change %
+4.04%
% of All Funds
16.76%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
103
Increased
294
Reduced
263
Closed
65
Calls
$82M
Puts
$50.5M
Net Calls
+$31.5M
Net Calls Change
+$48.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
2
State Street
State Street
Massachusetts
+$108M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
4
CIM
Centersquare Investment Management
Pennsylvania
+$70.2M
5
BCM
Bridgeway Capital Management
Texas
+$49.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$170M
2
ZP
Zimmer Partners
New York
-$158M
3
PI
PGGM Investments
Netherlands
-$134M
4
Deutsche Bank
Deutsche Bank
Germany
-$132M
5
MIS
Morningstar Investment Services
Illinois
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
626
Lavaca Capital
Texas
$147K – – –
CIAS
627
Capital Investment Advisory Services
North Carolina
$143K -$47.7K -671 -25%
CFGS
628
Concourse Financial Group Securities
Alabama
$142K -$4.56K -64 -3%
TAM
629
Tiverton Asset Management
Delaware
$139K – – –
RFA
630
Reilly Financial Advisors
California
$138K – – –
CWA
631
Clarus Wealth Advisors
Arizona
$128K -$18.5K -259 -13%
LWM
632
Lenox Wealth Management
Ohio
$127K -$4.71K -66 -4%
FANJ
633
Financial Architects (New Jersey)
New Jersey
$126K -$13.9K -195 -10%
JIP
634
JBJ Investment Partners
South Carolina
$117K – – –
FRA
635
Front Row Advisors
California
$115K – – –
PI
636
PineBridge Investments
New York
$113K -$169K -2,374 -60%
SWM
637
SeaCrest Wealth Management
New York
$112K +$6.47K +91 +6%
BHWM
638
Bay Harbor Wealth Management
Maryland
$111K -$76K -1,063 -41%
AWM
639
Avior Wealth Management
Nebraska
$110K -$54.1K -761 -33%
Rockefeller Capital Management
640
Rockefeller Capital Management
New York
$108K +$108K +1,513 New
SFSIG
641
San Francisco Sentry Investment Group
California
$103K -$14.7K -206 -12%
BWP
642
Baldwin Wealth Partners
Massachusetts
$103K – – –
MIFH
643
Migdal Insurance & Financial Holdings
Israel
$103K +$59.4K +835 +136%
LFASL
644
Lugano Financial Advisors SA (LFA)
Switzerland
$102K +$102K +1,445 New
RCAG
645
Rehmann Capital Advisory Group
Michigan
$98.6K -$75.3K -1,056 -43%
WAM
646
Wealthspire Advisors (Maryland)
Maryland
$97K -$92K – –
HFM
647
Harvest Fund Management
China
$96K – – –
JFA
648
JNBA Financial Advisors
Minnesota
$95K – – –
VRM
649
Vectors Research Management
New York
$94K +$355 +5 +0.4%
FQ
650
First Quadrant
California
$94K +$94K +1,314 New
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