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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 %
GIM
626
Goelzer Investment Management
Indiana
$235K -$6.35K -103 -3%
MWM
627
Mattern Wealth Management
Kansas
$235K – – –
WA
628
WESPAC Advisors
California
$235K +$14.7K +239 +7%
SAG
629
Spotlight Asset Group
Illinois
$233K – – –
FPGK
630
Financial Partners Group (Kansas)
Kansas
$233K +$233K +3,786 New
BA
631
Bennicas & Associates
California
$232K – – –
WANY
632
Wealthspire Advisors (New York)
New York
$232K +$232K +3,775 New
MA
633
Montag & Associates
Georgia
$229K +$64.1K +1,042 +39%
BSG
634
Black Swift Group
Colorado
$227K +$227K +3,689 New
WP
635
WealthSource Partners
California
$226K +$226K +3,679 New
SHGA
636
Sand Hill Global Advisors
California
$225K – – –
SP
637
Successful Portfolios
Florida
$225K +$4.55K +74 +2%
CFG
638
Cooper Financial Group
California
$223K -$389K -6,329 -64%
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$222K +$7.98K +130 +4%
LIM
640
Leavell Investment Management
Alabama
$221K – – –
GG
641
Gofen & Glossberg
Illinois
$221K +$221K +3,583 New
CFA
642
Carroll Financial Associates
North Carolina
$220K +$1.41K +23 +0.6%
TMAM
643
Tokio Marine Asset Management
Japan
$219K -$7.75K -126 -3%
CAC
644
Certified Advisory Corp
Florida
$218K +$218K +3,541 New
FTDI
645
First Trust Direct Indexing
Massachusetts
$215K +$4.25K +69 +2%
GT
646
Greenleaf Trust
Michigan
$215K +$215K +3,496 New
PMA
647
Prudent Man Advisors
Illinois
$213K +$213K +3,465 New
LC
648
Lindbrook Capital
California
$212K +$48.2K +784 +29%
MFA
649
Mayflower Financial Advisors
Massachusetts
$211K -$3.08K -50 -1%
PAMP
650
Polar Asset Management Partners
Ontario, Canada
$210K +$210K +3,413 New
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