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Realty Income

924 hedge funds and large institutions have $18.5B invested in Realty Income in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 430 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+52
Holders Change %
+5.96%
% of All Funds
16.13%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
125
Increased
430
Reduced
230
Closed
68
Calls
$125M
Puts
$107M
Net Calls
+$17.8M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
626
Western Wealth Management
Colorado
$301K +$301K +4,651 New
AIS
627
American Investment Services
Massachusetts
$300K -$41.1K -636 -12%
CRWM
628
Castle Rock Wealth Management
California
$300K
BB
629
Busey Bank
Illinois
$298K +$298K +4,612 New
CANY
630
Caxton Associates (New York)
New York
$297K +$297K +4,598 New
SAM
631
Silvercrest Asset Management
New York
$294K -$194 -3 -0.1%
GP
632
Girard Partners
Pennsylvania
$289K -$3.1K -48 -1%
ATC
633
Argent Trust Co
Tennessee
$289K +$289K +4,460 New
AI
634
Accredited Investors
Minnesota
$288K -$517 -8 -0.2%
CFB
635
Cullen/Frost Bankers
Texas
$288K +$5.36K +83 +2%
XT
636
XTX Topco
Cayman Islands
$287K +$287K +4,440 New
CCA
637
Checchi Capital Advisers
California
$286K +$27.8K +429 +11%
SAM
638
Strategy Asset Managers
California
$285K +$20.9K +322 +8%
ZAM
639
Zevin Asset Management
Massachusetts
$284K +$1.81K +28 +0.6%
WFI
640
West Family Investments
California
$284K +$284K +4,398 New
S
641
SignatureFD
Georgia
$283K +$34.3K +530 +14%
AIP
642
Ahrens Investment Partners
Louisiana
$282K +$282K +4,361 New
PFO
643
Pathstone Family Office
New Jersey
$281K +$281K +4,334 New
PTC
644
Private Trust Company
Ohio
$276K +$276K +4,268 New
FCA
645
FLC Capital Advisors
California
$275K +$9.38K +145 +4%
I
646
INVST
Indiana
$274K -$20.1K -297 -7%
FG
647
Fiduciary Group
Georgia
$274K -$4.21K -62 -2%
SIA
648
Soltis Investment Advisors
Utah
$274K
NAG
649
Northstar Advisory Group
New Jersey
$274K +$12.8K +198 +5%
PCM
650
Pointe Capital Management
Michigan
$273K +$273K +4,225 New