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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 %
SFA
651
Semmax Financial Advisors
North Carolina
$91K -$639K – –
TFA
652
Toth Financial Advisory
Virginia
$88K – – –
OWD
653
Osborn Williams & Donohoe
Ohio
$80K +$80K +1,158 New
WT
654
Whittier Trust
California
$75K +$783 +11 +1%
SA
655
SRH Advisors
Kansas
$74K – – –
LA
656
Legacy Advisors
Pennsylvania
$74K +$74K +1,032 New
PFP
657
Pinnacle Financial Partners
Tennessee
$74K +$74K +1,032 New
TA
658
Thor Advisors
New York
$72K +$72K +1,008 New
CB
659
Community Bank
New York
$70K – – –
JCM
660
Jacobi Capital Management
Pennsylvania
$69K – – –
TNBTD
661
Trustmark National Bank Trust Department
Mississippi
$67K – – –
RFM
662
Royal Fund Management
Florida
$67K +$428 +6 +0.6%
CTC
663
Central Trust Company
Missouri
$67K +$6.14K +86 +10%
1IA
664
1834 Investment Advisors
Wisconsin
$66K – – –
MA
665
MUFG Americas
New York
$66K +$29.6K +413 +81%
GLI
666
Guardian Life Insurance
New York
$64K +$3.75K +53 +6%
PFBT
667
Parkside Financial Bank & Trust
Missouri
$62K +$7.48K +106 +14%
BRC
668
Bell Rock Capital
Delaware
$61K -$50.1K -697 -45%
TIM
669
Tortoise Investment Management
New York
$60K – – –
OC
670
Oakworth Capital
Alabama
$59K -$9.64K -135 -14%
ME
671
McIlrath & Eck
Washington
$58K +$1.51K +21 +3%
HFM
672
Hartford Financial Management
Connecticut
$55K – – –
OFS
673
Orrstown Financial Services
Pennsylvania
$54K +$54K +757 New
PCIA
674
Prime Capital Investment Advisors
Kansas
$54K +$54K +761 New
PGWM
675
Parisi Gray Wealth Management
New Jersey
$51K +$14.6K +206 +40%
25 26
27
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