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Realty Income

856 hedge funds and large institutions have $16.2B invested in Realty Income in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 315 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+69
Holders Change %
+8.77%
% of All Funds
15.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
143
Increased
315
Reduced
282
Closed
62
Calls
$117M
Puts
$128M
Net Calls
-$11.1M
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
651
Bartlett & Co Wealth Management
Ohio
$143K +$4.05K +67 +3%
BC
652
Bartlett & Co
Ohio
$143K +$4.04K +67 +3%
RFA
653
Reilly Financial Advisors
California
$136K +$31.2K +516 +30%
HFM
654
Harvest Fund Management
China
$127K +$24.5K +408 +24%
FP
655
Financial Perspectives
Minnesota
$125K
LIM
656
Longfellow Investment Management
Massachusetts
$125K +$125K +2,073 New
ME
657
McIlrath & Eck
Washington
$124K +$20.7K +343 +20%
SIAG
658
Signet Investment Advisory Group
Rhode Island
$124K +$124K +2,064 New
JMF
659
Johnson Midwest Financial
Iowa
$122K +$122K +2,023 New
M
660
MOTCO
Texas
$120K +$2.17K +36 +2%
FRA
661
Front Row Advisors
California
$116K
PFGIA
662
Patriot Financial Group Insurance Agency
Massachusetts
$114K +$81.1K +1,341 +246%
PB
663
Pinnacle Bancorp
Nebraska
$109K
VFA
664
Valeo Financial Advisors
Indiana
$107K +$484 +8 +0.5%
GC
665
Grace Capital
Massachusetts
$106K -$7.57K -126 -7%
CCC
666
Crescent Capital Consulting
Louisiana
$106K +$106K +1,775 New
JWA
667
JFS Wealth Advisors
Pennsylvania
$104K
CMBA
668
C.M. Bidwell & Associates
Hawaii
$103K -$1.14K -19 -1%
OSAM
669
O'Shaughnessy Asset Management
Connecticut
$103K +$81.1K +1,349 +371%
PA
670
Parallel Advisors
California
$101K -$10.6K -175 -9%
CIA
671
Cascade Investment Advisors
Oregon
$98.2K
GLLW
672
Graves Light Lenhart Wealth
Virginia
$91K +$91K +1,514 New
EI
673
Ellevest Inc
New York
$88K -$25.4K -421 -22%
T
674
TOBAM
France
$88K
TPCW
675
TD Private Client Wealth
New York
$87.2K -$1.81K -30 -2%