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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 %
MCM
651
MAI Capital Management
Ohio
$209K +$2.9K +47 +1%
AWM
652
Altium Wealth Management
New York
$208K +$208K +3,378 New
PFM
653
Parsec Financial Management
North Carolina
$207K -$3.01K -49 -1%
AWA
654
Arkadios Wealth Advisors
Georgia
$207K +$58.2K +949 +39%
MOS
655
MGO One Seven
Ohio
$207K +$207K +3,373 New
WA
656
Wealth Alliance
New York
$206K -$80.9K -1,315 -28%
WWM
657
Wolff Wiese Magana
California
$206K – – –
BMWM
658
Brown Miller Wealth Management
Virginia
$206K – – –
TA
659
TrueWealth Advisors
Alabama
$206K +$206K +3,096 New
GSBTD
660
Glenview State Bank Trust Department
Illinois
$205K – – –
GI
661
Gradient Investments
Minnesota
$205K +$195K +3,164 +1,883%
PP
662
Patron Partners
Texas
$202K +$202K +3,287 New
SDAM
663
Shulman DeMeo Asset Management
New York
$201K -$6.17K -100 -3%
MAM
664
Meeder Asset Management
Ohio
$201K +$13.5K +220 +7%
AWM
665
Avior Wealth Management
Nebraska
$196K -$1.65K -27 -0.8%
ARMT
666
Amica Retiree Medical Trust
Rhode Island
$195K -$27K -439 -12%
COCM
667
Charter Oak Capital Management
New Hampshire
$183K +$247 +4 +0.1%
NSIM
668
North Star Investment Management
Illinois
$179K -$190K -3,096 -52%
Federated Hermes
669
Federated Hermes
Pennsylvania
$173K -$32.9K -534 -16%
SFS
670
Sowell Financial Services
Arkansas
$170K -$13.6K -208 -7%
DWMG
671
DB Wealth Management Group
California
$168K – – –
FCMT
672
Founders Capital Management (Texas)
Texas
$164K – – –
NP
673
Ninepoint Partners
Ontario, Canada
$157K -$2.84K -46 -2%
EIP
674
Ellis Investment Partners
Pennsylvania
$154K +$1.78K +29 +1%
NIM
675
NuWave Investment Management
New Jersey
$153K -$111K -1,804 -42%
25 26
27
28 29