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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 %
CAM
651
Campion Asset Management
Virginia
$272K -$53.8K -831 -17%
BIA
652
Barry Investment Advisors
Massachusetts
$272K +$272K +4,201 New
CCM
653
Covington Capital Management
California
$269K
CIAS
654
Capital Investment Advisory Services
North Carolina
$269K +$13.3K +206 +5%
BP
655
Ballentine Partners
Massachusetts
$268K +$1.23K +19 +0.5%
PWP
656
Principle Wealth Partners
Connecticut
$267K +$3.43K +53 +1%
IC
657
Inscription Capital
Texas
$267K +$267K +4,130 New
SFG
658
Sovereign Financial Group
Connecticut
$265K
WI
659
Wintrust Investments
Illinois
$261K +$129 +2 +0%
TCA
660
Transcend Capital Advisors
New Jersey
$258K -$821K -12,708 -76%
MWM
661
Mattern Wealth Management
Kansas
$257K
ITIM
662
Indiana Trust & Investment Management
Indiana
$255K +$60 +1 +0%
ARC
663
Advisor Resource Council
Texas
$254K +$254K +3,924 New
HCA
664
Harbour Capital Advisors
Virginia
$254K +$254K +3,925 New
CI
665
Clal Insurance
Israel
$253K +$94.1K +1,449 +59%
GVAG
666
Great Valley Advisor Group
Delaware
$252K +$5.2K +81 +2%
AMG
667
Advisors Management Group
Wisconsin
$250K +$646 +10 +0.3%
FPGK
668
Financial Partners Group (Kansas)
Kansas
$245K +$259 +4 +0.1%
BA
669
Bennicas & Associates
California
$244K
CI
670
Conning Inc
Connecticut
$243K -$27.4K -424 -10%
LFAS
671
Level Four Advisory Services
Texas
$241K -$32K -494 -12%
MA
672
Montag & Associates
Georgia
$241K
SP
673
Successful Portfolios
Florida
$241K +$3.95K +61 +2%
SB
674
Strategic Blueprint
Georgia
$241K +$241K +3,729 New
SHGA
675
Sand Hill Global Advisors
California
$240K +$3.37K +52 +1%