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Realty Income

947 hedge funds and large institutions have $19.6B invested in Realty Income in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 484 increasing their positions, 214 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+23
Holders Change %
+2.49%
% of All Funds
16.63%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
104
Increased
484
Reduced
214
Closed
62
Calls
$140M
Puts
$91.7M
Net Calls
+$48.7M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FG
651
Fiduciary Group
Georgia
$274K -$15.8K -220 -5%
CAM
652
Campion Asset Management
Virginia
$274K +$9.74K +155 +4%
SFG
653
Sovereign Financial Group
Connecticut
$272K +$755 +12 +0.3%
BP
654
Ballentine Partners
Massachusetts
$271K +$8.65K +137 +3%
PAS
655
Park Avenue Securities
New York
$271K +$75.9K +1,210 +39%
FNBOMD
656
First National Bank of Mount Dora
Florida
$267K -$87K -1,386 -25%
CCA
657
Checchi Capital Advisers
California
$267K -$10.8K -172 -4%
FCA
658
FLC Capital Advisors
California
$267K
PCM
659
Pointe Capital Management
Michigan
$265K
LFAS
660
Level Four Advisory Services
Texas
$265K +$30.7K +488 +13%
H
661
HoyleCohen
California
$264K +$60.9K +968 +30%
CCM
662
Covington Capital Management
California
$262K +$315 +5 +0.1%
SWP
663
Strategic Wealth Partners
Ohio
$262K +$262K +4,172 New
SFA
664
Sequoia Financial Advisors
Ohio
$261K -$2.42M -38,530 -90%
AIA
665
Angeles Investment Advisors
California
$261K +$261K +4,138 New
RBCM
666
Raub Brock Capital Management
California
$261K +$261K +4,154 New
PWP
667
Principle Wealth Partners
Connecticut
$260K +$126 +2 +0%
WI
668
WrapManager Inc
California
$259K +$259K +4,127 New
SYBT
669
Stock Yards Bank & Trust
Kentucky
$258K +$258K +4,105 New
I
670
INVST
Indiana
$256K +$629 +10 +0.2%
ITIM
671
Indiana Trust & Investment Management
Indiana
$253K -$13K -207 -5%
TI
672
Tidal Investments
Wisconsin
$253K +$35.8K +570 +17%
FMWA
673
Forvis Mazars Wealth Advisors
Missouri
$253K +$253K +4,022 New
DS
674
DRW Securities
Illinois
$252K +$252K +4,005 New
GVAG
675
Great Valley Advisor Group
Delaware
$251K +$3.71K +59 +2%