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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 %
HRC
676
Hoertkorn Richard Charles
$49K – – –
LC
677
Lindbrook Capital
California
$48K – – –
BWM
678
BerganKDV Wealth Management
Minnesota
$46K -$43K – –
CAGAS
679
Capital Advisory Group Advisory Services
Minnesota
$46K – – –
BAM
680
Bruderman Asset Management
New York
$45K – – –
BCWM
681
Bartlett & Co Wealth Management
Ohio
$44.4K +$357 +5 +0.8%
EDRH
682
Edmond de Rothschild Holding
Switzerland
$44K – – –
CWM
683
Cedar Wealth Management
California
$44K – – –
BC
684
Bartlett & Co
Ohio
$44K +$354 +5 +0.8%
SIS
685
Sound Income Strategies
Florida
$43K +$20.7K +289 +93%
BCI
686
Brinker Capital Investments
Pennsylvania
$42K -$375K -5,274 -90%
BWL
687
Bogart Wealth LLC
Virginia
$42K – – –
SIAP
688
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$41K +$11.6K +164 +40%
KTC
689
Kistler-Tiffany Companies
Pennsylvania
$40K -$67.7K -950 -63%
TSW
690
Thompson Siegel & Walmsley
Virginia
$40K -$7.48K -106 -16%
ESB
691
Essex Savings Bank
Connecticut
$40K – – –
SWP
692
Strategic Wealth Partners
Ohio
$40K +$14.6K +209 +57%
FPFS
693
First Personal Financial Services
North Carolina
$38K +$8.6K +119 +29%
EWM
694
Edge Wealth Management
New York
$37K – – –
IWP
695
Icon Wealth Partners
Texas
$37K +$37K +513 New
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$36K – – –
ST
697
Somerset Trust
Pennsylvania
$34K +$22.4K +310 +193%
VFA
698
Valeo Financial Advisors
Indiana
$32K -$36.7K -521 -53%
CAM
699
Cresset Asset Management
Illinois
$32K +$5.12K +71 +19%
GI
700
Gradient Investments
Minnesota
$31K -$5.35K -74 -15%
26 27
28
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