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Realty Income

771 hedge funds and large institutions have $15.3B invested in Realty Income in 2020 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 276 increasing their positions, 283 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
771
Holders Change
+13
Holders Change %
+1.72%
% of All Funds
15.85%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
109
Increased
276
Reduced
283
Closed
90
Calls
$84M
Puts
$86.8M
Net Calls
-$2.8M
Net Calls Change
-$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIAP
676
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$35K +$517 +9 +2%
ST
677
Smithfield Trust
Pennsylvania
$34K +$29.8K +516 +717%
TPWA
678
TRUE Private Wealth Advisors
Oregon
$33K -$232K -4,059 -88%
BCA
679
Berman Capital Advisors
Georgia
$33K -$1.56K -28 -5%
TSW
680
Thompson Siegel & Walmsley
Virginia
$33K
CA
681
Clearstead Advisors
Ohio
$32K +$25.5K +438 +391%
PFGIA
682
Patriot Financial Group Insurance Agency
Massachusetts
$31K
PCM
683
Penserra Capital Management
California
$30K -$73.2K -1,284 -71%
EWM
684
Edge Wealth Management
New York
$30K
RIM
685
Rockbridge Investment Management
New York
$30K +$30K +516 New
HFA
686
Hoover Financial Advisors
Pennsylvania
$29K +$29K +509 New
HFA
687
HC Financial Advisors
California
$28K
RWB
688
RMR Wealth Builders
New Jersey
$28K +$28K +483 New
RCA
689
Ranch Capital Advisors
Florida
$27K
BWL
690
Bogart Wealth LLC
Virginia
$27K
SFG
691
Sowa Financial Group
Rhode Island
$27K
ADL
692
Asset Dedication LLC
California
$27K +$229 +4 +0.9%
CAGAS
693
Capital Advisory Group Advisory Services
Minnesota
$26K
WCG
694
Weaver Consulting Group
California
$25K
DOA
695
D'Orazio & Associates
Virginia
$25K +$351 +6 +1%
ClearBridge Investments
696
ClearBridge Investments
New York
$24K
LWANC
697
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K
LWA
698
Lowe Wealth Advisors
Maryland
$24K
PMFA
699
Plante Moran Financial Advisors
Michigan
$24K +$6.85K +117 +40%
VNA
700
Valley National Advisers
Pennsylvania
$23K