O icon

Realty Income

856 hedge funds and large institutions have $16.2B invested in Realty Income in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 315 increasing their positions, 282 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+69
Holders Change %
+8.77%
% of All Funds
15.19%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
143
Increased
315
Reduced
282
Closed
62
Calls
$117M
Puts
$128M
Net Calls
-$11.1M
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
676
Lazard Asset Management
New York
$87K -$7.57K -126 -8%
BWP
677
Baldwin Wealth Partners
Massachusetts
$87K
MA
678
MUFG Americas
New York
$85K -$314K -5,211 -79%
IRAG
679
Investment Research & Advisory Group
Georgia
$84K
QCG
680
Quadrant Capital Group
Ohio
$82K -$10K -166 -11%
SIS
681
Sound Income Strategies
Florida
$82K -$5.09K -84 -6%
TCM
682
Tradewinds Capital Management
Washington
$82K
VRM
683
Vectors Research Management
New York
$81K -$420 -7 -0.5%
JFA
684
JNBA Financial Advisors
Minnesota
$80K -$7.87K -131 -9%
IA
685
Inspire Advisors
Idaho
$78K +$78K +1,290 New
RWB
686
RMR Wealth Builders
New Jersey
$77K -$226K -3,745 -75%
TWA
687
TCI Wealth Advisors
Arizona
$75K -$3.6K -60 -5%
HPC
688
HM Payson & Co
Maine
$75K -$2.12K -35 -3%
SSB
689
Sandy Spring Bank
Maryland
$75K
TFA
690
Toth Financial Advisory
Virginia
$75K
CFD
691
Creative Financial Designs
Indiana
$74K -$6.17K -102 -8%
Jones Financial Companies
692
Jones Financial Companies
Missouri
$73K +$73K +1,210 New
PWA
693
Phoenix Wealth Advisors
North Carolina
$71K +$71K +1,187 New
MIFH
694
Migdal Insurance & Financial Holdings
Israel
$69K -$6.4K -106 -8%
AAP
695
Arax Advisory Partners
Colorado
$67K +$726 +12 +1%
PMFA
696
Plante Moran Financial Advisors
Michigan
$63K +$37.8K +624 +150%
SA
697
SRH Advisors
Kansas
$62K
CBT
698
CoreFirst Bank & Trust
Kansas
$62K +$62K +1,032 New
NL
699
NVWM LLC
Pennsylvania
$61K
ETI
700
Enterprise Trust & Investment
California
$58K