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Realty Income
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$259M
2
Cohen & Steers
Cohen & Steers
New York
+$187M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$131M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$114M
5
Bank of America
Bank of America
North Carolina
+$87.1M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$24M
2
WMSA
Weiss Multi-Strategy Advisers
New York
-$18.9M
3
SG Americas Securities
SG Americas Securities
New York
-$18.1M
4
MWNA
Marshall Wace North America
New York
-$16.5M
5
Barclays
Barclays
United Kingdom
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
676
Mayflower Financial Advisors
Massachusetts
$249K +$14K +207 +6%
SFI
677
Siemens Fonds Invest
Germany
$249K +$249K +3,964 New
Brown Advisory
678
Brown Advisory
Maryland
$248K -$88K -1,399 -26%
GP
679
Girard Partners
Pennsylvania
$247K -$33.5K -534 -12%
SP
680
Successful Portfolios
Florida
$247K +$13K +207 +6%
IB
681
Intrust Bank
Kansas
$247K +$247K +3,930 New
ZAM
682
Zevin Asset Management
Massachusetts
$246K -$30.6K -486 -11%
CAC
683
Certified Advisory Corp
Florida
$241K +$18.1K +288 +8%
WA
684
WESPAC Advisors
California
$241K +$241K +3,833 New
MWM
685
Mattern Wealth Management
Kansas
$240K – – –
AMG
686
Advisors Management Group
Wisconsin
$239K -$4.15K -66 -2%
SB
687
Strategic Blueprint
Georgia
$238K +$3.21K +51 +1%
IAIM
688
International Assets Investment Management
Florida
$237K -$92.3K -1,468 -28%
BA
689
Bennicas & Associates
California
$237K – – –
MA
690
MBA Advisors
Pennsylvania
$237K +$3.64K +58 +2%
LNWWM
691
Laird Norton Wetherby Wealth Management
California
$236K +$10.2K +163 +5%
MAM
692
Meeder Asset Management
Ohio
$236K +$20.2K +321 +9%
CIM
693
Cambria Investment Management
California
$236K +$236K +3,752 New
MA
694
Montag & Associates
Georgia
$234K – – –
RCM
695
RNC Capital Management
California
$233K +$233K +3,707 New
SSA
696
Schonfeld Strategic Advisors
New York
$232K +$232K +3,697 New
PFM
697
Parsec Financial Management
North Carolina
$231K – – –
RIA
698
Regal Investment Advisors
Michigan
$231K +$126 +2 +0.1%
CFA
699
Carroll Financial Associates
North Carolina
$231K +$250 +4 +0.1%
FBT
700
First Bank & Trust
South Dakota
$231K +$225K +3,571 +3,501%
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