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Realty Income

1,100 hedge funds and large institutions have $32.6B invested in Realty Income in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 478 increasing their positions, 375 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,100
Holders Change
+153
Holders Change %
+16.16%
% of All Funds
16.99%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
244
Increased
478
Reduced
375
Closed
75
Calls
$174M
Puts
$95.4M
Net Calls
+$78.5M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
676
WealthSource Partners
California
$375K +$6.01K +84 +2%
FCFC
677
First Commonwealth Financial Corp
Pennsylvania
$374K -$9.88K -138 -3%
MSFS
678
Main Street Financial Solutions
Pennsylvania
$373K +$373K +5,210 New
QCG
679
Quadrant Capital Group
Ohio
$372K +$208K +2,901 +127%
FAIM
680
Financial Advocates Investment Management
Washington
$371K -$1.95M -32,026 -84%
AFG
681
Allegheny Financial Group
Pennsylvania
$368K +$368K +5,141 New
MAC
682
Mason & Associates (California)
California
$368K +$368K +5,143 New
WWM
683
Western Wealth Management
Colorado
$365K +$365K +5,065 New
OCG
684
Opus Capital Group
Ohio
$363K +$34.9K +487 +11%
RWB
685
RMR Wealth Builders
New Jersey
$363K +$113K +1,574 +45%
SIMG
686
Sonora Investment Management Group
Arizona
$362K +$362K +5,056 New
DAC
687
Dividend Assets Capital
South Carolina
$358K -$11.5K -160 -3%
OA
688
Oxbow Advisors
Texas
$356K -$14.7K -205 -4%
LWCFA
689
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$356K +$307K +4,288 +624%
KFGK
690
Keystone Financial Group (Kentucky)
Kentucky
$355K -$11.2K -156 -3%
NFG
691
Nations Financial Group
Iowa
$355K +$355K +4,962 New
MGP
692
Metis Global Partners
California
$351K +$351K +4,906 New
AL
693
Aspiriant LLC
California
$350K -$10.2K -142 -3%
CAC
694
Certified Advisory Corp
Florida
$350K +$74.8K +1,044 +27%
SWM
695
Sugarloaf Wealth Management
Georgia
$348K -$34.7K -484 -9%
WC
696
Weil Company
California
$348K -$11.2K -156 -3%
AssetMark Inc
697
AssetMark Inc
California
$348K +$331K +4,631 +1,971%
TMAM
698
Tokio Marine Asset Management
Japan
$347K -$9.16K -128 -3%
MG
699
Mather Group
Illinois
$344K +$344K +4,803 New
DDC
700
DF Dent & Co
Maryland
$343K -$7.23K -101 -2%