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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 %
AC
701
Avestar Capital
New York
$30K +$1.84K +28 +7%
CIA
702
Cascade Investment Advisors
Oregon
$29.4K +$26.5K +372 +907%
IFAM
703
Institutional & Family Asset Management
Colorado
$29K -$72.9K -1,016 -72%
ClearBridge Investments
704
ClearBridge Investments
New York
$29K -$29K -413 -50%
MMG
705
Monetary Management Group
Missouri
$29K – – –
LWA
706
Lowe Wealth Advisors
Maryland
$29K – – –
AA
707
AlphaMark Advisors
Kentucky
$29K – – –
LWANC
708
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K – – –
DOA
709
D'Orazio & Associates
Virginia
$29K +$357 +5 +1%
KFS
710
Kelly Financial Services
Massachusetts
$28.2K +$28.2K +395 New
VNA
711
Valley National Advisers
Pennsylvania
$28K – – –
CAW
712
Cornerstone Advisors (Washington)
Washington
$28K +$19.9K +277 +247%
SCM
713
Silvant Capital Management
Georgia
$27K – – –
OIA
714
OneDigital Investment Advisors
Kansas
$27K – – –
IRC
715
Investors Research Corp
Georgia
$27K +$27K +377 New
LPWM
716
Lake Point Wealth Management
Texas
$25K -$185K -2,817 -88%
LFG
717
LifePlan Financial Group
Ohio
$25K – – –
MSFP
718
Mark Sheptoff Financial Planning
Connecticut
$24K – – –
FDCDDQ
719
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.2K – – –
Bessemer Group
720
Bessemer Group
New Jersey
$23K -$88.7K -1,261 -79%
EWM
721
Executive Wealth Management
Michigan
$23K – – –
HR
722
Howe & Rusling
New York
$22K -$19K – –
FIB
723
First Interstate Bank
Montana
$22K – – –
EFSCE
724
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$21K +292 New
TC
725
Truvestments Capital
Florida
$21K +$21K +295 New
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