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Realty Income
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Overview Fund Activity

787 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 283 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
15.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
290
Reduced
283
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M

Top Buyers

1
Invesco
Invesco
Georgia
+$227M
2
RC
Resolution Capital
Australia
+$218M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.7M
4
Deutsche Bank
Deutsche Bank
Germany
+$33M
5
Bank of America
Bank of America
North Carolina
+$32.3M

Top Sellers

1
State Street
State Street
Massachusetts
-$126M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$123M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$110M
4
PI
PGGM Investments
Netherlands
-$101M
5
American Century Companies
American Century Companies
Missouri
-$35.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
701
Lowe Wealth Advisors
Maryland
$24K – – –
LWANC
702
Laurel Wealth Advisors (North Carolina)
North Carolina
$24K – – –
PMFA
703
Plante Moran Financial Advisors
Michigan
$24K +$289 +5 +1%
KFS
704
Kelly Financial Services
Massachusetts
$23.3K – – –
VNA
705
Valley National Advisers
Pennsylvania
$23K – – –
IRC
706
Investors Research Corp
Georgia
$22K – – –
CSPIA
707
Cary Street Partners Investment Advisory
Virginia
$22K +$22K +370 New
KTC
708
Kistler-Tiffany Companies
Pennsylvania
$21K -$24.5K -410 -54%
OSAM
709
O'Shaughnessy Asset Management
Connecticut
$21K +$7.9K +137 +60%
MSFP
710
Mark Sheptoff Financial Planning
Connecticut
$20K – – –
NFG
711
Next Financial Group
Texas
$19K +$19K +323 New
FCH
712
Freestone Capital Holdings
Washington
$18.2K +$18.2K +310 New
JCM
713
Jacobi Capital Management
Pennsylvania
$18K -$51.1K -866 -74%
SCM
714
Silvant Capital Management
Georgia
$18K – – –
PFO
715
Pathstone Family Office
New Jersey
$18K +$17.7K +309 +5,150%
SFG
716
Sowa Financial Group
Rhode Island
$17K -$10.7K -178 -39%
RCA
717
Ranch Capital Advisors
Florida
$17K -$8.64K -155 -34%
CB
718
Community Bank
New York
$17K – – –
FMB
719
Field & Main Bank
Kentucky
$17K – – –
FCM
720
Firestone Capital Management
Florida
$17K – – –
JWM
721
Janiczek Wealth Management
Colorado
$17K +$17K +283 New
JWM
722
Jeppson Wealth Management
California
$17K +$17K +289 New
PCWA
723
Pacific Capital Wealth Advisors
California
$17K +$17K +297 New
LFG
724
Larson Financial Group
Missouri
$16K -$1.54K -26 -9%
MMG
725
Monetary Management Group
Missouri
$16K – – –
27 28
29
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