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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 %
NFSG
701
Newbridge Financial Services Group
Florida
$58K +$544 +9 +0.9%
SIC
702
Salem Investment Counselors
North Carolina
$58K +$6.9K +114 +13%
CTC
703
Central Trust Company
Missouri
$57K
WT
704
Whittier Trust
California
$57K
1IA
705
1834 Investment Advisors
Wisconsin
$56K
PFO
706
Pathstone Family Office
New Jersey
$55K +$36K +599 +190%
PCH
707
PGIM Custom Harvest
New Jersey
$54K +$54K +943 New
APWM
708
Atlas Private Wealth Management
New York
$51K +$599 +10 +1%
JWM
709
Janiczek Wealth Management
Colorado
$51K +$33.9K +562 +199%
PWM
710
Perigon Wealth Management
California
$51K +$51K +841 New
ADIM
711
Alpha DNA Investment Management
Maryland
$51K +$51K +853 New
CWM
712
Cedar Wealth Management
California
$50K
CL
713
COWA LLC
Oklahoma
$48K +$48K +802 New
ZB
714
Zions Bancorporation
Utah
$47K -$180 -3 -0.4%
PCG
715
Private Capital Group
Connecticut
$47K
CWA
716
Clearview Wealth Advisors
Oregon
$46K +$46K +765 New
PCM
717
Penserra Capital Management
California
$45K +$9.48K +159 +27%
SFSIG
718
San Francisco Sentry Investment Group
California
$44K
OCM
719
Orion Capital Management
California
$44K +$44K +722 New
ST
720
Smithfield Trust
Pennsylvania
$43K +$4.38K +72 +11%
HFM
721
Hartford Financial Management
Connecticut
$42K
HRC
722
Hoertkorn Richard Charles
$41K
HWA
723
Heritage Wealth Advisors
Virginia
$40K
PWPS
724
Pinnacle Wealth Planning Services
Ohio
$40K +$40K +664 New
PH
725
Pinnacle Holdings
Oklahoma
$39.9K +$39.9K +663 New