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Realty Income

872 hedge funds and large institutions have $16.8B invested in Realty Income in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 395 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+16
Holders Change %
+1.87%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
101
Increased
395
Reduced
250
Closed
80
Calls
$144M
Puts
$94.2M
Net Calls
+$50M
Net Calls Change
+$61.1M
Name Holding Trade Value Shares
Change
Shares
Change %
IRAG
701
Investment Research & Advisory Group
Georgia
$86K
TCM
702
Tradewinds Capital Management
Washington
$84K
VRM
703
Vectors Research Management
New York
$84K +$371 +6 +0.4%
JFA
704
JNBA Financial Advisors
Minnesota
$82K
CWA
705
Clearview Wealth Advisors
Oregon
$82K +$35K +570 +75%
SQA
706
Simon Quick Advisors
New Jersey
$82K +$82K +1,342 New
TWA
707
TCI Wealth Advisors
Arizona
$79K +$2.27K +37 +3%
MF
708
Manchester Financial
California
$79K +$79K +1,290 New
EWM
709
Elmwood Wealth Management
California
$77K +$77K +1,250 New
SSB
710
Sandy Spring Bank
Maryland
$76K
HPC
711
HM Payson & Co
Maine
$76K
CFD
712
Creative Financial Designs
Indiana
$75K +$184 +3 +0.2%
CAL
713
Capital Analysts LLC
Pennsylvania
$74K +$74K +1,194 New
CTC
714
Central Trust Company
Missouri
$71K +$12.8K +207 +22%
PMFA
715
Plante Moran Financial Advisors
Michigan
$70K +$5.92K +96 +9%
CBT
716
CoreFirst Bank & Trust
Kansas
$69K +$5.14K +83 +8%
SIC
717
Salem Investment Counselors
North Carolina
$66K +$7.01K +114 +12%
CWP
718
Concord Wealth Partners
Virginia
$66K +$46.2K +748 +234%
TFA
719
Toth Financial Advisory
Virginia
$64K -$12.8K -206 -17%
ETI
720
Enterprise Trust & Investment
California
$64K
SA
721
SRH Advisors
Kansas
$64K
Jones Financial Companies
722
Jones Financial Companies
Missouri
$62K -$12.8K -207 -17%
PWA
723
Phoenix Wealth Advisors
North Carolina
$62K -$13.1K -207 -17%
NL
724
NVWM LLC
Pennsylvania
$62K
AIC
725
Archer Investment Corporation
Indiana
$60.9K +$60.9K +990 New