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Realty Income

924 hedge funds and large institutions have $18.5B invested in Realty Income in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 430 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+52
Holders Change %
+5.96%
% of All Funds
16.13%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
125
Increased
430
Reduced
230
Closed
68
Calls
$125M
Puts
$107M
Net Calls
+$17.8M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WMA
701
Wealth Management Associates
New Jersey
$215K +$215K +3,320 New
GIA
702
Guyasuta Investment Advisors
Pennsylvania
$212K +$212K +3,284 New
SMC
703
Smith, Moore & Co
Missouri
$210K +$210K +3,252 New
CFA
704
CWS Financial Advisors
Michigan
$209K +$209K +3,226 New
AWM
705
Avior Wealth Management
Nebraska
$207K +$387 +6 +0.2%
SFG
706
Summit Financial Group
West Virginia
$207K +$207K +3,199 New
MC
707
Machina Capital
France
$207K +$207K +3,199 New
NFG
708
Nations Financial Group
Iowa
$207K +$207K +3,199 New
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K +$204K +3,150 New
NEWAS
710
N.E.W. Advisory Services
Wisconsin
$203K +$203K +3,175 New
Koshinski Asset Management
711
Koshinski Asset Management
Illinois
$202K -$92.7K -1,435 -31%
FA
712
FMA Advisory
Pennsylvania
$202K +$202K +3,120 New
SSG
713
Summit Securities Group
New York
$202K +$202K +3,129 New
PAS
714
Park Avenue Securities
New York
$201K +$201K +3,108 New
TA
715
TrueWealth Advisors
Alabama
$200K
CPC
716
Congress Park Capital
New York
$200K +$200K +3,096 New
BCCM
717
Bridge Creek Capital Management
Massachusetts
$200K +$200K +3,096 New
CFIA
718
Cantor Fitzgerald Investment Advisors
New York
$200K +$200K +3,096 New
GI
719
Gradient Investments
Minnesota
$192K -$23K -357 -11%
COCM
720
Charter Oak Capital Management
New Hampshire
$192K
Jones Financial Companies
721
Jones Financial Companies
Missouri
$182K +$117K +1,816 +181%
DWMG
722
DB Wealth Management Group
California
$177K
FCMT
723
Founders Capital Management (Texas)
Texas
$172K
DFCM
724
Dark Forest Capital Management
Puerto Rico
$168K +$168K +2,591 New
Walleye Trading
725
Walleye Trading
New York
$164K +$164K +2,529 New