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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 %
BCA
726
Berman Capital Advisors
Georgia
$39K -$10.7K -179 -22%
SIAP
727
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K +$427 +7 +1%
FCH
728
Freestone Capital Holdings
Washington
$37.3K +$18.6K +309 +100%
D
729
Diversified
Delaware
$37K +$37K +621 New
BAM
730
Bellevue Asset Management
Washington
$36K
CFFP
731
Center for Financial Planning
Michigan
$36K
TPWA
732
TRUE Private Wealth Advisors
Oregon
$34K
TSW
733
Thompson Siegel & Walmsley
Virginia
$34K
RPWA
734
Regent Peak Wealth Advisors
Georgia
$34K +$34K +567 New
ONST
735
Old North State Trust
North Carolina
$32K +$608 +10 +2%
VCG
736
Vantage Consulting Group
Virginia
$32K +$32K +531 New
CG
737
Cutler Group
California
$31K -$24.8K -413 -44%
RIM
738
Rockbridge Investment Management
New York
$31K
CAAS
739
Capital Asset Advisory Services
Michigan
$31K +$31K +513 New
OAJ
740
Ogorek Anthony Joseph
New York
$31K +$31K +516 New
ADL
741
Asset Dedication LLC
California
$29K +$243 +4 +0.8%
CIA
742
CSat Investment Advisory
Michigan
$28K -$57.7K -971 -67%
BWL
743
Bogart Wealth LLC
Virginia
$28K
HWA
744
HHM Wealth Advisors
Tennessee
$28K
CI
745
CX Institutional
Indiana
$27K -$32.8K -544 -55%
WT
746
Washington Trust
Rhode Island
$27K -$15.8K -258 -37%
CAGAS
747
Capital Advisory Group Advisory Services
Minnesota
$27K -$1.22K -20 -4%
HR
748
Howe & Rusling
New York
$26K -$93.6K -1,576 -78%
HFA
749
HC Financial Advisors
California
$26K
DOA
750
D'Orazio & Associates
Virginia
$26K +$357 +6 +1%