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Realty Income
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Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$204M
2
Bank of America
Bank of America
North Carolina
+$192M
3
State Street
State Street
Massachusetts
+$149M
4
Morgan Stanley
Morgan Stanley
New York
+$101M
5
BlackRock
BlackRock
New York
+$97.6M

Top Sellers

1
PI
PGGM Investments
Netherlands
-$191M
2
CIM
Centersquare Investment Management
Pennsylvania
-$130M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$90M
4
PP
Prudential plc
United Kingdom
-$44.5M
5
RC
Resolution Capital
Australia
-$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
726
Heritage Wealth Advisors
Virginia
$60.3K +$19K +309 +46%
PCH
727
PGIM Custom Harvest
New Jersey
$60K – – –
PCG
728
Private Capital Group
Connecticut
$60K +$12K +195 +25%
WT
729
Whittier Trust
California
$58K – – –
APWM
730
Atlas Private Wealth Management
New York
$58K +$5.21K +84 +10%
1IA
731
1834 Investment Advisors
Wisconsin
$57K – – –
SIS
732
Sound Income Strategies
Florida
$56.5K -$26.8K -435 -32%
RFA
733
Reilly Financial Advisors
California
$55K -$82.9K -1,354 -60%
PCM
734
Penserra Capital Management
California
$55K +$8.76K +143 +19%
WP
735
WealthShield Partners
North Carolina
$55K +$55K +900 New
JWM
736
Janiczek Wealth Management
Colorado
$53K +$864 +14 +2%
CWM
737
Cedar Wealth Management
California
$51K – – –
ADIM
738
Alpha DNA Investment Management
Maryland
$51K – – –
NFSG
739
Newbridge Financial Services Group
Florida
$50K -$9.05K -147 -15%
AWM
740
Activest Wealth Management
Florida
$50K +$50K +807 New
ZB
741
Zions Bancorporation
Utah
$48K -$747 -12 -2%
ST
742
Smithfield Trust
Pennsylvania
$44K – – –
SFSIG
743
San Francisco Sentry Investment Group
California
$44K – – –
OCM
744
Orion Capital Management
California
$44K – – –
HFM
745
Hartford Financial Management
Connecticut
$43K – – –
HRC
746
Hoertkorn Richard Charles
$42K – – –
PSB
747
Piscataqua Savings Bank
New Hampshire
$41K +$41K +659 New
BCA
748
Berman Capital Advisors
Georgia
$40K +$61 +1 +0.2%
SIAP
749
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
BAM
750
Bellevue Asset Management
Washington
$38K – – –
28 29
30
31 32