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Realty Income

947 hedge funds and large institutions have $19.6B invested in Realty Income in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 484 increasing their positions, 214 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+23
Holders Change %
+2.49%
% of All Funds
16.63%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
104
Increased
484
Reduced
214
Closed
62
Calls
$140M
Puts
$91.7M
Net Calls
+$48.7M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
726
LexAurum Advisors
Kansas
$207K +$207K +3,286 New
GIA
727
Guyasuta Investment Advisors
Pennsylvania
$206K
GT
728
Greenleaf Trust
Michigan
$205K -$7.66K -122 -4%
SDAM
729
Shulman DeMeo Asset Management
New York
$205K +$205K +3,260 New
NEWAS
730
N.E.W. Advisory Services
Wisconsin
$203K +$3.15K +50 +2%
AWM
731
Avior Wealth Management
Nebraska
$202K +$753 +12 +0.4%
SIM
732
Sentry Investment Management
Wisconsin
$202K +$201K +3,192 +14,509%
ISWM
733
Independent Solutions Wealth Management
New York
$201K +$201K +3,201 New
GIM
734
Goelzer Investment Management
Indiana
$201K -$22K -351 -10%
SFG
735
Summit Financial Group
West Virginia
$201K
SW
736
SVB Wealth
Massachusetts
$200K +$200K +3,191 New
BCWM
737
Bartlett & Co Wealth Management
Ohio
$195K +$48.4K +767 +33%
BC
738
Bartlett & Co
Ohio
$194K +$48.1K +767 +33%
BIP
739
Blueprint Investment Partners
North Carolina
$194K +$194K +3,088 New
COCM
740
Charter Oak Capital Management
New Hampshire
$190K +$3.7K +59 +2%
GI
741
Gradient Investments
Minnesota
$187K
1832 Asset Management
742
1832 Asset Management
Ontario, Canada
$185K +$185K +2,867 New
GWMIA
743
Global Wealth Management Investment Advisory
Florida
$179K +$35.2K +559 +24%
NFSG
744
Newbridge Financial Services Group
Florida
$177K +$86.5K +1,377 +96%
MIFH
745
Migdal Insurance & Financial Holdings
Israel
$176K -$1.83M -29,171 -91%
Jones Financial Companies
746
Jones Financial Companies
Missouri
$176K -$1.32K -21 -0.7%
DWMG
747
DB Wealth Management Group
California
$172K
FCMT
748
Founders Capital Management (Texas)
Texas
$167K
EIP
749
Ellis Investment Partners
Pennsylvania
$160K +$1.63K +26 +1%
SSC
750
Syverson Strege & Co
Iowa
$157K +$690 +11 +0.4%