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Realty Income
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Overview Fund Activity

773 hedge funds and large institutions have $16.4B invested in Realty Income in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 294 increasing their positions, 263 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
+30
Holders Change %
+4.04%
% of All Funds
16.76%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
103
Increased
294
Reduced
263
Closed
65
Calls
$82M
Puts
$50.5M
Net Calls
+$31.5M
Net Calls Change
+$48.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$133M
2
State Street
State Street
Massachusetts
+$108M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$104M
4
CIM
Centersquare Investment Management
Pennsylvania
+$70.2M
5
BCM
Bridgeway Capital Management
Texas
+$49.5M

Top Sellers

1
BlackRock
BlackRock
New York
-$170M
2
ZP
Zimmer Partners
New York
-$158M
3
PI
PGGM Investments
Netherlands
-$134M
4
Deutsche Bank
Deutsche Bank
Germany
-$132M
5
MIS
Morningstar Investment Services
Illinois
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
751
First Horizon Advisors
Tennessee
$9K – – –
MWM
752
Mascoma Wealth Management
New Hampshire
$9K – – –
CTB
753
Country Trust Bank
Illinois
$9K +$9K +120 New
LFA
754
Legacy Financial Advisors
Kentucky
$8K – – –
PCP
755
Proficio Capital Partners
Massachusetts
$8K +$2.47K +34 +45%
BWM
756
Baystate Wealth Management
Massachusetts
$7K – – –
BL
757
Balentine LLC
Georgia
$7K – – –
KL
758
KWMG LLC
Kansas
$7K +$69 +1 +1%
SCM
759
Shelton Capital Management
Colorado
$6.59K -$70.6K -5,369 -91%
HWA
760
Heritage Wealth Advisors
Virginia
$6.47K +$6.47K +91 New
FMP
761
Financial Management Professionals
Texas
$6K -$5K – –
AIA
762
Alera Investment Advisors
Illinois
$6K +$3.63K +55 +153%
FC
763
Ferris Capital
Massachusetts
$5K – – –
CI
764
CX Institutional
Indiana
$5K +$4.07K +57 +438%
QCG
765
Quadrant Capital Group
Ohio
$5K +$2.65K +61 +113%
PGA
766
Premia Global Advisors
Florida
$5K +$5K +74 New
PG
767
Proffitt & Goodson
Tennessee
$4K +$4K +53 New
Lazard Asset Management
768
Lazard Asset Management
New York
$4K +$4K +62 New
SC
769
Sawyer & Company
Massachusetts
$3K – – –
IDBONY
770
Israel Discount Bank of New York
New York
$3K – – –
PFO
771
Pathstone Family Office
New Jersey
$3K +$3K +38 New
Parallax Volatility Advisers
772
Parallax Volatility Advisers
California
$3K +$3K +38 New
GWS
773
Glassman Wealth Services
Virginia
$3K +$3K +41 New
RTC
774
Riverview Trust Company
Washington
$3K +$3K +43 New
CF
775
Centaurus Financial
California
$2.46K +$315 +24 +15%
29 30
31
32 33