O icon

Realty Income

852 hedge funds and large institutions have $18.5B invested in Realty Income in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 328 increasing their positions, 226 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+81
Holders Change %
+10.51%
% of All Funds
16.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
149
Increased
328
Reduced
226
Closed
53
Calls
$90.9M
Puts
$110M
Net Calls
-$19.5M
Net Calls Change
-$59.6M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
751
Edge Wealth Management
New York
$37K
ADL
752
Asset Dedication LLC
California
$37K +$217 +3 +0.6%
BAM
753
Bellevue Asset Management
Washington
$37K +$37K +512 New
TPWA
754
TRUE Private Wealth Advisors
Oregon
$36K +$36K +516 New
SIS
755
Sound Income Strategies
Florida
$35K -$7.93K -111 -18%
BWL
756
Bogart Wealth LLC
Virginia
$33K
WCG
757
Weaver Consulting Group
California
$33K
RCA
758
Ranch Capital Advisors
Florida
$33K +$33K +460 New
DOA
759
D'Orazio & Associates
Virginia
$30K +$216 +3 +0.7%
EI
760
Ellevest Inc
New York
$30K +$30K +422 New
LWA
761
Lowe Wealth Advisors
Maryland
$29K
LWANC
762
Laurel Wealth Advisors (North Carolina)
North Carolina
$29K
KFS
763
Kelly Financial Services
Massachusetts
$28.2K
VNA
764
Valley National Advisers
Pennsylvania
$28K -$4.57K -64 -14%
BCA
765
Berman Capital Advisors
Georgia
$28K -$2.35K -33 -8%
IRC
766
Investors Research Corp
Georgia
$27K
BB
767
Busey Bank
Illinois
$27K +$27K +382 New
LFG
768
LifePlan Financial Group
Ohio
$25K
VFA
769
Valeo Financial Advisors
Indiana
$25K
LWM
770
Liberty Wealth Management
California
$25K +$211 +3 +0.8%
MSFP
771
Mark Sheptoff Financial Planning
Connecticut
$24K
FDCDDQ
772
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.3K
HR
773
Howe & Rusling
New York
$22K
SCM
774
Silvant Capital Management
Georgia
$22K
FIB
775
First Interstate Bank
Montana
$22K