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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 %
TWM
751
Tradition Wealth Management
Minnesota
$26K +$26K +427 New
SIAG
752
Safeguard Investment Advisory Group
California
$26K +$26K +437 New
TIM
753
Tortoise Investment Management
New York
$25K -$25K -421 -50%
LWA
754
Lowe Wealth Advisors
Maryland
$25K
LWANC
755
Laurel Wealth Advisors (North Carolina)
North Carolina
$25K
KFI
756
Key Financial Inc
Pennsylvania
$25K +$25K +411 New
VNA
757
Valley National Advisers
Pennsylvania
$24K
JCM
758
Jacobi Capital Management
Pennsylvania
$24K +$5.56K +92 +30%
PK
759
Pflug Koory
Nebraska
$24K +$24K +397 New
KFS
760
Kelly Financial Services
Massachusetts
$23.8K
EFSCE
761
Enterprise Financial Services Corp (EFSC)
Missouri
$23K -$67.7K -1,098 -75%
IRC
762
Investors Research Corp
Georgia
$23K
GWS
763
Glassman Wealth Services
Virginia
$23K +$12.9K +217 +127%
CTB
764
Country Trust Bank
Illinois
$22K +$17.2K +285 +361%
CTFG
765
Capstone Triton Financial Group
Oklahoma
$22K +$22K +361 New
MSFP
766
Mark Sheptoff Financial Planning
Connecticut
$21K
KTC
767
Kistler-Tiffany Companies
Pennsylvania
$21K +$178 +3 +0.9%
NFG
768
Next Financial Group
Texas
$20K +$245 +4 +1%
LGWM
769
Litman Gregory Wealth Management
California
$20K +$14.1K +232 +239%
AFG
770
Albion Financial Group
Utah
$19K +$19K +316 New
CWP
771
Concord Wealth Partners
Virginia
$19K +$19K +320 New
TFIPS
772
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.7K +$18.7K +310 New
CB
773
Community Bank
New York
$18K
SCM
774
Silvant Capital Management
Georgia
$18K
RCA
775
Ranch Capital Advisors
Florida
$18K