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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
$3.66B
2
Bank of America
Bank of America
North Carolina
$826M
3
State Street
State Street
Massachusetts
$1.71B
4
Morgan Stanley
Morgan Stanley
New York
$330M
5
BlackRock
BlackRock
New York
$2.27B

Top Sellers

1
PI
PGGM Investments
Netherlands
$0
2
CIM
Centersquare Investment Management
Pennsylvania
$65.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$111M
4
PP
Prudential plc
United Kingdom
$10.2M
5
RC
Resolution Capital
Australia
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFFP
751
Center for Financial Planning
Michigan
$37K – – –
TSW
752
Thompson Siegel & Walmsley
Virginia
$35K – – –
CIA
753
CSat Investment Advisory
Michigan
$35K +$6.38K +105 +22%
TPCW
754
TD Private Client Wealth
New York
$33.2K -$55.9K -908 -63%
CI
755
CX Institutional
Indiana
$33K +$5.37K +87 +19%
RIM
756
Rockbridge Investment Management
New York
$32K – – –
ONST
757
Old North State Trust
North Carolina
$32K – – –
WT
758
Washington Trust
Rhode Island
$32K +$5.26K +87 +20%
LWANC
759
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K +$6.39K +103 +25%
JCM
760
Jacobi Capital Management
Pennsylvania
$31K +$6.19K +99 +25%
ADL
761
Asset Dedication LLC
California
$30K +$187 +3 +0.6%
BWL
762
Bogart Wealth LLC
Virginia
$30K +$1.59K +26 +6%
HWA
763
HHM Wealth Advisors
Tennessee
$29K – – –
RE
764
RBC Europe
United Kingdom
$27.2K +$14.3K +233 +111%
CAGAS
765
Capital Advisory Group Advisory Services
Minnesota
$27K – – –
HFA
766
HC Financial Advisors
California
$27K – – –
TIM
767
Tortoise Investment Management
New York
$26K – – –
TWM
768
Tradition Wealth Management
Minnesota
$26K +$121 +2 +0.5%
HR
769
Howe & Rusling
New York
$25K -$2.51K -40 -9%
KFI
770
Key Financial Inc
Pennsylvania
$25K – – –
PK
771
Pflug Koory
Nebraska
$25K +$249 +4 +1%
HCP
772
Hexagon Capital Partners
Arkansas
$25K +$25K +413 New
KFS
773
Kelly Financial Services
Massachusetts
$24.3K – – –
VNA
774
Valley National Advisers
Pennsylvania
$24K – – –
MWM
775
Mascoma Wealth Management
New Hampshire
$24K +$24K +389 New
29 30
31
32 33