O icon

Realty Income
O

Overview Fund Activity

924 hedge funds and large institutions have $18.5B invested in Realty Income in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 430 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
924
Holders Change
+52
Holders Change %
+5.96%
% of All Funds
16.13%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
125
Increased
430
Reduced
230
Closed
68
Calls
$125M
Puts
$107M
Net Calls
+$17.8M
Net Calls Change
-$32.2M

Top Buyers

1
AAMU
APG Asset Management US
New York
+$199M
2
Bank of America
Bank of America
North Carolina
+$198M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$97.7M
5
State Street
State Street
Massachusetts
+$74.3M

Top Sellers

1
RC
Resolution Capital
Australia
-$247M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$78.4M
3
Two Sigma Investments
Two Sigma Investments
New York
-$44.9M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$40.8M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$39.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
801
Bellevue Asset Management
Washington
$40K – – –
CFFP
802
Center for Financial Planning
Michigan
$39K – – –
JCM
803
Jacobi Capital Management
Pennsylvania
$39K +$7.18K +112 +23%
TSW
804
Thompson Siegel & Walmsley
Virginia
$37K – – –
AIL
805
AGF Investments LLC
Ontario, Canada
$37K +$37K +567 New
KFI
806
Key Financial Inc
Pennsylvania
$36K +$7.66K +111 +27%
FHA
807
First Horizon Advisors
Tennessee
$35K +$26.5K +413 +311%
ONST
808
Old North State Trust
North Carolina
$34K – – –
BWL
809
Bogart Wealth LLC
Virginia
$34K +$2.02K +31 +6%
RIM
810
Rockbridge Investment Management
New York
$33K – – –
LWANC
811
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K – – –
EWM
812
Evermay Wealth Management
Virginia
$33K +$33K +516 New
IRC
813
Investors Research Corp
Georgia
$31K +$6.65K +103 +27%
HWA
814
HHM Wealth Advisors
Tennessee
$30K – – –
CAGAS
815
Capital Advisory Group Advisory Services
Minnesota
$29K – – –
RE
816
RBC Europe
United Kingdom
$28.6K – – –
HFA
817
HC Financial Advisors
California
$28K – – –
TWM
818
Tradition Wealth Management
Minnesota
$28K +$65 +1 +0.2%
LFG
819
Larson Financial Group
Missouri
$28K +$10.2K +156 +58%
TIM
820
Tortoise Investment Management
New York
$27K – – –
PK
821
Pflug Koory
Nebraska
$26K +$320 +5 +1%
PMFA
822
Plante Moran Financial Advisors
Michigan
$25K -$47.2K -742 -65%
VNA
823
Valley National Advisers
Pennsylvania
$25K – – –
WWM
824
Wagner Wealth Management
South Carolina
$25K +$1.37K +21 +6%
PA
825
Perennial Advisors
New York
$23K – – –
31 32
33
34 35