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Realty Income

947 hedge funds and large institutions have $19.6B invested in Realty Income in 2021 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 484 increasing their positions, 214 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
947
Holders Change
+23
Holders Change %
+2.49%
% of All Funds
16.63%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.12%
New
104
Increased
484
Reduced
214
Closed
62
Calls
$140M
Puts
$91.7M
Net Calls
+$48.7M
Net Calls Change
+$30.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
801
SRH Advisors
Kansas
$65K
FGAM
802
Financial Gravity Asset Management
Texas
$65K
NIM
803
NuWave Investment Management
New Jersey
$64K +$64K +1,024 New
NL
804
NVWM LLC
Pennsylvania
$63K
BCA
805
Berman Capital Advisors
Georgia
$63K +$21.5K +345 +52%
PWA
806
Phoenix Wealth Advisors
North Carolina
$62K -$1.01M -15,970 -94%
RFA
807
Reilly Financial Advisors
California
$60K +$3.4K +54 +6%
PA
808
PSI Advisors
Florida
$59K +$59K +939 New
MMG
809
Monetary Management Group
Missouri
$56K +$39.1K +620 +231%
CWM
810
Cedar Wealth Management
California
$52K
AWM
811
Activest Wealth Management
Florida
$51K
JCM
812
Jacobi Capital Management
Pennsylvania
$51K +$12.6K +199 +33%
CI
813
CX Institutional
Indiana
$50K +$2.82K +45 +6%
ST
814
Smithfield Trust
Pennsylvania
$47K
HFM
815
Hartford Financial Management
Connecticut
$47K +$3.74K +60 +9%
SQA
816
Simon Quick Advisors
New Jersey
$46K +$495 +8 +1%
ADL
817
Asset Dedication LLC
California
$46K +$7.22K +118 +19%
PH
818
Pinnacle Holdings
Oklahoma
$45.1K +$45.1K +718 New
HCP
819
Hexagon Capital Partners
Arkansas
$45K
OCM
820
Orion Capital Management
California
$45K
PAI
821
Pittenger & Anderson Inc
Nebraska
$44K +$44K +704 New
LWCFA
822
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43K -$154K -2,463 -78%
HRC
823
Hoertkorn Richard Charles
$43K
BAM
824
Bellevue Asset Management
Washington
$39K
PSB
825
Piscataqua Savings Bank
New Hampshire
$39K