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Realty Income
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Overview Fund Activity

787 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 290 increasing their positions, 283 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
787
Holders Change
+16
Holders Change %
+2.08%
% of All Funds
15.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
290
Reduced
283
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M

Top Buyers

1
Invesco
Invesco
Georgia
$278M
2
RC
Resolution Capital
Australia
$218M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$220M
4
Deutsche Bank
Deutsche Bank
Germany
$178M
5
Bank of America
Bank of America
North Carolina
$621M

Top Sellers

1
State Street
State Street
Massachusetts
$1.5B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$6.11M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$61.6M
4
PI
PGGM Investments
Netherlands
$177M
5
American Century Companies
American Century Companies
Missouri
$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
826
tru Independence
Oregon
– -$72 -1,237 Closed
RDWM
827
Red Door Wealth Management
Tennessee
– -$68K -1,181 Closed
CWM
828
Campbell Wealth Management
Virginia
– -$52K -903 Closed
SF
829
Synovus Financial
Georgia
– -$51K -889 Closed
OC
830
Oakworth Capital
Alabama
– -$48K -826 Closed
FANJ
831
Financial Architects (New Jersey)
New Jersey
– -$42K -725 Closed
EWM
832
Edge Wealth Management
New York
– -$30K -516 Closed
HFA
833
Hoover Financial Advisors
Pennsylvania
– -$29K -509 Closed
ClearBridge Investments
834
ClearBridge Investments
New York
– -$24K -413 Closed
EWP
835
Engrave Wealth Partners
Texas
– -$17K -297 Closed
BL
836
Balentine LLC
Georgia
– -$16K -280 Closed
BFIM
837
Beese Fulmer Investment Management
Ohio
– -$12K -206 Closed
VCM
838
Vigilant Capital Management
Maine
– -$11K -194 Closed
NG
839
NWK Group
California
– -$11K -187 Closed
WR
840
Watson Rebecca
– -$8K -132 Closed
SCA
841
Stonebridge Capital Advisors
Minnesota
– -$7K -120 Closed
CMA
842
Cedar Mountain Advisors
Oregon
– -$4K -68 Closed
TFA
843
Transamerica Financial Advisors
Florida
– -$4K -54 Closed
LF
844
Lee Financial
Texas
– -$2K -34 Closed
Kayne Anderson Rudnick Investment Management
845
Kayne Anderson Rudnick Investment Management
California
– -$1K -15 Closed
MAP
846
Milestone Advisory Partners
North Carolina
– -$82K – –
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