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Realty Income
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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
$362M
2
Bank of America
Bank of America
North Carolina
$1.07B
3
NSLI
Nan Shan Life Insurance
Taiwan
$115M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.95B
5
State Street
State Street
Massachusetts
$1.87B

Top Sellers

1
RC
Resolution Capital
Australia
$0
2
Bank of New York Mellon
Bank of New York Mellon
New York
$224M
3
Two Sigma Investments
Two Sigma Investments
New York
$4.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$6.89M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KTC
826
Kistler-Tiffany Companies
Pennsylvania
$23K +$128 +2 +0.6%
MSFP
827
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
GWS
828
Glassman Wealth Services
Virginia
$22K +$1.35K +21 +7%
HFA
829
Hoover Financial Advisors
Pennsylvania
$22K +$6.59K +100 +43%
BFC
830
Bedel Financial Consulting
Indiana
$22K +$13.5K +206 +158%
NFG
831
Next Financial Group
Texas
$21K +$587 +9 +3%
AFG
832
Albion Financial Group
Utah
$21K +$21K +323 New
MFG
833
Monumental Financial Group
Maryland
$21K +$21K +323 New
Nisa Investment Advisors
834
Nisa Investment Advisors
Missouri
$20.8K +$80 +1,244 +0.4%
TFIPS
835
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20K – – –
SCM
836
Silvant Capital Management
Georgia
$20K – – –
CFO
837
CVA Family Office
Colorado
$20K +$2.04K +31 +11%
HWMA
838
Heritage Wealth Management (Arizona)
Arizona
$20K +$20K +310 New
RCA
839
Ranch Capital Advisors
Florida
$19K – – –
PCTC
840
Perkins Coie Trust Company
Washington
$19K – – –
CB
841
Community Bank
New York
$19K – – –
DOA
842
D'Orazio & Associates
Virginia
$19K +$191 +3 +1%
PFA
843
Professional Financial Advisors
Nebraska
$18K – – –
FCM
844
Firestone Capital Management
Florida
$18K – – –
RA
845
Resolute Advisors
California
$18K +$7.3K +114 +68%
SNT
846
Security National Trust
West Virginia
$17K – – –
MMG
847
Monetary Management Group
Missouri
$17K – – –
WQ
848
Wealth Quarterback
New Jersey
$17K +$17K +257 New
CP
849
Castleview Partners
Texas
$17K +$17K +262 New
PGWM
850
Parisi Gray Wealth Management
New Jersey
$17K +$17K +268 New
32 33
34
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