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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 %
CFFP
826
Center for Financial Planning
Michigan
$38K
TWM
827
Tradition Wealth Management
Minnesota
$38K +$11.1K +178 +41%
AIL
828
AGF Investments LLC
Ontario, Canada
$34K -$1.57K -25 -4%
ONST
829
Old North State Trust
North Carolina
$33K
BWL
830
Bogart Wealth LLC
Virginia
$33K +$63 +1 +0.2%
EWM
831
Evermay Wealth Management
Virginia
$32K
RIM
832
Rockbridge Investment Management
New York
$32K
PGAM
833
Princeton Global Asset Management
New Jersey
$32K +$32K +516 New
CC
834
Corsicana & Co
Texas
$32K +$32K +516 New
KFI
835
Key Financial Inc
Pennsylvania
$31K -$1.56K -25 -5%
NFG
836
Next Financial Group
Texas
$31K +$11.2K +181 +56%
CWP
837
Concord Wealth Partners
Virginia
$30K -$35.9K -580 -54%
IRC
838
Investors Research Corp
Georgia
$30K
AIM
839
Achmea Investment Management
Netherlands
$30K +$30K +485 New
HWA
840
HHM Wealth Advisors
Tennessee
$29K
CAGAS
841
Capital Advisory Group Advisory Services
Minnesota
$28K
PCH
842
PGIM Custom Harvest
New Jersey
$28K
GWS
843
Glassman Wealth Services
Virginia
$28K +$6.52K +104 +30%
RE
844
RBC Europe
United Kingdom
$27.8K
WWM
845
Wagner Wealth Management
South Carolina
$27K
HFA
846
HC Financial Advisors
California
$27K
LFG
847
Larson Financial Group
Missouri
$27K +$126 +2 +0.5%
TIM
848
Tortoise Investment Management
New York
$26K
ACM
849
Antonetti Capital Management
Florida
$26K +$26K +413 New
VNA
850
Valley National Advisers
Pennsylvania
$25K