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Realty Income
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Overview Fund Activity

852 hedge funds and large institutions have $18.5B invested in Realty Income in 2019 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 328 increasing their positions, 226 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+81
Holders Change %
+10.51%
% of All Funds
16.82%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
149
Increased
328
Reduced
226
Closed
53
Calls
$90.9M
Puts
$110M
Net Calls
-$19.5M
Net Calls Change
-$59.6M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$143M
2
ZP
Zimmer Partners
New York
+$118M
3
CIM
Centersquare Investment Management
Pennsylvania
+$110M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$91M
5
BlackRock
BlackRock
New York
+$80M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$278M
2
State Street
State Street
Massachusetts
-$141M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$44.8M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$38M
5
Invesco
Invesco
Georgia
-$38M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
851
Princeton Global Asset Management
New Jersey
$45 +$45 +634 New
LS
852
Leelyn Smith
Illinois
$1 +$1 +11 New
ZIG
853
Zurich Insurance Group
Switzerland
– -$8.62M -116,051 Closed
N
854
Natixis
France
– -$4.98M -66,975 Closed
Jane Street
855
Jane Street
New York
– -$4.38M -58,984 Closed
TLP
856
Trinity Legacy Partners
Texas
– -$2.03M -26,874 Closed
ECM
857
Element Capital Management
New York
– -$1.55M -20,812 Closed
WCM
858
Weld Capital Management
New York
– -$1.24M -16,745 Closed
AA
859
ALPS Advisors
Colorado
– -$1.21M -16,286 Closed
B
860
Barings
North Carolina
– -$797K -10,733 Closed
CBFP
861
Cedar Brook Financial Partners
Ohio
– -$795K -10,694 Closed
HMS
862
Hanseatic Management Services
New Mexico
– -$679K -9,135 Closed
USAA
863
United Services Automobile Association
Texas
– -$552K -7,426 Closed
BCM
864
Bluefin Capital Management
New York
– -$544K -7,327 Closed
Impax Asset Management Group
865
Impax Asset Management Group
United Kingdom
– -$487K -6,552 Closed
NWM
866
Northwest Wealth Management
Iowa
– -$443K -5,960 Closed
VAS
867
Vestmark Advisory Solutions
Massachusetts
– -$387K -5,206 Closed
NEPWA
868
New England Private Wealth Advisors
Massachusetts
– -$383K -5,154 Closed
PIM
869
Provident Investment Management
Michigan
– -$337K -4,536 Closed
AWA
870
Arete Wealth Advisors
Illinois
– -$316K -4,259 Closed
LOAMS
871
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$300K -4,043 Closed
DE
872
Day & Ennis
Georgia
– -$294K -3,955 Closed
GSWM
873
Golden State Wealth Management
California
– -$281K -3,787 Closed
PMG
874
ProVise Management Group
Florida
– -$261K -3,519 Closed
CFIA
875
Cantor Fitzgerald Investment Advisors
New York
– -$253K -3,406 Closed
33 34
35
36 37