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Realty Income
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Overview Fund Activity

872 hedge funds and large institutions have $16.8B invested in Realty Income in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 395 increasing their positions, 250 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+16
Holders Change %
+1.87%
% of All Funds
15.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
101
Increased
395
Reduced
250
Closed
80
Calls
$144M
Puts
$94.2M
Net Calls
+$50M
Net Calls Change
+$61.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.66B
2
Bank of America
Bank of America
North Carolina
$826M
3
State Street
State Street
Massachusetts
$1.71B
4
Morgan Stanley
Morgan Stanley
New York
$330M
5
BlackRock
BlackRock
New York
$2.27B

Top Sellers

1
PI
PGGM Investments
Netherlands
$0
2
CIM
Centersquare Investment Management
Pennsylvania
$65.4M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$111M
4
PP
Prudential plc
United Kingdom
$10.2M
5
RC
Resolution Capital
Australia
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
851
Pinnacle Financial Partners
Tennessee
$3K – – –
CWC
852
Carolinas Wealth Consulting
North Carolina
$3K – – –
PCIA
853
Prime Capital Investment Advisors
Kansas
$3K +$396 +7 +15%
ACM
854
AUA Capital Management
Pennsylvania
$3K +$647 +11 +28%
WCM
855
Wealthcare Capital Management
Virginia
$3K +$3K +45 New
PWMG
856
Prestige Wealth Management Group
New Jersey
$2K – – –
SC
857
Sawyer & Company
Massachusetts
$2K – – –
PCA
858
Providence Capital Advisors
North Carolina
$2K – – –
KFP
859
KB Financial Partners
New Jersey
$2K +$2K +26 New
FIA
860
FNY Investment Advisers
New York
$2K +$2K +37 New
HI
861
Hudock Inc
Pennsylvania
$1K – – –
TFM
862
TFC Financial Management
Massachusetts
$1K – – –
MCM
863
MV Capital Management
Maryland
$1K +$1K +8 New
FGAM
864
Financial Gravity Asset Management
Texas
$666 -$200 -3 -23%
ED
865
Exane Derivatives
France
$572 – – –
WIM
866
Westside Investment Management
California
$397 +$10 +7 +3%
SWM
867
Sugarloaf Wealth Management
Georgia
$336 +$2 +38 +0.7%
HFS
868
HBC Financial Services
Washington
$301 +$301 +4 New
MA
869
MBA Advisors
Pennsylvania
$210 +$210 +3,410 New
BBHC
870
Brown Brothers Harriman & Co
New York
$18 +$14 +228 +321%
PI
871
PGGM Investments
Netherlands
– -$191M -3,168,985 Closed
WCP
872
Waterfront Capital Partners
New York
– -$19.2M -318,632 Closed
EP
873
Edgestream Partners
New Jersey
– -$18.4M -306,180 Closed
American Century Companies
874
American Century Companies
Missouri
– -$13.2M -219,236 Closed
PIM
875
Perpetual Investment Management
Australia
– -$7.74M -130,303 Closed
33 34
35
36 37