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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 %
SWA
876
SOA Wealth Advisors
New York
$16K +$62 +1 +0.4%
LWP
877
Lumature Wealth Partners
Georgia
$16K +$7.97K +128 +99%
KA
878
Kozak & Associates
Colorado
$16K +$16K +231 New
AssetMark Inc
879
AssetMark Inc
California
$15K +$9.45K +148 +170%
BWA
880
BDO Wealth Advisors
Florida
$14K
SFPG
881
Stonebridge Financial Planning Group
Florida
$14K
PFBT
882
Parkside Financial Bank & Trust
Missouri
$14K +$1.35K +21 +11%
CA
883
Clearstead Advisors
Ohio
$14K +$6.4K +101 +84%
CYG
884
Clean Yield Group
Vermont
$14K +$14K +226 New
HC
885
Hoese & Co
Minnesota
$13K
FMB
886
Field & Main Bank
Kentucky
$13K
CAL
887
Capital Advisors Ltd
Ohio
$13K
APWA
888
Atlas Private Wealth Advisors
New Jersey
$13K
PCFFS
889
Pacific Center for Financial Services
California
$12K
EIM
890
Essex Investment Management
Massachusetts
$12K
SWA
891
Sutton Wealth Advisors
Florida
$11.7K +$879 +14 +8%
EARNEST Partners
892
EARNEST Partners
Georgia
$11K
BCM
893
Blume Capital Management
California
$10K
SWM
894
Selective Wealth Management
Virginia
$10K
GWSG
895
GPS Wealth Strategies Group
Colorado
$9K
CHA
896
Carmichael Hill & Associates
Maryland
$9K
CCC
897
Crescent Capital Consulting
Louisiana
$8K -$107K -1,651 -93%
SCA
898
Stonebridge Capital Advisors
Minnesota
$8K -$7.93K -119 -50%
WT
899
Washington Trust
Rhode Island
$8K
ST
900
Sageworth Trust
Pennsylvania
$8K