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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.

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

Top Sellers

1
PI
1
PGGM Investments
Netherlands
$0
2
CIM
2
Centersquare Investment Management
Pennsylvania
$65.4M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$111M
4
PP
4
Prudential plc
United Kingdom
$10.2M
5
RC
5
Resolution Capital
Australia
$247M
Name Market Value Shares Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
901
Jacobs Levy Equity Management
New Jersey
– – -6,069 Closed
Simplex Trading
902
Simplex Trading
Illinois
– – -5,992 Closed
RIA
903
Regal Investment Advisors
Michigan
– – -5,727 Closed
IMRF
904
Illinois Municipal Retirement Fund
Illinois
– – -5,241 Closed
IGGA
905
Iron Gate Global Advisors
Utah
– – -4,839 Closed
AC
906
Athanor Capital
New York
– – -4,464 Closed
BCM
907
Bluefin Capital Management
New York
– – -4,000 Closed
CAM
908
Columbia Asset Management
Michigan
– – -3,975 Closed
SC
909
Scotia Capital
Ontario, Canada
– – -3,571 Closed
PTC
910
Private Trust Company
Ohio
– – -3,401 Closed
SSG
911
Summit Securities Group
New York
– – -3,300 Closed
FA
912
FMA Advisory
Pennsylvania
– – -3,244 Closed
LWCFA
913
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -2,986 Closed
Twin Tree Management
914
Twin Tree Management
Texas
– – -2,882 Closed
LIM
915
Longfellow Investment Management
Massachusetts
– – -2,009 Closed
SIAG
916
Signet Investment Advisory Group
Rhode Island
– – -2,000 Closed
CMBA
917
C.M. Bidwell & Associates
Hawaii
– – -1,662 Closed
IA
918
Inspire Advisors
Idaho
– – -1,250 Closed
TI
919
tru Independence
Oregon
– – -942 Closed
PFO
920
Pathstone Family Office
New Jersey
– – -886 Closed
PWM
921
Perigon Wealth Management
California
– – -815 Closed
PWPS
922
Pinnacle Wealth Planning Services
Ohio
– – -643 Closed
PH
923
Pinnacle Holdings
Oklahoma
– – -642 Closed
D
924
Diversified
Delaware
– – -602 Closed
FCH
925
Freestone Capital Holdings
Washington
– – -600 Closed
35 36
37
38 39