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Realty Income
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Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$662M
2
Cohen & Steers
Cohen & Steers
New York
$224M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$448M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.95B
5
Bank of America
Bank of America
North Carolina
$1.12B

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$363M
2
WMSA
Weiss Multi-Strategy Advisers
New York
$0
3
SG Americas Securities
SG Americas Securities
New York
$3.05M
4
MWNA
Marshall Wace North America
New York
$502K
5
Barclays
Barclays
United Kingdom
$37.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFP
926
Pinnacle Financial Partners
Tennessee
$3K – – –
SC
927
Sawyer & Company
Massachusetts
$3K – – –
GKWIM
928
Gerber Kawasaki Wealth & Investment Management
California
$3K +$3K +3 New
APC
929
Aspire Private Capital
North Carolina
$3K +$3K +42 New
FEG
930
Financial Enhancement Group
Indiana
$3K +$3K +49 New
CI Investments Inc
931
CI Investments Inc
Ontario, Canada
$3K +$3K +50 New
SIAP
932
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3K +$2.83K +50 +1,667%
PPWM
933
PFG Private Wealth Management
Florida
$3K +$3K +53 New
PCA
934
Providence Capital Advisors
North Carolina
$2K -$11.5K -207 -85%
BHWM
935
Bay Harbor Wealth Management
Maryland
$2K -$3.68K -57 -65%
PWMG
936
Prestige Wealth Management Group
New Jersey
$2K – – –
FCB
937
First Command Bank
Texas
$2K +$2K +29 New
FCFS
938
First Command Financial Services
Texas
$2K +$2K +29 New
DAM
939
Delta Asset Management
Tennessee
$2K +$2K +32 New
LF
940
Lee Financial
Texas
$2K +$2K +39 New
TFM
941
TFC Financial Management
Massachusetts
$1K – – –
HI
942
Hudock Inc
Pennsylvania
$1K – – –
VCM
943
Versant Capital Management
Arizona
$1K +$1K +18 New
BBHC
944
Brown Brothers Harriman & Co
New York
$46 +$46 +734 New
WMSA
945
Weiss Multi-Strategy Advisers
New York
– -$18.9M -291,477 Closed
Voloridge Investment Management
946
Voloridge Investment Management
Florida
– -$6.89M -106,493 Closed
GCA
947
GSI Capital Advisors
California
– -$6.17M -95,438 Closed
PHK
948
Point72 Hong Kong
Hong Kong
– -$4.91M -75,966 Closed
Marshall Wace
949
Marshall Wace
United Kingdom
– -$4M -61,841 Closed
CC
950
Carlson Capital
Texas
– -$2.98M -46,130 Closed
36 37
38
39 40