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Realty Income

1,105 hedge funds and large institutions have $34.8B invested in Realty Income in 2023 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 538 increasing their positions, 330 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,105
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
17.69%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.22%
New
90
Increased
538
Reduced
330
Closed
70
Calls
$193M
Puts
$149M
Net Calls
+$44.1M
Net Calls Change
-$4.85M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
276
Marco Investment Management
Georgia
$4.02M +$97.5K +1,540 +2%
Mackenzie Financial
277
Mackenzie Financial
Ontario, Canada
$3.91M -$18.5M -292,910 -83%
CWM
278
Concentric Wealth Management
California
$3.89M +$36.5K +577 +0.9%
AI
279
Atria Investments
North Carolina
$3.82M +$672K +10,619 +21%
OAM
280
Ostrum Asset Management
France
$3.81M +$3.81M +60,112 New
Robeco Institutional Asset Management
281
Robeco Institutional Asset Management
Netherlands
$3.79M +$1.54M +24,319 +69%
WBC
282
Westpac Banking Corp
Australia
$3.75M +$82.1K +1,296 +2%
TRSOTSOK
283
Teachers Retirement System of the State of Kentucky
Kentucky
$3.7M
BA
284
Baugh & Associates
Georgia
$3.69M -$83.4K -1,293 -2%
FFP
285
FourThought Financial Partners
Florida
$3.68M +$150K +2,373 +4%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$3.68M +$142K +2,237 +4%
PAM
287
Private Asset Management
California
$3.67M -$195K -3,074 -5%
ACM
288
Adelante Capital Management
California
$3.67M +$26K +410 +0.7%
HA
289
Hamel Associates
New Jersey
$3.66M +$26.6K +420 +0.7%
SWMG
290
Signature Wealth Management Group
Georgia
$3.66M +$72.6K +1,147 +2%
PL
291
Perpetual Ltd
Australia
$3.65M +$3.65M +57,578 New
SYBT
292
Stock Yards Bank & Trust
Kentucky
$3.6M +$41.3K +652 +1%
UOC
293
UBS O'Connor
Illinois
$3.56M +$3.56M +56,264 New
PS
294
Pensionfund Sabic
Netherlands
$3.56M
Cerity Partners
295
Cerity Partners
New York
$3.54M +$1.23M +10,769 +53%
BCIM
296
British Columbia Investment Management
British Columbia, Canada
$3.54M +$68.1K +1,076 +2%
BMCM
297
Burns Matteson Capital Management
New York
$3.53M +$62.5K +1,070 +2%
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$3.5M +$1.56M +24,609 +80%
SLA
299
Silver Lake Advisory
Utah
$3.47M +$5.64K +89 +0.2%
CRI
300
Commonwealth Retirement Investments
Virginia
$3.43M +$28.4K +448 +0.8%