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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 %
ZB
326
Zions Bancorporation
Utah
$2.92M +$726K +11,472 +33%
CAC
327
Core Alternative Capital
Georgia
$2.92M +$1.42M +22,459 +95%
AWM
328
Atticus Wealth Management
Florida
$2.91M -$258K -4,078 -8%
LMIM
329
Lockheed Martin Investment Management
Maryland
$2.9M
MA
330
Mutual Advisors
Nebraska
$2.86M +$198K +3,134 +7%
CTI
331
Community Trust & Investment
Kentucky
$2.82M -$31.2K -492 -1%
DILIC
332
Dai-ichi Life Insurance Company
Japan
$2.82M
PRWA
333
Platte River Wealth Advisors
Colorado
$2.78M +$109K +1,729 +4%
TA
334
Tectonic Advisors
Texas
$2.74M +$574K +9,068 +27%
RA
335
Riverstone Advisors
Texas
$2.72M +$25.5K +403 +0.9%
CG
336
Colony Group
Massachusetts
$2.7M -$289K -4,557 -10%
GLA
337
Great Lakes Advisors
Illinois
$2.66M +$847K +13,380 +47%
SG Americas Securities
338
SG Americas Securities
New York
$2.64M -$591K -9,334 -18%
CTA
339
Colonial Trust Advisors
South Carolina
$2.61M +$72.8K +1,149 +3%
BCM
340
BlueCrest Capital Management
Jersey
$2.6M +$2.6M +41,081 New
TPCW
341
TD Private Client Wealth
New York
$2.6M +$359K +5,674 +16%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$2.58M +$19K +300 +0.7%
SPIA
343
Steward Partners Investment Advisory
New York
$2.54M -$488K -7,708 -16%
VWMG
344
Virginia Wealth Management Group
Virginia
$2.54M +$189K +2,983 +8%
AIP
345
Ameritas Investment Partners
Nebraska
$2.52M -$12.7K -200 -0.5%
GI
346
GAMCO Investors
Connecticut
$2.51M
PPWP
347
Proquility Private Wealth Partners
Nevada
$2.5M +$497K +7,847 +25%
PS
348
Presima Securities
Quebec, Canada
$2.5M +$38K +600 +2%
BPA
349
Beacon Pointe Advisors
California
$2.46M -$953K -15,050 -28%
SAM
350
Synergy Asset Management
Washington
$2.45M +$46.4K +732 +2%