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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 %
Pacer Advisors
351
Pacer Advisors
Pennsylvania
$2.43M -$8.98M -141,845 -79%
LOIM
352
Liberty One Investment Management
Illinois
$2.41M +$216K +3,412 +10%
NA
353
NewEdge Advisors
Louisiana
$2.31M +$6.43K +102 +0.3%
TYCC
354
Texas Yale Capital Corp
Florida
$2.31M +$570 +9 +0%
FMC
355
First Merchants Corp
Indiana
$2.29M -$72.4K -1,144 -3%
VPIM
356
Vanguard Personalized Indexing Management
California
$2.2M +$43.2K +682 +2%
AssetMark Inc
357
AssetMark Inc
California
$2.14M +$311K +4,918 +17%
TI
358
Tidal Investments
Wisconsin
$2.14M +$20.3K +320 +1%
HCM
359
Hutner Capital Management
Vermont
$2.13M +$91.6K +1,446 +5%
CAS
360
Coppell Advisory Solutions
Texas
$2.1M +$27.7K +442 +1%
CASC
361
Coppell Advisory Solutions Corp
Texas
$2.1M +$27.7K +442 +1%
LFAS
362
Level Four Advisory Services
Texas
$2.1M +$926K +14,627 +79%
JIP
363
Jaffetilchin Investment Partners
Florida
$2.08M -$14.4K -228 -0.7%
BCM
364
Beck Capital Management
Texas
$2.08M +$117K +1,844 +6%
CGH
365
Crossmark Global Holdings
Texas
$2.05M -$10.4K -164 -0.5%
WCBA
366
Weaver C. Barksdale & Associates
Tennessee
$2.02M -$97.7K -1,543 -5%
MF
367
Magnetar Financial
Illinois
$2M +$2M +31,629 New
DEA
368
DoubleLine ETF Adviser
Florida
$2M +$238K +3,766 +14%
SOAMC
369
Spirit of America Management Corp
New York
$1.99M
MGP
370
Metis Global Partners
California
$1.99M +$405K +6,397 +26%
SF
371
Symphony Financial
Texas
$1.99M +$72.1K +1,151 +4%
1832 Asset Management
372
1832 Asset Management
Ontario, Canada
$1.96M +$302K +4,767 +18%
CAM
373
Cozad Asset Management
Illinois
$1.95M +$76.6K +1,210 +4%
TC
374
Truvestments Capital
Florida
$1.9M +$330K +5,209 +21%
JWCA
375
J.W. Cole Advisors
Florida
$1.89M -$158K -2,494 -8%