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Realty Income

1,093 hedge funds and large institutions have $32.1B invested in Realty Income in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 510 increasing their positions, 299 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
17.3%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
110
Increased
510
Reduced
299
Closed
105
Calls
$157M
Puts
$81.2M
Net Calls
+$76.2M
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
401
Azzad Asset Management
Virginia
$1.61M +$420K +6,067 +35%
WG
402
Winton Group
United Kingdom
$1.6M +$833K +12,025 +108%
VEA
403
Virtus ETF Advisers
New York
$1.6M +$1.6M +23,099 New
SFSG
404
Sound Financial Strategies Group
Mississippi
$1.6M +$1.6M +23,087 New
Holocene Advisors
405
Holocene Advisors
New York
$1.6M +$1.6M +23,080 New
TFS
406
TrustCore Financial Services
Tennessee
$1.6M +$375K +5,417 +31%
EI
407
Ethic Inc
New York
$1.58M -$317K -4,580 -17%
WCBA
408
Weaver C. Barksdale & Associates
Tennessee
$1.57M +$20.7K +299 +1%
VPIM
409
Vanguard Personalized Indexing Management
California
$1.54M +$184K +2,648 +14%
CL
410
COWA LLC
Oklahoma
$1.53M -$2.71M -118,126 Closed
RIG
411
Roosevelt Investment Group
New York
$1.5M
Wellington Management Group
412
Wellington Management Group
Massachusetts
$1.5M -$49.3K -711 -3%
CSIC
413
Clifford Swan Investment Counsel
California
$1.48M
LPIC
414
LeJeune Puetz Investment Counsel
Michigan
$1.48M
BAM
415
Belpointe Asset Management
Nevada
$1.48M +$150K +2,169 +11%
TIA
416
Trust Investment Advisors
Indiana
$1.47M +$21.8K +314 +2%
IGWM
417
ICA Group Wealth Management
Colorado
$1.47M +$1.47M +21,866 New
FNT
418
First National Trust
Pennsylvania
$1.46M -$52.4K -757 -3%
ACI
419
Alpha Cubed Investments
California
$1.46M +$56.3K +812 +4%
GAM
420
Gotham Asset Management
New York
$1.45M -$29.1K -420 -2%
CF
421
Centaurus Financial
California
$1.45M +$31.2K +450 +2%
NSIM
422
North Star Investment Management
Illinois
$1.45M +$1.32M +19,040 +1,043%
SCM
423
Schnieders Capital Management
California
$1.44M +$326K +4,700 +29%
FNB
424
Farmers National Bank
Kentucky
$1.44M
CIA
425
Cascade Investment Advisors
Oregon
$1.44M +$62K +895 +5%