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Realty Income

1,088 hedge funds and large institutions have $33.9B invested in Realty Income in 2023 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 459 increasing their positions, 408 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,088
Holders Change
-17
Holders Change %
-1.54%
% of All Funds
17.16%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.19%
New
93
Increased
459
Reduced
408
Closed
96
Calls
$169M
Puts
$102M
Net Calls
+$67.1M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
451
Cascade Investment Advisors
Oregon
$1.13M -$6.58K -110 -0.6%
MFWP
452
Mosaic Family Wealth Partners
Missouri
$1.13M -$11.4K -191 -1%
KWM
453
Kingsview Wealth Management
Oregon
$1.11M -$371K -6,209 -25%
MAM
454
Mystic Asset Management
Rhode Island
$1.1M +$2.39K +40 +0.2%
FNT
455
First National Trust
Pennsylvania
$1.1M
SLG
456
Stanley-Laman Group
Pennsylvania
$1.09M
USAA
457
United Services Automobile Association
Texas
$1.09M +$305K +5,093 +39%
BRG
458
Bay Rivers Group
Virginia
$1.09M -$90.6K -1,516 -8%
ACI
459
Alpha Cubed Investments
California
$1.09M -$56.6K -947 -5%
CIAS
460
Capital Investment Advisory Services
North Carolina
$1.08M +$260K +4,342 +32%
VCP
461
Verus Capital Partners
Arizona
$1.05M -$3.05K -51 -0.3%
FNB
462
Farmers National Bank
Kentucky
$1.05M -$118K -1,966 -10%
PP
463
Paloma Partners
Connecticut
$1.04M +$1.04M +17,328 New
EWA
464
EP Wealth Advisors
California
$1.03M +$894K +33,137 +637%
AWP
465
Ascent Wealth Partners
New York
$1.03M +$70.4K +1,177 +7%
AAS
466
Ameritas Advisory Services
Nebraska
$1.03M -$163K -2,737 -14%
IA
467
IFP Advisors
Florida
$1.03M +$142K +2,376 +16%
RCIM
468
Red Cedar Investment Management
Michigan
$1.03M
BCI
469
Brinker Capital Investments
Pennsylvania
$1.02M -$245K -4,103 -19%
OPS
470
Orion Portfolio Solutions
Nebraska
$1.02M -$245K -4,103 -19%
FFS
471
Founders Financial Securities
Maryland
$1.02M +$37.5K +627 +4%
PIA
472
Perennial Investment Advisors
California
$1.01M -$15.4K -258 -2%
GEA
473
Glen Eagle Advisors
New Jersey
$992K +$957 +16 +0.1%
TBC
474
Ted Buchan & Co
California
$987K +$338K +5,647 +52%
ACG
475
Allen Capital Group
Nebraska
$986K +$36.5K +610 +4%