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Realty Income

1,110 hedge funds and large institutions have $34.3B invested in Realty Income in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 495 increasing their positions, 322 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,110
Holders Change
+41
Holders Change %
+3.84%
% of All Funds
17.91%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
158
Increased
495
Reduced
322
Closed
91
Calls
$193M
Puts
$144M
Net Calls
+$49M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
LMKC
501
L.M. Kohn & Company
Ohio
$922K +$19.5K +308 +2%
RIA
502
Realta Investment Advisors
Delaware
$919K +$7.1K +112 +0.8%
EP
503
Edgestream Partners
New Jersey
$918K +$918K +14,472 New
CSPIA
504
Cary Street Partners Investment Advisory
Virginia
$911K -$2.98K -47 -0.3%
MLA
505
My Legacy Advisors
Oregon
$909K -$2.1K -31 -0.2%
Impax Asset Management Group
506
Impax Asset Management Group
United Kingdom
$908K -$370K -5,834 -29%
GT
507
Glenmede Trust
Pennsylvania
$904K -$26.5K -417 -3%
IA
508
IFP Advisors
Florida
$895K -$67.6K -1,566 -7%
HT
509
HighTower Trust
Texas
$891K +$102K +1,609 +13%
DWM
510
Denver Wealth Management
Colorado
$882K +$102K +1,611 +13%
GRP
511
Global Retirement Partners
California
$878K +$92.2K +1,454 +12%
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$873K -$19.9K -314 -2%
BBVA
513
Banco Bilbao Vizcaya Argentaria
Spain
$873K +$13.8K +217 +2%
SB
514
Strategic Blueprint
Georgia
$868K +$1.14K +18 +0.1%
SBWIC
515
Schaper Benz & Wise Investment Counsel
Wisconsin
$866K +$69.8K +1,100 +9%
RG
516
Retirement Group
California
$852K +$661K +10,423 +346%
OHWA
517
Oak Hill Wealth Advisors
Virginia
$849K +$849K +13,383 New
SWM
518
Stockman Wealth Management
Montana
$848K +$1.84K +29 +0.2%
LCM
519
Landscape Capital Management
New Jersey
$845K +$845K +13,328 New
SS
520
Simplicity Solutions
Minnesota
$839K -$170K -2,680 -17%
IWC
521
Integrated Wealth Concepts
Massachusetts
$834K -$31.4K -496 -4%
Lido Advisors
522
Lido Advisors
California
$833K +$25.4K +400 +3%
API
523
Advisor Partners II
California
$832K +$260K +4,093 +45%
CFGS
524
Concourse Financial Group Securities
Alabama
$830K +$28.4K +446 +4%
EWA
525
EP Wealth Advisors
California
$825K +$825K +13,004 New