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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 %
CNBTD
501
Citizens National Bank Trust Department
Mississippi
$948K -$171K -2,708 -15%
AIMCA
502
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$937K +$937K +14,800 New
HH
503
Hilltop Holdings
Texas
$926K -$7.03K -111 -0.8%
GRP
504
Global Retirement Partners
California
$923K +$79.3K +1,301 +9%
RIA
505
Realta Investment Advisors
Delaware
$922K +$4.43K +70 +0.5%
HIA
506
Harbor Investment Advisory
Maryland
$918K +$294K +4,645 +47%
PCTC
507
Perkins Coie Trust Company
Washington
$913K +$121K +1,918 +15%
OTPPB
508
Ontario Teachers' Pension Plan Board
Ontario, Canada
$912K -$1.03M -16,314 -53%
LMKC
509
L.M. Kohn & Company
Ohio
$907K -$13.2K -208 -1%
CFGS
510
Concourse Financial Group Securities
Alabama
$902K +$73.7K +1,160 +9%
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$896K +$24.4K +386 +3%
Brown Advisory
512
Brown Advisory
Maryland
$887K -$145K -2,283 -14%
PAM
513
Panagora Asset Management
Massachusetts
$881K -$738K -11,652 -46%
DWM
514
Denver Wealth Management
Colorado
$878K -$2.28K -36 -0.3%
HT
515
HighTower Trust
Texas
$877K +$11.4K +185 +1%
ACL
516
Applied Capital LLC
Florida
$872K +$54.8K +865 +7%
CIAS
517
Capital Investment Advisory Services
North Carolina
$869K -$87.7K -1,385 -9%
RG
518
Retirement Group
California
$869K +$18.1K +285 +2%
API
519
Advisor Partners II
California
$864K +$32.9K +519 +4%
AWA
520
Arete Wealth Advisors
Illinois
$863K +$62.4K +985 +8%
VU
521
Vanderbilt University
Tennessee
$862K +$141K +2,226 +20%
TA
522
TFG Advisers
Michigan
$861K +$38.3K +605 +5%
SBWIC
523
Schaper Benz & Wise Investment Counsel
Wisconsin
$857K -$7.92K -125 -0.9%
SWM
524
Stockman Wealth Management
Montana
$849K +$1.77K +28 +0.2%
SB
525
Strategic Blueprint
Georgia
$848K -$18.9K -298 -2%