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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 %
CSC
501
Caldwell Sutter Capital
California
$888K +$226K +3,788 +34%
JWM
502
Jeppson Wealth Management
California
$888K -$119K -1,990 -12%
RIA
503
Realta Investment Advisors
Delaware
$886K +$15.8K +264 +2%
AIMCA
504
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$885K
EFS
505
Essex Financial Services
Connecticut
$880K -$121K -2,027 -12%
HIA
506
Harbor Investment Advisory
Maryland
$867K
TA
507
TFG Advisers
Michigan
$856K +$43K +719 +5%
LMKC
508
L.M. Kohn & Company
Ohio
$854K -$2.57K -43 -0.3%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$851K +$5.26K +88 +0.6%
RCM
510
Raleigh Capital Management
North Carolina
$849K -$78.1K -1,306 -8%
VU
511
Vanderbilt University
Tennessee
$845K +$31K +518 +4%
API
512
Advisor Partners II
California
$837K +$21.7K +363 +3%
SBWIC
513
Schaper Benz & Wise Investment Counsel
Wisconsin
$836K +$26.9K +450 +3%
PAM
514
Panagora Asset Management
Massachusetts
$832K +$239 +4 +0%
EC
515
Elequin Capital
New York
$821K +$821K +13,734 New
RG
516
Retirement Group
California
$821K +$658 +11 +0.1%
OHWA
517
Oak Hill Wealth Advisors
Virginia
$813K +$20K +334 +3%
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$810K +$43.2K +722 +6%
PAS
519
Park Avenue Securities
New York
$807K +$88.2K +1,475 +12%
IIM
520
INTECH Investment Management
Florida
$799K -$776K -12,977 -49%
Brown Advisory
521
Brown Advisory
Maryland
$793K -$44.4K -743 -5%
CFGS
522
Concourse Financial Group Securities
Alabama
$792K -$60.4K -1,006 -7%
BMSSC
523
B. Metzler seel. Sohn & Co
Germany
$788K +$10.9K +183 +1%
DWM
524
Denver Wealth Management
Colorado
$786K -$42.9K -718 -5%
AWA
525
Arete Wealth Advisors
Illinois
$781K -$33.7K -563 -4%