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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 %
CSPIA
526
Cary Street Partners Investment Advisory
Virginia
$846K -$62.9K -993 -7%
WOSD
527
WFA of San Diego
California
$843K -$209K -3,308 -20%
MLA
528
My Legacy Advisors
Oregon
$843K
OHWA
529
Oak Hill Wealth Advisors
Virginia
$840K -$7.54K -119 -0.9%
VEA
530
Virtus ETF Advisers
New York
$840K -$442K -6,982 -34%
USAA
531
United Services Automobile Association
Texas
$833K -$228K -3,595 -21%
BMSSC
532
B. Metzler seel. Sohn & Co
Germany
$823K
BBL
533
Beck Bode LLC
Massachusetts
$816K -$122K -1,924 -13%
OSAM
534
O'Shaughnessy Asset Management
Connecticut
$813K -$208K -3,288 -20%
BAMF
535
BI Asset Management Fondsmaeglerselskab
Denmark
$796K -$395K -6,235 -33%
BRWA
536
B. Riley Wealth Advisors
Florida
$794K +$128K +2,006 +19%
CCA
537
Checchi Capital Advisers
California
$793K +$6.71K +106 +0.9%
ISL
538
Ingalls & Snyder LLC
New York
$788K -$25.3K -400 -3%
BTWM
539
Baker Tilly Wealth Management
Wisconsin
$787K +$22.8K +360 +3%
BCV
540
Banque Cantonale Vaudoise
Switzerland
$779K
PP
541
Patron Partners
Texas
$778K -$16.7K -264 -2%
PI
542
PFG Investments
New York
$776K +$776K +12,261 New
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$763K +$155K +2,447 +25%
PAS
544
Park Avenue Securities
New York
$761K +$67K +1,058 +10%
PP
545
Prosperity Planning
Missouri
$760K +$760K +11,999 New
CPIG
546
Chicago Partners Investment Group
Illinois
$742K -$62 -1 -0%
VHAM
547
Van Hulzen Asset Management
California
$740K +$147K +2,327 +25%
MSCM
548
McElhenny Sheffield Capital Management
Texas
$740K -$5.76K -91 -0.8%
CIBC Private Wealth Group
549
CIBC Private Wealth Group
Georgia
$732K -$139K -2,200 -16%
QIM
550
Quantitative Investment Management
Virginia
$731K +$731K +11,548 New