O icon

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 %
OIA
551
OneDigital Investment Advisors
Kansas
$722K +$33.2K +524 +5%
FTDI
552
First Trust Direct Indexing
Massachusetts
$716K +$62.3K +984 +10%
NC
553
NovaPoint Capital
Georgia
$716K -$15.8K -249 -2%
VIG
554
Vienna Insurance Group
Poland
$713K +$713K +11,255 New
WAC
555
William Allan Corp
Colorado
$707K +$12K +190 +2%
APC
556
Asset Planning Corporation
Tennessee
$706K +$1.46K +23 +0.2%
WPA
557
West Paces Advisors
Georgia
$701K +$13.6K +215 +2%
CSC
558
Caldwell Sutter Capital
California
$701K -$336K -5,307 -32%
TMAM
559
Tokio Marine Asset Management
Japan
$693K +$93.3K +1,474 +16%
TBC
560
Ted Buchan & Co
California
$688K +$24.7K +390 +4%
BP
561
Ballentine Partners
Massachusetts
$687K +$234K +3,697 +52%
FLPIM
562
F.L. Putnam Investment Management
Massachusetts
$678K +$3.04K +48 +0.5%
CS
563
Comerica Securities
Michigan
$677K +$19.7K +310 +3%
SWM
564
Spire Wealth Management
Virginia
$677K +$29.1K +459 +4%
AWM
565
Adams Wealth Management
Utah
$676K +$98.9K +1,562 +17%
SFS
566
Sowell Financial Services
Arkansas
$671K -$31.3K -494 -4%
GCA
567
Greenwood Capital Associates
South Carolina
$668K +$59.1K +933 +10%
Swedbank
568
Swedbank
Sweden
$667K +$4.12K +65 +0.6%
ACA
569
Aptus Capital Advisors
Alabama
$662K +$443K +6,968 +202%
ANTB
570
AMG National Trust Bank
Colorado
$661K +$104K +1,646 +19%
MCM
571
Monument Capital Management
Virginia
$658K -$464K -7,332 -41%
FA
572
Financial Alternatives
California
$653K -$66K -1,043 -9%
ACS
573
Archford Capital Strategies
Illinois
$652K -$14K -224 -2%
BWM
574
Buckley Wealth Management
Nevada
$639K +$35.5K +560 +6%
FDS
575
Freedom Day Solutions
Texas
$633K -$40.9K -670 -6%