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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 %
O
551
Ossiam
France
$683K +$290K +4,851 +74%
CCM
552
Coldstream Capital Management
Washington
$678K +$161K +2,696 +31%
FTDI
553
First Trust Direct Indexing
Massachusetts
$673K -$3.35K -56 -0.5%
WAC
554
William Allan Corp
Colorado
$668K
AWM
555
Adams Wealth Management
Utah
$666K +$28K +469 +4%
JF
556
Jump Financial
Illinois
$660K -$6.02M -100,728 -90%
SWM
557
Spire Wealth Management
Virginia
$660K +$21.2K +355 +3%
LNWWM
558
Laird Norton Wetherby Wealth Management
California
$659K -$61.5K -1,028 -9%
WPA
559
West Paces Advisors
Georgia
$658K -$4.19K -70 -0.6%
VHAM
560
Van Hulzen Asset Management
California
$651K -$47.5K -794 -7%
CIBC Private Wealth Group
561
CIBC Private Wealth Group
Georgia
$646K -$44.8K -750 -6%
ECM
562
Evergreen Capital Management
Washington
$644K +$87.7K +1,462 +16%
ACS
563
Archford Capital Strategies
Illinois
$644K -$15.3K -241 -2%
KAS
564
Kestra Advisory Services
Texas
$641K +$641K +10,669 New
CFB
565
Cullen/Frost Bankers
Texas
$640K +$201K +3,364 +46%
NRD
566
Nebula Research & Development
New York
$636K +$636K +10,637 New
SEP
567
Southland Equity Partners
Missouri
$635K +$133K +2,217 +26%
BHPW
568
Beverly Hills Private Wealth
California
$633K +$307K +5,176 +94%
CAS
569
CTC Alternative Strategies
Illinois
$631K +$631K +10,555 New
Swedbank
570
Swedbank
Sweden
$631K +$897 +15 +0.1%
NC
571
NovaPoint Capital
Georgia
$629K -$46.5K -777 -7%
S
572
SignatureFD
Georgia
$625K +$47.8K +799 +8%
GCA
573
Greenwood Capital Associates
South Carolina
$622K -$8.85K -148 -1%
FLPIM
574
F.L. Putnam Investment Management
Massachusetts
$612K -$28.8K -481 -4%
MSCM
575
McElhenny Sheffield Capital Management
Texas
$609K -$89K -1,488 -13%