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Realty Income

1,084 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 511 increasing their positions, 303 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.33%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
511
Reduced
303
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MCWS
601
McKinley Carter Wealth Services
West Virginia
$544K -$68.3K -1,000 -11%
B
602
Bailard
California
$537K +$4.17K +61 +0.8%
AWE
603
Avidian Wealth Enterprises
Texas
$537K +$60.2K +882 +13%
V
604
Veritable
Delaware
$533K +$95.4K +1,398 +22%
CCA
605
Childress Capital Advisors
Texas
$532K -$492K -7,213 -48%
DFCM
606
Dark Forest Capital Management
Puerto Rico
$529K +$498K +7,296 +1,604%
MNBTD
607
Moody National Bank Trust Division
Texas
$529K +$529K +7,743 New
CI
608
Cigna Investments
Connecticut
$527K -$147K -2,155 -22%
EI
609
Ellevest Inc
New York
$525K -$10.4K -153 -2%
NWM
610
Northcape Wealth Management
New York
$524K -$31.3K -458 -6%
BFC
611
Blue Fin Capital
Rhode Island
$523K
SCM
612
Spreng Capital Management
Ohio
$521K
BTI
613
Blue Trust Inc
Georgia
$520K +$520K +7,502 New
SBIA
614
Sheaff Brock Investment Advisors
Indiana
$518K +$5.74K +84 +1%
SEP
615
Southland Equity Partners
Missouri
$509K
EAM
616
Evanson Asset Management
California
$508K +$508K +7,435 New
AWM
617
AllSquare Wealth Management
New York
$502K
WC
618
Whitney & Co
New York
$500K +$30.7K +450 +7%
BP
619
Ballentine Partners
Massachusetts
$496K +$50.4K +739 +11%
WI
620
Wintrust Investments
Illinois
$493K +$109K +1,602 +29%
OCG
621
Opus Capital Group
Ohio
$492K +$38.5K +563 +8%
SHFA
622
SS&H Financial Advisors
Michigan
$491K -$68.2K -1,000 -12%
Fiera Capital (Canada)
623
Fiera Capital (Canada)
Quebec, Canada
$491K +$491K +7,200 New
FCA
624
FLC Capital Advisors
California
$489K +$63.4K +928 +15%
WSTAM
625
Wilbanks Smith & Thomas Asset Management
Virginia
$488K +$751 +11 +0.2%