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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 %
CBTWT
601
Community Bank & Trust (Waco, Texas)
Texas
$564K -$19.9K -315 -3%
CCG
602
Cypress Capital Group
Florida
$563K +$153K +2,424 +37%
AWM
603
Apollon Wealth Management
South Carolina
$561K -$79K -1,247 -12%
AFP
604
Ausdal Financial Partners
Iowa
$557K +$1.58K +25 +0.3%
FCFC
605
First Commonwealth Financial Corp
Pennsylvania
$556K -$41.5K -656 -7%
Bank Julius Baer & Co
606
Bank Julius Baer & Co
Switzerland
$554K +$194K +3,063 +54%
FAFN
607
First Affirmative Financial Network
Colorado
$549K +$101K +1,596 +23%
CCM
608
Coldstream Capital Management
Washington
$547K +$76.3K +1,205 +16%
VCA
609
Verdence Capital Advisors
Maryland
$546K +$111K +1,747 +25%
PTC
610
Private Trust Company
Ohio
$545K +$3.23K +51 +0.6%
GCMG
611
Gyroscope Capital Management Group
Florida
$541K +$49.9K +788 +10%
GT
612
Greenleaf Trust
Michigan
$540K +$95.4K +1,507 +21%
PAG
613
Powers Advisory Group
Illinois
$539K +$3.55K +56 +0.7%
SL
614
Sentinus LLC
Illinois
$538K +$88.1K +1,391 +20%
CCP
615
Carmel Capital Partners
California
$537K +$80.2K +1,266 +18%
WAAG
616
Wealth Alliance Advisory Group
Kansas
$535K +$229K +3,618 +75%
SEP
617
Southland Equity Partners
Missouri
$532K +$59.4K +938 +13%
AL
618
ACAS LLC
California
$529K -$11.8K -186 -2%
BFG
619
Barber Financial Group
Kansas
$527K -$24.7K -390 -4%
BTI
620
Blue Trust Inc
Georgia
$524K -$1.27K -20 -0.2%
MNBTD
621
Moody National Bank Trust Division
Texas
$524K -$31.9K -504 -6%
ICA
622
Infrastructure Capital Advisors
New York
$522K +$224K +3,531 +75%
PWM
623
Perigon Wealth Management
California
$521K +$16K +252 +3%
BSW
624
Buckingham Strategic Wealth
Missouri
$517K
GIA
625
Guyasuta Investment Advisors
Pennsylvania
$515K -$15.8K -250 -3%