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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 %
V
601
Veritable
Delaware
$527K +$71.4K +1,195 +16%
AFP
602
Ausdal Financial Partners
Iowa
$527K +$538 +9 +0.1%
CCIA
603
Campbell & Co Investment Adviser
Maryland
$525K +$525K +8,778 New
PTC
604
Private Trust Company
Ohio
$525K +$10.5K +175 +2%
GCMG
605
Gyroscope Capital Management Group
Florida
$524K +$13.4K +224 +3%
FMAEN1
606
Fund Management at Engine No 1
California
$524K +$68.8K +1,151 +15%
PAG
607
Powers Advisory Group
Illinois
$523K +$13.6K +227 +3%
VCA
608
Verdence Capital Advisors
Maryland
$522K +$6.16K +103 +1%
CBTWT
609
Community Bank & Trust (Waco, Texas)
Texas
$521K -$11.8K -198 -2%
Bank Julius Baer & Co
610
Bank Julius Baer & Co
Switzerland
$520K -$2.87K -48 -0.5%
GWM
611
Geneos Wealth Management
Colorado
$519K -$39.2K -656 -7%
WAAG
612
Wealth Alliance Advisory Group
Kansas
$519K +$13.7K +229 +3%
ICA
613
Infrastructure Capital Advisors
New York
$518K +$25.6K +428 +5%
MNBTD
614
Moody National Bank Trust Division
Texas
$518K +$23.9K +399 +5%
CA
615
Crane Advisory
California
$507K +$67.6K +1,115 +15%
BSW
616
Buckingham Strategic Wealth
Missouri
$507K +$19.6K +327 +4%
UAS
617
United Asset Strategies
New York
$503K +$17.6K +295 +4%
BTI
618
Blue Trust Inc
Georgia
$501K -$21.2K -335 -4%
HIC
619
Holderness Investments Company
North Carolina
$501K -$64.2K -1,074 -11%
BMWM
620
Brown Miller Wealth Management
Virginia
$500K +$306K +5,115 +158%
CF
621
Centaurus Financial
California
$499K -$499K -8,339 -50%
BL
622
BFSG LLC
California
$499K +$176K +2,944 +55%
HI
623
Horizon Investments
North Carolina
$495K -$49.9K -838 -9%
ACA
624
Aptus Capital Advisors
Alabama
$491K -$132K -2,203 -21%
CCP
625
Carmel Capital Partners
California
$485K -$22.1K -369 -4%