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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 %
UAS
626
United Asset Strategies
New York
$514K -$113K -1,782 -18%
SFP
627
Sterling Financial Planning
New Jersey
$513K -$52.4K -827 -9%
MMPW
628
Mitchell McLeod Pugh & Williams
Alabama
$512K +$11.4K +180 +2%
MIM
629
Moseley Investment Management
Florida
$511K +$117K +1,852 +30%
GFS
630
GYL Financial Synergies
Connecticut
$507K +$507 +8 +0.1%
EI
631
Ellevest Inc
New York
$503K +$56.2K +887 +13%
PFO
632
Pathstone Family Office
New Jersey
$502K -$1.45M -22,391 -74%
CW
633
CreativeOne Wealth
Kansas
$501K +$20.1K +317 +4%
AWM
634
Avior Wealth Management
Nebraska
$501K +$198K +3,122 +65%
CPA
635
Court Place Advisors
Maryland
$500K -$47.9K -757 -9%
HBT
636
Heartland Bank & Trust
Illinois
$498K +$28.7K +454 +6%
B
637
Bailard
California
$489K +$1.58K +25 +0.3%
KM
638
Kalos Management
Georgia
$485K -$887 -14 -0.2%
MG
639
Mather Group
Illinois
$484K -$9.06K -143 -2%
V
640
Veritable
Delaware
$483K +$41.5K +656 +9%
FMAEN1
641
Fund Management at Engine No 1
California
$482K +$44.5K +702 +10%
CI
642
Cigna Investments
Connecticut
$477K -$11.6K -184 -2%
MAS
643
Meeder Advisory Services
Ohio
$475K -$258K -4,074 -35%
BFC
644
Blue Fin Capital
Rhode Island
$475K
CWP
645
Cyndeo Wealth Partners
Florida
$473K -$99.3K -1,568 -17%
GWMIA
646
Global Wealth Management Investment Advisory
Florida
$471K +$29.3K +462 +7%
Fiera Capital (Canada)
647
Fiera Capital (Canada)
Quebec, Canada
$469K +$469K +7,400 New
CFB
648
Cullen/Frost Bankers
Texas
$465K -$31.3K -494 -6%
HVIA
649
Hudson Valley Investment Advisors
New York
$463K -$4.56K -72 -1%
CAC
650
Certified Advisory Corp
Florida
$462K +$13.7K +217 +3%