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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 %
IAS
626
Insigneo Advisory Services
Florida
$485K +$143K +2,374 +42%
SFP
627
Sterling Financial Planning
New Jersey
$485K +$179 +3 +0%
PWM
628
Perigon Wealth Management
California
$484K -$8.37K -140 -2%
SF
629
Summit Financial
New Jersey
$484K +$484K +8,056 New
FCFC
630
First Commonwealth Financial Corp
Pennsylvania
$484K -$41.2K -689 -8%
MMPW
631
Mitchell McLeod Pugh & Williams
Alabama
$484K
LIM
632
Loudon Investment Management
New Hampshire
$482K -$92.7K -1,550 -16%
JIC
633
Johnson Investment Counsel
Ohio
$481K -$53.6K -896 -10%
GWMIA
634
Global Wealth Management Investment Advisory
Florida
$479K +$34.2K +572 +8%
FIA
635
Foundations Investment Advisors
Arizona
$479K +$102K +1,701 +27%
MGIA
636
Moneta Group Investment Advisors
Missouri
$478K -$58.7K -982 -11%
FC
637
FORA Capital
Florida
$478K -$967K -16,179 -67%
AL
638
ACAS LLC
California
$477K -$22.8K -382 -5%
GFS
639
GYL Financial Synergies
Connecticut
$476K -$2.51K -42 -0.5%
CAM
640
Cozad Asset Management
Illinois
$474K -$1.37M -22,921 -74%
WBC
641
Westpac Banking Corp
Australia
$474K -$3.06M -51,243 -87%
CI
642
Cigna Investments
Connecticut
$473K +$22.4K +375 +5%
EI
643
Ellevest Inc
New York
$471K -$4.07K -68 -0.9%
BRWA
644
B. Riley Wealth Advisors
Florida
$471K -$279K -4,640 -37%
SL
645
Sentinus LLC
Illinois
$463K -$45.3K -758 -9%
B
646
Bailard
California
$460K -$1.5K -25 -0.3%
PCM
647
Penserra Capital Management
California
$456K +$268K +4,492 +143%
BFC
648
Blue Fin Capital
Rhode Island
$454K -$4.01K -67 -0.9%
AWM
649
Avior Wealth Management
Nebraska
$453K -$20K -335 -4%
NFSG
650
Newbridge Financial Services Group
Florida
$452K +$32.1K +537 +8%