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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 %
SWM
651
Stockman Wealth Management
Montana
$450K -$352K -5,880 -44%
HVIA
652
Hudson Valley Investment Advisors
New York
$445K +$8.25K +138 +2%
QT
653
Quantamental Technologies
New York
$444K +$444K +7,434 New
CCM
654
Chilton Capital Management
Texas
$441K +$19.5K +325 +5%
CG
655
Caprock Group
Idaho
$440K +$157K +2,619 +56%
BIA
656
Benchmark Investment Advisors
Illinois
$440K +$27.3K +456 +7%
KM
657
Kalos Management
Georgia
$437K -$20.9K -350 -5%
WTC
658
WhitTier Trust Company
Nevada
$434K +$60K +1,003 +16%
CWP
659
Cyndeo Wealth Partners
Florida
$431K -$15.7K -262 -4%
BP
660
Ballentine Partners
Massachusetts
$430K -$218K -3,649 -34%
AWM
661
AllSquare Wealth Management
New York
$430K
MG
662
Mather Group
Illinois
$429K -$27.2K -455 -6%
Lazard Asset Management
663
Lazard Asset Management
New York
$429K +$119K +1,996 +38%
AIS
664
American Investment Services
Massachusetts
$426K +$59.8K +1,000 +16%
GIA
665
Guyasuta Investment Advisors
Pennsylvania
$426K -$60.4K -1,010 -12%
SIC
666
Samalin Investment Counsel
New York
$425K +$129K +2,150 +43%
HBT
667
Heartland Bank & Trust
Illinois
$425K -$45.9K -767 -10%
CL
668
Choreo LLC
Illinois
$416K +$11.1K +185 +3%
OCG
669
Opus Capital Group
Ohio
$414K
QCG
670
Quadrant Capital Group
Ohio
$412K -$2.81K -47 -0.7%
Bessemer Group
671
Bessemer Group
New Jersey
$412K +$116K +1,935 +39%
FMLI
672
Fukoku Mutual Life Insurance
Japan
$411K +$411K +6,871 New
BBA
673
BLB&B Advisors
Pennsylvania
$410K -$17.8K -297 -4%
IC
674
IEQ Capital
California
$409K -$155K -2,589 -27%
MYIA
675
Mount Yale Investment Advisors
Colorado
$408K -$718 -12 -0.2%