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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 %
FDS
676
Freedom Day Solutions
Texas
$407K -$213K -3,557 -34%
SAM
677
SignalPoint Asset Management
Missouri
$406K -$9.69K -162 -2%
GBT
678
Grove Bank & Trust
Florida
$405K -$14.5K -243 -3%
WC
679
Whitney & Co
New York
$404K
GT
680
Greenleaf Trust
Michigan
$401K -$109K -1,825 -21%
PFO
681
Pathstone Family Office
New Jersey
$400K -$74.1K -1,213 -16%
CIA
682
Cohen Investment Advisors
New Hampshire
$397K +$7.59K +127 +2%
PA
683
Procyon Advisors
Connecticut
$396K -$25.7K -429 -6%
MOS
684
MGO One Seven
Ohio
$395K -$26.8K -448 -6%
CPA
685
Court Place Advisors
Maryland
$395K -$77.3K -1,293 -16%
CAC
686
Certified Advisory Corp
Florida
$390K -$46.8K -782 -11%
1WA
687
180 Wealth Advisors
Washington
$388K +$5.54K +92 +1%
WWM
688
Western Wealth Management
Colorado
$388K -$187K -3,125 -32%
RBC
689
Romano Brothers & Co
Illinois
$387K
CPC
690
Consolidated Planning Corp
Georgia
$384K +$384K +6,429 New
FCA
691
Fortis Capital Advisors
Kansas
$383K -$29.9K -500 -7%
CB
692
Cadence Bank
Mississippi
$382K +$382K +6,395 New
PMA
693
Prudent Man Advisors
Illinois
$381K +$1.14K +19 +0.3%
SCM
694
Spreng Capital Management
Ohio
$380K -$20.9K -350 -5%
SW
695
Solidarity Wealth
Utah
$380K -$4.62K -77 -1%
VIM
696
VELA Investment Management
Ohio
$379K
KIG
697
Kennedy Investment Group
New Jersey
$378K -$56.6K -947 -13%
FPGK
698
Financial Partners Group (Kansas)
Kansas
$378K -$1.42K -24 -0.4%
NEWAS
699
N.E.W. Advisory Services
Wisconsin
$373K +$16.2K +271 +5%
IAG
700
Investmark Advisory Group
Connecticut
$371K -$25K -418 -6%