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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 %
NRI
701
NFP Retirement Inc
California
$387K +$6.71K +106 +2%
AFG
702
Atomi Financial Group
New York
$387K +$387K +6,106 New
CW
703
Channel Wealth
California
$386K +$386K +6,092 New
VWA
704
Visionary Wealth Advisors
Illinois
$385K +$31.7K +501 +9%
FAIM
705
Financial Advocates Investment Management
Washington
$383K -$18.7K -295 -5%
MAC
706
Mason & Associates (California)
California
$383K
SMC
707
Smith, Moore & Co
Missouri
$382K +$29.2K +461 +8%
NEWAS
708
N.E.W. Advisory Services
Wisconsin
$378K +$63.6K +1,004 +20%
KA
709
Kintegral Advisory
New York
$372K -$20K -314 -5%
CAG
710
Csenge Advisory Group
Florida
$370K -$74.8K -1,181 -17%
BOH
711
Bank of Hawaii
Hawaii
$368K -$190 -3 -0.1%
SAM
712
Strategy Asset Managers
California
$368K -$12.1K -191 -3%
BB
713
Busey Bank
Illinois
$368K +$633 +10 +0.2%
RWA
714
Redhawk Wealth Advisors
Minnesota
$366K -$37.3K -589 -9%
FWM
715
Focused Wealth Management
New York
$363K +$1.39K +22 +0.4%
ESB
716
Essex Savings Bank
Connecticut
$360K +$20.3K +321 +6%
IAS
717
Insigneo Advisory Services
Florida
$360K +$101K +1,605 +39%
ASFA
718
All Season Financial Advisors
Colorado
$359K +$359K +5,676 New
CFAM
719
Center For Asset Management
Florida
$359K -$4.69K -74 -1%
CSI
720
Cross Staff Investments
New York
$358K
FCI
721
Financial Counselors Inc
Kansas
$357K -$31.6K -499 -8%
WB
722
WesBanco Bank
West Virginia
$357K
CRWM
723
Castle Rock Wealth Management
California
$354K +$50K +803 +16%
VW
724
Vance Wealth
California
$352K +$2.93K +46 +0.8%
FCM
725
Fortis Capital Management
Washington
$352K