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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 %
EWM
726
Empirical Wealth Management
Washington
$350K +$60.3K +952 +21%
BHPW
727
Beverly Hills Private Wealth
California
$349K +$37.2K +588 +12%
WAP
728
Wealthcare Advisory Partners
Pennsylvania
$349K +$48.2K +761 +16%
AC
729
AlphaCore Capital
California
$348K +$6.33K +100 +2%
HI
730
Harbour Investments
Wisconsin
$345K -$27.8K -439 -7%
DI
731
DFPG Investments
Utah
$344K +$72.6K +1,147 +27%
BL
732
BFSG LLC
California
$342K +$342K +5,400 New
BLC
733
Brown, Lisle/Cummings
Rhode Island
$341K +$22.2K +350 +7%
FMWA
734
Forvis Mazars Wealth Advisors
Missouri
$339K +$22.5K +356 +7%
BAG
735
Bridgewealth Advisory Group
California
$337K +$2.41K +38 +0.7%
BCA
736
Bay Colony Advisors
Massachusetts
$335K -$15.5K -248 -4%
SFI
737
Siemens Fonds Invest
Germany
$333K -$4.56K -72 -1%
DAS
738
Dynamic Advisor Solutions
Arizona
$329K -$760 -12 -0.2%
Lazard Asset Management
739
Lazard Asset Management
New York
$329K +$113K +1,788 +52%
FHC
740
First Heartland Consultants
Missouri
$329K -$237K -3,735 -42%
SFS
741
Stiles Financial Services
Minnesota
$327K +$1.9K +30 +0.6%
DDC
742
DF Dent & Co
Maryland
$327K +$25.6K +404 +8%
AWA
743
Arkadios Wealth Advisors
Georgia
$326K +$16.5K +260 +5%
DAC
744
Dividend Assets Capital
South Carolina
$325K
WEG
745
World Equity Group
Illinois
$324K +$324K +31,001 New
CAM
746
Campion Asset Management
Virginia
$320K +$16.8K +265 +6%
WIC
747
Woodmont Investment Counsel
Tennessee
$319K +$59.7K +943 +23%
HSA
748
HBK Sorce Advisory
Pennsylvania
$318K +$318K +5,024 New
DZ Bank
749
DZ Bank
Germany
$317K -$266K -4,200 -46%
WI
750
Wintrust Investments
Illinois
$315K -$120K -1,899 -28%