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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 %
SS
726
Sunbelt Securities
Texas
$336K +$76.2K +1,274 +29%
VW
727
Vance Wealth
California
$334K +$3.05K +51 +0.9%
FCM
728
Fortis Capital Management
Washington
$334K +$1.38K +23 +0.4%
BAG
729
Bridgewealth Advisory Group
California
$331K +$12.7K +213 +4%
DAM
730
Derbend Asset Management
Georgia
$329K -$98.1K -1,641 -23%
CWAG
731
Carlsbad Wealth Advisory Group
California
$329K +$329K +5,500 New
BIA
732
Barry Investment Advisors
Massachusetts
$326K -$65.1K -1,085 -17%
DTL
733
Dynamic Technology Lab
Singapore
$325K +$325K +5,432 New
SFI
734
Siemens Fonds Invest
Germany
$325K +$12.2K +205 +4%
FCI
735
Financial Counselors Inc
Kansas
$324K -$13.5K -225 -4%
BOH
736
Bank of Hawaii
Hawaii
$322K -$25.3K -423 -7%
HH
737
Hilltop Holdings
Texas
$322K -$553K -9,246 -63%
CAM
738
Campion Asset Management
Virginia
$322K +$19.7K +330 +7%
HWM
739
HB Wealth Management
Georgia
$322K -$54.4K -910 -14%
TFA
740
Teamwork Financial Advisors
Texas
$321K -$61.2K -1,024 -16%
VWA
741
Visionary Wealth Advisors
Illinois
$321K -$41.9K -701 -12%
FMWA
742
Forvis Mazars Wealth Advisors
Missouri
$321K +$239 +4 +0.1%
PSFG
743
Prairie Sky Financial Group
Illinois
$319K +$319K +5,332 New
DDC
744
DF Dent & Co
Maryland
$318K +$9.09K +152 +3%
GS
745
GTS Securities
New York
$317K +$317K +5,307 New
MWM
746
Meridian Wealth Management
Kentucky
$314K +$30.7K +513 +11%
KFGK
747
Keystone Financial Group (Kentucky)
Kentucky
$314K +$314K +5,247 New
SFS
748
Stiles Financial Services
Minnesota
$310K +$1.32K +22 +0.4%
CAG
749
Csenge Advisory Group
Florida
$310K -$38.9K -650 -11%
FRM
750
Fox Run Management
Connecticut
$310K +$310K +5,184 New