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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 %
SIC
751
Samalin Investment Counsel
New York
$314K +$90.5K +1,430 +40%
Bessemer Group
752
Bessemer Group
New Jersey
$313K -$42.4K -669 -12%
FT
753
Fiduciary Trust
Massachusetts
$312K +$13.2K +208 +4%
ATC
754
Argent Trust Co
Tennessee
$311K +$68.6K +1,083 +28%
WC
755
Weil Company
California
$308K
TAM
756
Townsend Asset Management
North Carolina
$308K -$51.8K -818 -14%
PFGIA
757
Patriot Financial Group Insurance Agency
Massachusetts
$307K -$30.2K -477 -9%
MFA
758
Mayflower Financial Advisors
Massachusetts
$306K +$4.31K +68 +1%
T
759
TCWP
Ohio
$305K -$43.7K -690 -13%
TCA
760
Transcend Capital Advisors
New Jersey
$305K -$35.5K -561 -10%
WI
761
WrapManager Inc
California
$305K +$94.5K +1,492 +45%
LWM
762
Laidlaw Wealth Management
New York
$304K +$304K +4,809 New
SWIG
763
Strategic Wealth Investment Group
Kentucky
$303K +$2.34K +37 +0.8%
CGL
764
Clarius Group LLC
Washington
$302K +$26.7K +422 +10%
SIMG
765
Sonora Investment Management Group
Arizona
$300K -$7.35K -116 -2%
MWM
766
Meridian Wealth Management
Kentucky
$300K -$1.08K -17 -0.4%
CG
767
Caprock Group
Idaho
$299K +$299K +4,709 New
AAP
768
Arax Advisory Partners
Colorado
$298K +$2.15K +34 +0.7%
SWP
769
Semus Wealth Partners
Florida
$297K +$55.7K +880 +23%
LA
770
LexAurum Advisors
Kansas
$296K +$1.14K +18 +0.4%
LSPW
771
Lake Street Private Wealth
Illinois
$296K +$380 +6 +0.1%
AI
772
Accredited Investors
Minnesota
$294K +$2.22K +35 +0.8%
MSFS
773
Main Street Financial Solutions
Pennsylvania
$293K -$7.28K -115 -2%
AWC
774
Abundance Wealth Counselors
Pennsylvania
$293K +$293K +4,621 New
SFI
775
SPC Financial Inc
Maryland
$292K +$40K +631 +16%