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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 %
HSA
751
HBK Sorce Advisory
Pennsylvania
$310K +$9.45K +158 +3%
MAC
752
Mason & Associates (California)
California
$308K -$53.8K -900 -15%
AA
753
Ancora Advisors
Ohio
$307K -$66.4K -1,111 -18%
DAC
754
Dividend Assets Capital
South Carolina
$306K
OP
755
ORG Partners
Indiana
$305K +$305K +5,094 New
SW
756
SVB Wealth
Massachusetts
$305K -$87.6K -1,465 -22%
CW
757
Channel Wealth
California
$304K -$60.1K -1,006 -17%
PBF
758
Petix & Botte Financial
California
$299K +$299K +4,998 New
DI
759
DFPG Investments
Utah
$297K -$38.1K -617 -11%
KWA
760
Kingswood Wealth Advisors
California
$297K +$297K +4,967 New
WI
761
Wintrust Investments
Illinois
$297K
PFGIA
762
Patriot Financial Group Insurance Agency
Massachusetts
$295K +$5.26K +88 +2%
SF
763
Slagle Financial
Illinois
$292K +$292K +4,888 New
TCA
764
Transcend Capital Advisors
New Jersey
$292K +$4.19K +70 +1%
IAIM
765
International Assets Investment Management
Florida
$291K +$17.5K +292 +6%
WC
766
Weil Company
California
$291K
SWIG
767
Strategic Wealth Investment Group
Kentucky
$289K +$3.59K +60 +1%
ATC
768
Argent Trust Co
Tennessee
$285K -$8.73K -146 -3%
MFA
769
Mayflower Financial Advisors
Massachusetts
$284K -$4.48K -75 -2%
IB
770
Intrust Bank
Kansas
$284K +$17.8K +297 +7%
EI
771
EDMP Inc
Florida
$283K +$283K +4,739 New
MSFS
772
Main Street Financial Solutions
Pennsylvania
$283K +$5.44K +91 +2%
FT
773
Fiduciary Trust
Massachusetts
$282K -$12.6K -211 -4%
BCA
774
Bay Colony Advisors
Massachusetts
$282K -$38.1K -638 -12%
MWM
775
Modera Wealth Management
New Jersey
$281K +$281K +4,701 New