O icon

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 %
NHT
776
New Hampshire Trust
New Hampshire
$291K -$30.5K -482 -9%
IAIM
777
International Assets Investment Management
Florida
$290K -$729K -11,507 -72%
MGIM
778
M&G Investment Management
United Kingdom
$290K -$8.13K -129 -3%
JBA
779
Johnson Bixby & Associates
Washington
$290K +$7.41K +117 +3%
CWM
780
Congress Wealth Management
Massachusetts
$289K -$17.5K -277 -6%
SIA
781
Soltis Investment Advisors
Utah
$289K
DS
782
DRW Securities
Illinois
$286K -$59.1K -935 -17%
T
783
TOBAM
France
$285K +$33.3K +525 +13%
TCOT
784
Trust Company of Toledo
Ohio
$284K +$9.5K +150 +3%
SIA
785
Schechter Investment Advisors
Michigan
$283K +$64.4K +1,017 +29%
CC
786
Commons Capital
Massachusetts
$282K -$9.75K -154 -3%
FBB
787
Fulton Breakefield Broenniman
Maryland
$282K -$6.33K -100 -2%
IB
788
Intrust Bank
Kansas
$282K +$19.4K +307 +7%
GCP
789
Garda Capital Partners
Minnesota
$280K +$280K +4,425 New
EA
790
Eudaimonia Advisors
Tennessee
$279K -$21.5K -340 -7%
SWM
791
Sugarloaf Wealth Management
Georgia
$278K +$1.9K +30 +0.7%
EWA
792
EP Wealth Advisors
California
$278K -$418K -7,804 -60%
KA
793
Kovack Advisors
Florida
$278K -$90.5K -1,429 -25%
DLG
794
Daniel L. Goodwin
$277K -$17.9K -282 -6%
MW
795
Marcum Wealth
Ohio
$277K +$277K +4,368 New
MC
796
Machina Capital
France
$274K +$274K +4,329 New
RWM
797
Revisor Wealth Management
Ohio
$273K +$273K +4,315 New
SFG
798
Sovereign Financial Group
Connecticut
$273K -$2.91K -46 -1%
CRI
799
Colonial River Investments
Virginia
$272K +$10.1K +160 +4%
CWM
800
Cedar Wealth Management
California
$272K