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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 %
BBWP
801
Beacon Bridge Wealth Partners
Pennsylvania
$272K -$17.2K -271 -6%
FNBOMD
802
First National Bank of Mount Dora
Florida
$272K +$19.2K +304 +8%
SS
803
Sunbelt Securities
Texas
$272K +$6.32K +101 +2%
Jones Financial Companies
804
Jones Financial Companies
Missouri
$271K +$11.2K +177 +4%
GL
805
Graypoint LLC
New York
$269K -$71.7K -1,132 -21%
EM
806
Excalibur Management
Massachusetts
$269K -$26.2K -414 -9%
NFG
807
Nations Financial Group
Iowa
$269K -$29.3K -462 -10%
HKIMG
808
Hutchens & Kramer Investment Management Group
Indiana
$268K +$27.4K +432 +11%
CAM
809
Cresset Asset Management
Illinois
$268K +$41.7K +656 +18%
WSTAM
810
Wilbanks Smith & Thomas Asset Management
Virginia
$267K +$24.4K +385 +10%
BIAS
811
Beacon Investment Advisory Services
New Jersey
$266K -$61.7K -975 -19%
GP
812
Girard Partners
Pennsylvania
$266K +$15.1K +239 +6%
AMIM
813
Aull & Monroe Investment Management
Alabama
$266K
SWM
814
Silverlake Wealth Management
Vermont
$265K +$8.23K +130 +3%
WWM
815
Wolff Wiese Magana
California
$264K +$3.29K +52 +1%
FHA
816
First Horizon Advisors
Tennessee
$260K +$9.5K +150 +4%
PAI
817
Pittenger & Anderson Inc
Nebraska
$260K
HFM
818
Harvest Fund Management
China
$260K
NAG
819
Northstar Advisory Group
New Jersey
$260K
CCM
820
Community Capital Management
Florida
$260K -$76K -1,200 -23%
PCM
821
Pointe Capital Management
Michigan
$259K
BFA
822
Beacon Financial Advisory
Ohio
$256K -$4.69K -74 -2%
BFG
823
Berger Financial Group
Minnesota
$256K +$2.41K +38 +0.9%
RBCM
824
Raub Brock Capital Management
California
$255K
WA
825
WBH Advisory
Maryland
$254K +$254K +4,017 New