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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 %
CS
826
Crescent Sterling
Louisiana
$254K +$697 +11 +0.3%
QCM
827
Quantinno Capital Management
New York
$254K +$44.3K +698 +21%
CCG
828
Coastwise Capital Group
California
$252K +$252K +3,976 New
PWM
829
Prosperity Wealth Management
California
$252K
GWP
830
Gateway Wealth Partners
Wisconsin
$249K +$3.42K +54 +1%
LWP
831
Lumature Wealth Partners
Georgia
$249K +$10K +158 +4%
PB
832
Pinnacle Bancorp
Nebraska
$248K +$15.7K +248 +7%
WFI
833
West Family Investments
California
$246K -$48.8K -770 -17%
Koshinski Asset Management
834
Koshinski Asset Management
Illinois
$246K -$11.3K -178 -4%
CWM
835
Catalyst Wealth Management
Georgia
$245K -$43.2K -682 -15%
ISWM
836
Independent Solutions Wealth Management
New York
$245K -$118K -1,859 -32%
SFP
837
Sandbox Financial Partners
Maryland
$244K
MWM
838
Mission Wealth Management
California
$242K +$242K +3,827 New
AWM
839
Axxcess Wealth Management
California
$242K +$34.5K +545 +17%
MWM
840
Mattern Wealth Management
Kansas
$240K
PMG
841
ProVise Management Group
Florida
$240K -$570 -9 -0.2%
WDA
842
Wendell David Associates
New Hampshire
$238K
MA
843
Montag & Associates
Georgia
$238K +$9.35K +147 +4%
SCM
844
Spreng Capital Management
Ohio
$237K -$10.6K -300 -4%
T
845
TRUADVICE
Florida
$236K +$236K +3,757 New
VFA
846
Valeo Financial Advisors
Indiana
$235K -$41.9K -661 -15%
CFD
847
Creative Financial Designs
Indiana
$235K -$49.9K -788 -18%
HGERS
848
Householder Group Estate & Retirement Specialist
Arizona
$232K +$232K +3,670 New
SVWAG
849
Sound View Wealth Advisors Group
Georgia
$231K -$28.7K -453 -11%
MA
850
MKT Advisors
California
$230K