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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 %
BFG
826
Berger Financial Group
Minnesota
$242K
PWM
827
Prosperity Wealth Management
California
$240K +$2.63K +44 +1%
AWA
828
Arkadios Wealth Advisors
Georgia
$240K -$68.2K -1,140 -22%
MWM
829
Mission Wealth Management
California
$238K +$8.73K +146 +4%
T
830
TOBAM
France
$235K -$33.8K -566 -13%
WHG
831
Westwood Holdings Group
Texas
$235K +$235K +3,934 New
BFA
832
Beacon Financial Advisory
Ohio
$235K -$7.41K -124 -3%
LWP
833
Lumature Wealth Partners
Georgia
$234K -$538 -9 -0.2%
PB
834
Pinnacle Bancorp
Nebraska
$234K
Nomura Holdings
835
Nomura Holdings
Japan
$233K +$19.3K +323 +9%
CI
836
CX Institutional
Indiana
$233K +$233K +3,889 New
FHA
837
First Horizon Advisors
Tennessee
$231K -$14.8K -247 -6%
SFP
838
Sandbox Financial Partners
Maryland
$230K -$60 -1 -0%
FNBOMD
839
First National Bank of Mount Dora
Florida
$229K -$28K -468 -11%
Kovitz Investment Group Partners
840
Kovitz Investment Group Partners
Illinois
$228K +$228K +3,821 New
WDA
841
Wendell David Associates
New Hampshire
$225K
SVWAG
842
Sound View Wealth Advisors Group
Georgia
$225K +$6.64K +111 +3%
MA
843
Montag & Associates
Georgia
$224K +$60 +1 +0%
Los Angeles Capital Management
844
Los Angeles Capital Management
California
$222K +$13.8K +230 +7%
BB
845
Busey Bank
Illinois
$222K -$125K -2,090 -36%
AM
846
Atwater Malick
Pennsylvania
$221K +$221K +3,700 New
KA
847
Kovack Advisors
Florida
$221K -$41.4K -693 -16%
DS
848
DRW Securities
Illinois
$221K -$49.2K -823 -18%
CRI
849
Colonial River Investments
Virginia
$221K -$36.2K -605 -14%
MC
850
Maverick Capital
Texas
$221K +$221K +3,692 New