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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 %
H
851
HoyleCohen
California
$229K
SCM
852
Shelton Capital Management
Colorado
$228K +$6.84K +108 +3%
KWA
853
Kellett Wealth Advisors
Ohio
$228K
CT
854
Chicago Trust
Illinois
$227K +$227K +3,588 New
Nomura Holdings
855
Nomura Holdings
Japan
$226K -$201K -3,171 -47%
DGAM
856
Desjardins Global Asset Management
Quebec, Canada
$226K +$226K +3,576 New
KWS
857
Keystone Wealth Services
California
$225K +$225K +3,561 New
WIM
858
Westside Investment Management
California
$225K
AMG
859
Advisors Management Group
Wisconsin
$225K -$14.9K -235 -6%
PFM
860
Parsec Financial Management
North Carolina
$223K
WMA
861
Wealth Management Associates
New Jersey
$223K
MIM
862
Morningstar Investment Management
Illinois
$222K
SAM
863
Silvercrest Asset Management
New York
$222K -$12.7K -200 -5%
LIM
864
Leavell Investment Management
Alabama
$221K
MCWS
865
McKinley Carter Wealth Services
West Virginia
$221K -$39.1K -617 -15%
Los Angeles Capital Management
866
Los Angeles Capital Management
California
$221K +$10.4K +165 +5%
SHGA
867
Sand Hill Global Advisors
California
$220K
FFN
868
Focus Financial Network
Minnesota
$219K +$2.29K +36 +1%
JC
869
Jentner Corp
Ohio
$219K +$2.47K +39 +1%
SC
870
Savant Capital
Illinois
$219K +$219K +3,451 New
Fisher Asset Management
871
Fisher Asset Management
Washington
$216K +$216K +3,409 New
RIM
872
RW Investment Management
Idaho
$214K
RI
873
Ridgewood Investments
New Jersey
$213K +$213K +3,361 New
AR
874
Apeiron RIA
Texas
$213K +$127 +2 +0.1%
B
875
Bensler
Washington
$210K +$570 +9 +0.3%