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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 %
PMG
851
ProVise Management Group
Florida
$219K -$7.95K -133 -4%
WIM
852
Westside Investment Management
California
$219K +$5.98K +100 +3%
GP
853
Girard Partners
Pennsylvania
$217K -$34.1K -571 -14%
H
854
HoyleCohen
California
$217K
AWE
855
Avidian Wealth Enterprises
Texas
$216K -$329K -5,497 -60%
FHC
856
First Heartland Consultants
Missouri
$216K -$94.4K -1,578 -30%
T
857
TRUADVICE
Florida
$216K -$5K -85 -2%
KWA
858
Kellett Wealth Advisors
Ohio
$215K
KA
859
KLCM Advisors
Wisconsin
$214K +$214K +3,587 New
AMG
860
Advisors Management Group
Wisconsin
$214K +$659 +11 +0.3%
JCM
861
Jacobsen Capital Management
Utah
$214K +$214K +3,577 New
BBA
862
Baader Bank Aktiengesellschaft
Germany
$213K +$213K +4,589 New
TCMP
863
Thrive Capital Management (Pennsylvania)
Pennsylvania
$213K +$213K +3,556 New
DLG
864
Daniel L. Goodwin
$211K -$50.6K -846 -19%
FFN
865
Focus Financial Network
Minnesota
$210K +$3.48K +58 +2%
MIM
866
Morningstar Investment Management
Illinois
$210K
SCM
867
Shelton Capital Management
Colorado
$209K -$6.1K -102 -3%
NAG
868
Northstar Advisory Group
New Jersey
$209K -$36K -602 -15%
JC
869
Jentner Corp
Ohio
$209K +$2.57K +43 +1%
RI
870
Ridgewood Investments
New Jersey
$209K +$7.71K +129 +4%
CAWM
871
Capital Advisors Wealth Management
Washington
$208K +$208K +3,486 New
AAG
872
Armstrong Advisory Group
Massachusetts
$208K +$35.2K +589 +20%
SHGA
873
Sand Hill Global Advisors
California
$208K
LIM
874
Leavell Investment Management
Alabama
$208K
SDAM
875
Shulman DeMeo Asset Management
New York
$204K +$204K +3,405 New