O icon

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 %
PWP
876
Principle Wealth Partners
Connecticut
$209K
RWB
877
RMR Wealth Builders
New Jersey
$209K -$2.85K -45 -1%
Kayne Anderson Rudnick Investment Management
878
Kayne Anderson Rudnick Investment Management
California
$209K +$209K +3,297 New
GT
879
Glenview Trust
Kentucky
$209K
APA
880
Astoria Portfolio Advisors
New York
$208K +$208K +3,316 New
D
881
Diversified
Delaware
$208K +$1.39K +22 +0.7%
CWM
882
Cornerstone Wealth Management
Missouri
$207K +$207K +3,269 New
BMWM
883
Brown Miller Wealth Management
Virginia
$205K
SCA
884
Scott Capital Advisors
Oregon
$205K +$1.46K +23 +0.7%
KPWS
885
Kestra Private Wealth Services
Texas
$204K +$204K +3,226 New
BST
886
Bath Savings Trust
Maine
$204K +$204K +3,215 New
SWA
887
Stratos Wealth Advisors
Ohio
$203K -$271K -4,274 -57%
FG
888
Fiduciary Group
Georgia
$202K -$5.57K -88 -3%
GCWM
889
Graham Capital Wealth Management
District of Columbia
$201K +$201K +318 New
MSS
890
Mitchell Sinkler & Starr
Pennsylvania
$201K +$201K +3,180 New
IAN
891
Integrated Advisors Network
Texas
$201K -$3.48M -54,942 -95%
MA
892
MBA Advisors
Pennsylvania
$200K
PCM
893
Penserra Capital Management
California
$199K -$3.29M -52,127 -94%
TWM
894
Tradition Wealth Management
Minnesota
$191K +$130K +2,052 +212%
AAG
895
Armstrong Advisory Group
Massachusetts
$183K +$443 +7 +0.2%
BEI
896
Benjamin Edwards Inc
Missouri
$182K +$6.39K +101 +4%
TAIM
897
TD Ameritrade Investment Management
Nebraska
$175K -$55.2K -872 -24%
NP
898
Ninepoint Partners
Ontario, Canada
$173K -$9.31K -147 -5%
FCMT
899
Founders Capital Management (Texas)
Texas
$172K
WT
900
Whittier Trust
California
$171K -$92.1K -1,455 -35%