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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 %
DWT
876
Dorsey & Whitney Trust
South Dakota
$203K +$203K +3,397 New
RIM
877
RW Investment Management
Idaho
$202K
BST
878
Bath Savings Trust
Maine
$201K +$8.97K +150 +5%
Kayne Anderson Rudnick Investment Management
879
Kayne Anderson Rudnick Investment Management
California
$198K +$478 +8 +0.2%
WWM
880
Wolff Wiese Magana
California
$197K -$52.2K -873 -21%
GI
881
Gradient Investments
Minnesota
$179K +$104K +1,734 +138%
BEI
882
Benjamin Edwards Inc
Missouri
$171K -$716 -12 -0.4%
FCMT
883
Founders Capital Management (Texas)
Texas
$162K
DWMG
884
DB Wealth Management Group
California
$159K
TWM
885
Tradition Wealth Management
Minnesota
$155K -$26.2K -437 -14%
CFD
886
Creative Financial Designs
Indiana
$153K -$68.4K -1,144 -31%
TAIM
887
TD Ameritrade Investment Management
Nebraska
$143K -$21.7K -364 -13%
GJIA
888
Glass Jacobson Investment Advisors
Maryland
$137K +$137K +2,290 New
QC
889
Quent Capital
New York
$137K +$897 +15 +0.7%
SIS
890
Sound Income Strategies
Florida
$132K +$66.8K +1,118 +103%
M
891
MOTCO
Texas
$130K +$179 +3 +0.1%
SA
892
SRH Advisors
Kansas
$127K
FDCDDQ
893
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K
NP
894
Ninepoint Partners
Ontario, Canada
$125K -$38.4K -643 -24%
FFA
895
Farther Finance Advisors
California
$124K +$12.3K +205 +11%
FP
896
Financial Perspectives
Minnesota
$120K
TF
897
Tompkins Financial
New York
$120K
OCM
898
Osterweis Capital Management
California
$120K
CTWM
899
Cherry Tree Wealth Management
Minnesota
$119K +$119K +1,983 New
CSB
900
City State Bank
Iowa
$118K -$19.4K -324 -14%