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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 %
HWA
926
Heritage Wealth Advisors
Virginia
$83.7K +$8.97K +150 +12%
GWSG
927
GPS Wealth Strategies Group
Colorado
$81.7K
CBT
928
CoreFirst Bank & Trust
Kansas
$81.3K -$4.78K -80 -6%
HPC
929
HM Payson & Co
Maine
$80.5K +$9.33K +156 +13%
JFA
930
JNBA Financial Advisors
Minnesota
$79.9K -$1.26K -21 -2%
HWA
931
HHM Wealth Advisors
Tennessee
$79.3K -$4.42K -74 -5%
JWM
932
Janiczek Wealth Management
Colorado
$78.1K -$958 -16 -1%
SC
933
Sawyer & Company
Massachusetts
$78K
IRAG
934
Investment Research & Advisory Group
Georgia
$77.7K
TC
935
Trust Company
Kansas
$71.6K
WT
936
Whittier Trust
California
$71.4K -$90.4K -1,512 -56%
AIM
937
Anchor Investment Management
South Carolina
$68.2K +$7.53K +126 +12%
JWA
938
JFS Wealth Advisors
Pennsylvania
$66.5K
BAM
939
Bellevue Asset Management
Washington
$65.9K
TFA
940
Toth Financial Advisory
Virginia
$64K
MRCM
941
M&R Capital Management
New Jersey
$62.1K +$299 +5 +0.5%
MIFH
942
Migdal Insurance & Financial Holdings
Israel
$61K -$64.8K -1,080 -52%
EWA
943
EverSource Wealth Advisors
Alabama
$60.9K -$39.9K -667 -40%
APF
944
Alaska Permanent Fund
Alaska
$60.2K +$60.2K +1,007 New
CAL
945
Capital Analysts LLC
Pennsylvania
$57K -$30.5K -511 -35%
CWP
946
Concord Wealth Partners
Virginia
$55.1K +$15.2K +254 +38%
GGI
947
Godsey & Gibb Inc
Virginia
$55K
BCMLT
948
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.8K +$6.7K +112 +14%
BONH
949
Bank of New Hampshire
New Hampshire
$53.3K -$32.9K -550 -38%
SSG
950
Summit Securities Group
New York
$53K -$21.1K -350 -28%