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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 %
HPC
951
HM Payson & Co
Maine
$75.4K -$29.8K -470 -28%
SWA
952
Sutton Wealth Advisors
Florida
$74.2K +$23.2K +366 +45%
CB
953
Centennial Bank
Arkansas
$70.7K -$51.4K -813 -42%
JWA
954
JFS Wealth Advisors
Pennsylvania
$70.5K
BWAM
955
Boyd Watterson Asset Management
Ohio
$70K
BAM
956
Bellevue Asset Management
Washington
$69.8K
SIS
957
Sound Income Strategies
Florida
$68.7K -$29.4K -464 -30%
TFA
958
Toth Financial Advisory
Virginia
$67.8K
AIP
959
Ahrens Investment Partners
Louisiana
$66.5K +$66.5K +1,050 New
MRCM
960
M&R Capital Management
New Jersey
$65.5K +$63.9K +1,008 +4,032%
AIM
961
Anchor Investment Management
South Carolina
$64.3K +$5.57K +88 +9%
Lido Advisors
962
Lido Advisors
California
$63.3K +$4.32K +962 +7%
MHR
963
Matthew Hamilton Rosenberg
$63.2K
QPBE
964
Quintet Private Bank (Europe)
Luxembourg
$60.6K +$60.6K +968 New
GGI
965
Godsey & Gibb Inc
Virginia
$58.3K
PP
966
Pacifica Partners
Canada
$55.8K +$51.4K +825 +1,179%
DI
967
Disciplined Investments
Oklahoma
$55.7K
BBHC
968
Brown Brothers Harriman & Co
New York
$53.4K
WWP
969
WR Wealth Planners
Missouri
$52.7K +$14.7K +232 +39%
GWSA
970
Global Wealth Strategies & Associates
Colorado
$52.5K
ONST
971
Old North State Trust
North Carolina
$51K
SCM
972
Silvant Capital Management
Georgia
$50.6K
BCMLT
973
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.8K +$5.76K +91 +13%
AWM
974
Activest Wealth Management
Florida
$49.5K +$49.5K +782 New
IGWM
975
ICA Group Wealth Management
Colorado
$47.5K +$21.2K +334 +80%