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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 %
DI
951
Disciplined Investments
Oklahoma
$52.6K
WWP
952
WR Wealth Planners
Missouri
$50K +$179 +3 +0.4%
GWSA
953
Global Wealth Strategies & Associates
Colorado
$49.6K
AWM
954
Activest Wealth Management
Florida
$48.8K
QPBE
955
Quintet Private Bank (Europe)
Luxembourg
$47.8K -$10.4K -173 -18%
SCM
956
Silvant Capital Management
Georgia
$47.8K
KTC
957
Kistler-Tiffany Companies
Pennsylvania
$46.1K +$24K +402 +109%
GWS
958
Glassman Wealth Services
Virginia
$42.8K +$7.95K +133 +23%
BBHC
959
Brown Brothers Harriman & Co
New York
$42.5K -$7.89K -132 -16%
CWM
960
Compass Wealth Management
Connecticut
$41.9K +$17.9K +300 +75%
OIA
961
Optimum Investment Advisors
Illinois
$41.9K +$29.9K +500 +250%
HFM
962
Hartford Financial Management
Connecticut
$40.2K
KFI
963
Key Financial Inc
Pennsylvania
$39.9K
LWCFA
964
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39.8K
HRC
965
Hoertkorn Richard Charles
$39.8K
CB
966
Centennial Bank
Arkansas
$36.9K -$30K -502 -45%
MTIC
967
Missouri Trust & Investment Company
Missouri
$36.5K -$1.79K -30 -5%
AS
968
Altshuler Shaham
Israel
$35.8K -$2.69K -45 -7%
BWL
969
Bogart Wealth LLC
Virginia
$34.8K -$897 -15 -3%
CFFP
970
Center for Financial Planning
Michigan
$34.7K
IGWM
971
ICA Group Wealth Management
Colorado
$34.4K -$10.3K -173 -23%
IRC
972
Investors Research Corp
Georgia
$34.1K
ST
973
Smithfield Trust
Pennsylvania
$33K -$6.31K -110 -16%
DMBA
974
Deseret Mutual Benefit Administrators
Utah
$32.8K
SWA
975
SOA Wealth Advisors
New York
$32.7K +$179 +3 +0.6%