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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 %
LFG
976
Larson Financial Group
Missouri
$47.1K +$1.08K +17 +2%
OCM
977
Orion Capital Management
California
$44.3K
ST
978
Sageworth Trust
Pennsylvania
$44.2K +$44.2K +698 New
ST
979
Smithfield Trust
Pennsylvania
$44K
HFM
980
Hartford Financial Management
Connecticut
$42.6K
CWP
981
Concord Wealth Partners
Virginia
$42.3K -$52.7K -832 -55%
KFI
982
Key Financial Inc
Pennsylvania
$42.2K
LWCFA
983
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42.2K
HRC
984
Hoertkorn Richard Charles
$42.2K
PA
985
PSI Advisors
Florida
$40.8K +$22K +347 +117%
AS
986
Altshuler Shaham
Israel
$40.7K -$5.76K -91 -12%
MTIC
987
Missouri Trust & Investment Company
Missouri
$40.5K -$633 -10 -2%
QL
988
Quarry LP
New York
$40.2K +$40.2K +635 New
DFCM
989
Dark Forest Capital Management
Puerto Rico
$39K -$686K -10,832 -95%
NL
990
NVWM LLC
Pennsylvania
$38.5K -$8.71K -137 -18%
BWL
991
Bogart Wealth LLC
Virginia
$37.9K -$3.1K -49 -8%
GWS
992
Glassman Wealth Services
Virginia
$36.9K -$16.5K -261 -31%
CFFP
993
Center for Financial Planning
Michigan
$36.7K
IRC
994
Investors Research Corp
Georgia
$36.1K
HFS
995
HBC Financial Services
Washington
$36K +$36K +600 New
CA
996
Clearstead Advisors
Ohio
$35.1K +$823 +13 +2%
DMBA
997
Deseret Mutual Benefit Administrators
Utah
$34.8K
SWA
998
SOA Wealth Advisors
New York
$34.4K +$17.5K +277 +104%
BIA
999
Bell Investment Advisors
California
$33.6K +$2.66K +42 +9%
RFA
1000
Resurgent Financial Advisors
Georgia
$32.7K -$181K -2,851 -85%