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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 %
CA
976
Clearstead Advisors
Ohio
$30K -$3.17K -53 -10%
BAAM
977
Baker Avenue Asset Management
California
$29.7K -$1.08K -18 -3%
PSB
978
Piscataqua Savings Bank
New Hampshire
$29.3K
GA
979
GoalVest Advisory
New York
$28.7K +$19.7K +330 +220%
SCA
980
Stonebridge Capital Advisors
Minnesota
$28.6K +$14K +235 +97%
MLA
981
MB, Levis & Associates
Pennsylvania
$27.8K +$239 +4 +0.9%
SFCL
982
Strengthening Families & Communities LLC
Massachusetts
$27K +$4.63K +77 +21%
MHR
983
Matthew Hamilton Rosenberg
$26.4K -$33.3K -557 -56%
RFA
984
Resurgent Financial Advisors
Georgia
$26.1K -$4.78K -80 -15%
TWC
985
TD Waterhouse Canada
Ontario, Canada
$25K -$2.95K -49 -11%
LFG
986
Larson Financial Group
Missouri
$24.7K -$19.8K -331 -44%
PMFA
987
Plante Moran Financial Advisors
Michigan
$24.6K
CFS
988
CGC Financial Services
Oregon
$24.5K +$24.5K +410 New
TIM
989
Tortoise Investment Management
New York
$24.4K
BIA
990
Bell Investment Advisors
California
$24.3K -$7.41K -124 -23%
HBW
991
Hazlett, Burt & Watson
West Virginia
$24K
VNA
992
Valley National Advisers
Pennsylvania
$24K +$615 +10 +3%
MMG
993
Monetary Management Group
Missouri
$21.5K
CFO
994
CVA Family Office
Colorado
$20.6K -$1.79K -30 -8%
AFG
995
Albion Financial Group
Utah
$20.5K +$239 +4 +1%
CB
996
Community Bank
New York
$20K
MSFP
997
Mark Sheptoff Financial Planning
Connecticut
$19.7K
LIA
998
Luken Investment Analytics
Tennessee
$19.6K
WT
999
Washington Trust
Rhode Island
$19K
MCM
1000
MV Capital Management
Maryland
$18.9K -$478 -8 -2%