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Realty Income

1,093 hedge funds and large institutions have $32.1B invested in Realty Income in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 510 increasing their positions, 299 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
-7
Holders Change %
-0.64%
% of All Funds
17.3%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.27%
New
110
Increased
510
Reduced
299
Closed
105
Calls
$157M
Puts
$81.2M
Net Calls
+$76.2M
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
1001
Mascoma Wealth Management
New Hampshire
$26K
VNA
1002
Valley National Advisers
Pennsylvania
$26K
KTC
1003
Kistler-Tiffany Companies
Pennsylvania
$25K +$210 +3 +0.8%
AA
1004
AlphaMark Advisors
Kentucky
$24K
SAM
1005
Strategic Asset Management
Minnesota
$24K +$4.77K +70 +25%
BFC
1006
Bedel Financial Consulting
Indiana
$23K
MSFP
1007
Mark Sheptoff Financial Planning
Connecticut
$23K
BBPWM
1008
Blue Bell Private Wealth Management
Pennsylvania
$23K +$23K +332 New
AFG
1009
Albion Financial Group
Utah
$22K +$204 +3 +0.9%
ZIG
1010
Zullo Investment Group
Pennsylvania
$22K +$18.6K +270 +551%
HWMA
1011
Heritage Wealth Management (Arizona)
Arizona
$21K +$21K +300 New
IBOK
1012
Independence Bank of Kentucky
Kentucky
$21K +$21K +308 New
PCTC
1013
Perkins Coie Trust Company
Washington
$20K
CB
1014
Community Bank
New York
$20K
SC
1015
Seldon Capital
California
$20K
RMC
1016
Resources Management Corp
Connecticut
$20K
MW
1017
Milestone Wealth
New York
$20K
CA
1018
Clearstead Advisors
Ohio
$20K +$11.9K +175 +148%
CIAS
1019
CFS Investment Advisory Services
New Jersey
$20K +$19.8K +1,396,348 +8,070%
CA
1020
Centerpoint Advisors
Massachusetts
$19K
WWP
1021
WR Wealth Planners
Missouri
$18.6K +$18.6K +269 New
PFA
1022
Professional Financial Advisors
Nebraska
$18K
EARNEST Partners
1023
EARNEST Partners
Georgia
$17K
SWA
1024
SOA Wealth Advisors
New York
$17K +$198 +3 +1%
IHWM
1025
Iron Horse Wealth Management
Iowa
$16K +$16K +225 New