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Realty Income

1,084 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 511 increasing their positions, 303 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.33%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
511
Reduced
303
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Shares
Change %
FMTCOCP
1051
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
GKIM
1052
GW&K Investment Management
Massachusetts
$4K +$1.81K +24 +83%
HWMA
1053
Heritage Wealth Management (Arizona)
Arizona
$3.75K -$16.7K -245 -82%
ACA
1054
Atlas Capital Advisors
Wyoming
$3.34K +$3.34K +49 New
EBA
1055
Eagle Bay Advisors
New York
$3.28K +$3.28K +48 New
EWM
1056
Evermay Wealth Management
Virginia
$3K -$29.6K -454 -91%
PPWM
1057
PFG Private Wealth Management
Florida
$3K
EWM
1058
Endurance Wealth Management
Rhode Island
$3K
PWMG
1059
Prestige Wealth Management Group
New Jersey
$3K
PFP
1060
Pinnacle Financial Partners
Tennessee
$3K
IAMOG
1061
Investors Asset Management of Georgia
Georgia
$3K +$3K +49 New
KFP
1062
KB Financial Partners
New Jersey
$2K
PCA
1063
Providence Capital Advisors
North Carolina
$2K
CWM
1064
CarsonAllaria Wealth Management
Illinois
$2K
TFM
1065
TFC Financial Management
Massachusetts
$1K
S
1066
Surevest
California
$1K
STCOSD
1067
Sageworth Trust Company of South Dakota
South Dakota
$1K
GC
1068
Gould Capital
Washington
$1K
BA
1069
Bivin & Associates
Oklahoma
$1K
SIAP
1070
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K +$100 +1 +11%
IWP
1071
IAG Wealth Partners
Wisconsin
$1K +$1K +15 New
TWP
1072
TFO Wealth Partners
Ohio
$1K +$1K +15 New
HT
1073
HighTower Trust
Texas
$843 +$253 +3,649 +43%
FSWA
1074
Financial Synergies Wealth Advisors
Texas
$478 +$478 +7 New
BPC
1075
Banque Pictet & Cie
Switzerland
$440 +$440 +6,440 New