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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 %
HighTower Advisors
151
HighTower Advisors
Illinois
$11.8M -$2.56M -40,449 -18%
AIG
152
American International Group
New York
$11.8M +$29.9K +472 +0.3%
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$11.4M +$2.6M +41,092 +29%
N
154
Natixis
France
$11.4M +$11.4M +180,660 New
SOMRS
155
State of Michigan Retirement System
Michigan
$11.4M +$114K +1,800 +1%
Bank of Nova Scotia
156
Bank of Nova Scotia
Ontario, Canada
$11.4M +$3.1M +48,954 +37%
TFO
157
Tarbox Family Office
California
$11.3M +$371K +5,862 +3%
EAM
158
Eagle Asset Management
Florida
$11.2M +$363K +5,727 +3%
AAM
159
Advisors Asset Management
Colorado
$11.2M +$425K +6,706 +4%
PA
160
Parallel Advisors
California
$11.1M -$19.7K -311 -0.2%
WIM
161
WealthPlan Investment Management
Nebraska
$11M -$8.55M -135,092 -44%
Wellington Management Group
162
Wellington Management Group
Massachusetts
$11M -$2.65M -41,816 -19%
CIS
163
Connors Investor Services
Pennsylvania
$11M +$581K +9,183 +6%
Fidelity International
164
Fidelity International
Bermuda
$10.9M -$5.99M -94,521 -35%
ASRS
165
Arizona State Retirement System
Arizona
$10.8M +$188K +2,967 +2%
SFA
166
Sequoia Financial Advisors
Ohio
$10.7M +$386K +6,097 +4%
CIA
167
CCM Investment Advisers
South Carolina
$10.7M -$509K -8,033 -5%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$10.5M +$426K +6,728 +4%
SCM
169
SKBA Capital Management
California
$10.4M
AB
170
Amalgamated Bank
New York
$10.3M -$93.6K -1,479 -0.9%
MIM
171
MetLife Investment Management
New Jersey
$10.2M -$123K -1,940 -1%
LCM
172
LVM Capital Management
Michigan
$10.1M +$337K +5,315 +3%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$10.1M +$3.29M +51,923 +48%
Squarepoint
174
Squarepoint
New York
$10M -$150K -2,375 -1%
SMDAM
175
Sumitomo Mitsui DS Asset Management
Japan
$9.87M +$579K +9,148 +6%