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Realty Income

1,144 hedge funds and large institutions have $35.6B invested in Realty Income in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 465 increasing their positions, 379 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+91
Holders Change %
+8.64%
% of All Funds
16.77%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
202
Increased
465
Reduced
379
Closed
97
Calls
$332M
Puts
$206M
Net Calls
+$126M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Shares
Change %
Pacer Advisors
226
Pacer Advisors
Pennsylvania
$6.37M +$2.1M +36,519 +49%
Qube Research & Technologies (QRT)
227
Qube Research & Technologies (QRT)
United Kingdom
$6.26M -$68.8M -1,198,001 -92%
TSW
228
Thompson Siegel & Walmsley
Virginia
$6.22M
TTWM
229
TCV Trust & Wealth Management
Virginia
$6.13M -$145K -2,525 -2%
ZCM
230
Ziegler Capital Management
Illinois
$6.11M -$237K -4,135 -4%
BPCE
231
Bank Pictet & Cie (Europe)
Germany
$6.05M +$460K +8,005 +8%
WW
232
Windle Wealth
Oklahoma
$6.02M +$397K +6,909 +7%
NYLIM
233
New York Life Investment Management
New York
$5.98M -$2.08M -36,165 -26%
Wealth Enhancement Advisory Services
234
Wealth Enhancement Advisory Services
Minnesota
$5.93M +$416K +7,247 +8%
AC
235
Allstate Corporation
Illinois
$5.9M -$652K -11,361 -10%
HCM
236
HGI Capital Management
New York
$5.89M +$5.89M +102,631 New
M&T Bank
237
M&T Bank
New York
$5.88M +$179K +3,126 +3%
MOACM
238
Mutual of America Capital Management
New York
$5.87M -$169K -2,938 -3%
LCM
239
LVM Capital Management
Michigan
$5.77M -$3.58M -62,408 -38%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$5.75M +$67.6K +1,178 +1%
SPS
241
Susquehanna Portfolio Strategies
Pennsylvania
$5.67M +$5.67M +98,678 New
GAM
242
Gotham Asset Management
New York
$5.6M +$1.46M +25,495 +35%
Rafferty Asset Management
243
Rafferty Asset Management
New York
$5.58M +$1.03M +17,925 +23%
First Trust Advisors
244
First Trust Advisors
Illinois
$5.52M -$910K -15,844 -14%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$5.52M +$1.35M +23,485 +32%
Janus Henderson Group
246
Janus Henderson Group
United Kingdom
$5.5M -$2.17M -37,853 -28%
X
247
Xponance
Pennsylvania
$5.49M +$336K +5,855 +7%
SWP
248
Stratos Wealth Partners
Ohio
$5.48M +$374K +6,512 +7%
TCM
249
Telos Capital Management
California
$5.48M +$8.27K +144 +0.2%
Wealthfront Advisers
250
Wealthfront Advisers
California
$5.44M -$1.57M -27,263 -22%