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Realty Income

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
157
Increased
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
251
Sterling Capital Management
North Carolina
$5.84M +$5.84M +92,030 New
AOWM
252
Alpha Omega Wealth Management
Virginia
$5.82M -$153K -2,413 -3%
EMPI
253
Elo Mutual Pension Insurance
Finland
$5.81M +$466K +7,352 +9%
OC
254
Oppenheimer & Co
New York
$5.8M +$316K +4,982 +6%
AAS
255
Avantax Advisory Services
Texas
$5.78M +$984K +15,512 +21%
PFA
256
Pathway Financial Advisers
Indiana
$5.58M +$200K +3,146 +4%
Cerity Partners
257
Cerity Partners
New York
$5.51M +$2.07M +32,600 +60%
CCM
258
Coldstream Capital Management
Washington
$5.49M +$124K +1,953 +2%
MNA
259
Manning & Napier Advisors
New York
$5.47M -$130K -2,044 -2%
LCM
260
LVM Capital Management
Michigan
$5.31M
VPIM
261
Vanguard Personalized Indexing Management
California
$5.3M +$611K +9,635 +13%
KWM
262
Kingsview Wealth Management
Oregon
$5.3M +$1.42M +22,461 +37%
SCA
263
Snowden Capital Advisors
New York
$5.28M -$2.81M -44,344 -35%
CIC
264
Carnegie Investment Counsel
Ohio
$5.14M +$64.9K +1,024 +1%
GAM
265
Gotham Asset Management
New York
$5.12M -$99.4K -1,568 -2%
VI
266
Vestcor Inc
New Brunswick, Canada
$5.07M -$848K -13,377 -14%
IIM
267
Intact Investment Management
Quebec, Canada
$5.06M +$882K +13,900 +21%
GVAG
268
Great Valley Advisor Group
Delaware
$4.98M +$784K +12,368 +19%
CWM
269
Concentric Wealth Management
California
$4.9M +$89.6K +1,413 +2%
MA
270
Mutual Advisors
Nebraska
$4.89M -$63.1K -996 -1%
Pathstone Holdings
271
Pathstone Holdings
New Jersey
$4.84M +$593K +9,358 +14%
BA
272
Baugh & Associates
Georgia
$4.81M +$72.1K +1,179 +2%
BFG
273
Beacon Financial Group
Texas
$4.78M -$104K -1,642 -2%
NB
274
Norinchukin Bank
Japan
$4.75M +$285K +4,500 +6%
Carson Wealth (CWM LLC)
275
Carson Wealth (CWM LLC)
Nebraska
$4.75M -$71.6K -1,129 -1%