O icon

Realty Income

1,053 hedge funds and large institutions have $28.6B invested in Realty Income in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 459 increasing their positions, 383 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
-35
Holders Change %
-3.22%
% of All Funds
16.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
104
Increased
459
Reduced
383
Closed
127
Calls
$136M
Puts
$155M
Net Calls
-$18.3M
Net Calls Change
-$85.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
276
Valley Wealth Managers
New Jersey
$3.57M +$82.5K +1,652 +2%
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$3.56M -$563K -11,268 -14%
MA
278
Mutual Advisors
Nebraska
$3.52M +$167K +3,338 +5%
HAS
279
HBW Advisory Services
California
$3.52M +$63K +1,262 +2%
WAM
280
Wolverine Asset Management
Illinois
$3.5M +$3.5M +70,036 New
DWM
281
Dakota Wealth Management
Florida
$3.49M +$55.2K +1,106 +2%
BFEC
282
Benjamin F. Edwards & Company
Missouri
$3.41M -$291K -5,833 -8%
AI
283
Atria Investments
North Carolina
$3.4M +$373K +7,462 +12%
PAG
284
Private Advisor Group
New Jersey
$3.36M -$1.4M -27,998 -29%
CWG
285
Cornerstone Wealth Group
North Carolina
$3.36M -$61.1K -1,223 -2%
PIWA
286
Prevail Innovative Wealth Advisors
Kansas
$3.32M +$3.32M +66,524 New
OAM
287
Ostrum Asset Management
France
$3.31M +$333K +6,664 +11%
PGFC
288
Peapack-Gladstone Financial Corp
New Jersey
$3.31M +$91.3K +1,828 +3%
HCMT
289
Highland Capital Management (Tennessee)
Tennessee
$3.28M -$250K -5,003 -7%
GIBU
290
Gulf International Bank (UK)
United Kingdom
$3.26M -$53.5K -1,071 -2%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$3.25M -$7.29K -146 -0.2%
IMPI
292
Ilmarinen Mutual Pension Insurance
Finland
$3.25M -$3.49M -69,891 -52%
WCA
293
Waratah Capital Advisors
Ontario, Canada
$3.19M +$3.19M +63,908 New
CWM
294
Concentric Wealth Management
California
$3.19M +$30.1K +603 +1%
YIH
295
Y-Intercept (HK)
Hong Kong
$3.17M +$3.17M +63,455 New
Holocene Advisors
296
Holocene Advisors
New York
$3.16M +$685K +13,712 +28%
NB
297
Norinchukin Bank
Japan
$3.11M -$1.09M -21,870 -26%
TA
298
Tectonic Advisors
Texas
$3.1M +$597K +11,949 +24%
MIM
299
Marco Investment Management
Georgia
$3.06M -$90K -1,803 -3%
BCIM
300
British Columbia Investment Management
British Columbia, Canada
$3.06M +$82K +1,641 +3%