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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 %
SCA
276
Snowden Capital Advisors
New York
$4.67M -$1M -17,493 -18%
OC
277
Oppenheimer & Co
New York
$4.64M +$78.9K +1,374 +2%
PFA
278
Pathway Financial Advisers
Indiana
$4.57M +$109K +1,905 +2%
CCM
279
Coldstream Capital Management
Washington
$4.56M +$3.88M +67,575 +574%
EI
280
Ethic Inc
New York
$4.53M +$404K +7,032 +10%
Mackenzie Financial
281
Mackenzie Financial
Ontario, Canada
$4.4M -$27.1K -472 -0.6%
VWM
282
Valley Wealth Managers
New Jersey
$4.39M +$290K +5,055 +7%
AWM
283
AE Wealth Management
Kansas
$4.33M -$232K -4,214 -5%
UOC
284
UBS O'Connor
Illinois
$4.23M -$6.41M -111,693 -60%
HAS
285
HBW Advisory Services
California
$4.22M +$181K +3,161 +4%
CWM
286
Concentric Wealth Management
California
$4.05M +$379K +6,607 +10%
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$4.02M +$289K +5,027 +8%
TA
288
Tectonic Advisors
Texas
$4.01M +$451K +7,849 +13%
RWM
289
Rench Wealth Management
Texas
$3.97M -$187K -3,259 -5%
PIWA
290
Prevail Innovative Wealth Advisors
Kansas
$3.93M +$115K +2,005 +3%
DWM
291
Dakota Wealth Management
Florida
$3.89M -$145K -2,515 -4%
OAM
292
Ostrum Asset Management
France
$3.87M +$68.4K +1,191 +2%
PGFC
293
Peapack-Gladstone Financial Corp
New Jersey
$3.81M +$11.7K +204 +0.3%
HCMT
294
Highland Capital Management (Tennessee)
Tennessee
$3.81M +$31.6K +550 +0.8%
UB
295
UMB Bank
Missouri
$3.8M -$14.2M -247,731 -79%
SCTC
296
Sanibel Captiva Trust Company
Florida
$3.7M +$3.7M +64,378 New
KeyBank National Association
297
KeyBank National Association
Ohio
$3.63M -$543K -9,459 -13%
PS
298
Pensionfund Sabic
Netherlands
$3.62M +$218K +3,800 +6%
GIM
299
Gold Investment Management
Alberta, Canada
$3.59M +$3.59M +62,465 New
BCFS
300
Butensky & Cohen Financial Security
Florida
$3.59M -$605K -10,530 -14%