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Realty Income

1,178 hedge funds and large institutions have $36.9B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 622 increasing their positions, 287 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+34
Holders Change %
+2.97%
% of All Funds
17.07%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
147
Increased
622
Reduced
287
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
276
Carnegie Investment Counsel
Ohio
$4.87M +$355K +6,558 +8%
DFG
277
Dupree Financial Group
Kentucky
$4.79M +$49.9K +923 +1%
IMC Chicago
278
IMC Chicago
Illinois
$4.65M +$4.65M +85,973 New
OC
279
Oppenheimer & Co
New York
$4.56M +$186K +3,444 +4%
PFA
280
Pathway Financial Advisers
Indiana
$4.52M +$216K +3,984 +5%
GAM
281
Gotham Asset Management
New York
$4.44M -$832K -15,383 -16%
BA
282
Baugh & Associates
Georgia
$4.41M -$52.8K -976 -1%
CCM
283
Coldstream Capital Management
Washington
$4.39M +$97.2K +1,796 +2%
FFA
284
First Foundation Advisors
California
$4.37M -$202K -3,742 -4%
DP
285
Dearborn Partners
Illinois
$4.31M -$2.16M -39,959 -33%
BFG
286
Beacon Financial Group
Texas
$4.28M +$4.28M +79,155 New
TA
287
Tectonic Advisors
Texas
$4.28M +$499K +9,230 +13%
MCP
288
Martin Capital Partners
Oregon
$4.27M +$4.27M +79,002 New
EI
289
Ethic Inc
New York
$4.24M -$27.5K -508 -0.6%
HAS
290
HBW Advisory Services
California
$4.22M
PL
291
Perpetual Ltd
Australia
$4.21M +$1.94M +35,950 +86%
EMPI
292
Elo Mutual Pension Insurance
Finland
$4.11M +$757K +13,987 +23%
VI
293
Vestcor Inc
New Brunswick, Canada
$4.08M +$1.88M +34,792 +86%
BFS
294
Bard Financial Services
Connecticut
$4.03M +$2.55M +47,190 +173%
Carson Wealth (CWM LLC)
295
Carson Wealth (CWM LLC)
Nebraska
$4.01M +$216K +3,985 +6%
ZB
296
Zions Bancorporation
Utah
$3.98M +$1.35M +24,911 +51%
CWM
297
Concentric Wealth Management
California
$3.96M +$149K +2,754 +4%
SWMG
298
Signature Wealth Management Group
Georgia
$3.93M +$656K +12,367 +20%
MA
299
Mutual Advisors
Nebraska
$3.92M -$678K -12,531 -15%
Jane Street
300
Jane Street
New York
$3.9M -$7.59M -140,269 -66%