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Realty Income

1,168 hedge funds and large institutions have $35.4B invested in Realty Income in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 540 increasing their positions, 382 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,168
Holders Change
-10
Holders Change %
-0.85%
% of All Funds
16.99%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
113
Increased
540
Reduced
382
Closed
107
Calls
$255M
Puts
$208M
Net Calls
+$47.9M
Net Calls Change
-$36M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
276
Baugh & Associates
Georgia
$4.3M -$226K -4,078 -5%
CIC
277
Carnegie Investment Counsel
Ohio
$4.22M -$533K -10,096 -11%
ETC
278
Exchange Traded Concepts
Oklahoma
$4.09M -$685K -12,970 -14%
BFG
279
Beacon Financial Group
Texas
$4.06M -$117K -2,206 -3%
MCP
280
Martin Capital Partners
Oregon
$4.04M -$129K -2,439 -3%
FFA
281
First Foundation Advisors
California
$4.02M -$244K -4,622 -6%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$4.02M +$108K +2,037 +3%
CWM
283
Concentric Wealth Management
California
$4.01M +$139K +2,630 +4%
AAS
284
Avantax Advisory Services
Texas
$3.99M +$1.64M +31,143 +70%
AG
285
AIA Group
Hong Kong
$3.98M +$805K +15,236 +25%
OPERF
286
Oregon Public Employees Retirement Fund
Oregon
$3.95M +$196K +3,710 +5%
SWMG
287
Signature Wealth Management Group
Georgia
$3.94M +$31.3K +593 +0.8%
AI
288
Atria Investments
North Carolina
$3.88M +$414K +7,831 +12%
GIA
289
Gladstone Institutional Advisory
Florida
$3.82M +$84.2K +1,594 +2%
EP
290
Edgestream Partners
New Jersey
$3.8M +$3.8M +71,962 New
PGFC
291
Peapack-Gladstone Financial Corp
New Jersey
$3.75M +$85.8K +1,624 +2%
BFS
292
Bard Financial Services
Connecticut
$3.74M -$190K -3,605 -5%
PL
293
Perpetual Ltd
Australia
$3.74M -$370K -7,000 -9%
VPIM
294
Vanguard Personalized Indexing Management
California
$3.73M +$497K +9,874 +15%
NB
295
Norinchukin Bank
Japan
$3.72M +$138K +2,609 +4%
AC
296
Allstate Corporation
Illinois
$3.72M -$2.34M -44,285 -39%
VWM
297
Valley Wealth Managers
New Jersey
$3.7M -$36.9K -699 -1%
Envestnet Portfolio Solutions
298
Envestnet Portfolio Solutions
Illinois
$3.67M +$609K +11,539 +20%
VLKIM
299
Van Lanschot Kempen Investment Management
Netherlands
$3.6M -$9.69M -183,463 -73%
LOIM
300
Liberty One Investment Management
Illinois
$3.57M +$766K +14,506 +27%