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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 %
IWC
351
Integrated Wealth Concepts
Massachusetts
$2.01M -$178K -3,559 -8%
CTA
352
Colonial Trust Advisors
South Carolina
$2.01M -$6.94K -139 -0.3%
RBA
353
Richard Bernstein Advisors
New York
$1.99M -$1.48M -29,682 -43%
CWM
354
CIBC World Markets
New York
$1.95M -$1.99M -39,786 -50%
AssetMark Inc
355
AssetMark Inc
California
$1.94M +$33K +660 +2%
VPIM
356
Vanguard Personalized Indexing Management
California
$1.94M -$78.7K -1,575 -4%
PPWP
357
Proquility Private Wealth Partners
Nevada
$1.93M -$66.7K -1,336 -3%
Lido Advisors
358
Lido Advisors
California
$1.92M -$148K -2,960 -7%
TI
359
Tidal Investments
Wisconsin
$1.92M +$19.4K +389 +1%
Ensign Peak Advisors
360
Ensign Peak Advisors
Utah
$1.9M -$450K -9,020 -19%
GI
361
GAMCO Investors
Connecticut
$1.83M -$150K -3,000 -8%
1832 Asset Management
362
1832 Asset Management
Ontario, Canada
$1.8M +$141K +2,819 +8%
NW
363
NewEdge Wealth
Pennsylvania
$1.79M +$335K +6,707 +23%
WCBA
364
Weaver C. Barksdale & Associates
Tennessee
$1.78M +$282K +5,652 +19%
MOS
365
MGO One Seven
Ohio
$1.76M +$1.43M +28,553 +432%
NMERB
366
New Mexico Educational Retirement Board
New Mexico
$1.75M +$225K +4,500 +15%
FMC
367
First Merchants Corp
Indiana
$1.74M -$7.39K -148 -0.4%
TPCW
368
TD Private Client Wealth
New York
$1.72M -$176K -3,521 -9%
PCM
369
Parsons Capital Management
Rhode Island
$1.7M +$49.9K +1,000 +3%
CGH
370
Crossmark Global Holdings
Texas
$1.7M +$6.83K +136 +0.4%
NW
371
Naviter Wealth
Arkansas
$1.68M +$122K +2,428 +8%
HCM
372
Hutner Capital Management
Vermont
$1.68M -$1.2K -24 -0.1%
Citadel Advisors
373
Citadel Advisors
Florida
$1.63M -$6.76M -135,331 -81%
CS
374
Candriam SCA
Luxembourg
$1.63M
Cerity Partners
375
Cerity Partners
New York
$1.63M -$552K -11,055 -25%