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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 %
CIA
376
Cohen Investment Advisors
New Hampshire
$2.03M +$1.66M +28,946 +449%
NMERB
377
New Mexico Educational Retirement Board
New Mexico
$2.01M
Focus Partners Wealth
378
Focus Partners Wealth
Massachusetts
$2M +$2M +34,748 New
FA
379
FDx Advisors
Illinois
$1.97M +$385K +6,698 +24%
JF
380
Jump Financial
Illinois
$1.96M -$795K -13,841 -29%
CGH
381
Crossmark Global Holdings
Texas
$1.96M +$17.3K +302 +0.9%
IWC
382
Integrated Wealth Concepts
Massachusetts
$1.96M -$359K -6,250 -16%
TI
383
Tidal Investments
Wisconsin
$1.95M -$251K -4,367 -11%
PCM
384
Parsons Capital Management
Rhode Island
$1.95M
NA
385
NewEdge Advisors
Louisiana
$1.94M +$276K +4,865 +17%
NW
386
NewEdge Wealth
Pennsylvania
$1.93M -$121K -2,100 -6%
WCBA
387
Weaver C. Barksdale & Associates
Tennessee
$1.93M -$114K -1,990 -6%
APC
388
Asset Planning Corporation
Tennessee
$1.9M +$1.23M +21,504 +184%
SBIA
389
Sheaff Brock Investment Advisors
Indiana
$1.89M +$210K +3,664 +13%
CS
390
Candriam SCA
Luxembourg
$1.85M -$19.4K -338 -1%
SF
391
Symphony Financial
Texas
$1.84M +$31.2K +535 +2%
FSA
392
Financial Sense Advisors
California
$1.82M +$1.82M +31,748 New
CAS
393
Coppell Advisory Solutions
Texas
$1.8M -$101K -1,755 -5%
MYLI
394
Meiji Yasuda Life Insurance
Japan
$1.8M +$287K +5,000 +19%
SOAMC
395
Spirit of America Management Corp
New York
$1.78M
SNBOSCI
396
Security National Bank of Sioux City Iowa
Iowa
$1.77M -$66.8K -1,163 -4%
TYCC
397
Texas Yale Capital Corp
Florida
$1.77M
IIA
398
ICW Investment Advisors
Arizona
$1.77M +$34.3K +598 +2%
WBC
399
Westpac Banking Corp
Australia
$1.76M +$1.27M +22,123 +262%
AWAU
400
Alliance Wealth Advisors (Utah)
Utah
$1.72M +$13.6K +236 +0.8%