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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 %
PP
401
Prudential plc
United Kingdom
$1.7M +$464K +8,077 +38%
VWMG
402
Virginia Wealth Management Group
Virginia
$1.7M -$662K -11,527 -28%
JIP
403
Jaffetilchin Investment Partners
Florida
$1.69M -$16.1K -281 -0.9%
LNC
404
Lincoln National Corp
Pennsylvania
$1.68M -$16.7K -290 -1%
APG Asset Management
405
APG Asset Management
Netherlands
$1.66M +$13.1K +252 +0.8%
AWM
406
Apollon Wealth Management
South Carolina
$1.66M +$704K +12,258 +74%
PFS
407
Prospera Financial Services
Texas
$1.64M -$106K -1,844 -6%
SCM
408
Schnieders Capital Management
California
$1.62M +$390K +6,800 +32%
PCIA
409
Prime Capital Investment Advisors
Kansas
$1.61M -$98.6K -1,718 -6%
Ensign Peak Advisors
410
Ensign Peak Advisors
Utah
$1.6M -$581K -10,120 -27%
CIAS
411
Capital Investment Advisory Services
North Carolina
$1.6M +$449K +7,815 +39%
BPA
412
Beacon Pointe Advisors
California
$1.59M -$197K -3,432 -11%
AG
413
Ascent Group
Virginia
$1.58M +$46K +873 +3%
TAF
414
Tredje AP-fonden
Sweden
$1.58M
KNW
415
Kesler Norman & Wride
Utah
$1.57M +$22.3K +388 +1%
BFS
416
Bard Financial Services
Connecticut
$1.57M -$50.2K -875 -3%
CB
417
Commerce Bank
Missouri
$1.56M -$27.6K -480 -2%
TFO
418
Tarbox Family Office
California
$1.56M -$9.36M -163,052 -86%
LFAS
419
Level Four Advisory Services
Texas
$1.55M +$147K +2,559 +11%
ASN
420
Advisory Services Network
Georgia
$1.54M -$72K -1,254 -4%
IAG
421
Investment Advisory Group
Massachusetts
$1.53M -$3.56K -62 -0.2%
DILIC
422
Dai-ichi Life Insurance Company
Japan
$1.53M +$9.99K +174 +0.7%
ECM
423
Everence Capital Management
Indiana
$1.5M
RA
424
RFG Advisory
Alabama
$1.49M +$129K +2,251 +9%
KRSITF
425
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.48M +$15K +262 +1%