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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 %
SPC
401
Sigma Planning Corp
Michigan
$1.87M +$986K +18,218 +112%
CASC
402
Coppell Advisory Solutions Corp
Texas
$1.86M +$1.86M +34,290 New
IWC
403
Integrated Wealth Concepts
Massachusetts
$1.85M +$7.9K +146 +0.4%
SBIA
404
Sheaff Brock Investment Advisors
Indiana
$1.85M +$73.4K +1,357 +4%
FHC
405
First Heartland Consultants
Missouri
$1.85M +$1.85M +34,101 New
DFCM
406
Dark Forest Capital Management
Puerto Rico
$1.83M +$1.83M +33,786 New
LMIM
407
Lockheed Martin Investment Management
Maryland
$1.82M -$541K -9,200 -23%
BPA
408
Beacon Pointe Advisors
California
$1.82M +$316K +5,848 +21%
APC
409
Asset Planning Corporation
Tennessee
$1.82M +$21.5K +397 +1%
WCBA
410
Weaver C. Barksdale & Associates
Tennessee
$1.8M -$15K -278 -0.8%
GA
411
GRS Advisors
Illinois
$1.8M -$53.6M -991,567 -97%
SOAMC
412
Spirit of America Management Corp
New York
$1.79M +$111K +2,048 +7%
PI
413
PFG Investments
New York
$1.78M +$1.16M +21,505 +189%
GLA
414
Great Lakes Advisors
Illinois
$1.77M +$387K +7,149 +28%
AWAU
415
Alliance Wealth Advisors (Utah)
Utah
$1.75M +$134K +2,476 +8%
LNC
416
Lincoln National Corp
Pennsylvania
$1.75M +$162K +2,987 +10%
BMWM
417
Brown Miller Wealth Management
Virginia
$1.74M +$1.27M +23,485 +272%
SRC
418
Shufro Rose & Co
New York
$1.73M +$584K +10,801 +51%
RA
419
RFG Advisory
Alabama
$1.73M +$321K +5,938 +23%
O
420
Ossiam
France
$1.7M +$321K +5,940 +23%
Lido Advisors
421
Lido Advisors
California
$1.7M -$260K -4,791 -13%
ASN
422
Advisory Services Network
Georgia
$1.69M +$241K +4,457 +17%
IIA
423
ICW Investment Advisors
Arizona
$1.69M +$20.9K +386 +1%
LFAS
424
Level Four Advisory Services
Texas
$1.66M +$115K +2,000 +7%
APG Asset Management
425
APG Asset Management
Netherlands
$1.66M +$55.1K +1,100 +3%