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Realty Income

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
157
Increased
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Shares
Change %
FTDI
401
First Trust Direct Indexing
Massachusetts
$2.1M +$160K +2,529 +8%
BMWM
402
Brown Miller Wealth Management
Virginia
$2.09M +$30K +475 +1%
IWM
403
IHT Wealth Management
Illinois
$2.04M +$139K +2,185 +7%
UB
404
UMB Bank
Missouri
$2.03M -$474K -7,467 -19%
APC
405
Asset Planning Corporation
Tennessee
$2.03M +$6.47K +102 +0.3%
FDCDDQ
406
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.03M +$514K +8,110 +34%
IIA
407
ICW Investment Advisors
Arizona
$2.02M +$34.9K +551 +2%
WCBA
408
Weaver C. Barksdale & Associates
Tennessee
$2M -$75.7K -1,193 -4%
SBIA
409
Sheaff Brock Investment Advisors
Indiana
$2M +$40.1K +632 +2%
RIM
410
Redwood Investment Management
Arizona
$1.99M -$443K -7,059 -18%
FB
411
Fulton Bank
Pennsylvania
$1.99M +$163K +2,577 +9%
IC
412
IEQ Capital
California
$1.98M +$231K +3,645 +13%
SYBT
413
Stock Yards Bank & Trust
Kentucky
$1.98M -$345K -5,438 -15%
FFP
414
FourThought Financial Partners
Florida
$1.93M -$4.5K -71 -0.2%
SCM
415
Schnieders Capital Management
California
$1.92M +$73.5K +1,159 +4%
TYCC
416
Texas Yale Capital Corp
Florida
$1.92M -$20.3K -320 -1%
EH
417
Equitable Holdings
New York
$1.9M +$120K +1,890 +7%
CW
418
CreativeOne Wealth
Kansas
$1.87M +$783K +12,351 +72%
CRWM
419
Castle Rock Wealth Management
California
$1.87M +$46.9K +761 +3%
ZIC
420
ZWJ Investment Counsel
Georgia
$1.86M +$10.4K +164 +0.6%
CL
421
Choreo LLC
Illinois
$1.85M +$221K +3,488 +14%
SOAMC
422
Spirit of America Management Corp
New York
$1.84M
IMCOOI
423
Investment Management Corp of Ontario (IMCO)
Canada
$1.84M +$615K +9,700 +50%
BBVA
424
Banco Bilbao Vizcaya Argentaria
Spain
$1.83M +$78.4K +1,236 +4%
NFG
425
Nations Financial Group
Iowa
$1.83M +$597K +9,416 +48%