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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 %
TPCW
426
TD Private Client Wealth
New York
$1.47M -$503K -8,768 -26%
GLA
427
Great Lakes Advisors
Illinois
$1.47M -$85.6K -1,490 -6%
O
428
Ossiam
France
$1.47M +$143K +2,493 +11%
EH
429
Equitable Holdings
New York
$1.47M -$53.4K -930 -4%
GIA
430
Gateway Investment Advisers
Ohio
$1.45M +$209K +3,643 +17%
SG Americas Securities
431
SG Americas Securities
New York
$1.45M -$2.07K -36 -0.1%
AS
432
Altshuler Shaham
Israel
$1.44M +$1.41M +24,597 +4,989%
HWM
433
Heirloom Wealth Management
Colorado
$1.42M -$5.11K -89 -0.4%
AAA
434
Adams Asset Advisors
Texas
$1.4M +$72.5K +1,263 +5%
BAM
435
Belpointe Asset Management
Nevada
$1.4M +$189K +3,295 +16%
KWA
436
Kingswood Wealth Advisors
California
$1.39M +$939K +16,352 +207%
RJT
437
Raymond James Trust
Florida
$1.39M +$5.11K +89 +0.4%
OSAM
438
O'Shaughnessy Asset Management
Connecticut
$1.39M +$522K +9,084 +60%
GAM
439
Griffin Asset Management
New York
$1.36M +$192K +3,352 +16%
CIBC Private Wealth Group
440
CIBC Private Wealth Group
Georgia
$1.36M +$381K +6,630 +39%
BRG
441
Bay Rivers Group
Virginia
$1.34M +$276K +4,801 +26%
VIG
442
Vienna Insurance Group
Poland
$1.34M -$287K -4,993 -18%
CA
443
Cornerstone Advisors
North Carolina
$1.32M -$494K -8,600 -27%
WS
444
Wedbush Securities
California
$1.32M +$60K +1,045 +5%
NMIMC
445
Northwestern Mutual Investment Management Company
Wisconsin
$1.32M +$31.1K +542 +2%
ADL
446
Asset Dedication LLC
California
$1.32M +$4.71K +82 +0.4%
LTAS
447
Linden Thomas Advisory Services
North Carolina
$1.27M +$40.8K +710 +3%
ET
448
Entropy Technologies
New York
$1.27M +$1.27M +22,171 New
BCP
449
Berkeley Capital Partners
Georgia
$1.27M +$1.27M +22,147 New
BFG
450
Bleakley Financial Group
New Jersey
$1.27M +$153K +2,667 +14%