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Realty Income

1,053 hedge funds and large institutions have $28.6B invested in Realty Income in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 459 increasing their positions, 383 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
-35
Holders Change %
-3.22%
% of All Funds
16.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
104
Increased
459
Reduced
383
Closed
127
Calls
$136M
Puts
$155M
Net Calls
-$18.3M
Net Calls Change
-$85.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
476
Cascade Investment Advisors
Oregon
$908K -$31.7K -635 -3%
AFM
477
Armstrong Fleming & Moore
District of Columbia
$906K -$73.2K -1,465 -7%
AWP
478
Ascent Wealth Partners
New York
$896K +$33.7K +674 +4%
CIA
479
Compass Ion Advisors
Pennsylvania
$896K +$896K +17,934 New
GW
480
GW & Wade
Massachusetts
$894K +$894K +17,893 New
SFS
481
Sowell Financial Services
Arkansas
$881K +$123K +2,456 +16%
FNT
482
First National Trust
Pennsylvania
$878K -$43.6K -874 -5%
WA
483
Wealth Alliance
New York
$873K +$58.1K +1,163 +7%
ACI
484
Alpha Cubed Investments
California
$868K -$42.1K -842 -5%
AAS
485
Ameritas Advisory Services
Nebraska
$851K -$13.8K -277 -2%
CIBC Private Wealth Group
486
CIBC Private Wealth Group
Georgia
$849K +$309K +6,190 +57%
FNB
487
Farmers National Bank
Kentucky
$848K -$28.6K -572 -3%
Capstone Investment Advisors
488
Capstone Investment Advisors
New York
$848K +$555K +11,115 +189%
PIA
489
Perennial Investment Advisors
California
$844K -$799 -16 -0.1%
GEA
490
Glen Eagle Advisors
New Jersey
$840K +$10.8K +217 +1%
BAMF
491
BI Asset Management Fondsmaeglerselskab
Denmark
$835K -$290K -5,807 -26%
VCP
492
Verus Capital Partners
Arizona
$832K -$45.5K -912 -5%
GT
493
Glenmede Trust
Pennsylvania
$832K -$82.8K -1,657 -9%
AWM
494
Apollon Wealth Management
South Carolina
$827K +$215K +4,309 +35%
SBWIC
495
Schaper Benz & Wise Investment Counsel
Wisconsin
$821K +$123K +2,460 +18%
FB
496
Fulton Bank
Pennsylvania
$818K +$43.4K +869 +6%
IIM
497
INTECH Investment Management
Florida
$816K +$148K +2,967 +22%
RIA
498
Realta Investment Advisors
Delaware
$809K -$77K -1,288 -9%
OTPPB
499
Ontario Teachers' Pension Plan Board
Ontario, Canada
$809K -$228K -4,572 -22%
GSEP
500
Golden State Equity Partners
California
$802K -$11K -221 -1%