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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 %
FMN
501
Financial Management Network
California
$799K +$40.5K +818 +5%
PP
502
Prosperity Planning
Missouri
$799K
William Blair & Company
503
William Blair & Company
Illinois
$798K -$188K -3,770 -19%
ACG
504
Allen Capital Group
Nebraska
$798K -$9.41K -192 -1%
IRC
505
Investors Research Corp
Georgia
$795K +$767K +15,350 +2,693%
PCTC
506
Perkins Coie Trust Company
Washington
$794K +$22.8K +456 +3%
ACL
507
Applied Capital LLC
Florida
$791K +$9.34K +187 +1%
BMSSC
508
B. Metzler seel. Sohn & Co
Germany
$783K +$125K +2,502 +19%
TIA
509
Tiemann Investment Advisors
California
$783K -$17.4K -348 -2%
TC
510
Toews Corporation
New Jersey
$779K +$779K +15,600 New
VIM
511
Vinva Investment Management
Australia
$776K
PO
512
Private Ocean
California
$772K -$11.6K -232 -1%
DWM
513
Denver Wealth Management
Colorado
$769K +$113K +2,263 +17%
EWA
514
EP Wealth Advisors
California
$760K -$1.15M -23,110 -60%
VF
515
Vawter Financial
Ohio
$756K -$9.49K -190 -1%
OSAM
516
O'Shaughnessy Asset Management
Connecticut
$755K +$78.4K +1,569 +12%
JWM
517
Jeppson Wealth Management
California
$754K +$12.1K +243 +2%
CT
518
Colonial Trust
South Carolina
$749K -$2.2K -44 -0.3%
IA
519
IFP Advisors
Florida
$748K -$110K -2,200 -13%
FBT
520
First Bank & Trust
South Dakota
$746K -$481K -9,623 -39%
Wolverine Trading
521
Wolverine Trading
Illinois
$745K -$1.46M -29,196 -66%
LMKC
522
L.M. Kohn & Company
Ohio
$744K +$30.9K +618 +4%
VI
523
Versor Investments
New York
$744K +$136K +2,721 +22%
AIMCA
524
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$739K
PA
525
PFW Advisors
Georgia
$739K +$122K +2,438 +20%