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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 %
CCM
526
Chiron Capital Management
Florida
$734K +$734K +14,700 New
GRP
527
Global Retirement Partners
California
$732K -$26.2K -529 -3%
TBC
528
Ted Buchan & Co
California
$731K -$93.3K -1,868 -11%
Impax Asset Management Group
529
Impax Asset Management Group
United Kingdom
$728K -$42.7K -856 -6%
HIA
530
Harbor Investment Advisory
Maryland
$724K
TA
531
TFG Advisers
Michigan
$721K +$6.79K +136 +1%
Capital Fund Management (CFM)
532
Capital Fund Management (CFM)
France
$719K -$402K -8,057 -36%
OHWA
533
Oak Hill Wealth Advisors
Virginia
$717K +$38.2K +764 +6%
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$716K +$5.19K +104 +0.7%
NL
535
NWAM LLC
Washington
$716K -$57K -1,142 -7%
CFGS
536
Concourse Financial Group Securities
Alabama
$711K +$48.6K +969 +7%
RCM
537
Raleigh Capital Management
North Carolina
$708K -$1.55K -31 -0.2%
D.E. Shaw & Co
538
D.E. Shaw & Co
New York
$704K -$12.4M -249,035 -95%
VU
539
Vanderbilt University
Tennessee
$703K -$2.8K -56 -0.4%
EFS
540
Essex Financial Services
Connecticut
$696K -$39.1K -783 -5%
RG
541
Retirement Group
California
$694K +$7.99K +160 +1%
DSC
542
Duncker Streett & Co
Missouri
$693K -$51.4K -1,029 -7%
AF
543
Advisornet Financial
Minnesota
$692K -$70.1K -1,404 -9%
BCV
544
Banque Cantonale Vaudoise
Switzerland
$688K +$73.7K +1,475 +12%
KI
545
Kapitalo Investimentos
Brazil
$682K +$682K +13,654 New
API
546
Advisor Partners II
California
$682K -$17.8K -356 -3%
FCB
547
First County Bank
Connecticut
$676K -$81.8K -1,638 -11%
CG
548
Cutler Group
California
$672K +$574K +11,515 +589%
FTDI
549
First Trust Direct Indexing
Massachusetts
$666K +$104K +2,079 +18%
PFO
550
Pathstone Family Office
New Jersey
$665K +$333K +6,587 +101%