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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 %
IA
526
IFG Advisory
Georgia
$921K -$194K -3,385 -17%
PCTC
527
Perkins Coie Trust Company
Washington
$919K +$5.23K +91 +0.6%
BMSSC
528
B. Metzler seel. Sohn & Co
Germany
$917K +$16.7K +290 +2%
GSEP
529
Golden State Equity Partners
California
$917K -$5.17K -90 -0.6%
IRC
530
Investors Research Corp
Georgia
$917K +$2.7K +47 +0.3%
TIA
531
Trust Investment Advisors
Indiana
$917K -$254K -4,426 -22%
RIA
532
Realta Investment Advisors
Delaware
$914K +$137K +2,382 +18%
VCP
533
Verus Capital Partners
Arizona
$912K -$43.9K -764 -5%
VSQM
534
V-Square Quantitative Management
Illinois
$911K +$605K +10,545 +198%
EWA
535
EP Wealth Advisors
California
$907K +$32.8K +571 +4%
BHCM
536
Brevan Howard Capital Management
Jersey
$899K +$899K +15,655 New
DI
537
Diligent Investors
California
$894K +$168K +2,933 +23%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$891K +$67.4K +1,174 +8%
LMKC
539
L.M. Kohn & Company
Ohio
$885K +$29.1K +506 +3%
KA
540
Kovack Advisors
Florida
$877K +$877K +15,271 New
CCM
541
Chiron Capital Management
Florida
$873K +$28.8K +501 +3%
William Blair & Company
542
William Blair & Company
Illinois
$872K -$45.3K -789 -5%
FMN
543
Financial Management Network
California
$869K -$64.4K -1,112 -7%
PO
544
Private Ocean
California
$868K -$19.2K -335 -2%
KPWS
545
Kestra Private Wealth Services
Texas
$862K +$618K +10,711 +253%
DPAM
546
Degroof Petercam Asset Management
Belgium
$853K +$853K +14,856 New
TMAM
547
Tokio Marine Asset Management
Japan
$851K +$128K +2,223 +18%
AIMCA
548
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$850K
GRP
549
Global Retirement Partners
California
$849K -$12.5K -214 -1%
MCM
550
Marathon Capital Management
Maryland
$847K +$494K +8,600 +140%