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Realty Income

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
157
Increased
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
526
Kingswood Wealth Advisors
California
$1.15M +$123K +1,938 +12%
NGA
527
Naples Global Advisors
Florida
$1.14M -$7.93K -125 -0.7%
HH
528
Hilltop Holdings
Texas
$1.14M +$647K +10,196 +131%
USAA
529
United Services Automobile Association
Texas
$1.14M -$245K -3,856 -18%
FBT
530
First Bankers Trust
Kentucky
$1.12M -$43.4K -685 -4%
FPAS
531
Focus Partners Advisor Solutions
Missouri
$1.11M -$31.6K -499 -3%
NP
532
NorthRock Partners
Minnesota
$1.1M -$15.7K -247 -1%
NL
533
NWAM LLC
Washington
$1.08M -$103K -1,625 -9%
RFN
534
RDA Financial Network
Iowa
$1.08M -$144K -2,271 -12%
ACG
535
Allen Capital Group
Nebraska
$1.08M -$73.8K -1,163 -6%
JCFM
536
JBR Co Financial Management
Oklahoma
$1.07M +$380K +5,984 +55%
GT
537
Greenleaf Trust
Michigan
$1.07M +$10.8K +170 +1%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$1.07M +$33.2K +524 +3%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$1.06M +$1.06M +16,789 New
EWM
540
Empirical Wealth Management
Washington
$1.06M +$336K +5,294 +46%
DIM
541
Delta Investment Management
California
$1.05M -$72.2K -1,138 -6%
VI
542
Versor Investments
New York
$1.05M -$3.17M -50,006 -75%
OCBCO
543
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.05M +$56.7K +894 +6%
BCI
544
Brinker Capital Investments
Pennsylvania
$1.05M -$177K -2,788 -14%
OPS
545
Orion Portfolio Solutions
Nebraska
$1.05M -$177K -2,788 -14%
WANY
546
Wealthspire Advisors (New York)
New York
$1.04M +$1.04M +16,355 New
VSQM
547
V-Square Quantitative Management
Illinois
$1.03M +$91.2K +1,438 +10%
AFM
548
Armstrong Fleming & Moore
District of Columbia
$1.03M -$68.1K -1,074 -6%
WSFS
549
Wilmington Savings Fund Society
Delaware
$1.03M +$1.03M +16,279 New
PPW
550
Pasadena Private Wealth
California
$1.03M -$36.9K -582 -3%