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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 %
First Manhattan
551
First Manhattan
New York
$661K -$119K -2,385 -15%
BS
552
Banco Santander
Spain
$659K +$659K +13,194 New
CSC
553
Caldwell Sutter Capital
California
$658K -$84.2K -1,687 -11%
Brown Advisory
554
Brown Advisory
Maryland
$642K -$20.2K -404 -3%
PAS
555
Park Avenue Securities
New York
$639K -$34.3K -687 -5%
NFG
556
Nations Financial Group
Iowa
$639K +$148K +2,967 +30%
DI
557
Diligent Investors
California
$631K +$631K +12,628 New
TMAM
558
Tokio Marine Asset Management
Japan
$629K +$49.5K +992 +9%
BL
559
BFSG LLC
California
$629K +$212K +4,250 +51%
MLA
560
My Legacy Advisors
Oregon
$628K
SB
561
Strategic Blueprint
Georgia
$621K -$12.5K -250 -2%
MCC
562
Money Concepts Capital
Florida
$621K +$14K +280 +2%
BTWM
563
Baker Tilly Wealth Management
Wisconsin
$618K -$1.25K -25 -0.2%
SEP
564
Southland Equity Partners
Missouri
$614K +$84.3K +1,688 +16%
UCFA
565
United Capital Financial Advisors
Texas
$613K -$457K -9,159 -43%
PP
566
Patron Partners
Texas
$601K +$5.74K +115 +1%
NC
567
NovaPoint Capital
Georgia
$599K +$73.6K +1,473 +14%
CSPIA
568
Cary Street Partners Investment Advisory
Virginia
$595K -$29.9K -598 -5%
CCM
569
Coldstream Capital Management
Washington
$588K +$21.6K +433 +4%
BBL
570
Beck Bode LLC
Massachusetts
$586K -$25.7K -514 -4%
Lazard Asset Management
571
Lazard Asset Management
New York
$586K +$226K +4,534 +63%
APC
572
Asset Planning Corporation
Tennessee
$583K +$6.84K +137 +1%
PI
573
PFG Investments
New York
$582K -$12.9K -258 -2%
ISL
574
Ingalls & Snyder LLC
New York
$577K -$40K -800 -6%
PWG
575
Portside Wealth Group
Utah
$577K +$3.9K +79 +0.7%