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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 %
AF
551
Advisornet Financial
Minnesota
$847K +$51.2K +891 +6%
FNB
552
Farmers National Bank
Kentucky
$843K -$132K -2,307 -14%
RG
553
Retirement Group
California
$841K +$43.4K +755 +5%
BCI
554
Brinker Capital Investments
Pennsylvania
$837K +$320K +5,379 +62%
OPS
555
Orion Portfolio Solutions
Nebraska
$837K +$320K +5,379 +62%
Impax Asset Management Group
556
Impax Asset Management Group
United Kingdom
$836K -$976 -17 -0.1%
HIA
557
Harbor Investment Advisory
Maryland
$831K -$2.07K -36 -0.2%
HAG
558
HighPoint Advisor Group
Illinois
$830K +$830K +15,913 New
CFGS
559
Concourse Financial Group Securities
Alabama
$829K +$13K +225 +2%
PPW
560
Pasadena Private Wealth
California
$828K +$828K +14,428 New
VU
561
Vanderbilt University
Tennessee
$827K +$18.9K +329 +2%
SW
562
SteelPeak Wealth
California
$825K -$584K -10,124 -41%
MFWP
563
Mosaic Family Wealth Partners
Missouri
$825K -$253K -4,406 -23%
VF
564
Vawter Financial
Ohio
$825K -$43.9K -765 -5%
SC
565
Savant Capital
Illinois
$821K -$265K -4,620 -24%
AA
566
Altman Advisors
Illinois
$809K -$686K -11,948 -46%
OHWA
567
Oak Hill Wealth Advisors
Virginia
$801K -$23.3K -405 -3%
TA
568
TFG Advisers
Michigan
$799K -$30K -523 -4%
BSG
569
Black Swift Group
Colorado
$792K -$281K -4,900 -26%
JCFM
570
JBR Co Financial Management
Oklahoma
$791K +$791K +13,777 New
UCFA
571
United Capital Financial Advisors
Texas
$789K +$84.3K +1,468 +12%
RCM
572
Raleigh Capital Management
North Carolina
$787K -$26.2K -456 -3%
TBC
573
Ted Buchan & Co
California
$785K -$55.1K -959 -7%
CCIA
574
Campbell & Co Investment Adviser
Maryland
$785K +$785K +13,674 New
DSC
575
Duncker Streett & Co
Missouri
$780K -$16.4K -286 -2%