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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 %
UCFA
551
United Capital Financial Advisors
Texas
$1.02M -$3.55K -56 -0.3%
CF
552
Convergence Financial
Missouri
$1.02M +$396K +6,250 +64%
CIA
553
Compass Ion Advisors
Pennsylvania
$1M -$98.9K -1,559 -9%
SIC
554
Samalin Investment Counsel
New York
$998K -$12.3K -194 -1%
FNT
555
First National Trust
Pennsylvania
$992K -$127 -2 -0%
HAG
556
HighPoint Advisor Group
Illinois
$989K -$15.5K -264 -2%
CSIC
557
Clifford Swan Investment Counsel
California
$988K -$129K -2,036 -12%
LI
558
LRI Investments
Florida
$984K -$5.5K -98 -0.6%
FCM
559
Fourpath Capital Management
Oklahoma
$980K +$21.7K +342 +2%
SIP
560
Stoneridge Investment Partners
Pennsylvania
$976K -$1.05M -16,608 -52%
PCIA
561
Prime Capital Investment Advisors
Kansas
$972K +$55.5K +875 +6%
GEA
562
Glen Eagle Advisors
New Jersey
$969K -$53.1K -838 -5%
ACI
563
Alpha Cubed Investments
California
$964K -$155K -2,444 -14%
EFS
564
Essex Financial Services
Connecticut
$963K -$45.2K -710 -4%
LA
565
LM Advisors
California
$962K -$10.8K -170 -1%
LMKC
566
L.M. Kohn & Company
Ohio
$959K -$10K -158 -1%
SW
567
SteelPeak Wealth
California
$956K +$956K +15,079 New
PWM
568
Perigon Wealth Management
California
$955K +$6.53K +103 +0.7%
EF
569
Empowered Funds
Pennsylvania
$954K +$27K +428 +3%
LIM
570
Loudon Investment Management
New Hampshire
$943K +$44.4K +700 +5%
BS
571
Banco Santander
Spain
$938K -$134K -2,109 -12%
DZ Bank
572
DZ Bank
Germany
$931K +$931K +14,670 +1,467,000%
PAS
573
Park Avenue Securities
New York
$925K -$177K -2,796 -16%
HIA
574
Harbor Investment Advisory
Maryland
$917K -$634 -10 -0.1%
WBC
575
Westpac Banking Corp
Australia
$917K +$130K +2,053 +17%