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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 %
CBTWT
576
Community Bank & Trust (Waco, Texas)
Texas
$568K +$60.8K +1,044 +12%
CPIG
577
Chicago Partners Investment Group
Illinois
$563K -$7.55K -154 -1%
WOSD
578
WFA of San Diego
California
$562K -$22.2K -445 -4%
PCM
579
Prelude Capital Management
New York
$561K +$561K +11,235 New
WAC
580
William Allan Corp
Colorado
$560K +$2.5K +50 +0.4%
AIA
581
Angeles Investment Advisors
California
$559K +$78.2K +1,562 +16%
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$542K -$8.14K -163 -1%
MWM
583
Meridian Wealth Management
Kentucky
$539K +$277K +5,540 +106%
TCBWMS
584
Texas Capital Bank Wealth Management Services
Texas
$539K +$539K +10,784 New
CCA
585
Checchi Capital Advisers
California
$537K -$78.7K -1,575 -13%
WPA
586
West Paces Advisors
Georgia
$535K -$14.4K -288 -3%
CCP
587
Carmel Capital Partners
California
$533K +$128K +2,558 +32%
HSA
588
HBK Sorce Advisory
Pennsylvania
$530K +$271K +5,427 +105%
CFB
589
Cullen/Frost Bankers
Texas
$527K -$7.44K -149 -1%
FHB
590
First Hawaiian Bank
Hawaii
$522K +$522K +10,446 New
PA
591
Profund Advisors
Maryland
$521K +$12.5K +250 +2%
OTL
592
Oak Thistle LLC
New York
$520K +$520K +10,416 New
ONB
593
Old National Bancorp
Indiana
$516K +$7.34K +147 +1%
MIM
594
Moseley Investment Management
Florida
$510K +$38.5K +771 +8%
FMAEN1
595
Fund Management at Engine No 1
California
$506K +$69K +1,382 +16%
S
596
SignatureFD
Georgia
$502K -$20.7K -414 -4%
ABC
597
Associated Banc-Corp
Wisconsin
$499K
VHAM
598
Van Hulzen Asset Management
California
$498K -$45.6K -913 -8%
FLI
599
Family Legacy Inc
South Carolina
$496K +$9.24K +185 +2%
FIA
600
Foundations Investment Advisors
Arizona
$495K +$94.7K +1,897 +24%