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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 %
ICA
576
Infrastructure Capital Advisors
New York
$778K +$778K +13,552 New
TG
577
TCW Group
California
$776K +$776K +13,289 New
PWM
578
Perigon Wealth Management
California
$774K +$319K +5,558 +70%
PA
579
PFW Advisors
Georgia
$773K -$76.4K -1,330 -9%
LIM
580
Loudon Investment Management
New Hampshire
$762K +$321K +5,590 +73%
EFS
581
Essex Financial Services
Connecticut
$759K -$41.4K -721 -5%
BS
582
Banco Santander
Spain
$758K
MLA
583
My Legacy Advisors
Oregon
$754K +$711 +12 +0.1%
PA
584
Profund Advisors
Maryland
$741K +$142K +2,475 +24%
SIC
585
Samalin Investment Counsel
New York
$733K +$172K +2,993 +31%
FPAS
586
Focus Partners Advisor Solutions
Missouri
$731K +$731K +12,722 New
CG
587
Cutler Group
California
$726K -$46.4K -809 -6%
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$724K +$101K +1,752 +16%
CSC
589
Caldwell Sutter Capital
California
$716K -$40.5K -705 -5%
AWA
590
Arkadios Wealth Advisors
Georgia
$708K +$365K +6,360 +106%
SEP
591
Southland Equity Partners
Missouri
$708K +$1.67K +29 +0.2%
BWP
592
Balboa Wealth Partners
Arizona
$701K +$282K +4,910 +67%
MIM
593
Moseley Investment Management
Florida
$685K +$98.5K +1,716 +17%
JWM
594
Jeppson Wealth Management
California
$677K -$189K -3,298 -22%
SPI
595
Sutton Place Investors
New York
$675K +$675K +11,750 New
DAS
596
Dynamic Advisor Solutions
Arizona
$670K +$303K +5,231 +83%
HI
597
Harbour Investments
Wisconsin
$668K +$200K +3,485 +43%
WAC
598
William Allan Corp
Colorado
$658K +$13.8K +240 +2%
Brown Advisory
599
Brown Advisory
Maryland
$657K -$81K -1,410 -11%
PI
600
PFG Investments
New York
$653K -$17.1K -297 -3%