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Realty Income

1,178 hedge funds and large institutions have $36.9B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 622 increasing their positions, 287 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+34
Holders Change %
+2.97%
% of All Funds
17.07%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
147
Increased
622
Reduced
287
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
576
Perigon Wealth Management
California
$805K +$75.6K +1,397 +10%
RG
577
Retirement Group
California
$804K +$11.4K +210 +1%
AIMCA
578
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$801K
VCP
579
Verus Capital Partners
Arizona
$800K -$59.3K -1,097 -7%
TC
580
Truvestments Capital
Florida
$799K -$1.2M -22,245 -60%
PO
581
Private Ocean
California
$798K -$20.3K -376 -2%
HIA
582
Harbor Investment Advisory
Maryland
$786K +$3.14K +58 +0.4%
XT
583
XTX Topco
Cayman Islands
$779K +$779K +14,408 New
MFWP
584
Mosaic Family Wealth Partners
Missouri
$778K
Jones Financial Companies
585
Jones Financial Companies
Missouri
$775K +$465K +8,600 +150%
TFO
586
Tarbox Family Office
California
$772K -$694K -12,821 -47%
VCA
587
Verdence Capital Advisors
Maryland
$765K +$363K +6,705 +90%
RWM
588
Revisor Wealth Management
Ohio
$758K +$452K +8,115 +148%
DWM
589
Denver Wealth Management
Colorado
$758K -$192K -3,548 -20%
SW
590
SteelPeak Wealth
California
$757K -$21.3K -392 -3%
WC
591
Wexford Capital
Florida
$754K +$754K +13,929 New
TA
592
TFG Advisers
Michigan
$749K -$3.73K -69 -0.5%
UCFA
593
United Capital Financial Advisors
Texas
$747K +$3.9K +72 +0.5%
VF
594
Vawter Financial
Ohio
$745K -$32.5K -600 -4%
SSA
595
Schonfeld Strategic Advisors
New York
$741K -$195K -3,600 -21%
LIM
596
Loudon Investment Management
New Hampshire
$740K +$21.6K +400 +3%
DSC
597
Duncker Streett & Co
Missouri
$730K -$4.82K -89 -0.7%
CCA
598
Checchi Capital Advisers
California
$729K +$153K +2,835 +27%
IMCOOI
599
Investment Management Corp of Ontario (IMCO)
Canada
$727K -$168K -3,100 -19%
EFS
600
Essex Financial Services
Connecticut
$726K +$10.8K +199 +2%