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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 %
HWM
576
Heirloom Wealth Management
Colorado
$907K -$353K -5,564 -28%
RPCONE
577
Retirement Planning Company of New England
Rhode Island
$897K +$42K +663 +5%
ACGA
578
Atlanta Consulting Group Advisors
Georgia
$896K +$896K +14,122 New
PP
579
Prudential plc
United Kingdom
$894K
OIA
580
OneDigital Investment Advisors
Kansas
$892K +$236K +3,720 +36%
DWM
581
Denver Wealth Management
Colorado
$887K -$9.32K -147 -1%
MCC
582
Money Concepts Capital
Florida
$881K +$36.5K +576 +4%
TA
583
TFG Advisers
Michigan
$881K +$17.4K +275 +2%
MCM
584
Magnolia Capital Management
New York
$880K -$13.6K -215 -2%
GS
585
GTS Securities
New York
$877K +$442K +6,966 +102%
AWC
586
Abundance Wealth Counselors
Pennsylvania
$876K +$876K +13,817 New
PAM
587
Panagora Asset Management
Massachusetts
$871K -$254 -4 -0%
AFP
588
Ausdal Financial Partners
Iowa
$869K +$154K +2,432 +22%
VF
589
Vawter Financial
Ohio
$867K
BFWM
590
Bright Futures Wealth Management
New York
$865K +$205K +3,387 +31%
NEWAS
591
N.E.W. Advisory Services
Wisconsin
$857K +$140K +2,208 +20%
CWM
592
Congress Wealth Management
Massachusetts
$854K +$560K +8,829 +190%
VCP
593
Verus Capital Partners
Arizona
$852K -$50K -788 -6%
SBH
594
Segall Bryant & Hamill
Illinois
$843K +$843K +13,300 New
MWM
595
Modern Wealth Management
Kansas
$841K -$888 -14 -0.1%
BSG
596
Black Swift Group
Colorado
$840K +$117K +1,850 +16%
DSC
597
Duncker Streett & Co
Missouri
$838K +$127 +2 +0%
FCM
598
FJ Capital Management
Virginia
$833K +$833K +13,138 New
MIM
599
Moseley Investment Management
Florida
$828K +$63 +1 +0%
SI
600
Stephens Inc
Arkansas
$825K -$18K -284 -2%