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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 %
PA
601
PFW Advisors
Georgia
$726K -$2.65K -49 -0.4%
ICA
602
Infrastructure Capital Advisors
New York
$716K -$16.8K -310 -2%
ITC
603
Inspire Trust Company
Nevada
$715K +$470K +8,690 +192%
TG
604
TCW Group
California
$714K -$5.41K -100 -0.8%
FBT
605
First Bank & Trust
South Dakota
$707K +$120K +2,213 +20%
HI
606
Harbour Investments
Wisconsin
$701K +$70.7K +1,307 +11%
MIM
607
Moseley Investment Management
Florida
$699K +$53.6K +990 +8%
A
608
Allianz
Germany
$699K +$699K +12,924 New
HTIM
609
Harbour Trust & Investment Management
Indiana
$697K +$395K +7,302 +131%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$695K +$13.2K +244 +2%
Lazard Asset Management
611
Lazard Asset Management
New York
$691K +$178K +3,297 +35%
Brown Advisory
612
Brown Advisory
Maryland
$689K +$69.6K +1,287 +11%
MLA
613
My Legacy Advisors
Oregon
$687K -$1.08K -20 -0.2%
BSG
614
Black Swift Group
Colorado
$685K -$61.1K -1,130 -8%
LFA
615
Legacy Financial Advisors
Kentucky
$683K +$683K +12,620 New
AWA
616
Arkadios Wealth Advisors
Georgia
$683K +$15.4K +285 +2%
PA
617
Profund Advisors
Maryland
$679K -$19.3K -356 -3%
RPCONE
618
Retirement Planning Company of New England
Rhode Island
$678K +$71.2K +1,317 +12%
PRC
619
Pearl River Capital
Michigan
$675K -$428K -7,913 -39%
FBT
620
First Bankers Trust
Kentucky
$675K +$139K +2,565 +26%
AIA
621
Angeles Investment Advisors
California
$670K +$58.7K +1,082 +10%
MCC
622
Money Concepts Capital
Florida
$669K -$215K -3,967 -24%
DAS
623
Dynamic Advisor Solutions
Arizona
$669K +$43.3K +801 +7%
JCFM
624
JBR Co Financial Management
Oklahoma
$653K -$92.8K -1,716 -12%
FTIS
625
First Trust Investment Solutions
Florida
$643K +$44.3K +819 +7%