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Realty Income

1,168 hedge funds and large institutions have $35.4B invested in Realty Income in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 540 increasing their positions, 382 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,168
Holders Change
-10
Holders Change %
-0.85%
% of All Funds
16.99%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
113
Increased
540
Reduced
382
Closed
107
Calls
$255M
Puts
$208M
Net Calls
+$47.9M
Net Calls Change
-$36M
Name Holding Trade Value Shares
Change
Shares
Change %
SI
601
Stephens Inc
Arkansas
$702K +$114K +2,166 +19%
MWM
602
Modern Wealth Management
Kansas
$701K +$99.3K +1,879 +16%
BRWA
603
B. Riley Wealth Advisors
Florida
$701K +$239K +4,524 +52%
HI
604
Harbour Investments
Wisconsin
$700K +$15.6K +295 +2%
PA
605
PFW Advisors
Georgia
$699K -$9.93K -188 -1%
DSC
606
Duncker Streett & Co
Missouri
$698K -$14.8K -281 -2%
MIM
607
Moseley Investment Management
Florida
$690K +$6.92K +131 +1%
PRC
608
Pearl River Capital
Michigan
$688K +$28.8K +545 +4%
ICA
609
Infrastructure Capital Advisors
New York
$688K -$8.15K -155 -1%
TC
610
Truvestments Capital
Florida
$680K -$100K -1,895 -13%
LFA
611
Legacy Financial Advisors
Kentucky
$678K +$11.7K +222 +2%
CWP
612
Cyndeo Wealth Partners
Florida
$672K +$445K +8,419 +196%
Nomura Holdings
613
Nomura Holdings
Japan
$665K +$315K +5,956 +90%
WAC
614
William Allan Corp
Colorado
$658K +$46.8K +885 +8%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$656K -$23.1K -438 -3%
WBC
616
Westpac Banking Corp
Australia
$656K +$130K +2,457 +25%
Brown Advisory
617
Brown Advisory
Maryland
$653K -$19.6K -372 -3%
TFO
618
Tarbox Family Office
California
$650K -$103K -1,954 -14%
BFWM
619
Bright Futures Wealth Management
New York
$648K +$648K +10,921 New
TG
620
TCW Group
California
$644K -$52.3K -990 -8%
AWM
621
Avior Wealth Management
Nebraska
$638K +$159K +3,002 +33%
CPRC
622
Consolidated Portfolio Review Corp
New York
$637K +$384K +7,265 +152%
HI
623
Horizon Investments
North Carolina
$633K +$37.1K +709 +6%
CCA
624
Checchi Capital Advisers
California
$631K -$81.2K -1,538 -11%
MLA
625
My Legacy Advisors
Oregon
$630K -$40K -757 -6%