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Realty Income

1,246 hedge funds and large institutions have $36.6B invested in Realty Income in 2024 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 480 increasing their positions, 473 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,246
Holders Change
+17
Holders Change %
+1.38%
% of All Funds
16.58%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
177
Increased
480
Reduced
473
Closed
139
Calls
$258M
Puts
$252M
Net Calls
+$6.26M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
VHAM
601
Van Hulzen Asset Management
California
$824K -$1.36M -25,536 -62%
RPCONE
602
Retirement Planning Company of New England
Rhode Island
$824K +$67.8K +1,270 +9%
PWM
603
Perigon Wealth Management
California
$818K -$3.28K -60 -0.4%
NEWAS
604
N.E.W. Advisory Services
Wisconsin
$818K +$96.6K +1,809 +13%
CSIC
605
Clifford Swan Investment Counsel
California
$818K -$14.1K -264 -2%
SFSG
606
Sound Financial Strategies Group
Mississippi
$816K +$290K +5,435 +55%
FNT
607
First National Trust
Pennsylvania
$810K -$24.9K -467 -3%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$802K +$152K +2,850 +23%
AWC
609
Abundance Wealth Counselors
Pennsylvania
$794K +$55.7K +1,043 +8%
FCM
610
Fourpath Capital Management
Oklahoma
$793K -$31.9K -598 -4%
NP
611
NorthRock Partners
Minnesota
$791K -$136K -2,538 -15%
MCC
612
Money Concepts Capital
Florida
$787K +$44.9K +840 +6%
WSFS
613
Wilmington Savings Fund Society
Delaware
$779K -$90.3K -1,690 -10%
LMKC
614
L.M. Kohn & Company
Ohio
$779K -$29.1K -544 -4%
UCFA
615
United Capital Financial Advisors
Texas
$778K -$84.5K -1,582 -10%
SS
616
Sunbelt Securities
Texas
$773K +$182K +3,445 +31%
FPAS
617
Focus Partners Advisor Solutions
Missouri
$773K -$159K -2,970 -17%
WBC
618
Westpac Banking Corp
Australia
$773K
HIA
619
Harbor Investment Advisory
Maryland
$773K
FTWA
620
Fifth Third Wealth Advisors
Ohio
$768K +$150K +2,817 +24%
LFA
621
Legacy Financial Advisors
Kentucky
$767K +$83.7K +1,567 +12%
TA
622
TFG Advisers
Michigan
$755K +$13.1K +246 +2%
DWM
623
Denver Wealth Management
Colorado
$752K +$5.39K +101 +0.7%
KMWM
624
Keudell/Morrison Wealth Management
Oregon
$752K +$113K +2,120 +18%
AFP
625
Ausdal Financial Partners
Iowa
$750K +$18.1K +338 +2%