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Realty Income

1,053 hedge funds and large institutions have $28.6B invested in Realty Income in 2023 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 459 increasing their positions, 383 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,053
Holders Change
-35
Holders Change %
-3.22%
% of All Funds
16.79%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.18%
New
104
Increased
459
Reduced
383
Closed
127
Calls
$136M
Puts
$155M
Net Calls
-$18.3M
Net Calls Change
-$85.4M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
626
Hendershot Investments
Virginia
$451K -$26.5K -530 -6%
MGIA
627
Moneta Group Investment Advisors
Missouri
$450K +$50.3K +1,007 +13%
QCIG
628
Quad-Cities Investment Group
Iowa
$449K -$10.5K -210 -2%
FCM
629
Fourpath Capital Management
Oklahoma
$445K +$445K +8,903 New
CNBTD
630
Citizens National Bank Trust Department
Mississippi
$442K -$10.6K -213 -2%
AFP
631
Ausdal Financial Partners
Iowa
$442K +$1.8K +36 +0.4%
IAS
632
Insigneo Advisory Services
Florida
$440K +$34.8K +694 +9%
BRWA
633
B. Riley Wealth Advisors
Florida
$439K +$44.9K +894 +11%
SWM
634
Spire Wealth Management
Virginia
$436K -$116K -2,315 -21%
BCI
635
Brinker Capital Investments
Pennsylvania
$435K -$418K -8,379 -49%
OPS
636
Orion Portfolio Solutions
Nebraska
$435K -$418K -8,379 -49%
Bessemer Group
637
Bessemer Group
New Jersey
$434K +$91.1K +1,825 +27%
NS
638
NBC Securities
Alabama
$434K +$434K +8,703 New
PTC
639
Private Trust Company
Ohio
$433K -$5.29K -106 -1%
IC
640
IEQ Capital
California
$432K +$90.2K +1,806 +26%
EWA
641
Exencial Wealth Advisors
Oklahoma
$432K +$432K +8,651 New
CCI
642
Credit Capital Investments
New Jersey
$429K +$429K +8,600 New
CWP
643
Cyndeo Wealth Partners
Florida
$428K +$67.9K +1,359 +19%
BMWM
644
Brown Miller Wealth Management
Virginia
$427K +$9.69K +194 +2%
CS
645
Comerica Securities
Michigan
$425K -$73.6K -1,466 -15%
EI
646
Ellevest Inc
New York
$423K +$29.6K +592 +8%
WBC
647
Westpac Banking Corp
Australia
$422K +$26.3K +526 +7%
HIC
648
Holderness Investments Company
North Carolina
$414K -$4.25K -85 -1%
GWM
649
Geneos Wealth Management
Colorado
$414K -$20.1K -403 -5%
FCFC
650
First Commonwealth Financial Corp
Pennsylvania
$410K +$6.09K +122 +2%