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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 %
JWM
626
Jeppson Wealth Management
California
$638K -$271 -5 -0%
SPI
627
Sutton Place Investors
New York
$636K +$271 +5 +0%
NEWAS
628
N.E.W. Advisory Services
Wisconsin
$634K +$98.1K +1,814 +18%
BAMF
629
BI Asset Management Fondsmaeglerselskab
Denmark
$633K +$18.2K +337 +3%
CPIG
630
Chicago Partners Investment Group
Illinois
$633K +$12.8K +239 +2%
VHAM
631
Van Hulzen Asset Management
California
$630K +$66.2K +1,225 +12%
WAC
632
William Allan Corp
Colorado
$626K +$5.68K +105 +0.9%
CIA
633
CCM Investment Advisers
South Carolina
$624K -$6.81M -125,788 -92%
MWM
634
Modern Wealth Management
Kansas
$617K +$83.9K +1,550 +16%
HI
635
Horizon Investments
North Carolina
$613K +$91.8K +1,705 +18%
AF
636
Advisornet Financial
Minnesota
$612K -$186K -3,437 -23%
FMN
637
Financial Management Network
California
$609K -$181K -3,436 -23%
EF
638
Empowered Funds
Pennsylvania
$608K +$198K +3,663 +48%
FCB
639
First County Bank
Connecticut
$602K -$2.6K -48 -0.4%
FCM
640
Fourpath Capital Management
Oklahoma
$602K +$132K +2,440 +28%
SI
641
Stephens Inc
Arkansas
$602K +$54K +998 +10%
GT
642
Greenleaf Trust
Michigan
$597K +$156K +2,892 +35%
CA
643
Crane Advisory
California
$592K +$74.9K +1,424 +14%
PWMG
644
Prestige Wealth Management Group
New Jersey
$590K +$589K +10,832 +45,133%
FCFC
645
First Commonwealth Financial Corp
Pennsylvania
$590K +$37.9K +700 +7%
BWP
646
Balboa Wealth Partners
Arizona
$585K -$75.8K -1,401 -11%
SW
647
SlateStone Wealth
Florida
$579K +$579K +10,698 New
QCG
648
Quadrant Capital Group
Ohio
$574K +$184K +3,394 +47%
B
649
Bailard
California
$573K +$157K +2,895 +38%
AI
650
AXS Investments
New York
$573K +$573K +10,591 New