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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 %
AC
651
AlphaCore Capital
California
$410K +$127K +2,521 +45%
HI
652
Harbour Investments
Wisconsin
$407K +$98.8K +1,978 +32%
Simplex Trading
653
Simplex Trading
Illinois
$406K -$367K -7,356 -47%
MMPW
654
Mitchell McLeod Pugh & Williams
Alabama
$404K
GFS
655
GYL Financial Synergies
Connecticut
$403K +$4.99K +100 +1%
CF
656
Centaurus Financial
California
$399K -$17.8K -357 -4%
CIC
657
Cornercap Investment Counsel
Georgia
$397K +$397K +7,951 New
TIAA Trust, National Association
658
TIAA Trust, National Association
North Carolina
$396K +$396K +7,930 New
HGERS
659
Householder Group Estate & Retirement Specialist
Arizona
$396K +$396K +7,929 New
PWM
660
Perigon Wealth Management
California
$396K -$8.14K -163 -2%
KWA
661
Kingswood Wealth Advisors
California
$395K +$147K +2,942 +59%
AL
662
ACAS LLC
California
$394K -$4.1K -82 -1%
SFP
663
Sterling Financial Planning
New Jersey
$393K -$11.3K -226 -3%
NEWAS
664
N.E.W. Advisory Services
Wisconsin
$388K +$76.4K +1,530 +25%
SF
665
Summit Financial
New Jersey
$388K -$16.5K -329 -4%
RFC
666
Regions Financial Corp
Alabama
$387K -$102K -2,040 -21%
AIS
667
American Investment Services
Massachusetts
$387K +$31.1K +623 +9%
HWM
668
HB Wealth Management
Georgia
$385K +$117K +2,334 +43%
CCM
669
Chilton Capital Management
Texas
$385K +$16.1K +320 +4%
B
670
Bailard
California
$385K
LIM
671
Loudon Investment Management
New Hampshire
$384K -$18.7K -375 -5%
GBT
672
Grove Bank & Trust
Florida
$377K +$39.1K +782 +12%
BP
673
Ballentine Partners
Massachusetts
$376K +$16.2K +324 +5%
BSW
674
Buckingham Strategic Wealth
Missouri
$374K -$49.6K -994 -12%
AWE
675
Avidian Wealth Enterprises
Texas
$373K +$193K +3,856 +107%