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Realty Income

1,144 hedge funds and large institutions have $35.6B invested in Realty Income in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 465 increasing their positions, 379 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+91
Holders Change %
+8.64%
% of All Funds
16.77%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
202
Increased
465
Reduced
379
Closed
97
Calls
$332M
Puts
$206M
Net Calls
+$126M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
651
Summa Corp
Texas
$531K +$531K +9,250 New
MC
652
Machina Capital
France
$531K +$531K +9,245 New
NRI
653
NFP Retirement Inc
California
$528K -$10.3K -179 -2%
NIM
654
NEOS Investment Management
Connecticut
$515K +$171K +2,981 +50%
BWM
655
Buckley Wealth Management
Nevada
$513K -$45K -783 -8%
HI
656
Hendershot Investments
Virginia
$506K -$12.1K -210 -2%
CNBTD
657
Citizens National Bank Trust Department
Mississippi
$506K -$2.87K -50 -0.6%
RBC
658
Romano Brothers & Co
Illinois
$504K +$133K +2,315 +36%
FA
659
Financial Alternatives
California
$500K -$29.2K -508 -6%
FCM
660
Fourpath Capital Management
Oklahoma
$499K -$12.3K -215 -2%
QWM
661
Quadcap Wealth Management
Texas
$499K +$499K +8,682 New
WPA
662
West Paces Advisors
Georgia
$498K -$117K -2,040 -19%
BMWM
663
Brown Miller Wealth Management
Virginia
$495K +$3.96K +69 +0.8%
GWMIA
664
Global Wealth Management Investment Advisory
Florida
$494K -$24.3K -423 -5%
MAS
665
Meeder Advisory Services
Ohio
$492K +$109K +1,890 +28%
IAS
666
Insigneo Advisory Services
Florida
$487K -$18.4K -319 -4%
NS
667
NBC Securities
Alabama
$487K -$11.7K -205 -2%
BRWA
668
B. Riley Wealth Advisors
Florida
$485K -$18.7K -325 -4%
NWM
669
Northcape Wealth Management
New York
$485K -$57.4K -999 -11%
CBTWT
670
Community Bank & Trust (Waco, Texas)
Texas
$484K -$76.4K -1,330 -14%
AWA
671
Arete Wealth Advisors
Illinois
$483K +$483K +8,408 New
HGERS
672
Householder Group Estate & Retirement Specialist
Arizona
$481K +$25.9K +451 +6%
GT
673
Greenleaf Trust
Michigan
$468K +$165K +2,882 +55%
GFS
674
GYL Financial Synergies
Connecticut
$465K +$1.78K +31 +0.4%
TIAA Trust, National Association
675
TIAA Trust, National Association
North Carolina
$465K +$9.25K +161 +2%