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Realty Income

1,168 hedge funds and large institutions have $35.4B invested in Realty Income in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 540 increasing their positions, 382 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,168
Holders Change
-10
Holders Change %
-0.85%
% of All Funds
16.99%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
113
Increased
540
Reduced
382
Closed
107
Calls
$255M
Puts
$208M
Net Calls
+$47.9M
Net Calls Change
-$36M
Name Holding Trade Value Shares
Change
Shares
Change %
SFSG
676
Sound Financial Strategies Group
Mississippi
$497K +$497K +9,406 New
CW
677
Channel Wealth
California
$496K +$165K +3,117 +50%
NRI
678
NFP Retirement Inc
California
$492K +$3.54K +67 +0.7%
GWMIA
679
Global Wealth Management Investment Advisory
Florida
$492K +$29.6K +561 +6%
WAAG
680
Wealth Alliance Advisory Group
Kansas
$492K -$10.4K -197 -2%
FHB
681
First Hawaiian Bank
Hawaii
$490K -$56.8K -1,076 -10%
BWM
682
Buckley Wealth Management
Nevada
$490K -$106 -2 -0%
FNA
683
First National Advisers
Nebraska
$489K +$73.1K +1,383 +18%
SC
684
Summa Corp
Texas
$489K
GWP
685
Gen-Wealth Partners
Michigan
$488K +$54.5K +1,031 +13%
GWMR
686
GC Wealth Management RIA
Massachusetts
$485K +$237K +4,478 +95%
HWM
687
HB Wealth Management
Georgia
$484K +$107K +2,017 +28%
KFGK
688
Keystone Financial Group (Kentucky)
Kentucky
$484K +$52K +985 +12%
ISL
689
Ingalls & Snyder LLC
New York
$483K -$15.8K -300 -3%
IB
690
Intrust Bank
Kansas
$483K +$112K +2,112 +30%
CI
691
Cigna Investments
Connecticut
$481K +$8.98K +170 +2%
SFWA
692
Summit Financial Wealth Advisors
Louisiana
$480K +$208K +3,941 +77%
PTC
693
Private Trust Company
Ohio
$479K +$30.7K +582 +7%
QCIG
694
Quad-Cities Investment Group
Iowa
$479K -$4.07K -77 -0.8%
GFS
695
GYL Financial Synergies
Connecticut
$477K +$49.8K +943 +12%
PWLP
696
Prio Wealth Limited Partnership
Massachusetts
$472K
NC
697
NovaPoint Capital
Georgia
$470K +$17.1K +323 +4%
Lazard Asset Management
698
Lazard Asset Management
New York
$469K -$205K -3,889 -30%
BWP
699
Balboa Wealth Partners
Arizona
$463K -$108K -2,037 -19%
AF
700
Advisornet Financial
Minnesota
$460K -$137K -2,598 -23%