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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 %
HH
701
Hilltop Holdings
Texas
$337K +$68.4K +1,369 +25%
TFA
702
Teamwork Financial Advisors
Texas
$337K +$68.7K +1,376 +26%
WC
703
Whitney & Co
New York
$337K
1WA
704
180 Wealth Advisors
Washington
$335K +$12.6K +252 +4%
MAS
705
Meeder Advisory Services
Ohio
$334K +$27.5K +551 +9%
Credit Agricole
706
Credit Agricole
France
$332K +$332K +6,656 New
CPA
707
Court Place Advisors
Maryland
$330K +$400 +8 +0.1%
MYIA
708
Mount Yale Investment Advisors
Colorado
$329K -$11.4K -228 -3%
WWM
709
Western Wealth Management
Colorado
$329K +$5.34K +107 +2%
DWT
710
Dorsey & Whitney Trust
South Dakota
$328K +$159K +3,179 +94%
BF
711
BOK Financial
Oklahoma
$325K -$455K -9,597 -58%
RBC
712
Romano Brothers & Co
Illinois
$323K
CIA
713
Cohen Investment Advisors
New Hampshire
$322K -$9.44K -189 -3%
SAM
714
SignalPoint Asset Management
Missouri
$320K -$18.8K -376 -6%
BIA
715
Beacon Investment Advisors
Maryland
$320K +$17.1K +342 +6%
FCA
716
Fortis Capital Advisors
Kansas
$320K -$350 -7 -0.1%
PIA
717
Panoramic Investment Advisors
Colorado
$318K +$318K +6,374 New
PMA
718
Prudent Man Advisors
Illinois
$318K
DAS
719
Dynamic Advisor Solutions
Arizona
$317K +$20.1K +403 +7%
IAG
720
Investmark Advisory Group
Connecticut
$316K +$6.04K +121 +2%
RB
721
Rodgers Brothers
Pennsylvania
$312K +$312K +6,250 New
CAC
722
Certified Advisory Corp
Florida
$311K -$14.3K -287 -4%
AL
723
Aspiriant LLC
California
$308K -$899 -18 -0.3%
MCM
724
Marathon Capital Management
Maryland
$307K +$307K +6,153 New
SW
725
Solidarity Wealth
Utah
$307K -$10.2K -203 -3%