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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 %
BIA
701
Benchmark Investment Advisors
Illinois
$426K +$3.73K +65 +0.9%
AWM
702
AllSquare Wealth Management
New York
$425K +$5.74K +100 +1%
CC
703
Corton Capital
Ontario, Canada
$421K +$421K +7,334 New
TWM
704
Trueblood Wealth Management
Ohio
$415K +$415K +7,233 New
FLPIM
705
F.L. Putnam Investment Management
Massachusetts
$415K -$116K -2,018 -22%
QCG
706
Quadrant Capital Group
Ohio
$414K +$71.9K +1,252 +21%
OCG
707
Opus Capital Group
Ohio
$408K -$2.24K -39 -0.5%
GWM
708
Geneos Wealth Management
Colorado
$407K -$68.3K -1,190 -14%
VIM
709
VELA Investment Management
Ohio
$404K
BFC
710
Blue Fin Capital
Rhode Island
$402K -$26.1K -455 -6%
CG
711
Caprock Group
Idaho
$402K +$13.3K +231 +3%
GM
712
GeoWealth Management
Illinois
$401K +$401K +6,990 New
CW
713
CreativeOne Wealth
Kansas
$400K +$5.45K +95 +1%
OIA
714
OneDigital Investment Advisors
Kansas
$397K -$17.1K -297 -4%
GBT
715
Grove Bank & Trust
Florida
$397K -$36.3K -633 -8%
BSW
716
Buckingham Strategic Wealth
Missouri
$396K -$33.6K -586 -8%
SF
717
Summit Financial
New Jersey
$395K -$50.4K -874 -11%
FMLI
718
Fukoku Mutual Life Insurance
Japan
$395K
AC
719
AlphaCore Capital
California
$392K -$78.6K -1,362 -17%
HBT
720
Heartland Bank & Trust
Illinois
$388K -$25.7K -447 -6%
GXJ
721
Global X Japan
Japan
$388K +$388K +6,761 New
1WA
722
180 Wealth Advisors
Washington
$385K -$7.73K -132 -2%
WTC
723
WhitTier Trust Company
Nevada
$384K -$29.2K -509 -7%
AWM
724
Avior Wealth Management
Nebraska
$381K -$41.8K -727 -10%
FNA
725
First National Advisers
Nebraska
$379K +$74.8K +1,303 +25%