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Realty Income

1,178 hedge funds and large institutions have $36.9B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 622 increasing their positions, 287 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+34
Holders Change %
+2.97%
% of All Funds
17.07%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
147
Increased
622
Reduced
287
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
701
NovaPoint Capital
Georgia
$464K -$87.1K -1,609 -16%
AWC
702
Abundance Wealth Counselors
Pennsylvania
$462K +$136K +2,512 +42%
QWM
703
Quadcap Wealth Management
Texas
$462K -$7.79K -144 -2%
KMWM
704
Keudell/Morrison Wealth Management
Oregon
$460K +$202K +3,734 +78%
PTC
705
Private Trust Company
Ohio
$459K +$27.3K +504 +6%
HIP
706
HUB Investment Partners
Texas
$459K +$189K +3,494 +70%
CBTWT
707
Community Bank & Trust (Waco, Texas)
Texas
$456K
IAS
708
Insigneo Advisory Services
Florida
$448K -$10.8K -199 -2%
GWP
709
Gen-Wealth Partners
Michigan
$444K +$444K +8,211 New
KFGK
710
Keystone Financial Group (Kentucky)
Kentucky
$442K +$126K +2,325 +40%
Simplex Trading
711
Simplex Trading
Illinois
$441K +$441K +8,164 New
JFG
712
Jefferies Financial Group
New York
$440K +$440K +8,136 New
CNBTD
713
Citizens National Bank Trust Department
Mississippi
$439K -$37.3K -690 -8%
BRWA
714
B. Riley Wealth Advisors
Florida
$439K +$16.3K +325 +4%
GFS
715
GYL Financial Synergies
Connecticut
$438K +$54 +1 +0%
FPGK
716
Financial Partners Group (Kansas)
Kansas
$437K +$116K +2,149 +36%
BP
717
Ballentine Partners
Massachusetts
$428K +$4.54K +84 +1%
FFN
718
Focus Financial Network
Minnesota
$426K +$426K +8,188 New
FNA
719
First National Advisers
Nebraska
$426K +$68.5K +1,267 +19%
FA
720
Financial Alternatives
California
$425K -$46.3K -855 -10%
PMG
721
ProVise Management Group
Florida
$424K +$226K +4,170 +114%
GWM
722
Geneos Wealth Management
Colorado
$422K +$38.5K +712 +10%
SCM
723
Stevens Capital Management
Pennsylvania
$422K -$546K -10,089 -56%
SWM
724
Spire Wealth Management
Virginia
$420K +$89.4K +1,652 +27%
SF
725
Summit Financial
New Jersey
$420K +$47.5K +874 +13%