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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 %
FAIM
726
Financial Advocates Investment Management
Washington
$306K +$3.2K +64 +1%
VA
727
Vident Advisory
Georgia
$306K +$306K +6,133 New
KIG
728
Kennedy Investment Group
New Jersey
$305K -$11.2K -225 -4%
BAG
729
Bridgewealth Advisory Group
California
$303K +$27.3K +547 +10%
CB
730
Cadence Bank
Mississippi
$301K -$18K -361 -6%
PBF
731
Petix & Botte Financial
California
$300K +$50.1K +1,004 +20%
PA
732
Procyon Advisors
Connecticut
$300K -$31.5K -630 -10%
NIM
733
NEOS Investment Management
Connecticut
$299K +$299K +5,990 New
AWA
734
Arkadios Wealth Advisors
Georgia
$298K +$98.1K +1,965 +49%
CRWM
735
Castle Rock Wealth Management
California
$298K +$11.9K +237 +4%
FHA
736
First Horizon Advisors
Tennessee
$298K +$105K +2,098 +54%
QCG
737
Quadrant Capital Group
Ohio
$298K -$46.6K -932 -14%
FPGK
738
Financial Partners Group (Kansas)
Kansas
$297K -$22.4K -446 -7%
VFA
739
Valeo Financial Advisors
Indiana
$297K +$64.2K +1,285 +28%
IP
740
Ignite Planners
California
$295K +$5.11K +102 +2%
EF
741
Empowered Funds
Pennsylvania
$294K +$61.1K +1,223 +26%
KA
742
Kintegral Advisory
New York
$293K -$151 -3 -0.1%
CAM
743
Campion Asset Management
Virginia
$293K +$24K +480 +9%
GLA
744
Good Life Advisors
Pennsylvania
$292K -$918K -18,387 -76%
WB
745
WesBanco Bank
West Virginia
$291K -$999 -20 -0.3%
RWM
746
Revisor Wealth Management
Ohio
$290K +$66.2K +1,325 +30%
IAIM
747
International Assets Investment Management
Florida
$289K +$47.2K +951 +20%
MGIM
748
M&G Investment Management
United Kingdom
$289K
MG
749
Mather Group
Illinois
$285K -$73.2K -1,466 -20%
KFGK
750
Keystone Financial Group (Kentucky)
Kentucky
$285K +$22.6K +452 +9%