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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 %
BF
726
BOK Financial
Oklahoma
$379K -$14.8K -258 -4%
CAMG
727
CWA Asset Management Group
Florida
$379K +$379K +6,594 New
AWM
728
Aviso Wealth Management
Washington
$378K +$378K +6,591 New
CRWM
729
Castle Rock Wealth Management
California
$377K +$35.1K +609 +10%
BIA
730
Beacon Investment Advisors
Maryland
$376K +$8.21K +143 +2%
TCOT
731
Trust Company of Toledo
Ohio
$374K -$27.4K -477 -7%
IAG
732
Investmark Advisory Group
Connecticut
$372K +$9.02K +157 +2%
PCM
733
Penserra Capital Management
California
$372K -$52.7K -921 -12%
PIA
734
Panoramic Investment Advisors
Colorado
$371K +$5.17K +90 +1%
CPL
735
CAP Partners LLC
Tennessee
$371K +$371K +6,458 New
SS
736
Sunbelt Securities
Texas
$370K +$48.8K +850 +15%
DGAM
737
Desjardins Global Asset Management
Quebec, Canada
$370K +$119K +2,067 +47%
RFC
738
Regions Financial Corp
Alabama
$369K -$76.3K -1,329 -17%
FCA
739
Fortis Capital Advisors
Kansas
$368K
BB
740
Burford Brothers
Texas
$367K +$367K +6,394 New
BAG
741
Bridgewealth Advisory Group
California
$363K +$14K +244 +4%
GLA
742
Good Life Advisors
Pennsylvania
$362K +$26.8K +467 +8%
PMA
743
Prudent Man Advisors
Illinois
$362K -$3.68K -64 -1%
CB
744
Cadence Bank
Mississippi
$361K +$14.4K +250 +4%
RB
745
Rodgers Brothers
Pennsylvania
$359K
FAIM
746
Financial Advocates Investment Management
Washington
$359K +$6.6K +115 +2%
ESB
747
Essex Savings Bank
Connecticut
$356K +$29.5K +514 +9%
WC
748
Whitney & Co
New York
$353K -$34.5K -600 -9%
FHA
749
First Horizon Advisors
Tennessee
$352K +$9.65K +168 +3%
KIG
750
Kennedy Investment Group
New Jersey
$352K +$1.55K +27 +0.4%