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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 %
JIC
751
Johnson Investment Counsel
Ohio
$352K -$48.8K -850 -12%
CPA
752
Court Place Advisors
Maryland
$351K -$27.8K -485 -7%
SAM
753
SignalPoint Asset Management
Missouri
$348K -$19.3K -337 -5%
GC
754
Gratus Capital
Georgia
$348K +$105K +1,820 +43%
PBF
755
Petix & Botte Financial
California
$348K +$3.1K +54 +0.9%
VWA
756
Visionary Wealth Advisors
Illinois
$348K +$50.4K +878 +17%
IP
757
Ignite Planners
California
$347K +$2.23K +38 +0.6%
GIA
758
Guyasuta Investment Advisors
Pennsylvania
$347K -$76.7K -1,335 -18%
ACA
759
Aptus Capital Advisors
Alabama
$346K -$173K -3,014 -33%
AWC
760
Abundance Wealth Counselors
Pennsylvania
$346K +$41.3K +719 +14%
SWM
761
Spire Wealth Management
Virginia
$346K -$147K -2,608 -30%
FPGK
762
Financial Partners Group (Kansas)
Kansas
$341K +$230 +4 +0.1%
MWM
763
Meridian Wealth Management
Kentucky
$340K -$280K -4,872 -45%
MG
764
Mather Group
Illinois
$336K +$8.33K +145 +3%
KFGK
765
Keystone Financial Group (Kentucky)
Kentucky
$336K +$8.79K +153 +3%
KA
766
Kintegral Advisory
New York
$335K -$2.13K -37 -0.6%
HH
767
Hilltop Holdings
Texas
$334K -$54.1K -943 -14%
WWM
768
Western Wealth Management
Colorado
$334K -$45.3K -789 -12%
BJL
769
Brighton Jones LLC
Washington
$332K +$332K +5,782 New
Jones Financial Companies
770
Jones Financial Companies
Missouri
$329K +$103K +1,800 +46%
CIA
771
Capital Investment Advisors
Georgia
$327K +$2.47K +43 +0.8%
DCM
772
Dudley Capital Management
Virginia
$325K
FCI
773
Financial Counselors Inc
Kansas
$324K +$21.8K +379 +7%
A
774
AJOVista
Massachusetts
$323K +$323K +5,632 New
VW
775
Vance Wealth
California
$323K