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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 %
FCI
776
Financial Counselors Inc
Kansas
$263K -$7.59K -152 -3%
SFM
777
Signet Financial Management
New Jersey
$263K +$263K +5,262 New
MFA
778
Mayflower Financial Advisors
Massachusetts
$261K +$23.7K +475 +10%
VWA
779
Visionary Wealth Advisors
Illinois
$259K -$9.89K -198 -4%
MAC
780
Mason & Associates (California)
California
$257K
MFS
781
Mirabella Financial Services
United Kingdom
$255K +$255K +5,109 New
CW
782
Channel Wealth
California
$253K -$1.15K -23 -0.5%
SWM
783
Stockman Wealth Management
Montana
$253K -$123K -2,458 -33%
SHFA
784
SS&H Financial Advisors
Michigan
$252K +$252K +5,050 New
SFS
785
Stiles Financial Services
Minnesota
$250K -$9.64K -193 -4%
SW
786
SVB Wealth
Massachusetts
$249K -$5.79K -116 -2%
WI
787
Wintrust Investments
Illinois
$248K +$50 +1 +0%
CCG
788
Coastwise Capital Group
California
$246K +$42K +841 +21%
CWM
789
Congress Wealth Management
Massachusetts
$245K +$16.8K +336 +7%
WC
790
Weil Company
California
$243K +$150 +3 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
791
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$243K +$243K +4,861 New
CS
792
Crescent Sterling
Louisiana
$238K +$29K +581 +14%
GL
793
Graypoint LLC
New York
$237K +$24.8K +497 +12%
EI
794
EDMP Inc
Florida
$237K
RF
795
Rollins Financial
Georgia
$236K +$29K +581 +14%
JBA
796
Johnson Bixby & Associates
Washington
$230K +$549 +11 +0.2%
CAM
797
Cozad Asset Management
Illinois
$229K -$167K -3,345 -42%
T
798
TOBAM
France
$229K +$32.8K +658 +17%
AAP
799
Arax Advisory Partners
Colorado
$229K -$1.65K -33 -0.7%
FT
800
Fiduciary Trust
Massachusetts
$227K -$7.99K -160 -3%