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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 %
FWM
776
Focused Wealth Management
New York
$323K -$3.39K -59 -1%
WHG
777
Westwood Holdings Group
Texas
$321K
HTIM
778
Harbour Trust & Investment Management
Indiana
$320K +$320K +5,579 New
CAM
779
Campion Asset Management
Virginia
$320K -$16.9K -295 -5%
PA
780
Procyon Advisors
Connecticut
$319K -$25.4K -442 -7%
EAM
781
Evanson Asset Management
California
$318K +$57.4K +1,000 +22%
CRI
782
Colonial River Investments
Virginia
$318K +$318K +5,532 New
CSI
783
Cross Staff Investments
New York
$316K -$7.75K -135 -2%
RWM
784
Revisor Wealth Management
Ohio
$315K -$18.3K -319 -5%
TCA
785
Transcend Capital Advisors
New Jersey
$311K +$8.44K +147 +3%
DDC
786
DF Dent & Co
Maryland
$310K -$9.82K -171 -3%
MIS
787
Morningstar Investment Services
Illinois
$309K +$309K +5,282 New
MA
788
Montag & Associates
Georgia
$308K +$49K +850 +19%
TCBWMS
789
Texas Capital Bank Wealth Management Services
Texas
$307K -$312K -5,436 -50%
PSFG
790
Prairie Sky Financial Group
Illinois
$306K
PPC
791
Park Place Capital
Alabama
$304K -$19.6K -342 -6%
VA
792
Vident Advisory
Georgia
$304K -$48.2K -839 -14%
GL
793
Graypoint LLC
New York
$303K +$30.8K +536 +11%
MGIM
794
M&G Investment Management
United Kingdom
$302K -$27.1K -475 -8%
RMC
795
Resources Management Corp
Connecticut
$301K +$301K +4,337 New
SB
796
Strategic Blueprint
Georgia
$300K -$414K -7,214 -58%
NFSG
797
Newbridge Financial Services Group
Florida
$298K -$119K -2,067 -28%
AL
798
Aspiriant LLC
California
$298K -$56.7K -987 -16%
TWP
799
Tyche Wealth Partners
Texas
$298K +$298K +5,183 New
TI
800
Truepoint Inc
Ohio
$297K +$297K +5,176 New