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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 %
EAM
801
Evanson Asset Management
California
$226K +$226K +4,535 New
DI
802
DFPG Investments
Utah
$226K -$15.3K -305 -6%
MSFS
803
Main Street Financial Solutions
Pennsylvania
$226K -$9.79K -196 -4%
MA
804
Montag & Associates
Georgia
$225K +$37.8K +752 +20%
IAN
805
Integrated Advisors Network
Texas
$225K +$225K +4,512 New
SAM
806
Strategy Asset Managers
California
$224K +$250 +5 +0.1%
HIP
807
HUB Investment Partners
Texas
$222K -$250 -5 -0.1%
SF
808
Slagle Financial
Illinois
$222K -$22.2K -445 -9%
DGAM
809
Desjardins Global Asset Management
Quebec, Canada
$218K +$4.29K +86 +2%
SFG
810
Sovereign Financial Group
Connecticut
$218K +$1.3K +26 +0.6%
CAG
811
Csenge Advisory Group
Florida
$217K -$42.6K -852 -16%
BST
812
Bath Savings Trust
Maine
$216K +$48.4K +970 +29%
FBB
813
Fulton Breakefield Broenniman
Maryland
$216K -$9.29K -186 -4%
NHT
814
New Hampshire Trust
New Hampshire
$215K -$4.5K -90 -2%
MWM
815
Mission Wealth Management
California
$214K +$15.7K +315 +8%
AA
816
Ancora Advisors
Ohio
$214K -$42.2K -844 -16%
BLC
817
Brown, Lisle/Cummings
Rhode Island
$212K -$86.9K -1,740 -29%
GC
818
Gratus Capital
Georgia
$212K +$212K +4,238 New
KPWS
819
Kestra Private Wealth Services
Texas
$211K +$211K +4,235 New
EM
820
Excalibur Management
Massachusetts
$211K +$7.99K +160 +4%
SWM
821
Silverlake Wealth Management
Vermont
$211K +$749 +15 +0.4%
WG
822
Winton Group
United Kingdom
$211K +$211K +4,221 New
SVWAG
823
Sound View Wealth Advisors Group
Georgia
$210K +$22.9K +458 +12%
BCA
824
Bay Colony Advisors
Massachusetts
$210K -$25.1K -502 -11%
AMIM
825
Aull & Monroe Investment Management
Alabama
$210K