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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 %
SCM
801
Spreng Capital Management
Ohio
$297K -$23.5K -410 -7%
CS
802
Crescent Sterling
Louisiana
$296K +$23K +400 +8%
MAC
803
Mason & Associates (California)
California
$296K +$230 +4 +0.1%
BLC
804
Brown, Lisle/Cummings
Rhode Island
$295K +$51.7K +900 +21%
SFM
805
Signet Financial Management
New Jersey
$294K -$7.75K -135 -3%
XF
806
XML Financial
Maryland
$293K +$293K +5,096 New
MFA
807
Mayflower Financial Advisors
Massachusetts
$291K -$9.47K -165 -3%
PA
808
PFG Advisors
Arizona
$291K -$120K -2,096 -29%
CWM
809
Congress Wealth Management
Massachusetts
$290K +$8.21K +143 +3%
SHFA
810
SS&H Financial Advisors
Michigan
$290K
IB
811
Intrust Bank
Kansas
$290K +$290K +5,049 New
SFS
812
Stiles Financial Services
Minnesota
$290K +$2.81K +49 +1%
EA
813
Everpar Advisors
Oklahoma
$289K +$289K +5,031 New
BCV
814
Banque Cantonale Vaudoise
Switzerland
$287K -$504K -8,775 -64%
HIP
815
HUB Investment Partners
Texas
$286K +$31K +540 +12%
FMWA
816
Forvis Mazars Wealth Advisors
Missouri
$285K -$22.7K -395 -7%
CW
817
Channel Wealth
California
$285K -$6.09K -106 -2%
SMC
818
Smith, Moore & Co
Missouri
$285K -$26.4K -460 -8%
WAM
819
Walker Asset Management
Missouri
$284K +$284K +4,939 New
SWIG
820
Strategic Wealth Investment Group
Kentucky
$283K +$283K +4,926 New
FIA
821
Foundations Investment Advisors
Arizona
$281K -$266K -4,819 -49%
KWA
822
Kellett Wealth Advisors
Ohio
$281K +$281K +4,890 New
SWM
823
SeaCrest Wealth Management
New York
$278K -$38.4K -663 -12%
IAN
824
Integrated Advisors Network
Texas
$277K +$18.1K +315 +7%
ONB
825
Old National Bancorp
Indiana
$277K -$316K -5,502 -53%