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Realty Income

1,178 hedge funds and large institutions have $36.9B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 622 increasing their positions, 287 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+34
Holders Change %
+2.97%
% of All Funds
17.07%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
147
Increased
622
Reduced
287
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
XF
801
XML Financial
Maryland
$314K +$37.9K +701 +14%
PB
802
Pinnacle Bancorp
Nebraska
$313K +$89.8K +1,660 +40%
BFM
803
Boston Financial Management
Massachusetts
$312K +$312K +5,774 New
WTC
804
WhitTier Trust Company
Nevada
$311K -$50.7K -937 -14%
CPA
805
Court Place Advisors
Maryland
$307K -$23.9K -442 -7%
IW
806
Imprint Wealth
South Carolina
$306K +$306K +5,733 New
HPG
807
Harvest Portfolios Group
Ontario, Canada
$306K +$306K +5,652 New
BJL
808
Brighton Jones LLC
Washington
$306K -$7.3K -135 -2%
A
809
AJOVista
Massachusetts
$305K
VW
810
Vance Wealth
California
$304K
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$304K +$35.3K +653 +13%
CIA
812
Capital Investment Advisors
Georgia
$303K -$4.98K -92 -2%
DCM
813
Dudley Capital Management
Virginia
$303K
CAM
814
Campion Asset Management
Virginia
$301K
TCA
815
Transcend Capital Advisors
New Jersey
$299K +$5.68K +105 +2%
GLA
816
Good Life Advisors
Pennsylvania
$298K -$42.9K -793 -13%
CSI
817
Cross Staff Investments
New York
$298K
FCA
818
Fortis Capital Advisors
Kansas
$298K -$49K -905 -14%
BHPW
819
Beverly Hills Private Wealth
California
$297K +$297K +5,490 New
DDC
820
DF Dent & Co
Maryland
$297K +$5.19K +96 +2%
BF
821
BOK Financial
Oklahoma
$297K -$55.8K -1,043 -16%
C
822
Certuity
Florida
$297K +$108K +1,988 +57%
LAM
823
Lummis Asset Management
Texas
$295K +$295K +5,457 New
FFA
824
Farther Finance Advisors
California
$295K +$52.3K +979 +22%
LFG
825
Larson Financial Group
Missouri
$294K +$163K +3,004 +123%