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Realty Income

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
157
Increased
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Shares
Change %
KWA
801
Kellett Wealth Advisors
Ohio
$342K +$31.7K +500 +10%
PWP
802
Principle Wealth Partners
Connecticut
$341K
LCM
803
Landscape Capital Management
New Jersey
$339K +$339K +5,352 New
MWM
804
Meridian Wealth Management
Kentucky
$339K +$339K +5,342 New
PSFG
805
Prairie Sky Financial Group
Illinois
$338K
IP
806
Ignite Planners
California
$334K +$1.97K +31 +0.6%
PPWP
807
Premier Path Wealth Partners
New Jersey
$334K +$30.1K +475 +10%
WWM
808
Western Wealth Management
Colorado
$332K +$2.98K +47 +0.9%
EWA
809
EverSource Wealth Advisors
Alabama
$331K -$64.4K -1,015 -16%
ATC
810
Argent Trust Co
Tennessee
$330K -$44.4K -700 -12%
WWM
811
Whalen Wealth Management
Nevada
$330K +$330K +5,196 New
AC
812
Avestar Capital
New York
$329K +$14.9K +235 +5%
FIM
813
Freedom Investment Management
Connecticut
$329K -$36K -567 -10%
WTC
814
WhitTier Trust Company
Nevada
$329K
MFA
815
Mayflower Financial Advisors
Massachusetts
$327K +$7.74K +122 +2%
EAM
816
Evanson Asset Management
California
$327K +$824 +13 +0.3%
MAC
817
Mason & Associates (California)
California
$326K -$254 -4 -0.1%
FCA
818
FLC Capital Advisors
California
$326K +$71.5K +1,128 +28%
VWA
819
Visionary Wealth Advisors
Illinois
$325K +$4K +63 +1%
BWA
820
BlueChip Wealth Advisors
Georgia
$324K -$6.34K -100 -2%
IAS
821
Insigneo Advisory Services
Florida
$324K -$17.8K -281 -5%
BHPW
822
Beverly Hills Private Wealth
California
$323K -$47.1K -742 -13%
NAMNJ
823
NorthStar Asset Management (New Jersey)
New Jersey
$321K -$29.2K -461 -8%
SHFA
824
SS&H Financial Advisors
Michigan
$320K
CW
825
Channel Wealth
California
$320K -$276K -4,348 -46%