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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 %
ANTB
826
AMG National Trust Bank
Colorado
$208K -$16.4K -328 -7%
CC
827
Commons Capital
Massachusetts
$207K -$9.94K -199 -5%
SIM
828
Sentry Investment Management
Wisconsin
$206K +$206K +4,115 New
PB
829
Pinnacle Bancorp
Nebraska
$206K +$10.1K +202 +5%
SIMG
830
Sonora Investment Management Group
Arizona
$206K -$3.4K -68 -2%
HKIMG
831
Hutchens & Kramer Investment Management Group
Indiana
$205K -$22.3K -456 -10%
BBWP
832
Beacon Bridge Wealth Partners
Pennsylvania
$205K -$12.4K -249 -6%
HFM
833
Harvest Fund Management
China
$205K
GWP
834
Gateway Wealth Partners
Wisconsin
$205K -$1.65K -33 -0.8%
PCM
835
Pointe Capital Management
Michigan
$204K
MW
836
Marcum Wealth
Ohio
$203K -$16.2K -324 -7%
TAM
837
Townsend Asset Management
North Carolina
$203K -$13.7K -275 -6%
MIM
838
Morningstar Investment Management
Illinois
$201K +$25.9K +519 +15%
AAIS
839
ABN AMRO Investment Solutions
$201K +$201K +4,021 New
PWM
840
Prosperity Wealth Management
California
$201K
SWP
841
Semus Wealth Partners
Florida
$200K -$14.8K -296 -7%
Jones Financial Companies
842
Jones Financial Companies
Missouri
$196K -$32.1K -643 -14%
WIM
843
Westside Investment Management
California
$183K
VLKIM
844
Van Lanschot Kempen Investment Management
Netherlands
$175K -$1.52M -30,500 -90%
CWM
845
Cedar Wealth Management
California
$175K -$40K -800 -19%
AAG
846
Armstrong Advisory Group
Massachusetts
$174K +$250 +5 +0.1%
SWM
847
Sugarloaf Wealth Management
Georgia
$171K -$50.2K -1,005 -23%
FFA
848
Farther Finance Advisors
California
$168K +$65.3K +1,308 +63%
Kayne Anderson Rudnick Investment Management
849
Kayne Anderson Rudnick Investment Management
California
$165K
WWM
850
Wolff Wiese Magana
California
$151K -$13.6K -272 -8%