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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 %
OFS
826
OneAscent Financial Services
Alabama
$274K +$274K +4,775 New
KMWM
827
Keudell/Morrison Wealth Management
Oregon
$274K +$274K +4,769 New
CAM
828
Cozad Asset Management
Illinois
$272K +$8.96K +156 +3%
ARC
829
Advisor Resource Council
Texas
$270K +$270K +4,695 New
TWM
830
TMD Wealth Management
Arizona
$269K +$269K +4,690 New
CAG
831
Csenge Advisory Group
Florida
$269K +$19.8K +344 +8%
MIA
832
MeadowBrook Investment Advisors
Michigan
$268K +$268K +4,670 New
RCIM
833
Red Cedar Investment Management
Michigan
$266K +$266K +4,640 New
JBA
834
Johnson Bixby & Associates
Washington
$265K +$689 +12 +0.3%
RWA
835
Redhawk Wealth Advisors
Minnesota
$264K -$52.8K -920 -17%
STA
836
Summit Trail Advisors
New York
$264K +$264K +4,578 New
NWM
837
Napa Wealth Management
California
$262K +$262K +4,559 New
FFA
838
Farther Finance Advisors
California
$261K +$66.9K +1,166 +35%
ITC
839
Inspire Trust Company
Nevada
$260K +$260K +4,535 New
AL
840
ACAS LLC
California
$257K -$196K -3,420 -43%
CWP
841
Cyndeo Wealth Partners
Florida
$254K -$238K -4,150 -48%
RI
842
Ridgewood Investments
New Jersey
$252K +$252K +4,388 New
MSFS
843
Main Street Financial Solutions
Pennsylvania
$251K -$9.02K -157 -3%
LWL
844
Leo Wealth LLC
Texas
$250K +$250K +4,351 New
SFG
845
Sovereign Financial Group
Connecticut
$250K -$1.03K -18 -0.4%
MFG
846
Merit Financial Group
Georgia
$249K +$249K +4,340 New
FBB
847
Fulton Breakefield Broenniman
Maryland
$249K
GWMR
848
GC Wealth Management RIA
Massachusetts
$248K +$248K +4,322 New
NHT
849
New Hampshire Trust
New Hampshire
$247K
DI
850
DFPG Investments
Utah
$247K -$13.4K -232 -5%