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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 %
CS
826
Crescent Sterling
Louisiana
$293K +$13.5K +250 +5%
PWP
827
Principle Wealth Partners
Connecticut
$291K +$291K +5,375 New
WAM
828
Walker Asset Management
Missouri
$290K +$22.8K +422 +9%
PPC
829
Park Place Capital
Alabama
$290K +$2.98K +55 +1%
SFM
830
Signet Financial Management
New Jersey
$290K +$12.3K +227 +4%
PSFG
831
Prairie Sky Financial Group
Illinois
$288K
TWP
832
Tyche Wealth Partners
Texas
$286K +$5.63K +104 +2%
MGP
833
M&G plc
United Kingdom
$286K +$286K +5,295 New
P
834
Pitcairn
Pennsylvania
$284K +$284K +5,251 New
EAM
835
Evanson Asset Management
California
$283K -$16K -295 -5%
FCI
836
Financial Counselors Inc
Kansas
$283K -$21.7K -401 -7%
BLC
837
Brown, Lisle/Cummings
Rhode Island
$283K +$5.41K +100 +2%
TW
838
Trajan Wealth
Arizona
$281K +$281K +5,203 New
IP
839
Ignite Planners
California
$279K -$37.9K -708 -12%
EWA
840
EverSource Wealth Advisors
Alabama
$279K +$242K +4,524 +655%
PA
841
PFG Advisors
Arizona
$279K +$5.03K +93 +2%
MAC
842
Mason & Associates (California)
California
$278K
SFWA
843
Summit Financial Wealth Advisors
Louisiana
$278K +$278K +5,139 New
TBC
844
Ted Buchan & Co
California
$277K -$463K -8,561 -63%
SWM
845
SeaCrest Wealth Management
New York
$276K +$16.6K +306 +6%
SFS
846
Stiles Financial Services
Minnesota
$274K +$1.25K +23 +0.5%
SHFA
847
SS&H Financial Advisors
Michigan
$273K
TIAA Trust, National Association
848
TIAA Trust, National Association
North Carolina
$272K -$165K -3,057 -38%
CAM
849
Cozad Asset Management
Illinois
$272K +$15.1K +279 +6%
CCA
850
Catalyst Capital Advisors
New York
$271K +$271K +5,000 New