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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 %
DAC
851
Dividend Assets Capital
South Carolina
$150K -$106K -2,120 -41%
GI
852
Gradient Investments
Minnesota
$149K
ITIM
853
Indiana Trust & Investment Management
Indiana
$146K +$146K +2,916 New
BEI
854
Benjamin Edwards Inc
Missouri
$139K -$4.25K -85 -3%
DWMG
855
DB Wealth Management Group
California
$132K
IPW
856
Impact Partnership Wealth
Georgia
$129K +$118K +2,359 +1,035%
CFD
857
Creative Financial Designs
Indiana
$129K +$749 +15 +0.6%
SA
858
SRH Advisors
Kansas
$125K +$25K +500 +25%
LFG
859
Larson Financial Group
Missouri
$118K +$97.4K +1,951 +472%
FAM
860
Flaharty Asset Management
Florida
$117K +$117K +2,336 New
TWM
861
Tradition Wealth Management
Minnesota
$116K -$13.3K -265 -10%
SIC
862
Salem Investment Counselors
North Carolina
$115K +$18.7K +372 +19%
GJIA
863
Glass Jacobson Investment Advisors
Maryland
$114K
FCMT
864
Founders Capital Management (Texas)
Texas
$114K -$21.7K -435 -16%
SIS
865
Sound Income Strategies
Florida
$110K +$200 +4 +0.2%
Bank Julius Baer & Co
866
Bank Julius Baer & Co
Switzerland
$110K -$324K -6,499 -75%
M
867
MOTCO
Texas
$108K -$150 -3 -0.1%
JWM
868
Janiczek Wealth Management
Colorado
$106K +$40.7K +813 +62%
NP
869
Ninepoint Partners
Ontario, Canada
$104K
FP
870
Financial Perspectives
Minnesota
$100K
OCM
871
Osterweis Capital Management
California
$99.9K
BSB
872
Bangor Savings Bank
Maine
$99.5K +$3.95K +79 +4%
CTWM
873
Cherry Tree Wealth Management
Minnesota
$99K
CI Investments Inc
874
CI Investments Inc
Ontario, Canada
$98K +$5.85K +117 +6%
LC
875
Lindbrook Capital
California
$97.8K +$7.14K +143 +8%