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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 %
SWM
851
Stockman Wealth Management
Montana
$246K -$44.5K -775 -15%
CWM
852
Cornerstone Wealth Management
Missouri
$244K +$244K +4,257 New
PPWP
853
Premier Path Wealth Partners
New Jersey
$243K +$243K +4,232 New
SWM
854
Silverlake Wealth Management
Vermont
$242K -$115 -2 -0%
AWM
855
Atticus Wealth Management
Florida
$242K -$2.42M -42,154 -91%
AMIM
856
Aull & Monroe Investment Management
Alabama
$241K
SRL
857
Scientech Research LLC
New Jersey
$240K +$240K +4,179 New
SF
858
Slagle Financial
Illinois
$239K +$111K +3,873 +87%
CIS
859
Connors Investor Services
Pennsylvania
$238K -$9.16M -159,542 -97%
BST
860
Bath Savings Trust
Maine
$237K -$11.5K -200 -5%
AA
861
Ancora Advisors
Ohio
$237K -$9.24K -161 -4%
PB
862
Pinnacle Bancorp
Nebraska
$237K +$57 +1 +0%
HFM
863
Harvest Fund Management
China
$236K
WT
864
Whittier Trust
California
$236K +$164K +2,848 +226%
SVWAG
865
Sound View Wealth Advisors Group
Georgia
$235K -$6.66K -116 -3%
PCM
866
Pointe Capital Management
Michigan
$235K
MA
867
MBA Advisors
Pennsylvania
$233K +$233K +4,060 New
SAM
868
Strategy Asset Managers
California
$231K -$26.2K -456 -10%
MIM
869
Morningstar Investment Management
Illinois
$231K
PWM
870
Prosperity Wealth Management
California
$231K
EM
871
Excalibur Management
Massachusetts
$229K -$14.5K -251 -6%
ANTB
872
AMG National Trust Bank
Colorado
$227K -$11.4K -198 -5%
T
873
TOBAM
France
$227K -$36.7K -639 -14%
CVA
874
Central Valley Advisors
California
$227K +$227K +3,946 New
CC
875
Commons Capital
Massachusetts
$226K -$11.5K -201 -5%