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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 %
SMC
851
Smith, Moore & Co
Missouri
$268K +$54 +1 +0%
MFA
852
Mayflower Financial Advisors
Massachusetts
$268K -$6.01K -111 -2%
AL
853
Aspiriant LLC
California
$267K -$14K -259 -5%
JIC
854
Johnson Investment Counsel
Ohio
$266K -$65.1K -1,204 -20%
Verition Fund Management
855
Verition Fund Management
Connecticut
$266K -$7.08M -130,917 -96%
KWA
856
Kellett Wealth Advisors
Ohio
$265K
BTWM
857
Baker Tilly Wealth Management
Wisconsin
$263K -$339K -6,260 -56%
ONB
858
Old National Bancorp
Indiana
$261K
CPRC
859
Consolidated Portfolio Review Corp
New York
$259K +$259K +4,793 New
PA
860
Pinnacle Associates
New York
$258K +$258K +4,773 New
GWMR
861
GC Wealth Management RIA
Massachusetts
$255K +$20.8K +384 +9%
SCM
862
Spreng Capital Management
Ohio
$254K -$25.6K -474 -9%
LWL
863
Leo Wealth LLC
Texas
$251K +$15.4K +285 +7%
CL
864
Choreo LLC
Illinois
$249K -$171K -3,165 -41%
OFS
865
OneAscent Financial Services
Alabama
$249K -$9.36K -173 -4%
P
866
&Partners
Tennessee
$248K +$248K +4,586 New
MWM
867
Modera Wealth Management
New Jersey
$248K +$248K +4,581 New
CC
868
Corton Capital
Ontario, Canada
$248K -$149K -2,758 -38%
CCM
869
Chilton Capital Management
Texas
$246K +$39.6K +728 +19%
SWM
870
Silverlake Wealth Management
Vermont
$246K +$17.7K +328 +8%
T
871
TOBAM
France
$246K +$31.9K +589 +15%
WFI
872
West Family Investments
California
$246K +$246K +4,544 New
SAM
873
Strategy Asset Managers
California
$246K +$27.9K +515 +13%
LA
874
LexAurum Advisors
Kansas
$245K +$53.5K +989 +28%
PF
875
Phoenix Financial
Israel
$244K +$244K +4,529 New