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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 %
AFT
876
Alpha Family Trust
California
$226K +$226K +3,930 New
KWS
877
Keystone Wealth Services
California
$224K +$224K +3,893 New
SWM
878
Sugarloaf Wealth Management
Georgia
$223K +$26.7K +465 +14%
SFP
879
Sandbox Financial Partners
Maryland
$223K +$223K +3,876 New
SWP
880
Semus Wealth Partners
Florida
$222K -$8.84K -154 -4%
FNBOMD
881
First National Bank of Mount Dora
Florida
$221K +$221K +3,854 New
ACS
882
Archford Capital Strategies
Illinois
$221K -$321K -5,597 -59%
FCA
883
FLC Capital Advisors
California
$220K +$220K +3,823 New
CCM
884
Chilton Capital Management
Texas
$219K -$223K -3,860 -50%
FZCM
885
Flynn Zito Capital Management
New York
$217K +$217K +3,785 New
BFG
886
Berger Financial Group
Minnesota
$217K +$217K +3,785 New
GP
887
Girard Partners
Pennsylvania
$217K +$217K +3,781 New
WWP
888
Walden Wealth Partners
Ohio
$217K +$217K +3,775 New
FCBT
889
First Citizens Bank & Trust
North Carolina
$216K +$216K +3,767 New
CPC
890
Congress Park Capital
New York
$215K +$215K +3,750 New
AA
891
Advisory Alpha
Michigan
$214K +$214K +3,734 New
BBWP
892
Beacon Bridge Wealth Partners
Pennsylvania
$214K -$21.9K -381 -9%
CGL
893
Clarius Group LLC
Washington
$212K +$212K +3,691 New
H
894
HoyleCohen
California
$212K +$212K +3,686 New
BB
895
Busey Bank
Illinois
$211K +$211K +3,678 New
PJWM
896
Philip James Wealth Mangement
Georgia
$211K +$211K +3,674 New
PMG
897
ProVise Management Group
Florida
$210K +$210K +3,662 New
Los Angeles Capital Management
898
Los Angeles Capital Management
California
$210K +$210K +3,661 New
HKIMG
899
Hutchens & Kramer Investment Management Group
Indiana
$210K -$30.7K -534 -13%
JCM
900
Jacobsen Capital Management
Utah
$206K +$206K +3,596 New