O icon

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 %
JBA
876
Johnson Bixby & Associates
Washington
$244K -$5.25K -97 -2%
MSFS
877
Main Street Financial Solutions
Pennsylvania
$244K +$7.58K +140 +3%
CCI
878
Credit Capital Investments
New Jersey
$243K +$243K +4,500 New
HKIMG
879
Hutchens & Kramer Investment Management Group
Indiana
$243K +$47.5K +888 +24%
SFG
880
Sovereign Financial Group
Connecticut
$242K +$7.09K +131 +3%
KIG
881
Kennedy Investment Group
New Jersey
$241K -$90.8K -1,678 -27%
EWM
882
Empirical Wealth Management
Washington
$238K +$238K +4,408 New
SWM
883
Stockman Wealth Management
Montana
$234K +$2.49K +46 +1%
AA
884
Ancora Advisors
Ohio
$234K +$11.4K +211 +5%
ATC
885
Argent Trust Co
Tennessee
$234K +$234K +4,327 New
RI
886
Rinkey Investments
California
$233K +$233K +4,309 New
CWP
887
Cyndeo Wealth Partners
Florida
$233K -$6.49K -120 -3%
DWT
888
Dorsey & Whitney Trust
South Dakota
$230K +$230K +4,256 New
NFSG
889
Newbridge Financial Services Group
Florida
$229K -$51.5K -952 -18%
SF
890
Slagle Financial
Illinois
$229K -$221K -4,083 -49%
FPWM
891
FSB Premier Wealth Management
Iowa
$229K +$229K +4,227 New
Los Angeles Capital Management
892
Los Angeles Capital Management
California
$228K +$30.3K +560 +15%
MA
893
MBA Advisors
Pennsylvania
$227K +$7.79K +144 +4%
AMIM
894
Aull & Monroe Investment Management
Alabama
$227K
RIA
895
Regal Investment Advisors
Michigan
$227K +$227K +4,192 New
FNBOMD
896
First National Bank of Mount Dora
Florida
$227K +$18K +333 +9%
BFG
897
Berger Financial Group
Minnesota
$226K +$20.8K +385 +10%
STA
898
Summit Trail Advisors
New York
$225K -$23.5K -432 -9%
H
899
HoyleCohen
California
$225K +$25.4K +470 +13%
TFA
900
Teamwork Financial Advisors
Texas
$225K +$225K +4,155 New