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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 %
JFA
901
JNBA Financial Advisors
Minnesota
$65.5K -$1.25K -25 -2%
SC
902
Sawyer & Company
Massachusetts
$65K
IRAG
903
Investment Research & Advisory Group
Georgia
$64.9K
BWP
904
Baldwin Wealth Partners
Massachusetts
$63.9K -$9.99K -200 -14%
BBHC
905
Brown Brothers Harriman & Co
New York
$63.2K +$27.7K +555 +78%
WT
906
Whittier Trust
California
$62.9K +$3.2K +64 +5%
HWA
907
Heritage Wealth Advisors
Virginia
$61.4K -$8.49K -170 -12%
TC
908
Trust Company
Kansas
$59.8K
HPC
909
HM Payson & Co
Maine
$59.4K -$7.79K -156 -12%
BAM
910
Bellevue Asset Management
Washington
$58.5K +$3.45K +69 +6%
AIM
911
Anchor Investment Management
South Carolina
$57.2K +$200 +4 +0.4%
JWA
912
JFS Wealth Advisors
Pennsylvania
$55.6K
BCMLT
913
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.8K
TFA
914
Toth Financial Advisory
Virginia
$53.5K
CAL
915
Capital Analysts LLC
Pennsylvania
$53K +$4.94K +98 +10%
HWA
916
HHM Wealth Advisors
Tennessee
$50.8K -$15.4K -309 -23%
OIA
917
Optimum Investment Advisors
Illinois
$47.4K +$12.5K +250 +36%
FGA
918
Fortis Group Advisors
New Jersey
$47.4K +$47.4K +950 New
BONH
919
Bank of New Hampshire
New Hampshire
$44.5K
PFBT
920
Parkside Financial Bank & Trust
Missouri
$42.5K -$33.6K -672 -44%
WWP
921
WR Wealth Planners
Missouri
$41.9K +$150 +3 +0.4%
MIFH
922
Migdal Insurance & Financial Holdings
Israel
$41K -$8.89K -181 -18%
SCM
923
Silvant Capital Management
Georgia
$40K
QPBE
924
Quintet Private Bank (Europe)
Luxembourg
$39.9K +$250 +5 +0.6%
CWP
925
Concord Wealth Partners
Virginia
$39.1K -$6.99K -140 -15%