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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 %
JC
901
Jentner Corp
Ohio
$206K +$206K +3,593 New
LSAG
902
Lake Street Advisors Group
New Hampshire
$206K +$206K +3,569 New
SCA
903
Scott Capital Advisors
Oregon
$206K +$206K +3,581 New
WIM
904
Westside Investment Management
California
$206K -$4.65K -81 -2%
LA
905
LexAurum Advisors
Kansas
$203K +$203K +3,531 New
WA
906
WBH Advisory
Maryland
$203K +$203K +3,530 New
TAM
907
Townsend Asset Management
North Carolina
$201K -$31.6K -550 -14%
SCM
908
Shelton Capital Management
Colorado
$201K +$201K +3,502 New
SAW
909
Signal Advisors Wealth
Michigan
$201K +$201K +3,485 New
C
910
Certuity
Florida
$201K +$201K +3,500 New
NAG
911
Northstar Advisory Group
New Jersey
$201K +$201K +3,500 New
AAG
912
Armstrong Advisory Group
Massachusetts
$201K +$344 +6 +0.2%
MNBTD
913
Moody National Bank Trust Division
Texas
$200K -$327K -5,699 -62%
CIA
914
Cape Investment Advisory
Georgia
$199K +$95.4K +1,662 +92%
SIC
915
Salem Investment Counselors
North Carolina
$196K +$63.6K +1,102 +48%
Kayne Anderson Rudnick Investment Management
916
Kayne Anderson Rudnick Investment Management
California
$191K +$861 +15 +0.5%
AAP
917
Arax Advisory Partners
Colorado
$183K -$80.4K -1,400 -31%
GI
918
GAMMA Investing
California
$182K +$182K +3,355 New
JWM
919
Janiczek Wealth Management
Colorado
$180K +$58K +1,008 +48%
SA
920
SRH Advisors
Kansas
$178K +$34.5K +600 +24%
DAC
921
Dividend Assets Capital
South Carolina
$172K
GI
922
Gradient Investments
Minnesota
$172K
ITIM
923
Indiana Trust & Investment Management
Indiana
$167K
EC
924
Elequin Capital
New York
$165K -$2.5M -43,553 -94%
NICM
925
Neo Ivy Capital Management
New York
$159K +$159K +2,773 New