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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 %
WI
901
WrapManager Inc
California
$224K +$224K +4,141 New
SPC
902
Spirepoint Private Client
Florida
$224K +$224K +4,140 New
CWM
903
Cornerstone Wealth Management
Missouri
$224K -$6.6K -122 -3%
AA
904
Advisory Alpha
Michigan
$223K +$21.4K +395 +11%
MW
905
Marcum Wealth
Ohio
$223K +$223K +4,124 New
PPWP
906
Premier Path Wealth Partners
New Jersey
$222K -$6.76K -125 -3%
FCA
907
FLC Capital Advisors
California
$222K +$15.1K +279 +7%
FBB
908
Fulton Breakefield Broenniman
Maryland
$222K -$12.4K -230 -5%
PCM
909
Pointe Capital Management
Michigan
$221K
CWP
910
Core Wealth Partners
California
$220K +$220K +4,066 New
MIM
911
Morningstar Investment Management
Illinois
$218K
AA
912
Argent Advisors
Louisiana
$218K +$218K +4,024 New
SB
913
Strategic Blueprint
Georgia
$217K -$65K -1,202 -23%
PWM
914
Prosperity Wealth Management
California
$217K
AWM
915
Atticus Wealth Management
Florida
$217K -$10.6K -196 -5%
PWP
916
Phillips Wealth Planners
Mississippi
$217K +$217K +4,275 New
KWS
917
Keystone Wealth Services
California
$217K +$6.49K +120 +3%
CPC
918
Congress Park Capital
New York
$216K +$13.5K +250 +7%
AC
919
Avestar Capital
New York
$216K +$216K +3,990 New
EA
920
Everpar Advisors
Oklahoma
$215K -$56.8K -1,049 -21%
ES
921
ETF Store
Kansas
$215K +$215K +3,973 New
CVA
922
Central Valley Advisors
California
$214K +$974 +18 +0.5%
ANTB
923
AMG National Trust Bank
Colorado
$214K
EM
924
Excalibur Management
Massachusetts
$214K -$1.35K -25 -0.6%
CTC
925
Cetera Trust Company
Minnesota
$214K +$67.6K +1,250 +46%