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Realty Income

1,168 hedge funds and large institutions have $35.4B invested in Realty Income in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 540 increasing their positions, 382 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,168
Holders Change
-10
Holders Change %
-0.85%
% of All Funds
16.99%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.19%
New
113
Increased
540
Reduced
382
Closed
107
Calls
$255M
Puts
$208M
Net Calls
+$47.9M
Net Calls Change
-$36M
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
901
Dorsey & Whitney Trust
South Dakota
$210K -$15.1K -285 -7%
Fisher Asset Management
902
Fisher Asset Management
Washington
$209K -$170K -3,209 -45%
CTC
903
Cetera Trust Company
Minnesota
$209K
EIP
904
Ellis Investment Partners
Pennsylvania
$208K +$208K +3,947 New
CWM
905
Cornerstone Wealth Management
Missouri
$208K -$10.4K -196 -5%
AFT
906
Alpha Family Trust
California
$208K
FZCM
907
Flynn Zito Capital Management
New York
$207K +$2.32K +44 +1%
SFP
908
Sandbox Financial Partners
Maryland
$205K
AA
909
Advisory Alpha
Michigan
$205K -$13.4K -253 -6%
FNBOMD
910
First National Bank of Mount Dora
Florida
$204K -$17.5K -332 -8%
S
911
Sunpointe
Missouri
$203K +$203K +3,842 New
SVWAG
912
Sound View Wealth Advisors Group
Georgia
$203K +$4.07K +77 +2%
ANTB
913
AMG National Trust Bank
Colorado
$202K -$7.03K -133 -3%
CCG
914
Coastwise Capital Group
California
$201K +$2.32K +44 +1%
SWM
915
Stockman Wealth Management
Montana
$201K -$27.9K -529 -12%
CI Investments Inc
916
CI Investments Inc
Ontario, Canada
$196K +$10.9K +207 +6%
WT
917
Whittier Trust
California
$196K
MA
918
Montag & Associates
Georgia
$189K
WIM
919
Westside Investment Management
California
$189K
JWM
920
Janiczek Wealth Management
Colorado
$188K +$1K +19 +0.5%
Kayne Anderson Rudnick Investment Management
921
Kayne Anderson Rudnick Investment Management
California
$175K +$53 +1 +0%
OWA
922
Opal Wealth Advisors
New York
$170K +$170K +3,213 New
SA
923
SRH Advisors
Kansas
$164K
T
924
TOBAM
France
$157K -$82.6K -1,565 -34%
TFIPS
925
Towarzystwo Funduszy Inwestycyjnych PZU SA
$155K +$24.3K +460 +19%