O icon

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 %
AWM
926
Activest Wealth Management
Florida
$39.1K
OP
927
ORG Partners
Indiana
$37.3K -$217K -4,346 -85%
BWL
928
Bogart Wealth LLC
Virginia
$36.6K +$7.54K +151 +26%
CWM
929
Compass Wealth Management
Connecticut
$35K
CA
930
Clearstead Advisors
Ohio
$35K +$9.94K +199 +40%
OCM
931
Orion Capital Management
California
$35K +$35K +700 New
QC
932
Quent Capital
New York
$33.7K -$80.5K -1,612 -70%
MTIC
933
Missouri Trust & Investment Company
Missouri
$33.5K +$3K +60 +10%
LWCFA
934
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33.3K
KFI
935
Key Financial Inc
Pennsylvania
$33.3K
HRC
936
Hoertkorn Richard Charles
$33.3K
OA
937
Operose Advisors
Wisconsin
$30.2K +$30.2K +605 New
SFA
938
Semmax Financial Advisors
North Carolina
$29.9K +$29.9K +600 New
CFFP
939
Center for Financial Planning
Michigan
$29K
FCA
940
FinTrust Capital Advisors
South Carolina
$28.5K +$21.4K +429 +302%
LFA
941
LGT Financial Advisors
Texas
$28.4K +$28.4K +569 New
SWA
942
SOA Wealth Advisors
New York
$27.5K +$200 +4 +0.7%
DMBA
943
Deseret Mutual Benefit Administrators
Utah
$27.5K +$100 +2 +0.4%
APF
944
Alaska Permanent Fund
Alaska
$27.3K -$23K -461 -46%
ST
945
Smithfield Trust
Pennsylvania
$27K
MCM
946
Manchester Capital Management
Vermont
$26.1K +$21.1K +423 +423%
BIA
947
Bell Investment Advisors
California
$25.5K +$5.15K +103 +25%
BAAM
948
Baker Avenue Asset Management
California
$25.2K +$400 +8 +2%
AS
949
Altshuler Shaham
Israel
$24.6K -$5.24K -105 -18%
HL
950
HeadInvest LLC
Maine
$24.5K +$24.5K +500 New