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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 %
BEI
926
Benjamin Edwards Inc
Missouri
$158K -$1.84K -32 -1%
CTC
927
Cetera Trust Company
Minnesota
$155K +$155K +2,700 New
DWMG
928
DB Wealth Management Group
California
$152K
CWM
929
Cedar Wealth Management
California
$144K -$57.4K -1,000 -29%
LFG
930
Larson Financial Group
Missouri
$140K +$4.19K +73 +3%
GJIA
931
Glass Jacobson Investment Advisors
Maryland
$131K
FCMT
932
Founders Capital Management (Texas)
Texas
$131K
SIS
933
Sound Income Strategies
Florida
$130K +$2.76K +48 +2%
CMBA
934
C.M. Bidwell & Associates
Hawaii
$123K +$123K +2,135 New
TFIPS
935
Towarzystwo Funduszy Inwestycyjnych PZU SA
$122K +$122K +2,120 New
NP
936
Ninepoint Partners
Ontario, Canada
$120K
M
937
MOTCO
Texas
$117K -$7.12K -124 -6%
MRCM
938
M&R Capital Management
New Jersey
$116K +$36.4K +634 +46%
FP
939
Financial Perspectives
Minnesota
$115K
OCM
940
Osterweis Capital Management
California
$115K
CI Investments Inc
941
CI Investments Inc
Ontario, Canada
$114K +$1.1K +19 +1%
CTWM
942
Cherry Tree Wealth Management
Minnesota
$114K -$57 -1 -0.1%
BC
943
Bartlett & Co
Ohio
$111K +$14K +239 +14%
T
944
Tidemark
California
$111K +$111K +1,932 New
BCWM
945
Bartlett & Co Wealth Management
Ohio
$111K +$14K +239 +14%
C
946
Covestor
United Kingdom
$110K +$6.22K +108 +6%
FGA
947
Fortis Group Advisors
New Jersey
$109K +$54.5K +950 +100%
TWM
948
Tradition Wealth Management
Minnesota
$107K -$26.4K -459 -20%
LA
949
LM Advisors
California
$106K +$106K +1,839 New
CFD
950
Creative Financial Designs
Indiana
$104K -$43.8K -762 -30%