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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 %
AFT
926
Alpha Family Trust
California
$213K
MIS
927
Morningstar Investment Services
Illinois
$212K -$72K -1,339 -25%
DAS
928
Diversify Advisory Services
Utah
$211K +$211K +3,955 New
GI
929
GAMMA Investing
California
$210K +$28.7K +531 +16%
SFP
930
Sandbox Financial Partners
Maryland
$210K +$54 +1 +0%
FZCM
931
Flynn Zito Capital Management
New York
$210K +$4.87K +90 +2%
CC
932
Commons Capital
Massachusetts
$209K -$4.27K -79 -2%
LSAG
933
Lake Street Advisors Group
New Hampshire
$209K +$14.9K +274 +8%
SCA
934
Scott Capital Advisors
Oregon
$204K +$8.87K +163 +5%
CCG
935
Coastwise Capital Group
California
$204K +$204K +3,763 New
RIM
936
RW Investment Management
Idaho
$204K +$204K +3,763 New
SVWAG
937
Sound View Wealth Advisors Group
Georgia
$203K -$18.3K -339 -8%
ACS
938
Archford Capital Strategies
Illinois
$203K -$5.09K -94 -2%
SWP
939
Semus Wealth Partners
Florida
$202K -$7.09K -131 -3%
IWP
940
Innova Wealth Partners
Pennsylvania
$202K +$202K +3,725 New
BB
941
Busey Bank
Illinois
$201K +$2.11K +39 +1%
BWG
942
Berry Wealth Group
Texas
$201K +$201K +3,714 New
CAM
943
Concorde Asset Management
Michigan
$201K +$201K +3,749 New
AAG
944
Armstrong Advisory Group
Massachusetts
$201K
YWM
945
Yoder Wealth Management
California
$201K +$201K +3,707 New
WT
946
Whittier Trust
California
$200K -$21.7K -402 -10%
MSG
947
Main Street Group
Virginia
$200K +$168K +3,119 +520%
MA
948
Montag & Associates
Georgia
$195K -$95.7K -1,760 -33%
WIM
949
Westside Investment Management
California
$194K
JWM
950
Janiczek Wealth Management
Colorado
$192K +$22.8K +421 +13%