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Realty Income

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
157
Increased
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Shares
Change %
JWA
926
JFS Wealth Advisors
Pennsylvania
$228K +$188K +2,970 +472%
EWA
927
Exencial Wealth Advisors
Oklahoma
$227K -$81K -1,278 -26%
SIMG
928
Sonora Investment Management Group
Arizona
$227K +$227K +3,584 New
AA
929
Ancora Advisors
Ohio
$227K -$47.6K -750 -17%
MA
930
Montag & Associates
Georgia
$227K
WIM
931
Westside Investment Management
California
$227K
ZIM
932
Zacks Investment Management
Illinois
$227K +$227K +3,573 New
AFA
933
Atlas Financial Advisors
California
$226K +$226K +3,570 New
LA
934
LPF Advisors
Florida
$225K +$225K +3,544 New
CWM
935
Cornerstone Wealth Management
Missouri
$224K -$25.6K -403 -10%
WB
936
WesBanco Bank
West Virginia
$223K +$223K +3,520 New
FA
937
FDx Advisors
Illinois
$222K +$222K +3,499 New
SCM
938
Shelton Capital Management
Colorado
$222K +$222K +3,496 New
SHGA
939
Sand Hill Global Advisors
California
$221K -$76.1K -1,200 -26%
WQ
940
Wealth Quarterback
New Jersey
$220K +$220K +3,470 New
CI
941
Conning Inc
Connecticut
$220K +$220K +3,467 New
SWIG
942
Strategic Wealth Investment Group
Kentucky
$220K +$220K +3,489 New
JIC
943
Johnson Investment Counsel
Ohio
$219K +$219K +3,458 New
SMWM
944
Silvia McColl Wealth Management
California
$219K +$219K +3,450 New
CI
945
CX Institutional
Indiana
$218K +$218K +3,442 New
KP
946
Keel Point
Alabama
$218K -$57.9K -913 -21%
EA
947
Everpar Advisors
Oklahoma
$218K -$83.8K -1,321 -28%
SLG
948
Silver Lake Group
California
$218K +$218K +3,450 New
MAWA
949
Moss Adams Wealth Advisors
Washington
$218K +$218K +3,433 New
MWM
950
Mindset Wealth Management
Indiana
$217K +$217K +3,428 New