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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 %
PSB
951
Piscataqua Savings Bank
New Hampshire
$24.5K
PMFA
952
Plante Moran Financial Advisors
Michigan
$24.2K +$3.65K +73 +18%
HFS
953
HBC Financial Services
Washington
$24K +$24K +500 New
OIAM
954
OFI Invest Asset Management
France
$23.9K +$23.9K +507 New
TAM
955
Tucker Asset Management
Colorado
$23.8K +$19.8K +396 +495%
GWS
956
Glassman Wealth Services
Virginia
$23.5K -$12.2K -245 -34%
MLA
957
MB, Levis & Associates
Pennsylvania
$23.4K +$150 +3 +0.6%
SFCL
958
Strengthening Families & Communities LLC
Massachusetts
$23K +$203 +4 +0.9%
RFA
959
Resurgent Financial Advisors
Georgia
$22.2K +$350 +7 +2%
VNA
960
Valley National Advisers
Pennsylvania
$22K +$2.5K +50 +13%
TWC
961
TD Waterhouse Canada
Ontario, Canada
$21.9K -$106 -2 -0.5%
PWMG
962
Provence Wealth Management Group
California
$20.9K +$20.9K +418 New
FGAM
963
Financial Gravity Asset Management
Texas
$20.6K +$17.8K +386 +643%
TIM
964
Tortoise Investment Management
New York
$20.4K
MCM
965
MV Capital Management
Maryland
$20K +$4.25K +85 +27%
HBW
966
Hazlett, Burt & Watson
West Virginia
$20K
CHA
967
Carmichael Hill & Associates
Maryland
$19.6K +$9.99K +200 +104%
MMG
968
Monetary Management Group
Missouri
$18K
MHR
969
Matthew Hamilton Rosenberg
$17.8K -$4.2K -84 -19%
AGWCA
970
Annis Gardner Whiting Capital Advisors
Florida
$17.6K +$17.6K +351 New
HFM
971
Hartford Financial Management
Connecticut
$17.5K -$16.1K -322 -48%
AFG
972
Albion Financial Group
Utah
$17.3K +$250 +5 +1%
CB
973
Community Bank
New York
$16.7K
MSFP
974
Mark Sheptoff Financial Planning
Connecticut
$16.5K
LIA
975
Luken Investment Analytics
Tennessee
$16.3K