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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 %
MIM
951
Morningstar Investment Management
Illinois
$217K -$33.2K -535 -13%
LAM
952
L2 Asset Management
Massachusetts
$217K +$217K +3,417 New
BWP
953
BSW Wealth Partners
Colorado
$216K +$216K +3,399 New
CCFM
954
Clear Creek Financial Management
Washington
$215K +$215K +3,390 New
FIB
955
First Interstate Bank
Montana
$215K +$215K +3,386 New
SIA
956
Schechter Investment Advisors
Michigan
$214K +$214K +3,373 New
LCM
957
Lazari Capital Management
California
$213K +$213K +3,359 New
SQA
958
Simon Quick Advisors
New Jersey
$213K +$213K +3,359 New
FCP
959
Fidelis Capital Partners
Florida
$213K +$213K +3,311 New
PMSA
960
Patrick M. Sweeney & Associates
Illinois
$212K +$212K +3,348 New
AL
961
Aspiriant LLC
California
$212K +$212K +3,345 New
RSWM
962
Robertson Stephens Wealth Management
California
$211K +$211K +3,321 New
Kayne Anderson Rudnick Investment Management
963
Kayne Anderson Rudnick Investment Management
California
$210K -$571 -9 -0.3%
SP
964
Stonebrook Private
Michigan
$209K +$209K +3,291 New
SWP
965
Semus Wealth Partners
Florida
$208K +$208K +3,284 New
LS
966
Livforsakringsbolaget Skandia
Sweden
$208K +$154K +2,432 +286%
Balyasny Asset Management
967
Balyasny Asset Management
Illinois
$208K +$208K +3,276 New
Empower Advisory Group
968
Empower Advisory Group
Colorado
$208K +$208K +3,274 New
MTC
969
McDaniel Terry & Co
Texas
$207K +$207K +3,269 New
PS
970
Planned Solutions
California
$206K +$206K +3,245 New
TF
971
Trek Financial
Arizona
$206K +$206K +3,243 New
QWP
972
Quotient Wealth Partners
Texas
$205K +$205K +3,235 New
T
973
TOBAM
France
$205K +$16.9K +267 +9%
GIA
974
Guyasuta Investment Advisors
Pennsylvania
$205K -$178K -2,813 -47%
SB
975
Strategic Blueprint
Georgia
$204K +$204K +3,219 New