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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 %
CC
976
Commons Capital
Massachusetts
$204K +$204K +3,216 New
ST
977
Somerset Trust
Pennsylvania
$204K +$204K +3,216 New
OWA
978
Octavia Wealth Advisors
Ohio
$203K +$203K +3,201 New
D
979
Diversified
Delaware
$203K +$203K +3,201 New
DE
980
Diversified Enterprises
Delaware
$203K +$203K +3,201 New
Koshinski Asset Management
981
Koshinski Asset Management
Illinois
$203K +$203K +3,195 New
RI
982
Ridgewood Investments
New Jersey
$202K +$50.2K +791 +33%
Kovitz Investment Group Partners
983
Kovitz Investment Group Partners
Illinois
$201K +$201K +3,162 New
FA
984
Financial Alternatives
California
$200K +$200K +3,159 New
NP
985
Nilsine Partners
Colorado
$200K +$200K +3,154 New
SA
986
SRH Advisors
Kansas
$197K
TFIPS
987
Towarzystwo Funduszy Inwestycyjnych PZU SA
$194K +$7.61K +120 +4%
RIA
988
Realta Investment Advisors
Delaware
$194K -$757K -12,196 -80%
T
989
Tidemark
California
$183K +$1.46K +23 +0.8%
MSG
990
Main Street Group
Virginia
$176K +$57.5K +907 +49%
CT
991
Coastline Trust
Rhode Island
$175K +$175K +2,760 New
PIM
992
Plato Investment Management
Australia
$171K +$149K +2,359 +684%
MRCM
993
M&R Capital Management
New Jersey
$169K +$2.22K +35 +1%
NMG
994
New Millennium Group
Utah
$167K +$68.1K +1,074 +69%
AAG
995
Armstrong Advisory Group
Massachusetts
$160K -$19.6K -309 -11%
BCWM
996
Bartlett & Co Wealth Management
Ohio
$159K -$3.3K -52 -2%
CMBA
997
C.M. Bidwell & Associates
Hawaii
$158K +$5.26K +83 +3%
BWL
998
Bogart Wealth LLC
Virginia
$158K +$63 +1 +0%
YDMI
999
Y.D. More Investments
Israel
$155K +$15.4K +243 +11%
CH
1000
Cromwell Holdings
Wyoming
$154K