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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 %
SN
1001
Sittner & Nelson
Oregon
$8.14K
RWPA
1002
Richard W. Paul & Associates
Michigan
$7.99K -$350 -7 -4%
IA
1003
IFS Advisors
Kansas
$7.94K
TJHA
1004
Thomas J. Herzfeld Advisors
Florida
$7.79K
LS
1005
Livforsakringsbolaget Skandia
Sweden
$7.52K
NCM
1006
Northwest Capital Management
Oregon
$7.49K
APC
1007
Aspire Private Capital
North Carolina
$6.81K -$150 -3 -2%
MFT
1008
Moisand Fitzgerald Tamayo
Florida
$6.79K -$499 -10 -7%
SSB
1009
Sandy Spring Bank
Maryland
$6.4K -$2.65K -53 -29%
MWM
1010
Mascoma Wealth Management
New Hampshire
$6.39K
PWMG
1011
Prestige Wealth Management Group
New Jersey
$6.28K -$6.53K -130 -51%
GIA
1012
GHP Investment Advisors
Colorado
$6.12K +$4.81K +95 +365%
HWM
1013
HighMark Wealth Management
Minnesota
$5.22K +$5.22K +104 New
BWAM
1014
Boyd Watterson Asset Management
Ohio
$5.14K
KHC
1015
Koesten Hirschmann & Crabtree
Kansas
$5.09K +$5.09K +102 New
LJHT
1016
Laurie J. Hall Trustee
$5K +$5K +100 New
NRG
1017
Nemes Rush Group
Michigan
$4.99K -$599 -12 -11%
WBC
1018
West Branch Capital
Massachusetts
$4.99K
GTAM
1019
Global Trust Asset Management
Florida
$4.99K +$4.99K +100 New
NC
1020
NewSquare Capital
Pennsylvania
$4.94K +$4.94K +99 New
BWS
1021
Buck Wealth Strategies
Colorado
$4.74K +$4.25K +85 +850%
PP
1022
Pacifica Partners
Canada
$4.51K +$1K +20 +29%
CA
1023
Crewe Advisors
Utah
$4.4K +$2.4K +48 +120%
AW
1024
Avion Wealth
Texas
$4K +$741 +20 +23%
HI
1025
Hoey Investments
Pennsylvania
$3.85K +$3.85K +77 New