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Realty Income

1,144 hedge funds and large institutions have $35.6B invested in Realty Income in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 465 increasing their positions, 379 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,144
Holders Change
+91
Holders Change %
+8.64%
% of All Funds
16.77%
Holding in Top 10
21
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+90.91%
% of All Funds
0.31%
New
202
Increased
465
Reduced
379
Closed
97
Calls
$332M
Puts
$206M
Net Calls
+$126M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
1001
Silvant Capital Management
Georgia
$45.9K
AWM
1002
Activest Wealth Management
Florida
$44.9K
GWS
1003
Glassman Wealth Services
Virginia
$43.2K +$16.3K +283 +60%
BWL
1004
Bogart Wealth LLC
Virginia
$41K -$1.09K -19 -3%
CWM
1005
Compass Wealth Management
Connecticut
$40.2K
OCM
1006
Orion Capital Management
California
$40.2K
EWA
1007
EverSource Wealth Advisors
Alabama
$39.7K +$24.3K +424 +159%
SA
1008
Scarborough Advisors
Maryland
$39.4K +$39.4K +687 New
MCM
1009
Manchester Capital Management
Vermont
$39.1K +$9.07K +158 +30%
HRC
1010
Hoertkorn Richard Charles
$38.2K
RIM
1011
Rockbridge Investment Management
New York
$37.3K +$37.3K +650 New
LWCFA
1012
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.2K
MSG
1013
Main Street Group
Virginia
$34.5K +$34.5K +600 New
BCMLT
1014
Beacon Capital Management LLC (Tennessee)
Tennessee
$34.3K -$10.6K -212 -24%
KFI
1015
Key Financial Inc
Pennsylvania
$33.6K -$4.65K -81 -12%
FCA
1016
FinTrust Capital Advisors
South Carolina
$33.4K +$632 +11 +2%
CFFP
1017
Center for Financial Planning
Michigan
$33.3K
DMBA
1018
Deseret Mutual Benefit Administrators
Utah
$33K +$1.32K +23 +4%
LFA
1019
LGT Financial Advisors
Texas
$32.9K +$230 +4 +0.7%
AWM
1020
Able Wealth Management
New Jersey
$32.4K +$32.4K +564 New
ST
1021
Smithfield Trust
Pennsylvania
$32K
SWA
1022
SOA Wealth Advisors
New York
$31.9K +$230 +4 +0.7%
PWMG
1023
Private Wealth Management Group
New Jersey
$31.9K +$31.9K +555 New
APF
1024
Alaska Permanent Fund
Alaska
$30.9K -$459 -8 -1%
CA
1025
Clearstead Advisors
Ohio
$30.8K -$9.42K -164 -23%