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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 %
FFO
1001
Fortitude Family Office
Arizona
$150K +$141K +2,221 +1,542%
LC
1002
Lindbrook Capital
California
$149K +$24.5K +386 +20%
FCMT
1003
Founders Capital Management (Texas)
Texas
$145K
M
1004
MOTCO
Texas
$142K -$26.6K -419 -16%
TFA
1005
Toth Financial Advisory
Virginia
$137K +$5.2K +82 +4%
CA
1006
CoreCap Advisors
Michigan
$137K +$137K +2,153 New
SAM
1007
Smartleaf Asset Management
Massachusetts
$135K +$75.6K +1,205 +127%
AA
1008
Alta Advisers
United Kingdom
$133K +$31.7K +500 +31%
MCM
1009
Manchester Capital Management
Vermont
$130K +$69.1K +1,089 +114%
BWP
1010
Baldwin Wealth Partners
Massachusetts
$129K +$51.4K +810 +66%
AAP
1011
Arax Advisory Partners
Colorado
$128K +$1.21K +19 +1%
FP
1012
Financial Perspectives
Minnesota
$128K
OCM
1013
Osterweis Capital Management
California
$127K
CTWM
1014
Cherry Tree Wealth Management
Minnesota
$126K
PB
1015
Pinnacle Bancorp
Nebraska
$125K
FAM
1016
Flaharty Asset Management
Florida
$125K +$125K +1,965 New
HCM
1017
Hollencrest Capital Management
California
$123K +$33.6K +530 +37%
C
1018
Covestor
United Kingdom
$123K +$10.9K +172 +10%
ITIM
1019
Indiana Trust & Investment Management
Indiana
$123K
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$122K -$8.88K -140 -7%
TF
1021
Tompkins Financial
New York
$119K +$7.67K +121 +7%
CP
1022
Castleview Partners
Texas
$117K +$1.59K +25 +1%
OIA
1023
Optimum Investment Advisors
Illinois
$114K -$12.7K -200 -10%
FCA
1024
FinTrust Capital Advisors
South Carolina
$113K +$96K +1,513 +565%
JFA
1025
JNBA Financial Advisors
Minnesota
$113K