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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 %
CTB
1026
Country Trust Bank
Illinois
$3.1K -$2.3K -46 -43%
AWM
1027
Abound Wealth Management
Tennessee
$3.05K -$1.35K -27 -31%
CWC
1028
Carolinas Wealth Consulting
North Carolina
$2.89K -$64.4K -1,360 -96%
EBA
1029
Eagle Bay Advisors
New York
$2.4K
TCM
1030
Tradewinds Capital Management
Washington
$2.35K
UFF
1031
USA Financial Formulas
Michigan
$2.25K -$300 -6 -12%
PFP
1032
Pinnacle Financial Partners
Tennessee
$2.25K
CPG
1033
Cornerstone Planning Group
New Jersey
$2.12K -$1.36K -27 -39%
RDIA
1034
RE Dickinson Investment Advisors
Iowa
$2K +$2K +48 New
TFM
1035
TFC Financial Management
Massachusetts
$1.96K -$100 -2 -5%
CWM
1036
CarsonAllaria Wealth Management
Illinois
$1.79K
PCA
1037
Providence Capital Advisors
North Carolina
$1.75K
DF
1038
DecisionPoint Financial
Arizona
$1.65K +$1.65K +33 New
AWA
1039
Authentikos Wealth Advisory
California
$1.55K +$1.55K +31 New
MA
1040
MCF Advisors
Kentucky
$1.35K
JGIA
1041
Jackson Grant Investment Advisers
Connecticut
$1.35K
ECM
1042
Everence Capital Management
Indiana
$1.3K +$296 +5,930 +29%
FMP
1043
Financial Management Professionals
Texas
$1K -$8.38K -134 -89%
FIA
1044
FNY Investment Advisers
New York
$1K -$1.5K -60 -60%
TFGT
1045
TS Financial Group (TSFG)
Illinois
$1K
CAM
1046
ClariVest Asset Management
California
$1K +$1K +11 New
VF
1047
VitalStone Financial
Texas
$1K +$1K +20 New
FDCC
1048
Foster Dykema Cabot & Co
Massachusetts
$1K +$1K +25 New
CHC
1049
City Holding Co
West Virginia
$898 +$898 +18 New
LF
1050
Lee Financial
Texas
$753