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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 %
CWP
1026
Concord Wealth Partners
Virginia
$30.3K -$14.6K -254 -32%
VNA
1027
Valley National Advisers
Pennsylvania
$29K +$4.46K +80 +18%
IRAG
1028
Investment Research & Advisory Group
Georgia
$28.7K -$45.9K -800 -62%
CFO
1029
CVA Family Office
Colorado
$28.7K +$28.7K +499 New
BWM
1030
Baystate Wealth Management
Massachusetts
$28.3K +$10.9K +190 +63%
DI
1031
DAGCO Inc
Ohio
$28.2K +$28.2K +491 New
DWS
1032
Dynamic Wealth Strategies
California
$28.2K +$28.2K +491 New
PSB
1033
Piscataqua Savings Bank
New Hampshire
$28.1K
HFS
1034
HBC Financial Services
Washington
$28K
DJSG
1035
D.J. St. Germain
Massachusetts
$27.1K +$16.5K +287 +155%
MLA
1036
MB, Levis & Associates
Pennsylvania
$27.1K +$230 +4 +0.9%
CB
1037
Community Bank
New York
$26.6K +$7.46K +130 +39%
RFA
1038
Resurgent Financial Advisors
Georgia
$25.4K -$57 -1 -0.2%
FGAM
1039
Financial Gravity Asset Management
Texas
$25.3K +$3.94K +82 +18%
VL
1040
Vima LLC
Michigan
$25.1K +$25.1K +437 New
TWC
1041
TD Waterhouse Canada
Ontario, Canada
$24.9K +$760 +13 +3%
CHA
1042
Carmichael Hill & Associates
Maryland
$24.6K +$2.07K +36 +9%
ANBT
1043
American National Bank & Trust
Texas
$24.5K +$24.5K +427 New
PWMG
1044
Provence Wealth Management Group
California
$24K
TIM
1045
Tortoise Investment Management
New York
$23.4K
HBW
1046
Hazlett, Burt & Watson
West Virginia
$23K
MCM
1047
MV Capital Management
Maryland
$22.5K -$574 -10 -2%
IGWM
1048
ICA Group Wealth Management
Colorado
$22.2K +$22.2K +386 New
CBT
1049
Central Bank & Trust
Kentucky
$21.8K +$21.8K +380 New
BGAI
1050
Bruce G. Allen Investments
Colorado
$21.4K +$21.4K +373 New