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Realty Income

1,178 hedge funds and large institutions have $36.9B invested in Realty Income in 2024 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 622 increasing their positions, 287 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,178
Holders Change
+34
Holders Change %
+2.97%
% of All Funds
17.07%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.25%
New
147
Increased
622
Reduced
287
Closed
98
Calls
$314M
Puts
$230M
Net Calls
+$83.9M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WAG
1026
Wiser Advisor Group
Arizona
$49.6K +$650 +12 +1%
PFP
1027
Pinnacle Financial Partners
Tennessee
$47.8K +$45.4K +839 +1,864%
MTIC
1028
Missouri Trust & Investment Company
Missouri
$47.6K -$30.3K -560 -39%
CPBTD
1029
Central Pacific Bank - Trust Division
Hawaii
$46.2K +$46.2K +864 New
LS
1030
Livforsakringsbolaget Skandia
Sweden
$46.2K +$38K +700 +467%
OLVIG
1031
Oliver Lagore Vanvalin Investment Group
Michigan
$45.3K
MCM
1032
Manchester Capital Management
Vermont
$45.3K +$8.44K +156 +23%
SAM
1033
Smartleaf Asset Management
Massachusetts
$44.6K +$29.3K +545 +191%
HPC
1034
HM Payson & Co
Maine
$44.1K -$20.3K -375 -32%
SCM
1035
Silvant Capital Management
Georgia
$43.3K
AWM
1036
Activest Wealth Management
Florida
$42.3K
CA
1037
Clearstead Advisors
Ohio
$39.9K +$10.4K +189 +35%
CWM
1038
Compass Wealth Management
Connecticut
$37.9K
OCM
1039
Orion Capital Management
California
$37.9K
JWA
1040
JFS Wealth Advisors
Pennsylvania
$36.5K -$10.7K -198 -23%
BWL
1041
Bogart Wealth LLC
Virginia
$36.3K -$2.44K -45 -6%
HRC
1042
Hoertkorn Richard Charles
$36K
LWCFA
1043
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35.5K
HNB
1044
Hilltop National Bank
Wyoming
$35K +$35K +647 New
RTC
1045
Riverview Trust Company
Washington
$34.1K +$34.1K +630 New
CA
1046
Continuum Advisory
Idaho
$33.4K +$33.4K +611 New
KFI
1047
Key Financial Inc
Pennsylvania
$32.7K +$973 +18 +3%
LFA
1048
LGT Financial Advisors
Texas
$32.4K +$1.41K +26 +5%
ST
1049
Smithfield Trust
Pennsylvania
$32K
FCA
1050
FinTrust Capital Advisors
South Carolina
$31.5K