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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 %
MMG
1051
Monetary Management Group
Missouri
$20.7K
QL
1052
Quarry LP
New York
$20.5K +$20.5K +357 New
NFA
1053
Northwest Financial Advisors
Virginia
$20.3K +$20.3K +353 New
AFG
1054
Albion Financial Group
Utah
$20.2K +$287 +5 +1%
HFM
1055
Hartford Financial Management
Connecticut
$20.1K
TCG
1056
Transcendent Capital Group
Oklahoma
$19.6K +$19.6K +341 New
MSFP
1057
Mark Sheptoff Financial Planning
Connecticut
$18.9K
LIA
1058
Luken Investment Analytics
Tennessee
$18.8K
BIA
1059
Bell Investment Advisors
California
$17.9K -$11.4K -198 -39%
WT
1060
Washington Trust
Rhode Island
$17.2K
SAM
1061
Smartleaf Asset Management
Massachusetts
$16.7K +$16.7K +285 New
PCWA
1062
Pacific Capital Wealth Advisors
California
$16.5K +$16.5K +288 New
BC
1063
Barrett & Company
Rhode Island
$16.3K
TVAMP
1064
Tennessee Valley Asset Management Partners
Tennessee
$16.1K +$16.1K +280 New
GKIM
1065
GW&K Investment Management
Massachusetts
$16K +$4.1K +72 +34%
PCA
1066
Providence Capital Advisors
North Carolina
$15.6K +$13.6K +237 +677%
IPW
1067
Impact Partnership Wealth
Georgia
$15.5K -$133K -2,317 -90%
FWA
1068
FSC Wealth Advisors
New York
$15.3K +$5.74K +100 +60%
AP
1069
Aspect Partners
Virginia
$14.5K +$14.5K +252 New
EWM
1070
Evermay Wealth Management
Virginia
$14.1K +$346 +6 +3%
CIR
1071
Clear Investment Research
Georgia
$13.9K +$13.9K +242 New
CFS
1072
CGC Financial Services
Oregon
$13.6K
CWA
1073
Core Wealth Advisors
Florida
$13.1K +$2.81K +49 +27%
CAL
1074
Capital Advisors Ltd
Ohio
$13K -$4.41K -75 -25%
CCMI
1075
Creative Capital Management Investments
California
$12.9K