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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 %
AI
1101
Accredited Investors
Minnesota
-$280K -4,684 Closed
PAMG
1102
Patton Albertson Miller Group
Tennessee
-$276K -4,624 Closed
SFI
1103
SPC Financial Inc
Maryland
-$275K -4,606 Closed
CGL
1104
Clarius Group LLC
Washington
-$273K -4,568 Closed
LWM
1105
Laidlaw Wealth Management
New York
-$273K -4,567 Closed
LSPW
1106
Lake Street Private Wealth
Illinois
-$268K -4,485 Closed
WI
1107
WrapManager Inc
California
-$266K -4,452 Closed
LA
1108
LexAurum Advisors
Kansas
-$265K -4,439 Closed
EA
1109
Eudaimonia Advisors
Tennessee
-$261K -4,358 Closed
EWM
1110
Empirical Wealth Management
Washington
-$258K -4,314 Closed
CWM
1111
Cornerstone Wealth Management
Missouri
-$257K -4,294 Closed
QCM
1112
Quantinno Capital Management
New York
-$252K -4,217 Closed
BIAS
1113
Beacon Investment Advisory Services
New Jersey
-$252K -4,209 Closed
BFG
1114
Berger Financial Group
Minnesota
-$242K -4,044 Closed
BFA
1115
Beacon Financial Advisory
Ohio
-$235K -3,923 Closed
Nomura Holdings
1116
Nomura Holdings
Japan
-$233K -3,895 Closed
CI
1117
CX Institutional
Indiana
-$233K -3,889 Closed
SFP
1118
Sandbox Financial Partners
Maryland
-$230K -3,846 Closed
FNBOMD
1119
First National Bank of Mount Dora
Florida
-$229K -3,824 Closed
Kovitz Investment Group Partners
1120
Kovitz Investment Group Partners
Illinois
-$228K -3,821 Closed
WDA
1121
Wendell David Associates
New Hampshire
-$225K -3,755 Closed
Los Angeles Capital Management
1122
Los Angeles Capital Management
California
-$222K -3,718 Closed
BB
1123
Busey Bank
Illinois
-$222K -3,715 Closed
AM
1124
Atwater Malick
Pennsylvania
-$221K -3,700 Closed
KA
1125
Kovack Advisors
Florida
-$221K -3,697 Closed