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Realty Income

1,229 hedge funds and large institutions have $43.3B invested in Realty Income in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 528 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,229
Holders Change
+61
Holders Change %
+5.22%
% of All Funds
17.78%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.26%
New
157
Increased
528
Reduced
400
Closed
85
Calls
$324M
Puts
$204M
Net Calls
+$120M
Net Calls Change
+$72M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
1151
Evermay Wealth Management
Virginia
$15.1K
CFS
1152
CGC Financial Services
Oregon
$15K
WTA
1153
Washington Trust Advisors
Massachusetts
$14.8K
CFO
1154
CVA Family Office
Colorado
$13.9K +$2.79K +44 +25%
SC
1155
SouthState Corp
Florida
$13.6K +$13.6K +215 New
DIP
1156
DT Investment Partners
Pennsylvania
$13.1K +$13.1K +207 New
AA
1157
AlphaMark Advisors
Kentucky
$13K +$13K +200 New
MSWM
1158
Mowery & Schoenfeld Wealth Management
Illinois
$12.7K
HC
1159
Hoese & Co
Minnesota
$12.7K
SIS
1160
Strategic Investment Solutions
Illinois
$12.7K
HWP
1161
Highline Wealth Partners
California
$12.6K +$1.46K +23 +13%
S
1162
Sachetta
Massachusetts
$12.4K +$825 +13 +7%
RBC
1163
Roble Belko & Company
Pennsylvania
$12K +$3.46K +53 +40%
AWM
1164
Ameliora Wealth Management
Switzerland
$11.9K
DJSG
1165
D.J. St. Germain
Massachusetts
$11.7K
LIS
1166
Legacy Investment Solutions
Idaho
$11.4K +$11.4K +200 New
LWMI
1167
Legacy Wealth Management (Idaho)
Idaho
$11.4K +$11.4K +200 New
BFS
1168
Bare Financial Services
Pennsylvania
$11K
OC
1169
Oakworth Capital
Alabama
$11K
FWA
1170
FSC Wealth Advisors
New York
$10.7K +$127 +2 +1%
SN
1171
Sittner & Nelson
Oregon
$10.3K
EC
1172
Elequin Capital
New York
$10.1K +$4.76K +75 +89%
IA
1173
IFS Advisors
Kansas
$10.1K
PA
1174
PSI Advisors
Florida
$9.51K
CA
1175
Crewe Advisors
Utah
$9.39K +$2.03K +32 +28%