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Realty Income

1,246 hedge funds and large institutions have $36.6B invested in Realty Income in 2024 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 480 increasing their positions, 473 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,246
Holders Change
+17
Holders Change %
+1.38%
% of All Funds
16.58%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.19%
New
177
Increased
480
Reduced
473
Closed
139
Calls
$258M
Puts
$252M
Net Calls
+$6.26M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Shares
Change %
EBA
1226
Eagle Bay Advisors
New York
$1.5K -$854 -16 -36%
CSWM
1227
Cassady Schiller Wealth Management
Ohio
$1.44K +$1.44K +27 New
VWA
1228
Valued Wealth Advisors
Utah
$1.34K -$160 -3 -11%
WCM
1229
WealthTrak Capital Management
Virginia
$1.34K +$1.34K +25 New
CJ
1230
Caitlin John
Michigan
$1.25K
CPG
1231
Cornerstone Planning Group
New Jersey
$1.23K -$112 -2 -8%
PCFFS
1232
Pacific Center for Financial Services
California
$1.23K
PWA
1233
Principia Wealth Advisory
Texas
$1.23K +$1.23K +23 New
GIA
1234
GHP Investment Advisors
Colorado
$1.12K -$5.34K -100 -83%
CIAM
1235
Caitong International Asset Management
Hong Kong
$1.12K +$1.12K +21 New
CA
1236
Crewe Advisors
Utah
$1.08K -$6.94K -128 -86%
DFA
1237
DHJJ Financial Advisors
Illinois
$962
TWD
1238
True Wealth Design
Ohio
$749 +$749 +14 New
ACA
1239
American Capital Advisory
Idaho
$748
CAM
1240
Clarity Asset Management
Iowa
$694
WW
1241
Winnow Wealth
Texas
$582 +$582 +11 New
PWM
1242
Parkworth Wealth Management
California
$534
NS
1243
NBC Securities
Alabama
$463 -$571K -9,873 -100%
YP
1244
YANKCOM Partnership
South Dakota
$427 +$427 +8 New
RFG
1245
REAP Financial Group
Texas
$214
CWM
1246
Cranbrook Wealth Management
Michigan
$54
DZ Bank
1247
DZ Bank
Germany
$53 -$778K -14,670 -100%
RWS
1248
Retirement Wealth Solutions
Wisconsin
$16
RC
1249
Resolution Capital
Australia
-$344M -5,430,425 Closed
CM
1250
Churchill Management
California
-$17.9M -281,924 Closed