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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 %
Wellington Management Group
201
Wellington Management Group
Massachusetts
$6.67M +$997K +19,969 +18%
Janus Henderson Group
202
Janus Henderson Group
United Kingdom
$6.67M +$346K +6,928 +5%
BFS
203
Bradley Foster & Sargent
Connecticut
$6.64M
GCA
204
GSI Capital Advisors
California
$6.61M -$120K -2,402 -2%
FAF
205
Fjarde Ap-fonden
Sweden
$6.48M +$25K +500 +0.4%
II
206
IFM Investors
Australia
$6.28M +$288K +5,772 +5%
JPMPWA
207
J.P. Morgan Private Wealth Advisors
California
$6.28M -$648K -12,983 -9%
Calamos Advisors
208
Calamos Advisors
Illinois
$6.28M
DnB Asset Management
209
DnB Asset Management
Norway
$6.24M +$820K +16,423 +15%
CNB
210
Czech National Bank
Czech Republic
$6.19M +$2.21M +44,172 +55%
Creative Planning
211
Creative Planning
Kansas
$6.14M +$917K +18,352 +18%
Wealthfront Advisers
212
Wealthfront Advisers
California
$6.09M +$2.52M +50,406 +70%
SFA
213
Sequoia Financial Advisors
Ohio
$6.09M -$439K -8,792 -7%
Skandinaviska Enskilda Banken (SEB)
214
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.07M -$86.1K -1,724 -1%
DP
215
Dearborn Partners
Illinois
$5.87M -$104K -2,091 -2%
URS
216
Utah Retirement Systems
Utah
$5.8M +$135K +2,700 +2%
Robeco Institutional Asset Management
217
Robeco Institutional Asset Management
Netherlands
$5.79M +$460K +9,207 +9%
ETC
218
Exchange Traded Concepts
Oklahoma
$5.74M -$126K -2,516 -2%
US Bancorp
219
US Bancorp
Minnesota
$5.72M -$448K -8,972 -7%
AC
220
Allstate Corporation
Illinois
$5.7M -$993K -19,893 -15%
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$5.6M +$2.79M +55,958 +100%
First Trust Advisors
222
First Trust Advisors
Illinois
$5.59M -$1.91M -38,185 -25%
Baird Financial Group
223
Baird Financial Group
Wisconsin
$5.53M +$129K +2,587 +2%
ZCM
224
Ziegler Capital Management
Illinois
$5.52M -$424K -8,490 -7%
Point72 Asset Management
225
Point72 Asset Management
Connecticut
$5.51M +$5.51M +110,244 New