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Realty Income

929 hedge funds and large institutions have $18.6B invested in Realty Income in 2021 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 434 increasing their positions, 230 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 230

84% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 68

17% more call options, than puts

Call options by funds: $125M | Put options by funds: $107M

10% more capital invested

Capital invested by funds: $16.9B → $18.6B (+$1.7B)

6% more funds holding

Funds holding: 877929 (+52)

3.39% more ownership

Funds ownership: 73.48%76.87% (+3.4%)

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
929
Holders Change
+52
Holders Change %
+5.93%
% of All Funds
16.17%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
125
Increased
434
Reduced
230
Closed
68
Calls
$125M
Puts
$107M
Net Calls
+$17.8M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
226
HighTower Advisors
Illinois
$3.73M +$548K +8,341 +17%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$3.72M -$891K -13,564 -19%
MOACM
228
Mutual of America Capital Management
New York
$3.67M +$163K +2,475 +5%
Creative Planning
229
Creative Planning
Kansas
$3.67M -$1.05M -16,016 -22%
CCM
230
Cinctive Capital Management
New York
$3.63M +$3.69M +56,173 New
BFEC
231
Benjamin F. Edwards & Company
Missouri
$3.63M +$201K +3,057 +6%
BMCM
232
Burns Matteson Capital Management
New York
$3.62M +$24.6K +374 +0.7%
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$3.58M +$1.54M +23,445 +74%
PGFC
234
Peapack-Gladstone Financial Corp
New Jersey
$3.55M +$13.5K +205 +0.4%
Schroder Investment Management Group
235
Schroder Investment Management Group
United Kingdom
$3.54M -$593K -9,033 -14%
CWM
236
Concentric Wealth Management
California
$3.53M +$39.6K +603 +1%
SLA
237
Silver Lake Advisory
Utah
$3.48M -$164K -2,499 -5%
SWMG
238
Signature Wealth Management Group
Georgia
$3.46M -$4.93K -75 -0.1%
MIM
239
Marco Investment Management
Georgia
$3.43M +$215K +3,273 +7%
FMII
240
Farmers & Merchants Investments Inc
Nebraska
$3.42M +$35.8K +545 +1%
SPIA
241
Steward Partners Investment Advisory
New York
$3.36M +$114K +1,737 +3%
AFM
242
Anson Funds Management
Texas
$3.34M +$1.22M +18,576 +56%
Northwestern Mutual Wealth Management
243
Northwestern Mutual Wealth Management
Wisconsin
$3.22M +$428K +6,519 +15%
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
$3.22M +$595K +9,051 +22%
MHS
245
M Holdings Securities
Oregon
$3.22M +$235K +3,575 +8%
IAN
246
Integrated Advisors Network
Texas
$3.21M +$3.26M +49,694 New
DnB Asset Management
247
DnB Asset Management
Norway
$3.2M +$157K +2,397 +5%
UCFA
248
United Capital Financial Advisors
Texas
$3.19M +$114K +1,733 +4%
COPPSERS
249
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.12M +$7.16K +109 +0.2%
II
250
IFM Investors
Australia
$3.1M +$541K +8,229 +21%

O Hedge Fund Activity: Q2 2021 in Review

929 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2021, worth a combined $18.6B — up 10% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new O positions and 68 closed out — a net gain of 57 holders — while 434 added to existing stakes and 230 trimmed.

The largest buyer was APG Asset Management US, adding an estimated $201M. The largest seller was Resolution Capital, exiting entirely with an estimated $247M sold.

  • 929 institutional investors held Realty Income (O) as of Q2 2021, up from 877 in Q1 2021.
  • Funds reported $18.6B of Realty Income stock for Q2 2021, up 10% quarter-over-quarter.
  • 125 funds opened new Realty Income positions in Q2 2021 and 68 closed out, a net change of +57 holders.
  • The largest Realty Income buyer in Q2 2021 was APG Asset Management US, an estimated $201M added.
  • The largest Realty Income seller in Q2 2021 was Resolution Capital, an estimated $247M sold.

Based on aggregated 13F filings for Q2 2021.