We are live on ! Find out more
O icon

Realty Income

1,105 hedge funds and large institutions have $32.6B invested in Realty Income in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 480 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 75

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

82% more call options, than puts

Call options by funds: $174M | Put options by funds: $95.4M

66% more capital invested

Capital invested by funds: $19.6B → $32.6B (+$13B)

27% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 378

16% more funds holding

Funds holding: 9521,105 (+153)

0.76% more ownership

Funds ownership: 80.12%80.88% (+0.76%)

Holders
1,105
Holders Change
+153
Holders Change %
+16.07%
% of All Funds
17.01%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
244
Increased
480
Reduced
378
Closed
75
Calls
$174M
Puts
$95.4M
Net Calls
+$78.5M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
226
Rockefeller Capital Management
New York
$5.9M +$483K +7,030 +9%
Wolverine Trading
227
Wolverine Trading
Illinois
$5.88M -$515K -7,492 -8%
VLKIM
228
Van Lanschot Kempen Investment Management
Netherlands
$5.86M +$5.62M +81,800 New
LMIM
229
Lockheed Martin Investment Management
Maryland
$5.79M +$3.79M +55,145 +214%
MOACM
230
Mutual of America Capital Management
New York
$5.79M +$1.5M +21,781 +37%
TTWM
231
TCV Trust & Wealth Management
Virginia
$5.68M +$5.45M +79,295 New
BFG
232
Beacon Financial Group
Texas
$5.65M -$1.2M -17,496 -18%
TPSF
233
Texas Permanent School Fund
Texas
$5.59M +$1.1M +15,955 +26%
TCM
234
Telos Capital Management
California
$5.52M -$210K -3,050 -4%
SWP
235
Stratos Wealth Partners
Ohio
$5.52M -$1.51M -21,994 -22%
IMRF
236
Illinois Municipal Retirement Fund
Illinois
$5.47M +$4.94M +71,798 +1,539%
DnB Asset Management
237
DnB Asset Management
Norway
$5.42M +$1.64M +23,908 +46%
IF
238
Insight Folios
North Carolina
$5.3M -$25.6K -372 -0.5%
IG
239
ING Group
Netherlands
$5.29M +$2.76M +40,105 +119%
II
240
Inspire Investing
Idaho
$5.25M +$1.5M +21,784 +42%
TRCT
241
Tower Research Capital (TRC)
New York
$5.14M +$3.33M +48,456 +208%
COPPSERS
242
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.08M +$1.42M +20,654 +41%
RWM
243
Rench Wealth Management
Texas
$5.08M -$157K -2,278 -3%
HAS
244
HBW Advisory Services
California
$4.97M +$144K +2,098 +3%
II
245
IFM Investors
Australia
$4.95M +$1.43M +20,818 +43%
PS
246
Pensionfund Sabic
Netherlands
$4.95M +$2.05M +29,835 +76%
VIA
247
Vident Investment Advisory
Georgia
$4.94M +$4.36M +63,442 +1,145%
AC
248
Allstate Corporation
Illinois
$4.9M +$3.23M +46,930 +218%
IIM
249
Intact Investment Management
Quebec, Canada
$4.88M -$2.07M -30,146 -31%
SG Americas Securities
250
SG Americas Securities
New York
$4.87M +$1.34M +19,420 +40%

O Hedge Fund Activity: Q4 2021 in Review

1,105 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2021, worth a combined $32.6B — up 66% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new O positions and 75 closed out — a net gain of 169 holders — while 480 added to existing stakes and 378 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.84B. The largest seller was Millennium Management, cutting an estimated $60.6M.

  • 1,105 institutional investors held Realty Income (O) as of Q4 2021, up from 952 in Q3 2021.
  • Funds reported $32.6B of Realty Income stock for Q4 2021, up 66% quarter-over-quarter.
  • 244 funds opened new Realty Income positions in Q4 2021 and 75 closed out, a net change of +169 holders.
  • The largest Realty Income buyer in Q4 2021 was Cohen & Steers, an estimated $1.84B added.
  • The largest Realty Income seller in Q4 2021 was Millennium Management, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2021.