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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
CC
251
Carlson Capital
Texas
$2.98M +$3.03M +46,130 New
Natixis Advisors
252
Natixis Advisors
Massachusetts
$2.97M +$170K +2,585 +6%
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$2.93M
ECM
254
EII Capital Management
New York
$2.84M -$380K -5,782 -12%
ECM
255
ExodusPoint Capital Management
New York
$2.8M +$2.84M +43,283 New
SPC
256
Sigma Planning Corp
Michigan
$2.8M +$189K +2,877 +7%
FF
257
FourThought Financial
Florida
$2.77M +$52.8K +804 +2%
AIP
258
Ameritas Investment Partners
Nebraska
$2.77M +$1.27M +19,292 +82%
SFA
259
Sequoia Financial Advisors
Ohio
$2.76M +$715K +10,877 +34%
Ensign Peak Advisors
260
Ensign Peak Advisors
Utah
$2.67M +$197K +2,993 +8%
PA
261
PFG Advisors
Arizona
$2.62M -$5.52K -84 -0.2%
HIMCH
262
Hartford Investment Management Co (HIMCO)
Connecticut
$2.62M -$122K -1,855 -4%
NB
263
Norinchukin Bank
Japan
$2.5M +$19.7K +300 +0.8%
QIM
264
Quantitative Investment Management
Virginia
$2.49M -$707K -10,763 -22%
M&T Bank
265
M&T Bank
New York
$2.49M +$348K +5,299 +16%
MPM
266
Meritage Portfolio Management
Kansas
$2.48M +$2.53M +38,432 New
RIA
267
RPG Investment Advisory
California
$2.47M +$2.51M +38,226 New
MNG
268
Manning & Napier Group
New York
$2.44M -$30K -456 -1%
Qube Research & Technologies (QRT)
269
Qube Research & Technologies (QRT)
United Kingdom
$2.42M -$4.84M -73,738 -66%
IWP
270
Icon Wealth Partners
Texas
$2.39M +$753K +11,458 +45%
MML Investors Services
271
MML Investors Services
Massachusetts
$2.38M -$13.5K -205 -0.6%
DA
272
Duality Advisers
Florida
$2.37M +$2.41M +36,666 New
MA
273
Mutual Advisors
Nebraska
$2.24M +$89.9K +1,369 +4%
TYCC
274
Texas Yale Capital Corp
Florida
$2.16M +$24K +365 +1%
DY
275
Dowling & Yahnke
California
$2.15M +$18.9K +287 +0.9%

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.