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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
Mariner
276
Mariner
Kansas
$2.13M -$222K -3,379 -9%
AWM
277
Atticus Wealth Management
Florida
$2.12M -$10.3K -157 -0.5%
RB
278
Rodgers Brothers
Pennsylvania
$2.12M +$492K +7,482 +30%
KC
279
Kinloch Capital
Virginia
$2.09M +$36.1K +550 +2%
OPERF
280
Oregon Public Employees Retirement Fund
Oregon
$2.08M +$129K +1,961 +6%
MIFH
281
Migdal Insurance & Financial Holdings
Israel
$2.07M -$46.6K -710 -2%
JMPWA
282
JP Morgan Private Wealth Advisors
California
$2.06M -$28.1K -428 -1%
IG
283
ING Group
Netherlands
$2.05M +$404K +6,150 +24%
WBC
284
Westpac Banking Corp
Australia
$2.04M
RIM
285
Redpoint Investment Management
Australia
$2.03M +$136K +2,068 +7%
Rafferty Asset Management
286
Rafferty Asset Management
New York
$1.99M +$773K +11,769 +62%
GLA
287
Great Lakes Advisors
Illinois
$1.97M -$4.73M -71,999 -70%
MSRPS
288
Maryland State Retirement & Pension System
Maryland
$1.96M
First Manhattan
289
First Manhattan
New York
$1.94M -$104K -1,584 -5%
SIP
290
Stoneridge Investment Partners
Pennsylvania
$1.92M
AC
291
Allstate Corporation
Illinois
$1.86M -$51.6K -785 -3%
HCM
292
Hutner Capital Management
Vermont
$1.86M -$192K -2,915 -9%
TRSOTSOK
293
Teachers Retirement System of the State of Kentucky
Kentucky
$1.84M
JIP
294
Jaffetilchin Investment Partners
Florida
$1.84M +$155K +2,362 +9%
AWM
295
AE Wealth Management
Kansas
$1.83M +$890K +13,550 +92%
CCP
296
Corient Capital Partners
California
$1.83M +$679K +10,331 +58%
FNT
297
First National Trust
Pennsylvania
$1.81M -$214K -3,250 -10%
EVM
298
Eaton Vance Management
Massachusetts
$1.8M -$281K -4,279 -13%
LOIM
299
Liberty One Investment Management
Illinois
$1.79M +$107K +1,635 +6%
SOAMC
300
Spirit of America Management Corp
New York
$1.77M +$50.9K +774 +3%

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.