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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
CWM
276
Concentric Wealth Management
California
$4.06M -$9.97K -145 -0.3%
Northwestern Mutual Wealth Management
277
Northwestern Mutual Wealth Management
Wisconsin
$4.03M +$195K +2,830 +5%
JMPWA
278
JP Morgan Private Wealth Advisors
California
$3.97M +$1.22M +17,758 +47%
Mercer Global Advisors
279
Mercer Global Advisors
Colorado
$3.89M +$1.09M +15,824 +41%
Voloridge Investment Management
280
Voloridge Investment Management
Florida
$3.88M +$3.73M +54,226 New
FMII
281
Farmers & Merchants Investments Inc
Nebraska
$3.84M +$86.2K +1,253 +2%
CS
282
Capital Square
Tennessee
$3.84M +$3.17M +46,052 +579%
BMCM
283
Burns Matteson Capital Management
New York
$3.84M -$136K -1,974 -4%
Connor, Clark & Lunn Investment Management (CC&L)
284
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.84M +$1.83M +26,582 +98%
AWM
285
AE Wealth Management
Kansas
$3.83M +$1.14M +16,525 +45%
QT
286
Quantbot Technologies
New York
$3.81M +$3.66M +53,294 New
SFA
287
Sequoia Financial Advisors
Ohio
$3.8M +$3.37M +48,940 +1,180%
SLA
288
Silver Lake Advisory
Utah
$3.77M -$52.4K -762 -1%
MIM
289
Marco Investment Management
Georgia
$3.75M -$107K -1,553 -3%
SWMG
290
Signature Wealth Management Group
Georgia
$3.69M -$159K -2,306 -4%
RIA
291
RPG Investment Advisory
California
$3.65M +$504K +7,326 +17%
IAN
292
Integrated Advisors Network
Texas
$3.65M -$32K -465 -0.9%
UCFA
293
United Capital Financial Advisors
Texas
$3.58M +$45.7K +664 +1%
OAM
294
Oppenheimer Asset Management
New York
$3.54M +$1.47M +21,405 +76%
SIP
295
Stoneridge Investment Partners
Pennsylvania
$3.5M -$107K -1,563 -3%
RIM
296
Redpoint Investment Management
Australia
$3.46M +$1.17M +17,022 +54%
WBC
297
Westpac Banking Corp
Australia
$3.46M +$1.15M +16,706 +53%
Nomura Holdings
298
Nomura Holdings
Japan
$3.37M +$2.22M +32,245 +217%
UOC
299
UBS O'Connor
Illinois
$3.37M +$3.24M +47,050 New
VVP
300
Venture Visionary Partners
Ohio
$3.3M +$743K +10,798 +31%

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.