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Realty Income

1,090 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 513 increasing their positions, 305 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $238M | Put options by funds: $96.1M

68% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 305

4.18% more ownership

Funds ownership: 78.01%82.2% (+4.2%)

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

5% more capital invested

Capital invested by funds: $32.2B → $33.7B (+$1.57B)

1% less funds holding

Funds holding: 1,0991,090 (-9)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,090
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.36%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
513
Reduced
305
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SNBOSCI
326
Security National Bank of Sioux City Iowa
Iowa
$2.25M +$13.4K +195 +0.6%
FMC
327
First Merchants Corp
Indiana
$2.24M -$23.2K -337 -1%
VI
328
Versor Investments
New York
$2.23M +$2.24M +32,673 New
ZB
329
Zions Bancorporation
Utah
$2.23M +$309K +4,501 +16%
JIP
330
Jaffetilchin Investment Partners
Florida
$2.22M +$18.3K +266 +0.8%
IAA
331
Independent Advisor Alliance
North Carolina
$2.22M +$207K +3,014 +10%
NIMI
332
Natixis Investment Managers International
France
$2.18M +$16.4K +239 +0.8%
SPC
333
Sigma Planning Corp
Michigan
$2.16M -$1.03M -15,008 -32%
JWCA
334
J.W. Cole Advisors
Florida
$2.16M +$332K +4,827 +18%
VAS
335
Vestmark Advisory Solutions
Massachusetts
$2.14M +$919K +13,372 +74%
NMERB
336
New Mexico Educational Retirement Board
New Mexico
$2.14M -$103K -1,500 -5%
CTA
337
Colonial Trust Advisors
South Carolina
$2.12M +$201K +2,920 +10%
DY
338
Dowling & Yahnke
California
$2.04M -$338K -4,918 -14%
BCM
339
Beck Capital Management
Texas
$2.02M +$16.6K +242 +0.8%
SOAMC
340
Spirit of America Management Corp
New York
$2.01M
HCM
341
Hutner Capital Management
Vermont
$2M +$12.9K +188 +0.6%
FFA
342
Founders Financial Alliance
North Carolina
$1.98M +$1.22M +17,782 +159%
SG
343
Stonnington Group
California
$1.98M -$119K -1,730 -6%
VI
344
Vestcor Inc
New Brunswick, Canada
$1.96M +$621K +9,042 +46%
HA
345
Hamel Associates
New Jersey
$1.95M +$1.96M +28,590 New
GLA
346
Great Lakes Advisors
Illinois
$1.94M +$13.1K +191 +0.7%
CGH
347
Crossmark Global Holdings
Texas
$1.93M +$242K +3,530 +14%
Rafferty Asset Management
348
Rafferty Asset Management
New York
$1.91M -$206K -3,002 -10%
IIA
349
ICW Investment Advisors
Arizona
$1.9M +$23.2K +337 +1%
CAM
350
Cozad Asset Management
Illinois
$1.85M +$17.4K +254 +0.9%

O Hedge Fund Activity: Q2 2022 in Review

1,090 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2022, worth a combined $33.7B — up 4.9% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new O positions and 88 closed out — a net gain of 8 holders — while 513 added to existing stakes and 305 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $302M. The largest seller was Glendon Capital Management, cutting an estimated $106M.

  • 1,090 institutional investors held Realty Income (O) as of Q2 2022, down from 1,099 in Q1 2022.
  • Funds reported $33.7B of Realty Income stock for Q2 2022, up 4.9% quarter-over-quarter.
  • 96 funds opened new Realty Income positions in Q2 2022 and 88 closed out, a net change of +8 holders.
  • The largest Realty Income buyer in Q2 2022 was JP Morgan Chase, an estimated $302M added.
  • The largest Realty Income seller in Q2 2022 was Glendon Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.