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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
LPIC
351
LeJeune Puetz Investment Counsel
Michigan
$1.35M
TPCW
352
TD Private Client Wealth
New York
$1.35M +$1.34M +20,326 +3,764%
APA
353
American Portfolios Advisors
New York
$1.35M +$109K +1,653 +9%
WOSD
354
WFA of San Diego
California
$1.35M -$30.9K -470 -2%
GAM
355
Griffin Asset Management
New York
$1.34M +$1.38K +21 +0.1%
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$1.34M +$166K +2,529 +14%
MCM
357
Mainstay Capital Management
Michigan
$1.34M +$16.6K +253 +1%
FIM
358
Freedom Investment Management
Connecticut
$1.34M +$115K +1,755 +9%
PDN
359
Pensionfund DSM Netherlands
Netherlands
$1.33M
FFS
360
Founders Financial Securities
Maryland
$1.33M +$180K +2,740 +15%
FFG
361
Ford Financial Group
California
$1.33M +$16.6K +252 +1%
BFA
362
Benedict Financial Advisors
Georgia
$1.32M +$10.4K +158 +0.8%
Pacer Advisors
363
Pacer Advisors
Pennsylvania
$1.3M -$65.7K -1,000 -5%
CGH
364
Crossmark Global Holdings
Texas
$1.3M +$63K +959 +5%
BRG
365
Bay Rivers Group
Virginia
$1.29M +$8.34K +127 +0.6%
ESCM
366
Echo Street Capital Management
New York
$1.28M +$1.3M +19,809 New
RA
367
RFG Advisory
Alabama
$1.28M +$3.09K +47 +0.2%
CIA
368
Cascade Investment Advisors
Oregon
$1.27M +$91.8K +1,398 +8%
TFS
369
TrustCore Financial Services
Tennessee
$1.26M -$10.4K -159 -0.8%
MFW
370
Mosaic Family Wealth
Missouri
$1.23M +$276K +4,207 +28%
Mercer Global Advisors
371
Mercer Global Advisors
Colorado
$1.21M +$346K +5,271 +39%
EF
372
Empirical Finance
Pennsylvania
$1.2M +$1.22M +18,602 New
ACG
373
Allen Capital Group
Nebraska
$1.2M -$9.86K -150 -0.8%
Carson Wealth (CWM LLC)
374
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Point72 Asset Management
375
Point72 Asset Management
Connecticut
$1.19M +$1.21M +18,393 New

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.