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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
PP
376
Pacifica Partners
Canada
$1.19M -$106K -1,610 -8%
BAM
377
Belpointe Asset Management
Nevada
$1.18M +$824K +12,545 +218%
RIM
378
Redwood Investment Management
Arizona
$1.18M +$1.2M +18,226 New
BCM
379
Beck Capital Management
Texas
$1.17M +$1.91K +29 +0.2%
AWMT
380
AAFMAA Wealth Management & Trust
North Carolina
$1.17M +$298K +4,542 +34%
SRC
381
Shufro Rose & Co
New York
$1.17M +$390K +5,934 +49%
FDS
382
Freedom Day Solutions
Texas
$1.16M -$111K -1,682 -9%
CG
383
Cutler Group
California
$1.16M +$883K +13,438 +299%
CFA
384
Cahill Financial Advisors
Minnesota
$1.16M +$374K +5,697 +47%
NGA
385
Naples Global Advisors
Florida
$1.15M +$329 +5 +0%
PAM
386
Panagora Asset Management
Massachusetts
$1.14M -$107K -1,633 -8%
AF
387
Advisornet Financial
Minnesota
$1.14M +$44.5K +677 +4%
NMIMC
388
Northwestern Mutual Investment Management Company
Wisconsin
$1.13M +$2.5K +38 +0.2%
MCM
389
Monument Capital Management
Virginia
$1.13M +$241K +3,672 +27%
MIAN
390
Mariner Independent Advisor Network
Kansas
$1.13M +$81.3K +1,237 +8%
CTA
391
Colonial Trust Advisors
South Carolina
$1.13M +$342K +5,211 +43%
PWA
392
Phoenix Wealth Advisors
North Carolina
$1.12M +$1.05M +15,970 +1,630%
AAM
393
Azzad Asset Management
Virginia
$1.1M +$293K +4,459 +36%
BC
394
Bridgefront Capital
Texas
$1.09M +$1.11M +16,875 New
NL
395
NWAM LLC
Washington
$1.07M +$11.3K +172 +1%
GCP
396
GSA Capital Partners
United Kingdom
$1.07M +$377K +5,744 +53%
S
397
Seeyond
France
$1.07M +$4.86K +74 +0.4%
RJT
398
Raymond James Trust
Florida
$1.06M +$238K +3,628 +28%
LNC
399
Lincoln National Corp
Pennsylvania
$1.06M -$3.42K -52 -0.3%
VVP
400
Venture Visionary Partners
Ohio
$1.05M +$1.05M +16,023 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.