We are live on ! Find out more
O icon

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
PA
401
Profund Advisors
Maryland
$1.05M +$368K +5,594 +53%
WGA
402
Weather Gauge Advisory
Virginia
$1.05M +$854 +13 +0.1%
EH
403
Equitable Holdings
New York
$1.04M +$6.77K +103 +0.6%
LWAC
404
Laurel Wealth Advisors (California)
California
$1.04M +$9.99K +152 +1%
KNW
405
Kesler Norman & Wride
Utah
$1.03M -$5.91K -90 -0.6%
MCC
406
Malaga Cove Capital
California
$1.03M -$788 -12 -0.1%
MC
407
Moors & Cabot
Massachusetts
$1.01M +$229K +3,483 +29%
RCM
408
RB Capital Management
Nevada
$1.01M +$67.1K +1,022 +7%
GEA
409
Glen Eagle Advisors
New Jersey
$1.01M +$48.8K +743 +5%
MPWT
410
MassMutual Private Wealth & Trust
Connecticut
$1.01M +$4.73K +72 +0.5%
William Blair & Company
411
William Blair & Company
Illinois
$980K +$23.1K +351 +2%
Financial Engines Advisors
412
Financial Engines Advisors
California
$979K -$95.1K -1,447 -9%
Neuberger Berman Group
413
Neuberger Berman Group
New York
$973K +$101K +1,535 +11%
SCM
414
Schnieders Capital Management
California
$958K -$13.6K -207 -1%
AWM
415
Aevitas Wealth Management
Massachusetts
$952K +$3.48K +53 +0.4%
SWM
416
SeaCrest Wealth Management
New York
$947K +$288K +4,382 +43%
CIBC Private Wealth Group
417
CIBC Private Wealth Group
Georgia
$946K +$27.7K +422 +3%
ZB
418
Zions Bancorporation
Utah
$922K +$886K +13,487 +1,749%
PAMG
419
Patton Albertson Miller Group
Tennessee
$908K -$67.1K -1,022 -7%
SWA
420
Stratos Wealth Advisors
Ohio
$890K -$279K -4,243 -24%
KF
421
Krilogy Financial
Missouri
$881K -$103K -1,571 -10%
BEI
422
Benjamin Edwards Inc
Missouri
$871K -$12.2K -186 -1%
SEP
423
Southland Equity Partners
Missouri
$870K +$248K +3,774 +39%
SWM
424
Spire Wealth Management
Virginia
$865K +$8.08K +123 +0.9%
AIC
425
Ameritas Investment Company
Nebraska
$853K +$359K +5,468 +99%

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.