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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
LPIC
401
LeJeune Puetz Investment Counsel
Michigan
$1.53M -$47.1K -685 -3%
CSIC
402
Clifford Swan Investment Counsel
California
$1.53M +$75K +1,090 +5%
GAM
403
Gotham Asset Management
New York
$1.53M +$1.47M +21,389 New
PA
404
Profund Advisors
Maryland
$1.53M -$1.44M -20,898 -49%
BWM
405
BerganKDV Wealth Management
Minnesota
$1.53M -$89K -1,295 -6%
TIA
406
Trust Investment Advisors
Indiana
$1.5M +$65.7K +956 +5%
MCWS
407
McKinley Carter Wealth Services
West Virginia
$1.49M -$82.8K -1,204 -5%
FNB
408
Farmers National Bank
Kentucky
$1.49M -$251K -3,657 -15%
MIAN
409
Mariner Independent Advisor Network
Kansas
$1.48M +$84.3K +1,226 +6%
MCM
410
Magnolia Capital Management
New York
$1.48M -$133K -1,930 -9%
CF
411
Centaurus Financial
California
$1.47M +$858K +12,480 +156%
BRG
412
Bay Rivers Group
Virginia
$1.46M -$17.5K -255 -1%
RFN
413
RDA Financial Network
Iowa
$1.45M +$1.4M +20,311 New
HGERS
414
Householder Group Estate & Retirement Specialist
Arizona
$1.45M +$1.4M +20,298 New
ACI
415
Alpha Cubed Investments
California
$1.45M +$6.53K +95 +0.5%
IF
416
Intrua Financial
Texas
$1.45M +$34.8K +506 +3%
IA
417
IFP Advisors
Florida
$1.44M -$125K -1,817 -8%
BFA
418
Benedict Financial Advisors
Georgia
$1.44M -$39.3K -571 -3%
CIA
419
Cascade Investment Advisors
Oregon
$1.42M +$22.8K +331 +2%
FFS
420
Founders Financial Securities
Maryland
$1.4M -$36.6K -532 -3%
RA
421
RFG Advisory
Alabama
$1.4M -$55.9K -813 -4%
VPIM
422
Vanguard Personalized Indexing Management
California
$1.4M +$771K +11,212 +135%
WOSD
423
WFA of San Diego
California
$1.37M -$88.8K -1,291 -6%
BAM
424
Belpointe Asset Management
Nevada
$1.37M +$29.1K +423 +2%
PAM
425
Panagora Asset Management
Massachusetts
$1.36M +$96.1K +1,398 +8%

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.