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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
ISL
426
Ingalls & Snyder LLC
New York
$851K +$864K +13,158 New
TA
427
TFG Advisers
Michigan
$849K +$7.69K +117 +0.9%
HI
428
Harbour Investments
Wisconsin
$846K +$150K +2,284 +21%
RIG
429
Roosevelt Investment Group
New York
$827K
EFS
430
Essex Financial Services
Connecticut
$823K
AWM
431
Adams Wealth Management
Utah
$816K -$11.3K -172 -1%
KPW
432
Kore Private Wealth
New York
$815K +$7.88K +120 +1%
MYAM
433
Meiji Yasuda Asset Management
Japan
$807K +$35.3K +537 +4%
FMBTD
434
First Midwest Bank Trust Division
Illinois
$798K +$1.31K +20 +0.2%
WAM
435
World Asset Management
Michigan
$797K -$24.1K -367 -3%
APP
436
Alpha Paradigm Partners
Illinois
$787K +$376K +5,726 +89%
HI
437
Horizon Investments
North Carolina
$786K +$801K +12,188 New
ACS
438
Archford Capital Strategies
Illinois
$785K -$73.1K -1,112 -8%
LBD
439
Landsberg Bennett & Dubbaneh
Florida
$778K +$30.2K +459 +4%
FLPIM
440
F.L. Putnam Investment Management
Massachusetts
$772K -$25K -380 -3%
ASN
441
Advisory Services Network
Georgia
$769K +$44.3K +674 +6%
APC
442
Asset Planning Corporation
Tennessee
$768K +$1.18K +18 +0.2%
B
443
BP
United Kingdom
$766K -$297K -4,519 -28%
CI
444
Cigna Investments
Connecticut
$766K -$120K -1,832 -13%
KWM
445
Kingsview Wealth Management
Oregon
$766K +$225K +3,430 +41%
HH
446
Hilltop Holdings
Texas
$762K +$101K +1,532 +15%
VHAM
447
Van Hulzen Asset Management
California
$757K -$153K -2,322 -17%
PCM
448
Pennsylvania Capital Management
Pennsylvania
$756K
FFA
449
Founders Financial Alliance
North Carolina
$754K +$64.8K +986 +9%
QCIG
450
Quad-Cities Investment Group
Iowa
$753K -$107K -1,636 -12%

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.