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Realty Income
O

877 hedge funds and large institutions have $16.9B invested in Realty Income in 2021 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 396 increasing their positions, 251 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 251

53% more call options, than puts

Call options by funds: $144M | Put options by funds: $94.2M

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

2% more funds holding

Funds holding: 861 → 877 (+16)

4% more capital invested

Capital invested by funds: $16.2B → $16.9B (+$664M)

3.07% less ownership

Funds ownership: 76.55% → 73.48% (-3.1%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
877
Holders Change
+16
Holders Change %
+1.86%
% of All Funds
15.4%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
101
Increased
396
Reduced
251
Closed
80
Calls
$144M
Puts
$94.2M
Net Calls
+$50M
Net Calls Change
+$61.1M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$196M
2
Bank of America
Bank of America
North Carolina
+$184M
3
State Street
State Street
Massachusetts
+$142M
4
Morgan Stanley
Morgan Stanley
New York
+$97.3M
5
BlackRock
BlackRock
New York
+$93.9M

Top Sellers

Rank Fund Capital Flow
1
PI
PGGM Investments
Netherlands
-$191M
2
CIM
Centersquare Investment Management
Pennsylvania
-$125M
3
N
Nuveen
North Carolina
-$86.7M
4
PP
Prudential plc
United Kingdom
-$42.8M
5
RC
Resolution Capital
Australia
-$39.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIMS
26
Lasalle Investment Management Securities
Maryland
$71M +$7.74M +130,624 +13%
Ameriprise
27
Ameriprise
Minnesota
$70.5M +$47.3M +797,723 +233%
Canada Pension Plan Investment Board
28
Canada Pension Plan Investment Board
Ontario, Canada
$68.4M +$30.9M +521,434 +88%
CIM
29
Centersquare Investment Management
Pennsylvania
$65.4M -$125M -2,114,223 -67%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$63.7M -$5.48M -92,523 -8%
Citigroup
31
Citigroup
New York
$59.7M +$3.84M +64,803 +7%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$57M +$7.7M +129,974 +16%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$54.5M +$1.34M +22,624 +3%
Asset Management One
34
Asset Management One
Japan
$54.5M +$2.28M +38,519 +5%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$50.9M +$2.71M +45,722 +6%
PPA
36
Parametric Portfolio Associates
Washington
$50.8M +$298K +5,031 +0.6%
CS
37
Credit Suisse
Switzerland
$49.5M -$332K -5,608 -0.7%
RJA
38
Raymond James & Associates
Florida
$49M +$2.88M +48,664 +7%
Two Sigma Investments
39
Two Sigma Investments
New York
$47.1M -$18.3M -308,574 -29%
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$45.4M -$2.25M -37,982 -5%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$44.2M +$2.91M +49,194 +7%
Barclays
42
Barclays
United Kingdom
$43.3M -$21.3M -359,155 -34%
UBS Group
43
UBS Group
Switzerland
$42.6M -$13M -219,839 -24%
Deutsche Bank
44
Deutsche Bank
Germany
$41.8M -$332K -5,605 -0.8%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$40.8M -$248K -4,192 -0.6%
Millennium Management
46
Millennium Management
New York
$40.5M -$12.5M -210,354 -24%
AllianceBernstein
47
AllianceBernstein
Tennessee
$39.9M -$21.1M -356,234 -35%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.8M +$6.22M +105,046 +19%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$39.2M -$22.7M -382,666 -38%
LPL Financial
50
LPL Financial
California
$35.8M +$4.33M +73,169 +14%
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O Hedge Fund Activity: Q1 2021 in Review

877 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2021, worth a combined $16.9B — up 4.1% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new O positions and 80 closed out — a net gain of 21 holders — while 396 added to existing stakes and 251 trimmed.

The largest buyer was Vanguard Group, adding an estimated $196M. The largest seller was PGGM Investments, exiting entirely with an estimated $191M sold.

  • 877 institutional investors held Realty Income (O) as of Q1 2021, up from 861 in Q4 2020.
  • Funds reported $16.9B of Realty Income stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 101 funds opened new Realty Income positions in Q1 2021 and 80 closed out, a net change of +21 holders.
  • The largest Realty Income buyer in Q1 2021 was Vanguard Group, an estimated $196M added.
  • The largest Realty Income seller in Q1 2021 was PGGM Investments, an estimated $191M sold.

Based on aggregated 13F filings for Q1 2021.