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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
CIM
26
Centersquare Investment Management
Pennsylvania
$172M +$132M +1,915,500 +397%
ProShare Advisors
27
ProShare Advisors
Maryland
$165M +$8.66M +125,893 +6%
Swiss National Bank
28
Swiss National Bank
Switzerland
$150M +$39.2M +570,704 +37%
Canada Pension Plan Investment Board
29
Canada Pension Plan Investment Board
Ontario, Canada
$150M +$54.7M +795,040 +61%
BG
30
Bahl & Gaynor
Ohio
$142M +$12.9M +188,195 +10%
GCM
31
Glendon Capital Management
California
$133M +$128M +1,856,884 New
NSLI
32
Nan Shan Life Insurance
Taiwan
$124M -$3.82M -55,611 -3%
LIMS
33
Lasalle Investment Management Securities
Maryland
$122M +$45.8M +665,932 +64%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$109M +$22.2M +323,260 +27%
Prudential Financial
35
Prudential Financial
New Jersey
$108M +$77M +1,119,528 +283%
Citigroup
36
Citigroup
New York
$108M -$13.5M -196,277 -12%
Federated Hermes
37
Federated Hermes
Pennsylvania
$100M -$8.52M -123,847 -8%
PPA
38
Parametric Portfolio Associates
Washington
$97M +$27.2M +395,232 +41%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$96.8M +$88.5M +1,287,224 +2,005%
Ameriprise
40
Ameriprise
Minnesota
$93.2M +$13.6M +198,500 +18%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$92.3M -$6.57M -95,567 -7%
APG Asset Management
42
APG Asset Management
Netherlands
$89.6M +$96.3M +1,400,003 +5,954%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$87.4M +$23M +333,975 +38%
Asset Management One
44
Asset Management One
Japan
$84.9M +$26.6M +387,324 +49%
T. Rowe Price Associates
45
T. Rowe Price Associates
Maryland
$81.3M +$25M +363,365 +47%
HRES
46
Heitman Real Estate Securities
Illinois
$75.7M +$32.9M +478,295 +83%
EIP
47
Epoch Investment Partners
New York
$75.5M +$72.5M +1,054,351 New
SO
48
STRS Ohio
Ohio
$75.5M +$40.5M +589,481 +127%
AllianceBernstein
49
AllianceBernstein
Tennessee
$75M +$22.1M +321,349 +44%
RJA
50
Raymond James & Associates
Florida
$74.3M -$20.1M -292,897 -22%

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.