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
O
476
Ossiam
France
$641K +$619K +9,415 New
IWC
477
Integrated Wealth Concepts
Massachusetts
$640K +$83.8K +1,275 +15%
ECM
478
Everence Capital Management
Indiana
$633K
WA
479
Wealth Alliance
New York
$632K +$423K +6,431 +192%
IAA
480
Independent Advisor Alliance
North Carolina
$619K +$41.8K +636 +7%
FFA
481
First Foundation Advisors
California
$619K +$53.8K +819 +9%
PFS
482
Prospera Financial Services
Texas
$618K +$71.2K +1,083 +13%
AL
483
ACAS LLC
California
$617K +$19.4K +296 +3%
SFP
484
Sterling Financial Planning
New Jersey
$616K -$4.6K -70 -0.7%
RIA
485
Realta Investment Advisors
Delaware
$613K -$32.3K -492 -5%
DHFB
486
Dixon Hubard Feinour & Brown
Virginia
$611K -$770K -11,715 -55%
FCI
487
Financial Counselors Inc
Kansas
$610K -$15.2K -231 -2%
MYLI
488
Meiji Yasuda Life Insurance
Japan
$602K +$163K +2,478 +36%
FI
489
Financial Insights
Washington
$601K +$61K +929 New
IWM
490
IHT Wealth Management
Illinois
$593K +$36.3K +553 +6%
PP
491
Patron Partners
Texas
$588K +$382K +5,815 +177%
C
492
Certuity
Florida
$578K +$306K +4,665 +109%
GRP
493
Global Retirement Partners
California
$576K -$2.23K -34 -0.4%
BSG
494
Black Swift Group
Colorado
$572K +$339K +5,160 +140%
RG
495
Retirement Group
California
$571K -$16.4K -249 -3%
CCM
496
Community Capital Management
Florida
$567K +$576K +8,772 New
Jane Street
497
Jane Street
New York
$566K -$16.4M -249,613 -97%
HIC
498
Holderness Investments Company
North Carolina
$562K +$37.3K +567 +7%
RFC
499
Regions Financial Corp
Alabama
$558K +$113K +1,726 +25%
BPA
500
Beacon Pointe Advisors
California
$555K +$237K +3,605 +72%

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.