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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
AP
501
Advisor Partners
California
$552K +$32.7K +497 +6%
IFG
502
Independent Financial Group
California
$551K +$18.6K +283 +3%
EWA
503
EP Wealth Advisors
California
$550K +$174K +2,641 +45%
PS
504
Pensionfund Sabic
Netherlands
$541K
ER
505
Enlightenment Research
Florida
$541K +$549K +8,359 New
CS
506
Capital Square
Tennessee
$539K +$3.75K +57 +0.7%
GJIC
507
Gamble Jones Investment Counsel
California
$535K -$21.3K -324 -4%
VAS
508
Vestmark Advisory Solutions
Massachusetts
$532K +$208K +3,159 +62%
BRWA
509
B. Riley Wealth Advisors
Florida
$529K +$71.5K +1,088 +15%
PG
510
Pendal Group
Australia
$525K
SCM
511
Spreng Capital Management
Ohio
$525K
QTM
512
qPULA Trading Management
New York
$523K +$531K +8,084 New
BFC
513
Blue Fin Capital
Rhode Island
$521K -$67.8K -1,032 -11%
B
514
Bailard
California
$521K +$136K +2,064 +34%
Bessemer Group
515
Bessemer Group
New Jersey
$520K -$21K -320 -4%
SWM
516
Stockman Wealth Management
Montana
$516K
RC
517
RegentAtlantic Capital
New Jersey
$516K +$524K +7,983 New
WG
518
Winton Group
United Kingdom
$515K -$285K -4,345 -35%
FRM
519
Fox Run Management
Connecticut
$515K +$241K +3,667 +85%
MMPW
520
Mitchell McLeod Pugh & Williams
Alabama
$513K
ATPW
521
Ashton Thomas Private Wealth
Arizona
$510K -$1.51K -23 -0.3%
LIM
522
Loudon Investment Management
New Hampshire
$510K +$518K +7,886 New
ACWM
523
Adams Chetwood Wealth Management
North Carolina
$507K +$51.3K +781 +11%
BAIA
524
Bel Air Investment Advisors
California
$496K -$127K -1,939 -20%
NIA
525
Northstar Investment Advisors
Colorado
$494K -$5.85K -89 -1%

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.