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
BCV
551
Banque Cantonale Vaudoise
Switzerland
$421K -$6.77K -103 -2%
HAG
552
HighPoint Advisor Group
Illinois
$418K +$91.7K +1,395 +28%
BWA
553
Beam Wealth Advisors
Louisiana
$414K +$657 +10 +0.2%
IA
554
IndexIQ Advisors
New York
$411K +$36.7K +559 +10%
WTC
555
WhitTier Trust Company
Nevada
$409K -$31.9K -486 -7%
JBA
556
Johnson Bixby & Associates
Washington
$406K +$1.51K +23 +0.4%
EOJOAM
557
E. Ohman J:or Asset Management
Sweden
$400K -$475K -7,224 -54%
MA
558
MUFG Americas
New York
$400K -$3.94K -60 -1%
OCG
559
Opus Capital Group
Ohio
$393K +$71.3K +1,085 +22%
BMSSC
560
B. Metzler seel. Sohn & Co
Germany
$391K +$12.1K +184 +3%
AL
561
Aspiriant LLC
California
$390K +$15K +229 +4%
SCM
562
Stevens Capital Management
Pennsylvania
$388K +$394K +5,999 New
WP
563
WealthSource Partners
California
$387K +$151K +2,302 +63%
FHA
564
Flagship Harbor Advisors
Massachusetts
$386K -$2.56K -39 -0.6%
KFS
565
Kelly Financial Services
Massachusetts
$383K +$1.71M +25,984 +6,578%
CHA
566
Cooper/Haims Advisors
New York
$380K
WB
567
WesBanco Bank
West Virginia
$380K +$386K +5,872 New
TW
568
TrinityPoint Wealth
Connecticut
$379K +$2.89K +44 +0.8%
IA
569
IFG Advisory
Georgia
$377K +$37.9K +577 +11%
NRI
570
NFP Retirement Inc
California
$376K +$3.09K +47 +0.8%
TFA
571
Teamwork Financial Advisors
Texas
$376K +$82.2K +1,251 +27%
ESB
572
Essex Savings Bank
Connecticut
$375K +$30.7K +467 +9%
AMIM
573
Aull & Monroe Investment Management
Alabama
$374K
FCFC
574
First Commonwealth Financial Corp
Pennsylvania
$370K +$14.3K +217 +4%
CIA
575
Cohen Investment Advisors
New Hampshire
$368K +$854 +13 +0.2%

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.