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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
WSTAM
576
Wilbanks Smith & Thomas Asset Management
Virginia
$368K +$2.1K +32 +0.6%
VWA
577
Visionary Wealth Advisors
Illinois
$368K +$21.4K +325 +6%
WPA
578
West Paces Advisors
Georgia
$368K +$1.12K +17 +0.3%
GI
579
GAMCO Investors
Connecticut
$367K +$373K +5,676 New
AA
580
Ancora Advisors
Ohio
$365K
FNBOMD
581
First National Bank of Mount Dora
Florida
$364K -$86.3K -1,313 -19%
CFGS
582
Concourse Financial Group Securities
Alabama
$360K +$75.6K +1,150 +26%
BSW
583
Buckingham Strategic Wealth
Missouri
$358K +$7.29K +111 +2%
SWM
584
Sugarloaf Wealth Management
Georgia
$356K +$2.3K +35 +0.6%
RWA
585
Redhawk Wealth Advisors
Minnesota
$356K +$25.4K +387 +8%
WC
586
Whitney & Co
New York
$355K +$21K +320 +6%
BFM
587
Boothbay Fund Management
New York
$355K +$361K +5,494 New
Cerity Partners
588
Cerity Partners
New York
$352K +$357K +5,440 New
Brown Advisory
589
Brown Advisory
Maryland
$346K -$121K -1,840 -26%
CAS
590
Cascadia Advisory Services
Oregon
$346K -$7.75K -118 -2%
Lido Advisors
591
Lido Advisors
California
$345K -$16.8K -256 -5%
GSWM
592
Golden State Wealth Management
California
$344K +$27.3K +416 +8%
VIA
593
Vident Investment Advisory
Georgia
$342K +$4.21K +64 +1%
CCM
594
Coldstream Capital Management
Washington
$341K +$66K +1,005 +24%
OA
595
Oxbow Advisors
Texas
$341K +$67.8K +1,032 +24%
NNP
596
Nachman Norwood & Parrott
South Carolina
$341K +$345K +5,247 New
FHC
597
First Heartland Consultants
Missouri
$341K +$347K +5,281 New
FNT
598
First Nebraska Trust
Nebraska
$340K
IAIM
599
International Assets Investment Management
Florida
$339K -$357K -5,439 -51%
1WA
600
180 Wealth Advisors
Washington
$338K -$723 -11 -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.