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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
DAC
601
Dividend Assets Capital
South Carolina
$334K
RF
602
Rollins Financial
Georgia
$334K +$339K +5,160 New
FTDI
603
First Trust Direct Indexing
Massachusetts
$333K +$109K +1,662 +48%
FAIM
604
Financial Advocates Investment Management
Washington
$329K -$2.17M -33,029 -87%
SIM
605
Sonora Investment Management
Arizona
$329K
V
606
Veritable
Delaware
$329K +$10.1K +153 +3%
OPS
607
Orion Portfolio Solutions
Nebraska
$329K +$14.9K +227 +5%
UH
608
Unigestion Holding
Switzerland
$327K -$1.95M -29,650 -86%
SBIA
609
Sheaff Brock Investment Advisors
Indiana
$326K +$1.97K +30 +0.6%
CIA
610
Capital Investment Advisors
Georgia
$325K -$14.4K -219 -4%
AWM
611
Altium Wealth Management
New York
$322K +$105K +1,602 +47%
MGIA
612
Moneta Group Investment Advisors
Missouri
$321K -$16.6K -253 -5%
CF
613
Centaurus Financial
California
$321K +$27.5K +418 +9%
DTL
614
Dynamic Technology Lab
Singapore
$321K +$326K +4,960 New
KFGK
615
Keystone Financial Group (Kentucky)
Kentucky
$320K +$131 +2 +0%
GIA
616
Gateway Investment Advisers
Ohio
$320K +$72.7K +1,106 +29%
VCA
617
Verdence Capital Advisors
Maryland
$320K +$325K +4,941 New
AWE
618
Avidian Wealth Enterprises
Texas
$318K +$324K +4,925 New
DDC
619
DF Dent & Co
Maryland
$316K
FT
620
Fiduciary Trust
Massachusetts
$314K +$319K +4,860 New
VFG
621
V2 Financial group
Illinois
$312K
AA
622
Altman Advisors
Illinois
$310K
CW
623
CreativeOne Wealth
Kansas
$307K -$3.81K -58 -1%
CIS
624
Connors Investor Services
Pennsylvania
$307K +$4.4K +67 +1%
GFS
625
GYL Financial Synergies
Connecticut
$305K

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.