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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
TA
626
Tectonic Advisors
Texas
$304K +$52.3K +796 +20%
SWIG
627
Strategic Wealth Investment Group
Kentucky
$301K -$152K -2,317 -33%
DAS
628
Dynamic Advisor Solutions
Arizona
$301K -$5.45K -83 -2%
MIM
629
Moseley Investment Management
Florida
$301K +$39.5K +601 +15%
WWM
630
Western Wealth Management
Colorado
$301K +$306K +4,651 New
AIS
631
American Investment Services
Massachusetts
$300K -$41.8K -636 -12%
CRWM
632
Castle Rock Wealth Management
California
$300K
BB
633
Busey Bank
Illinois
$298K +$303K +4,612 New
CANY
634
Caxton Associates (New York)
New York
$297K +$302K +4,598 New
SAM
635
Silvercrest Asset Management
New York
$294K -$197 -3 -0.1%
GP
636
Girard Partners
Pennsylvania
$289K -$3.15K -48 -1%
ATC
637
Argent Trust Co
Tennessee
$289K +$293K +4,460 New
AI
638
Accredited Investors
Minnesota
$288K -$526 -8 -0.2%
CFB
639
Cullen/Frost Bankers
Texas
$288K +$5.45K +83 +2%
XT
640
XTX Topco
Cayman Islands
$287K +$292K +4,440 New
CCA
641
Checchi Capital Advisers
California
$286K +$28.2K +429 +11%
SAM
642
Strategy Asset Managers
California
$285K +$21.2K +322 +8%
ZAM
643
Zevin Asset Management
Massachusetts
$284K +$1.84K +28 +0.6%
WFI
644
West Family Investments
California
$284K +$289K +4,398 New
S
645
SignatureFD
Georgia
$283K +$34.8K +530 +14%
AIP
646
Ahrens Investment Partners
Louisiana
$282K +$287K +4,361 New
PFO
647
Pathstone Family Office
New Jersey
$281K +$285K +4,334 New
PTC
648
Private Trust Company
Ohio
$276K +$280K +4,268 New
FCA
649
FLC Capital Advisors
California
$275K +$9.53K +145 +4%
I
650
INVST
Indiana
$274K -$19.5K -297 -7%

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.