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Realty Income

1,105 hedge funds and large institutions have $32.6B invested in Realty Income in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 480 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 75

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

82% more call options, than puts

Call options by funds: $174M | Put options by funds: $95.4M

66% more capital invested

Capital invested by funds: $19.6B → $32.6B (+$13B)

27% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 378

16% more funds holding

Funds holding: 9521,105 (+153)

0.76% more ownership

Funds ownership: 80.12%80.88% (+0.76%)

Holders
1,105
Holders Change
+153
Holders Change %
+16.07%
% of All Funds
17.01%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
244
Increased
480
Reduced
378
Closed
75
Calls
$174M
Puts
$95.4M
Net Calls
+$78.5M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
Altium Wealth Management
New York
$485K +$35.7K +519 +8%
PFGIA
627
Patriot Financial Group Insurance Agency
Massachusetts
$479K +$314K +4,571 +216%
FPS
628
Fieldpoint Private Securities
Connecticut
$474K +$2.41K +35 +0.5%
FPGK
629
Financial Partners Group (Kansas)
Kansas
$474K +$162K +2,354 +53%
BSW
630
Buckingham Strategic Wealth
Missouri
$471K -$12.5K -182 -3%
SAM
631
SignalPoint Asset Management
Missouri
$471K -$3.78K -55 -0.8%
OPS
632
Orion Portfolio Solutions
Nebraska
$469K +$29.2K +424 +7%
Cerity Partners
633
Cerity Partners
New York
$466K -$1.64M -23,824 -79%
IA
634
IndexIQ Advisors
New York
$466K -$29.6K -430 -6%
WSTAM
635
Wilbanks Smith & Thomas Asset Management
Virginia
$466K +$13.3K +194 +3%
TAM
636
Townsend Asset Management
North Carolina
$463K -$14K -203 -3%
WPA
637
West Paces Advisors
Georgia
$461K +$10.5K +152 +2%
PFO
638
Pathstone Family Office
New Jersey
$455K +$75.4K +1,096 +21%
CRI
639
Colonial River Investments
Virginia
$455K +$437K +6,350 New
BP
640
Ballentine Partners
Massachusetts
$452K +$139K +2,017 +47%
AA
641
Ancora Advisors
Ohio
$450K +$43.9K +639 +11%
IAG
642
Investmark Advisory Group
Connecticut
$441K +$424K +6,161 New
WTC
643
WhitTier Trust Company
Nevada
$440K -$13.5K -197 -3%
EI
644
Ellevest Inc
New York
$440K +$293K +4,265 +226%
PTC
645
Private Trust Company
Ohio
$439K +$66.4K +966 +19%
IC
646
Intersect Capital
California
$436K +$12K +174 +3%
ESB
647
Essex Savings Bank
Connecticut
$432K -$14.7K -214 -3%
WC
648
Whitney & Co
New York
$429K +$27.3K +397 +7%
TCA
649
Transcend Capital Advisors
New Jersey
$425K +$131K +1,904 +47%
NFSG
650
Newbridge Financial Services Group
Florida
$420K +$209K +3,044 +108%

O Hedge Fund Activity: Q4 2021 in Review

1,105 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2021, worth a combined $32.6B — up 66% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new O positions and 75 closed out — a net gain of 169 holders — while 480 added to existing stakes and 378 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.84B. The largest seller was Millennium Management, cutting an estimated $60.6M.

  • 1,105 institutional investors held Realty Income (O) as of Q4 2021, up from 952 in Q3 2021.
  • Funds reported $32.6B of Realty Income stock for Q4 2021, up 66% quarter-over-quarter.
  • 244 funds opened new Realty Income positions in Q4 2021 and 75 closed out, a net change of +169 holders.
  • The largest Realty Income buyer in Q4 2021 was Cohen & Steers, an estimated $1.84B added.
  • The largest Realty Income seller in Q4 2021 was Millennium Management, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2021.