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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
FG
651
Fiduciary Group
Georgia
$274K -$4.07K -62 -2%
SIA
652
Soltis Investment Advisors
Utah
$274K
NAG
653
Northstar Advisory Group
New Jersey
$274K +$13K +198 +5%
PCM
654
Pointe Capital Management
Michigan
$273K +$278K +4,225 New
CAM
655
Campion Asset Management
Virginia
$272K -$54.6K -831 -17%
BIA
656
Barry Investment Advisors
Massachusetts
$272K +$276K +4,201 New
CCM
657
Covington Capital Management
California
$269K
CIAS
658
Capital Investment Advisory Services
North Carolina
$269K +$13.5K +206 +5%
BP
659
Ballentine Partners
Massachusetts
$268K +$1.25K +19 +0.5%
PWP
660
Principle Wealth Partners
Connecticut
$267K +$3.48K +53 +1%
IC
661
Inscription Capital
Texas
$267K +$271K +4,130 New
SFG
662
Sovereign Financial Group
Connecticut
$265K
WI
663
Wintrust Investments
Illinois
$261K +$131 +2 +0%
TCA
664
Transcend Capital Advisors
New Jersey
$258K -$835K -12,708 -76%
MWM
665
Mattern Wealth Management
Kansas
$257K
ITIM
666
Indiana Trust & Investment Management
Indiana
$255K +$66 +1 +0%
ARC
667
Advisor Resource Council
Texas
$254K +$258K +3,924 New
HCA
668
Harbour Capital Advisors
Virginia
$254K +$258K +3,925 New
CI
669
Clal Insurance
Israel
$253K +$95.2K +1,449 +59%
GVAG
670
Great Valley Advisor Group
Delaware
$252K +$5.32K +81 +2%
AMG
671
Advisors Management Group
Wisconsin
$250K +$657 +10 +0.3%
FPGK
672
Financial Partners Group (Kansas)
Kansas
$245K +$263 +4 +0.1%
BA
673
Bennicas & Associates
California
$244K
CI
674
Conning Inc
Connecticut
$243K -$27.9K -424 -10%
LFAS
675
Level Four Advisory Services
Texas
$241K -$32.5K -494 -12%

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.