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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
NRI
651
NFP Retirement Inc
California
$419K -$756 -11 -0.2%
SFI
652
Siemens Fonds Invest
Germany
$417K +$126K +1,833 +46%
SGI
653
Summit Global Investments
Utah
$416K +$400K +5,817 New
CHA
654
Cooper/Haims Advisors
New York
$408K -$12.5K -182 -3%
V
655
Veritable
Delaware
$408K +$39K +567 +11%
EA
656
Eudaimonia Advisors
Tennessee
$407K +$391K +5,684 New
JBA
657
Johnson Bixby & Associates
Washington
$406K -$11.6K -168 -3%
CSI
658
Cross Staff Investments
New York
$404K +$388K +5,646 New
BFG
659
Berger Financial Group
Minnesota
$404K +$389K +5,650 New
MPM
660
MBB Public Markets
Illinois
$399K +$383K +5,575 New
CIA
661
Cohen Investment Advisors
New Hampshire
$398K -$9.63K -140 -2%
MGIA
662
Moneta Group Investment Advisors
Missouri
$397K +$56.3K +819 +17%
OTL
663
Oak Thistle LLC
New York
$397K +$381K +5,536 New
AAP
664
Arax Advisory Partners
Colorado
$396K +$291K +4,233 +327%
WB
665
WesBanco Bank
West Virginia
$395K -$24.2K -352 -6%
RWA
666
Redhawk Wealth Advisors
Minnesota
$395K -$2.34K -34 -0.6%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$392K +$118K +1,722 +46%
CIA
668
Capital Investment Advisors
Georgia
$389K +$20.1K +292 +6%
AWE
669
Avidian Wealth Enterprises
Texas
$389K +$70.1K +1,019 +23%
AMIM
670
Aull & Monroe Investment Management
Alabama
$387K -$25.9K -377 -7%
WAP
671
Wealthcare Advisory Partners
Pennsylvania
$384K +$369K +5,367 New
VW
672
Vance Wealth
California
$381K +$366K +5,319 New
VWA
673
Visionary Wealth Advisors
Illinois
$380K -$53.9K -784 -13%
TI
674
Tidal Investments
Wisconsin
$380K +$88.5K +1,287 +32%
SIM
675
Sentry Investment Management
Wisconsin
$378K +$142K +2,066 +64%

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.