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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
MA
676
Montag & Associates
Georgia
$241K
SP
677
Successful Portfolios
Florida
$241K +$4.01K +61 +2%
SB
678
Strategic Blueprint
Georgia
$241K +$245K +3,729 New
SHGA
679
Sand Hill Global Advisors
California
$240K +$3.42K +52 +1%
CFA
680
Carroll Financial Associates
North Carolina
$238K +$6.77K +103 +3%
RIA
681
Regal Investment Advisors
Michigan
$238K +$242K +3,676 New
RWB
682
RMR Wealth Builders
New Jersey
$237K -$21.3K -324 -8%
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$233K -$1.18K -18 -0.5%
GG
684
Gofen & Glossberg
Illinois
$232K +$394 +6 +0.2%
WWM
685
Wolff Wiese Magana
California
$232K +$15.6K +237 +7%
GIM
686
Goelzer Investment Management
Indiana
$230K -$17K -258 -7%
CAC
687
Certified Advisory Corp
Florida
$230K +$591 +9 +0.3%
CC
688
Centiva Capital
New York
$230K +$234K +3,561 New
PMA
689
Prudent Man Advisors
Illinois
$224K
MFA
690
Mayflower Financial Advisors
Massachusetts
$224K +$2.37K +36 +1%
CFG
691
Cooper Financial Group
California
$223K -$11.8K -180 -5%
TI
692
Tidal Investments
Wisconsin
$223K +$227K +3,454 New
CM
693
Capula Management
Cayman Islands
$223K +$227K +3,456 New
LC
694
Lindbrook Capital
California
$222K -$1.25K -19 -0.6%
MAM
695
Meeder Asset Management
Ohio
$222K +$10.4K +158 +5%
LIM
696
Leavell Investment Management
Alabama
$221K
VA
697
Valmark Advisers
Ohio
$220K +$223K +3,399 New
PIM
698
Perpetual Investment Management
Australia
$220K +$224K +3,406 New
GT
699
Greenleaf Trust
Michigan
$219K -$7.03K -107 -3%
PFM
700
Parsec Financial Management
North Carolina
$218K

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.