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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
WI
676
Wintrust Investments
Illinois
$377K +$362K +5,266 New
MIM
677
Moseley Investment Management
Florida
$376K -$1.51K -22 -0.4%
HWM
678
Heirloom Wealth Management
Colorado
$376K +$378K +5,501 New
WP
679
WealthSource Partners
California
$375K +$5.78K +84 +2%
FCFC
680
First Commonwealth Financial Corp
Pennsylvania
$374K -$9.49K -138 -3%
MSFS
681
Main Street Financial Solutions
Pennsylvania
$373K +$358K +5,210 New
QCG
682
Quadrant Capital Group
Ohio
$372K +$199K +2,901 +127%
FAIM
683
Financial Advocates Investment Management
Washington
$371K -$2.2M -32,026 -84%
AFG
684
Allegheny Financial Group
Pennsylvania
$368K +$354K +5,141 New
MAC
685
Mason & Associates (California)
California
$368K +$354K +5,143 New
WWM
686
Western Wealth Management
Colorado
$365K +$348K +5,065 New
OCG
687
Opus Capital Group
Ohio
$363K +$33.5K +487 +11%
RWB
688
RMR Wealth Builders
New Jersey
$363K +$108K +1,574 +45%
SIMG
689
Sonora Investment Management Group
Arizona
$362K +$348K +5,056 New
DAC
690
Dividend Assets Capital
South Carolina
$358K -$11K -160 -3%
FNT
691
First Nebraska Trust
Nebraska
$356K -$18.6K -271 -5%
OA
692
Oxbow Advisors
Texas
$356K -$14.1K -205 -4%
LWCFA
693
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$356K +$295K +4,288 +624%
KFGK
694
Keystone Financial Group (Kentucky)
Kentucky
$355K -$10.7K -156 -3%
NFG
695
Nations Financial Group
Iowa
$355K +$341K +4,962 New
MGP
696
Metis Global Partners
California
$351K +$337K +4,906 New
AL
697
Aspiriant LLC
California
$350K -$9.77K -142 -3%
CAC
698
Certified Advisory Corp
Florida
$350K +$71.8K +1,044 +27%
SWM
699
Sugarloaf Wealth Management
Georgia
$348K -$33.3K -484 -9%
WC
700
Weil Company
California
$348K -$10.7K -156 -3%

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.