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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
LW
701
Linscomb Wealth
Texas
$218K +$222K +3,377 New
BMWM
702
Brown Miller Wealth Management
Virginia
$216K
CAM
703
CenterStar Asset Management
Illinois
$216K
GSBTD
704
Glenview State Bank Trust Department
Illinois
$215K
WMA
705
Wealth Management Associates
New Jersey
$215K +$218K +3,320 New
GIA
706
Guyasuta Investment Advisors
Pennsylvania
$212K +$216K +3,284 New
SMC
707
Smith, Moore & Co
Missouri
$210K +$214K +3,252 New
CFA
708
CWS Financial Advisors
Michigan
$209K +$212K +3,226 New
AWM
709
Avior Wealth Management
Nebraska
$207K +$394 +6 +0.2%
MC
710
Machina Capital
France
$207K +$210K +3,199 New
NFG
711
Nations Financial Group
Iowa
$207K +$210K +3,199 New
SFG
712
Summit Financial Group
West Virginia
$207K +$210K +3,199 New
LWCFA
713
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K +$207K +3,150 New
NEWAS
714
N.E.W. Advisory Services
Wisconsin
$203K +$209K +3,175 New
Koshinski Asset Management
715
Koshinski Asset Management
Illinois
$202K -$94.3K -1,435 -31%
FA
716
FMA Advisory
Pennsylvania
$202K +$205K +3,120 New
SSG
717
Summit Securities Group
New York
$202K +$206K +3,129 New
PAS
718
Park Avenue Securities
New York
$201K +$204K +3,108 New
TA
719
TrueWealth Advisors
Alabama
$200K
BCCM
720
Bridge Creek Capital Management
Massachusetts
$200K +$203K +3,096 New
CFIA
721
Cantor Fitzgerald Investment Advisors
New York
$200K +$203K +3,096 New
CPC
722
Congress Park Capital
New York
$200K +$203K +3,096 New
GI
723
Gradient Investments
Minnesota
$192K -$23.5K -357 -11%
COCM
724
Charter Oak Capital Management
New Hampshire
$192K
Jones Financial Companies
725
Jones Financial Companies
Missouri
$182K +$119K +1,816 +181%

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.