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Realty Income

792 hedge funds and large institutions have $15.7B invested in Realty Income in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 292 increasing their positions, 284 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 64

2% more funds holding

Funds holding: 776792 (+16)

3% more capital invested

Capital invested by funds: $15.3B → $15.7B (+$456M)

3% more repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 284

0.58% more ownership

Funds ownership: 77.25%77.83% (+0.58%)

9% less call options, than puts

Call options by funds: $108M | Put options by funds: $119M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
792
Holders Change
+16
Holders Change %
+2.06%
% of All Funds
15.98%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
87
Increased
292
Reduced
284
Closed
64
Calls
$108M
Puts
$119M
Net Calls
-$10.8M
Net Calls Change
-$7.98M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
726
Janiczek Wealth Management
Colorado
$17K +$16.7K +283 New
JWM
727
Jeppson Wealth Management
California
$17K +$17.1K +289 New
PCWA
728
Pacific Capital Wealth Advisors
California
$17K +$17.6K +297 New
LFG
729
Larson Financial Group
Missouri
$16K -$1.54K -26 -9%
MMG
730
Monetary Management Group
Missouri
$16K
SNT
731
Security National Trust
West Virginia
$15K
PFA
732
Professional Financial Advisors
Nebraska
$15K +$15.8K +268 New
PCTC
733
Perkins Coie Trust Company
Washington
$14K
EIM
734
Essex Investment Management
Massachusetts
$14K +$3.08K +52 +27%
FDCDDQ
735
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K +$355 +6 +3%
RE
736
RBC Europe
United Kingdom
$12.3K
AA
737
AlphaMark Advisors
Kentucky
$12K
CAL
738
Capital Advisors Ltd
Ohio
$12K
SFPG
739
Stonebridge Financial Planning Group
Florida
$12K
BWM
740
Baystate Wealth Management
Massachusetts
$12K +$177 +3 +1%
PFBT
741
Parkside Financial Bank & Trust
Missouri
$12K +$2.13K +36 +22%
MCM
742
Manchester Capital Management
Vermont
$11K
PCFFS
743
Pacific Center for Financial Services
California
$11K
EARNEST Partners
744
EARNEST Partners
Georgia
$10K -$4.85K -82 -32%
PWMG
745
Prestige Wealth Management Group
New Jersey
$10K -$532 -9 -5%
GI
746
Gradient Investments
Minnesota
$10K
GWS
747
Glassman Wealth Services
Virginia
$10K +$5.08K +86 +101%
SFA
748
Semmax Financial Advisors
North Carolina
$9K -$3.02K -51 -26%
CHA
749
Carmichael Hill & Associates
Maryland
$9K
GKIM
750
GW&K Investment Management
Massachusetts
$9K +$9.16K +155 New

O Hedge Fund Activity: Q3 2020 in Review

792 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q3 2020, worth a combined $15.7B — up 3% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new O positions and 64 closed out — a net gain of 23 holders — while 292 added to existing stakes and 284 trimmed.

The largest buyer was Invesco, adding an estimated $228M. The largest seller was State Street, cutting an estimated $126M.

  • 792 institutional investors held Realty Income (O) as of Q3 2020, up from 776 in Q2 2020.
  • Funds reported $15.7B of Realty Income stock for Q3 2020, up 3% quarter-over-quarter.
  • 87 funds opened new Realty Income positions in Q3 2020 and 64 closed out, a net change of +23 holders.
  • The largest Realty Income buyer in Q3 2020 was Invesco, an estimated $228M added.
  • The largest Realty Income seller in Q3 2020 was State Street, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.