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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
GLLW
751
Graves Light Lenhart Wealth
Virginia
$99K +$329 +5 +0.3%
HFM
752
Harvest Fund Management
China
$94K
NFSG
753
Newbridge Financial Services Group
Florida
$93K +$41.3K +628 +77%
IRAG
754
Investment Research & Advisory Group
Georgia
$91K
SSB
755
Sandy Spring Bank
Maryland
$89K +$8.67K +132 +11%
EI
756
Ellevest Inc
New York
$88K -$43.7K -665 -33%
TCM
757
Tradewinds Capital Management
Washington
$88K
VRM
758
Vectors Research Management
New York
$88K +$263 +4 +0.3%
TWA
759
TCI Wealth Advisors
Arizona
$88K +$4.73K +72 +6%
JFA
760
JNBA Financial Advisors
Minnesota
$86K
JWM
761
Janiczek Wealth Management
Colorado
$84K +$28.6K +436 +51%
LS
762
Livforsakringsbolaget Skandia
Sweden
$83K -$271K -4,128 -76%
SIS
763
Sound Income Strategies
Florida
$81K +$22K +335 +36%
PCM
764
Penserra Capital Management
California
$81K +$23.7K +361 +40%
BWP
765
Baldwin Wealth Partners
Massachusetts
$80K -$13.6K -207 -14%
HPC
766
HM Payson & Co
Maine
$80K
CFD
767
Creative Financial Designs
Indiana
$79K +$131 +2 +0.2%
HR
768
Howe & Rusling
New York
$79K +$54.3K +826 +208%
CAL
769
Capital Analysts LLC
Pennsylvania
$78K +$657 +10 +0.8%
CTC
770
Central Trust Company
Missouri
$74K
DMBA
771
Deseret Mutual Benefit Administrators
Utah
$74K +$74.9K +1,140 New
AAP
772
Arax Advisory Partners
Colorado
$73K +$74.4K +1,132 New
CBT
773
CoreFirst Bank & Trust
Kansas
$72K
SIC
774
Salem Investment Counselors
North Carolina
$70K +$788 +12 +1%
1IA
775
1834 Investment Advisors
Wisconsin
$70K +$10.1K +154 +17%

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.