We are live on ! Find out more
O icon

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
CWP
776
Concord Wealth Partners
Virginia
$69K -$197 -3 -0.3%
FGAM
777
Financial Gravity Asset Management
Texas
$67K -$394 -6 -60%
ETI
778
Enterprise Trust & Investment
California
$67K
SA
779
SRH Advisors
Kansas
$67K
TFA
780
Toth Financial Advisory
Virginia
$67K
PCG
781
Private Capital Group
Connecticut
$66K +$2.37K +36 +4%
FDCDDQ
782
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.5K +$51.6K +785 +343%
NL
783
NVWM LLC
Pennsylvania
$65K
WP
784
WealthShield Partners
North Carolina
$64K +$5.72K +87 +10%
RDWM
785
Red Door Wealth Management
Tennessee
$64K +$65.1K +991 New
HWA
786
Heritage Wealth Advisors
Virginia
$63.4K
PCH
787
PGIM Custom Harvest
New Jersey
$61K
WT
788
Whittier Trust
California
$61K
RFA
789
Reilly Financial Advisors
California
$58K
T
790
TOBAM
France
$56K -$39K -594 -41%
LAS
791
Lloyd Advisory Services
Georgia
$56K
CWM
792
Cedar Wealth Management
California
$53K
AWM
793
Activest Wealth Management
Florida
$52K
CI
794
CX Institutional
Indiana
$49K +$14.3K +217 +41%
SQA
795
Simon Quick Advisors
New Jersey
$47K -$39.8K -606 -45%
OCM
796
Orion Capital Management
California
$47K
SFSIG
797
San Francisco Sentry Investment Group
California
$47K
HCP
798
Hexagon Capital Partners
Arkansas
$47K +$20.3K +309 +75%
HFM
799
Hartford Financial Management
Connecticut
$45K
ST
800
Smithfield Trust
Pennsylvania
$45K

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.