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Realty Income

1,090 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 513 increasing their positions, 305 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $238M | Put options by funds: $96.1M

68% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 305

4.18% more ownership

Funds ownership: 78.01%82.2% (+4.2%)

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

5% more capital invested

Capital invested by funds: $32.2B → $33.7B (+$1.57B)

1% less funds holding

Funds holding: 1,0991,090 (-9)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,090
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.36%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
513
Reduced
305
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
776
Focus Financial Network
Minnesota
$271K
TCOT
777
Trust Company of Toledo
Ohio
$271K +$13.7K +199 +5%
T
778
TOBAM
France
$271K +$227K +3,301 +493%
CFA
779
CWS Financial Advisors
Michigan
$270K
NEWAS
780
N.E.W. Advisory Services
Wisconsin
$269K +$270K +3,937 New
ITIM
781
Indiana Trust & Investment Management
Indiana
$266K
BFG
782
Berger Financial Group
Minnesota
$265K +$4.4K +64 +2%
NP
783
Ninepoint Partners
Ontario, Canada
$264K
SWM
784
Silverlake Wealth Management
Vermont
$263K +$38.4K +559 +17%
PMG
785
ProVise Management Group
Florida
$262K -$69 -1 -0%
Verition Fund Management
786
Verition Fund Management
Connecticut
$261K -$879K -12,794 -77%
HWM
787
HB Wealth Management
Georgia
$261K +$63.3K +922 +32%
MA
788
MKT Advisors
California
$260K -$10.4K -152 -4%
SP
789
Successful Portfolios
Florida
$259K -$275 -4 -0.1%
MWM
790
Mattern Wealth Management
Kansas
$259K +$6.73K +98 +3%
WA
791
WESPAC Advisors
California
$259K +$260K +3,789 New
H
792
HoyleCohen
California
$258K
GT
793
Glenview Trust
Kentucky
$256K
LWP
794
Lumature Wealth Partners
Georgia
$256K +$10.4K +151 +4%
HGERS
795
Householder Group Estate & Retirement Specialist
Arizona
$254K -$74.8K -1,089 -23%
AMG
796
Advisors Management Group
Wisconsin
$254K +$618 +9 +0.2%
SAM
797
Silvercrest Asset Management
New York
$253K
SFG
798
Summit Financial Group
West Virginia
$253K
RFA
799
Resurgent Financial Advisors
Georgia
$252K +$254K +3,692 New
FNBOMD
800
First National Bank of Mount Dora
Florida
$250K -$3.16K -46 -1%

O Hedge Fund Activity: Q2 2022 in Review

1,090 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2022, worth a combined $33.7B — up 4.9% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new O positions and 88 closed out — a net gain of 8 holders — while 513 added to existing stakes and 305 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $302M. The largest seller was Glendon Capital Management, cutting an estimated $106M.

  • 1,090 institutional investors held Realty Income (O) as of Q2 2022, down from 1,099 in Q1 2022.
  • Funds reported $33.7B of Realty Income stock for Q2 2022, up 4.9% quarter-over-quarter.
  • 96 funds opened new Realty Income positions in Q2 2022 and 88 closed out, a net change of +8 holders.
  • The largest Realty Income buyer in Q2 2022 was JP Morgan Chase, an estimated $302M added.
  • The largest Realty Income seller in Q2 2022 was Glendon Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.