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
HRC
801
Hoertkorn Richard Charles
$44K
Group One Trading
802
Group One Trading
Illinois
$44K +$45K +685 New
BCA
803
Berman Capital Advisors
Georgia
$43K +$986 +15 +2%
ADL
804
Asset Dedication LLC
California
$42K +$10.1K +153 +32%
PSB
805
Piscataqua Savings Bank
New Hampshire
$40K -$2.37K -36 -5%
BAM
806
Bellevue Asset Management
Washington
$40K
CFFP
807
Center for Financial Planning
Michigan
$39K
JCM
808
Jacobi Capital Management
Pennsylvania
$39K +$7.36K +112 +23%
TSW
809
Thompson Siegel & Walmsley
Virginia
$37K
AIL
810
AGF Investments LLC
Ontario, Canada
$37K +$37.3K +567 New
KFI
811
Key Financial Inc
Pennsylvania
$36K +$7.29K +111 +27%
FHA
812
First Horizon Advisors
Tennessee
$35K +$27.1K +413 +311%
ONST
813
Old North State Trust
North Carolina
$34K
BWL
814
Bogart Wealth LLC
Virginia
$34K +$2.04K +31 +6%
LWANC
815
Laurel Wealth Advisors (North Carolina)
North Carolina
$33K
RIM
816
Rockbridge Investment Management
New York
$33K
EWM
817
Evermay Wealth Management
Virginia
$33K +$33.9K +516 New
IRC
818
Investors Research Corp
Georgia
$31K +$6.77K +103 +27%
HWA
819
HHM Wealth Advisors
Tennessee
$30K
CAGAS
820
Capital Advisory Group Advisory Services
Minnesota
$29K
RE
821
RBC Europe
United Kingdom
$28.6K
HFA
822
HC Financial Advisors
California
$28K
TWM
823
Tradition Wealth Management
Minnesota
$28K +$66 +1 +0.2%
LFG
824
Larson Financial Group
Missouri
$28K +$10.2K +156 +58%
TIM
825
Tortoise Investment Management
New York
$27K

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.