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Realty Income

1,105 hedge funds and large institutions have $32.6B invested in Realty Income in 2021 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 480 increasing their positions, 378 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 75

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

82% more call options, than puts

Call options by funds: $174M | Put options by funds: $95.4M

66% more capital invested

Capital invested by funds: $19.6B → $32.6B (+$13B)

27% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 378

16% more funds holding

Funds holding: 9521,105 (+153)

0.76% more ownership

Funds ownership: 80.12%80.88% (+0.76%)

Holders
1,105
Holders Change
+153
Holders Change %
+16.07%
% of All Funds
17.01%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
244
Increased
480
Reduced
378
Closed
75
Calls
$174M
Puts
$95.4M
Net Calls
+$78.5M
Net Calls Change
+$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
801
Gofen & Glossberg
Illinois
$250K -$7.29K -106 -3%
LIM
802
Leavell Investment Management
Alabama
$249K -$7.63K -111 -3%
SHGA
803
Sand Hill Global Advisors
California
$249K -$7.63K -111 -3%
WF
804
Warner Financial
Maryland
$247K +$237K +3,452 New
CWM
805
Cornerstone Wealth Management
Missouri
$245K +$236K +3,438 New
CFA
806
CWS Financial Advisors
Michigan
$244K +$235K +3,415 New
HIP
807
HUB Investment Partners
Texas
$242K -$7.15K -104 -3%
TFS
808
Thoroughbred Financial Services
Tennessee
$242K +$233K +3,390 New
GWMIA
809
Global Wealth Management Investment Advisory
Florida
$241K +$36.3K +528 +19%
WMA
810
Wealth Management Associates
New Jersey
$240K -$5.23K -76 -2%
T
811
TCWP
Ohio
$239K +$230K +3,349 New
PIM
812
Perpetual Investment Management
Australia
$236K -$7.29K -106 -3%
BMWM
813
Brown Miller Wealth Management
Virginia
$236K -$3.23K -47 -1%
SF
814
Synovus Financial
Georgia
$235K +$225K +3,272 New
PFM
815
Parsec Financial Management
North Carolina
$234K -$7.15K -104 -3%
SCM
816
Southport Capital Management
Tennessee
$230K +$221K +3,208 New
PCM
817
Prelude Capital Management
New York
$228K +$219K +3,179 New
CI
818
Conning Inc
Connecticut
$228K +$219K +3,188 New
PWA
819
Providence Wealth Advisors
Illinois
$227K +$220K +3,200 New
CAWM
820
Capital Advisors Wealth Management
Washington
$226K +$217K +3,161 New
GI
821
Gradient Investments
Minnesota
$225K +$11.1K +162 +5%
NEWAS
822
N.E.W. Advisory Services
Wisconsin
$224K -$6.67K -97 -3%
ACA
823
Aptus Capital Advisors
Alabama
$224K +$214K +3,114 New
AWM
824
Avior Wealth Management
Nebraska
$223K -$6.39K -93 -3%
ISWM
825
Independent Solutions Wealth Management
New York
$222K -$6.74K -98 -3%

O Hedge Fund Activity: Q4 2021 in Review

1,105 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q4 2021, worth a combined $32.6B — up 66% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new O positions and 75 closed out — a net gain of 169 holders — while 480 added to existing stakes and 378 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.84B. The largest seller was Millennium Management, cutting an estimated $60.6M.

  • 1,105 institutional investors held Realty Income (O) as of Q4 2021, up from 952 in Q3 2021.
  • Funds reported $32.6B of Realty Income stock for Q4 2021, up 66% quarter-over-quarter.
  • 244 funds opened new Realty Income positions in Q4 2021 and 75 closed out, a net change of +169 holders.
  • The largest Realty Income buyer in Q4 2021 was Cohen & Steers, an estimated $1.84B added.
  • The largest Realty Income seller in Q4 2021 was Millennium Management, an estimated $60.6M sold.

Based on aggregated 13F filings for Q4 2021.