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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
PK
826
Pflug Koory
Nebraska
$26K +$329 +5 +1%
PMFA
827
Plante Moran Financial Advisors
Michigan
$25K -$48.8K -742 -65%
VNA
828
Valley National Advisers
Pennsylvania
$25K
WWMSC
829
Wagner Wealth Management (South Carolina)
South Carolina
$25K +$1.38K +21 +6%
PA
830
Perennial Advisors
New York
$23K
KTC
831
Kistler-Tiffany Companies
Pennsylvania
$23K +$131 +2 +0.6%
MSFP
832
Mark Sheptoff Financial Planning
Connecticut
$22K
GWS
833
Glassman Wealth Services
Virginia
$22K +$1.38K +21 +7%
HFA
834
Hoover Financial Advisors
Pennsylvania
$22K +$6.57K +100 +43%
BFC
835
Bedel Financial Consulting
Indiana
$22K +$13.5K +206 +158%
NFG
836
Next Financial Group
Texas
$21K +$591 +9 +3%
AFG
837
Albion Financial Group
Utah
$21K +$21.2K +323 New
MFG
838
Monumental Financial Group
Maryland
$21K +$21.2K +323 New
Nisa Investment Advisors
839
Nisa Investment Advisors
Missouri
$20.8K +$81.7K +1,244 +0.4%
TFIPS
840
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20K
SCM
841
Silvant Capital Management
Georgia
$20K
CFO
842
CVA Family Office
Colorado
$20K +$2.04K +31 +11%
HWMA
843
Heritage Wealth Management (Arizona)
Arizona
$20K +$20.4K +310 New
CB
844
Community Bank
New York
$19K
PCTC
845
Perkins Coie Trust Company
Washington
$19K
RCA
846
Ranch Capital Advisors
Florida
$19K
DOA
847
D'Orazio & Associates
Virginia
$19K +$197 +3 +1%
FCM
848
Firestone Capital Management
Florida
$18K
PFA
849
Professional Financial Advisors
Nebraska
$18K
RA
850
Resolute Advisors
California
$18K +$7.49K +114 +68%

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.