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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
MMG
851
Monetary Management Group
Missouri
$17K
SNT
852
Security National Trust
West Virginia
$17K
WQ
853
Wealth Quarterback
New Jersey
$17K +$16.9K +257 New
CP
854
Castleview Partners
Texas
$17K +$17.2K +262 New
PGWM
855
Parisi Gray Wealth Management
New Jersey
$17K +$17.6K +268 New
SWA
856
SOA Wealth Advisors
New York
$16K
PCA
857
Providence Capital Advisors
North Carolina
$16K +$13.6K +207 +575%
BWA
858
BDO Wealth Advisors
Florida
$15K -$8.61K -131 -36%
SCA
859
Stonebridge Capital Advisors
Minnesota
$15K +$7.82K +119 +99%
SFPG
860
Stonebridge Financial Planning Group
Florida
$14K
PFBT
861
Parkside Financial Bank & Trust
Missouri
$13K -$66 -1 -0.5%
AA
862
AlphaMark Advisors
Kentucky
$13K
CAL
863
Capital Advisors Ltd
Ohio
$13K
FMB
864
Field & Main Bank
Kentucky
$13K
APWA
865
Atlas Private Wealth Advisors
New Jersey
$13K +$13.5K +206 New
HC
866
Hoese & Co
Minnesota
$13K +$13.5K +206 New
CAM
867
Costello Asset Management
Pennsylvania
$12K
EIM
868
Essex Investment Management
Massachusetts
$12K
PCFFS
869
Pacific Center for Financial Services
California
$12K
SWA
870
Sutton Wealth Advisors
Florida
$11.1K
EARNEST Partners
871
EARNEST Partners
Georgia
$11K
SFA
872
Semmax Financial Advisors
North Carolina
$11K +$5.06K +77 +79%
BCM
873
Blume Capital Management
California
$10K
FHC
874
First Horizon Corporation
Tennessee
$10K
SWM
875
Selective Wealth Management
Virginia
$10K

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.