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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
CHA
876
Carmichael Hill & Associates
Maryland
$9K
SL
877
Savior LLC
Massachusetts
$9K
GWSG
878
GPS Wealth Strategies Group
Colorado
$9K +$1.64K +25 +22%
ST
879
Sageworth Trust
Pennsylvania
$9K +$8.8K +134 New
WT
880
Washington Trust
Rhode Island
$8K -$26.7K -407 -77%
EFSCE
881
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$10.2K -155 -56%
TAIM
882
TD Ameritrade Investment Management
Nebraska
$8K -$723 -11 -8%
CA
883
Clearstead Advisors
Ohio
$8K +$131 +2 +2%
Loomis, Sayles & Company
884
Loomis, Sayles & Company
Massachusetts
$8K +$3.15K +48 +70%
LWP
885
Lumature Wealth Partners
Georgia
$8K +$4.67K +71 +122%
AIG
886
American International Group
New York
$7.61K -$186K -2,832 -2%
ARMC
887
American Research & Management Company
Massachusetts
$7K
CFN
888
Cordasco Financial Network
Florida
$7K
FBT
889
First Bank & Trust
South Dakota
$7K
TCM
890
TD Capital Management
Tennessee
$7K
WBC
891
West Branch Capital
Massachusetts
$7K +$6.77K +103 New
FMP
892
Financial Management Professionals
Texas
$6K -$2.37K -36 -29%
IPW
893
IronBridge Private Wealth
Texas
$6K
MHR
894
Matthew Hamilton Rosenberg
$6K
TJHA
895
Thomas J. Herzfeld Advisors
Florida
$6K +$1.58K +24 +33%
MCM
896
MV Capital Management
Maryland
$6K +$5.19K +79 +988%
AssetMark Inc
897
AssetMark Inc
California
$6K +$5.72K +87 New
BHWM
898
Bay Harbor Wealth Management
Maryland
$6K +$5.78K +88 New
TAM
899
Tucker Asset Management
Colorado
$5.34K
AIM
900
Anchor Investment Management
South Carolina
$5.14K

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.