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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
CWA
876
Clearview Wealth Advisors
Oregon
$160K +$9.9K +144 +7%
TC
877
TAP Consulting
Missouri
$159K +$153K +2,227 New
WTA
878
Washington Trust Advisors
Massachusetts
$157K +$150K +2,187 New
CSB
879
City State Bank
Iowa
$152K +$146K +2,123 New
CI
880
Clal Insurance
Israel
$148K -$4.54K -66 -3%
WT
881
Whittier Trust
California
$148K +$6.53K +95 +5%
CA
882
Cornerstone Advisory
Maryland
$144K +$138K +2,000 New
DHGWA
883
Dixon Hughes Goodman Wealth Advisors
North Carolina
$144K +$138K +2,008 New
FP
884
Financial Perspectives
Minnesota
$144K -$4.4K -64 -3%
M
885
MOTCO
Texas
$138K +$2.41K +35 +2%
SIS
886
Sound Income Strategies
Florida
$136K +$49.2K +716 +60%
FRA
887
Front Row Advisors
California
$134K -$4.13K -60 -3%
JWM
888
Janiczek Wealth Management
Colorado
$133K +$5.78K +84 +5%
IRAG
889
Investment Research & Advisory Group
Georgia
$133K +$31.4K +457 +33%
UID
890
Union Investments & Development
Israel
$132K +$127K +1,850 New
NSIM
891
North Star Investment Management
Illinois
$131K -$3.99K -58 -3%
RDIA
892
RE Dickinson Investment Advisors
Iowa
$130K +$125K +1,818 New
DMBA
893
Deseret Mutual Benefit Administrators
Utah
$129K +$45.4K +660 +58%
FAG
894
Fortitude Advisory Group
Washington
$125K +$120K +1,740 New
HCP
895
Hexagon Capital Partners
Arkansas
$122K +$67.3K +978 +135%
ME
896
McIlrath & Eck
Washington
$119K -$24K -349 -17%
PAI
897
Pittenger & Anderson Inc
Nebraska
$118K +$65.2K +948 +135%
PB
898
Pinnacle Bancorp
Nebraska
$115K -$3.51K -51 -3%
HPC
899
HM Payson & Co
Maine
$113K +$23.2K +337 +27%
CAM
900
CenterStar Asset Management
Illinois
$107K

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.