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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
GLLW
901
Graves Light Lenhart Wealth
Virginia
$106K -$2.89K -42 -3%
JFGIW
902
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$105K +$101K +1,462 New
T
903
TOBAM
France
$101K -$3.09K -45 -3%
VRM
904
Vectors Research Management
New York
$95K -$44.1K -642 -33%
TWA
905
TCI Wealth Advisors
Arizona
$95K -$2.06K -30 -2%
CA
906
CoreCap Advisors
Michigan
$95K +$90.8K +1,321 New
TCM
907
Tradewinds Capital Management
Washington
$94K -$2.89K -42 -3%
CAL
908
Capital Analysts LLC
Pennsylvania
$94K +$6.46K +94 +8%
CTC
909
Central Trust Company
Missouri
$94K +$11.2K +163 +14%
JFA
910
JNBA Financial Advisors
Minnesota
$92K -$2.82K -41 -3%
CFD
911
Creative Financial Designs
Indiana
$91K -$2.61K -38 -3%
LS
912
Livforsakringsbolaget Skandia
Sweden
$89K -$2.75K -40 -3%
LAS
913
Lloyd Advisory Services
Georgia
$88K
CWP
914
Concord Wealth Partners
Virginia
$87K +$50.4K +733 +151%
BWP
915
Baldwin Wealth Partners
Massachusetts
$86K -$2.61K -38 -3%
NFG
916
Next Financial Group
Texas
$86K +$47.6K +692 +138%
TC
917
Trust Company
Kansas
$86K +$82.3K +1,197 New
GTAM
918
Global Trust Asset Management
Florida
$86K +$82.5K +1,200 New
HR
919
Howe & Rusling
New York
$85K -$2.61K -38 -3%
PP
920
Pacifica Partners
Canada
$85K -$2.61K -38 -3%
SSB
921
Sandy Spring Bank
Maryland
$85K -$2.61K -38 -3%
FFWM
922
Future Financial Wealth Management
Ohio
$85K +$82.5K +1,200 New
HWA
923
Heritage Wealth Advisors
Virginia
$82K +$4.54K +66 +6%
SC
924
SouthState Corp
Florida
$81K +$58.2K +846 +303%
TFA
925
Toth Financial Advisory
Virginia
$77K -$2.34K -34 -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.