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Realty Income

1,090 hedge funds and large institutions have $33.7B invested in Realty Income in 2022 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 513 increasing their positions, 305 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $238M | Put options by funds: $96.1M

68% more repeat investments, than reductions

Existing positions increased: 513 | Existing positions reduced: 305

4.18% more ownership

Funds ownership: 78.01%82.2% (+4.2%)

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

5% more capital invested

Capital invested by funds: $32.2B → $33.7B (+$1.57B)

1% less funds holding

Funds holding: 1,0991,090 (-9)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
1,090
Holders Change
-9
Holders Change %
-0.82%
% of All Funds
18.36%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.25%
New
96
Increased
513
Reduced
305
Closed
88
Calls
$238M
Puts
$96.1M
Net Calls
+$142M
Net Calls Change
+$65.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ME
901
McIlrath & Eck
Washington
$99K -$14.2K -206 -12%
DMBA
902
Deseret Mutual Benefit Administrators
Utah
$97K -$1.72K -25 -2%
GI
903
Gradient Investments
Minnesota
$97K +$19.6K +286 +25%
QC
904
Quent Capital
New York
$93K +$42.4K +617 +83%
IRAG
905
Investment Research & Advisory Group
Georgia
$89K
SC
906
Sawyer & Company
Massachusetts
$89K
CWP
907
Concord Wealth Partners
Virginia
$89K +$5.77K +84 +7%
JFA
908
JNBA Financial Advisors
Minnesota
$88K
AW
909
ACG Wealth
Georgia
$87K +$87.5K +1,274 New
JWM
910
Janiczek Wealth Management
Colorado
$86K -$14.7K -214 -16%
SSG
911
Summit Securities Group
New York
$86K -$12.1K -176 -12%
HWA
912
Heritage Wealth Advisors
Virginia
$85K +$6.87K +100 +9%
OLVIG
913
Oliver Lagore Vanvalin Investment Group
Michigan
$84K
JWA
914
JFS Wealth Advisors
Pennsylvania
$83K +$687 +10 +0.8%
CAL
915
Capital Analysts LLC
Pennsylvania
$83K +$824 +12 +1%
CA
916
CoreCap Advisors
Michigan
$82K -$811K -11,804 -91%
TWA
917
TCI Wealth Advisors
Arizona
$82K -$9.41K -137 -10%
SSB
918
Sandy Spring Bank
Maryland
$82K
TC
919
Trust Company
Kansas
$82K
HR
920
Howe & Rusling
New York
$81K
CFO
921
CVA Family Office
Colorado
$80K +$19.9K +290 +33%
TFA
922
Toth Financial Advisory
Virginia
$77K +$3.92K +57 +5%
GWS
923
Glassman Wealth Services
Virginia
$77K +$6.25K +91 +9%
CI
924
CX Institutional
Indiana
$76K +$76.2K +1,109 New
PP
925
Pacifica Partners
Canada
$72K -$4.12K -60 -6%

O Hedge Fund Activity: Q2 2022 in Review

1,090 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q2 2022, worth a combined $33.7B — up 4.9% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new O positions and 88 closed out — a net gain of 8 holders — while 513 added to existing stakes and 305 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $302M. The largest seller was Glendon Capital Management, cutting an estimated $106M.

  • 1,090 institutional investors held Realty Income (O) as of Q2 2022, down from 1,099 in Q1 2022.
  • Funds reported $33.7B of Realty Income stock for Q2 2022, up 4.9% quarter-over-quarter.
  • 96 funds opened new Realty Income positions in Q2 2022 and 88 closed out, a net change of +8 holders.
  • The largest Realty Income buyer in Q2 2022 was JP Morgan Chase, an estimated $302M added.
  • The largest Realty Income seller in Q2 2022 was Glendon Capital Management, an estimated $106M sold.

Based on aggregated 13F filings for Q2 2022.