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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
SFM
951
Signet Financial Management
New Jersey
-$557K -9,053 Closed
PP
952
Paloma Partners
Connecticut
-$542K -8,256 Closed
RI
953
Ridgewood Investments
New Jersey
-$384K -6,238 Closed
CWM
954
Connecticut Wealth Management
Connecticut
-$371K -6,029 Closed
WAP
955
Wealthcare Advisory Partners
Pennsylvania
-$313K -5,093 Closed
QC
956
Quadrature Capital
United Kingdom
-$304K -4,941 Closed
SLF
957
Sun Life Financial
Ontario, Canada
-$274K -4,450 Closed
GC
958
Grimes & Company
Massachusetts
-$266K -4,321 Closed
RBCM
959
Raub Brock Capital Management
California
-$256K -4,154 Closed
OIA
960
OneDigital Investment Advisors
Kansas
-$245K -3,990 Closed
FHB
961
First Hawaiian Bank
Hawaii
-$235K -3,827 Closed
WA
962
WESPAC Advisors
California
-$235K -3,817 Closed
SAG
963
Spotlight Asset Group
Illinois
-$233K -3,784 Closed
WANY
964
Wealthspire Advisors (New York)
New York
-$232K -3,775 Closed
TMAM
965
Tokio Marine Asset Management
Japan
-$219K -3,560 Closed
PAMP
966
Polar Asset Management Partners
Ontario, Canada
-$210K -3,413 Closed
MOS
967
MGO One Seven
Ohio
-$207K -3,373 Closed
SDAM
968
Shulman DeMeo Asset Management
New York
-$201K -3,260 Closed
ARMT
969
Amica Retiree Medical Trust
Rhode Island
-$195K -3,171 Closed
SFS
970
Sowell Financial Services
Arkansas
-$170K -2,602 Closed
NP
971
Ninepoint Partners
Ontario, Canada
-$157K -2,546 Closed
NIM
972
NuWave Investment Management
New Jersey
-$153K -2,490 Closed
GC
973
Grace Capital
Massachusetts
-$113K -1,832 Closed
VFA
974
Valeo Financial Advisors
Indiana
-$111K -1,797 Closed
ACM
975
Allred Capital Management
Texas
-$93.6K -1,521 Closed

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.