We are live on ! Find out more
O icon

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
KFP
1076
KB Financial Partners
New Jersey
$3K +$3.16K +46 New
AWA
1077
Amplius Wealth Advisors
Pennsylvania
$3K +$3.37K +49 New
ACM
1078
Absolute Capital Management
Pennsylvania
$2.37K +$2.27K +33 New
MP
1079
McDonald Partners
Ohio
$2.37K +$2.27K +33 New
SC
1080
Stephens Consulting
Michigan
$2.15K +$2.06K +30 New
ST
1081
Sageworth Trust
Pennsylvania
$2K -$7.15K -104 -78%
DAM
1082
Delta Asset Management
Tennessee
$2K -$69 -1 -3%
FCB
1083
First Command Bank
Texas
$2K -$69 -1 -3%
PWMG
1084
Prestige Wealth Management Group
New Jersey
$2K -$69 -1 -3%
LWA
1085
Lenox Wealth Advisors
New York
$2K +$1.44K +21 +2,100%
AP
1086
Arlington Partners
Alabama
$2K +$1.79K +26 New
SC
1087
Sierra Capital
Florida
$2K +$2.06K +30 New
CWM
1088
CarsonAllaria Wealth Management
Illinois
$2K +$2.27K +33 New
FFG
1089
Ford Financial Group
California
$1.47K +$38.9K +566 +3%
SFCL
1090
Strengthening Families & Communities LLC
Massachusetts
$1.22K +$1.17M +17,027 New
GAM
1091
Gemmer Asset Management
California
$1K -$3.92K -57 -86%
HI
1092
Hudock Inc
Pennsylvania
$1K -$69 -1 -4%
TFM
1093
TFC Financial Management
Massachusetts
$1K
CSWM
1094
Cassady Schiller Wealth Management
Ohio
$1K +$550 +8 New
AWA
1095
Aquire Wealth Advisors
Utah
$1K +$688 +10 New
BA
1096
Bivin & Associates
Oklahoma
$1K +$688 +10 New
S
1097
Surevest
California
$1K +$963 +14 New
FHC
1098
First Heartland Consultants
Missouri
$446 +$65.7K +956 +18%
MGIM
1099
M&G Investment Management
United Kingdom
$343 +$327K +4,761 New
BBHC
1100
Brown Brothers Harriman & Co
New York
$51 -$1.58K -23 -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.