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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
RJFSA
101
Raymond James Financial Services Advisors
Florida
$17.3M +$1.58M +24,110 +10%
WPC
102
Waters Parkerson & Co
Louisiana
$16.8M +$236K +3,597 +1%
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$16.4M -$638K -9,706 -4%
ACI
104
AMP Capital Investors
Australia
$16.2M -$265K -4,027 -2%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$16.2M +$222K +3,382 +1%
Thrivent Financial for Lutherans
106
Thrivent Financial for Lutherans
Minnesota
$16.1M -$1.25M -19,063 -7%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$16.1M +$1.65M +25,076 +11%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$16M -$767K -11,678 -5%
KIA
109
KCM Investment Advisors
California
$15.7M +$567K +8,631 +4%
WP
110
WealthPLAN Partners
Nebraska
$15.7M +$1.4M +21,302 +10%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$15M -$110K -1,674 -0.7%
CAN
112
Cetera Advisor Networks
California
$14.8M +$1.65M +25,153 +12%
SOADOR
113
State of Alaska Department of Revenue
Alaska
$14.4M +$775K +11,792 +6%
QI
114
QS Investors
New York
$14.2M +$817K +12,433 +6%
RIM
115
Rush Island Management
New York
$13.8M +$14.1M +214,037 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$12.3M -$2.22M -33,798 -15%
PI
117
PGGM Investments
Netherlands
$12.3M +$12.5M +189,998 New
SIA
118
Sit Investment Associates
Minnesota
$12M +$2.89M +43,984 +31%
PA
119
Parallel Advisors
California
$11.8M +$3.37M +51,226 +39%
BNP Paribas Asset Management
120
BNP Paribas Asset Management
France
$11.6M -$1.62M -24,690 -12%
Squarepoint
121
Squarepoint
New York
$11.5M +$1.26M +19,148 +12%
CWM
122
CIBC World Markets
New York
$11.3M +$9.1M +138,561 +377%
BCM
123
Becker Capital Management
Oregon
$10.9M +$4.37M +66,492 +65%
First Trust Advisors
124
First Trust Advisors
Illinois
$10.9M +$8.29M +126,160 +296%
ACM
125
AlphaCrest Capital Management
New York
$10.9M +$1.42M +21,646 +15%

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.