We are live on ! Find out more
O icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.95B +$99.3M +1,510,904 +3%
BlackRock
2
BlackRock
New York
$2.39B +$12.3K +187 +0%
State Street
3
State Street
Massachusetts
$1.87B +$75.3M +1,145,680 +4%
Bank of America
4
Bank of America
North Carolina
$1.07B +$201M +3,060,934 +23%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$533M +$27.9M +424,153 +5%
Morgan Stanley
6
Morgan Stanley
New York
$414M +$68.4M +1,041,257 +19%
Northern Trust
7
Northern Trust
Illinois
$398M +$222K +3,373 +0.1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$383M -$3.35M -50,976 -0.9%
AAMU
9
APG Asset Management US
New York
$362M +$201M +3,063,233 +122%
JP Morgan Chase
10
JP Morgan Chase
New York
$327M -$39.3M -597,709 -11%
Legal & General Group
11
Legal & General Group
United Kingdom
$296M +$9.16M +139,382 +3%
Norges Bank
12
Norges Bank
Norway
$242M -$7.23M -110,110 -3%
Wells Fargo
13
Wells Fargo
California
$241M +$32.5M +494,856 +15%
Invesco
14
Invesco
Georgia
$237M +$21.9M +333,152 +10%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$224M -$79.7M -1,212,814 -26%
Charles Schwab
16
Charles Schwab
California
$217M +$3.07M +46,769 +1%
UBS AM
17
UBS AM
Illinois
$174M -$27.3M -415,300 -13%
Principal Financial Group
18
Principal Financial Group
Iowa
$146M -$11M -167,703 -7%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$146M -$19.5M -296,280 -12%
ProShare Advisors
20
ProShare Advisors
Maryland
$133M +$1.26M +19,137 +0.9%
NSLI
21
Nan Shan Life Insurance
Taiwan
$115M +$117M +1,781,999 New
N
22
Nuveen
North Carolina
$115M -$1.89M -28,730 -2%
BG
23
Bahl & Gaynor
Ohio
$108M +$23.7M +361,271 +27%
Swiss National Bank
24
Swiss National Bank
Switzerland
$102M +$11.7M +178,430 +13%
Goldman Sachs
25
Goldman Sachs
New York
$100M +$25.7M +391,322 +34%

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.