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
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.4B +$1.82B +26,512,710 +42%
BlackRock
2
BlackRock
New York
$3.96B +$1.21B +17,638,872 +47%
State Street
3
State Street
Massachusetts
$3B +$818M +11,896,880 +40%
Cohen & Steers
4
Cohen & Steers
New York
$2.18B +$1.84B +26,828,904 +753%
Bank of America
5
Bank of America
North Carolina
$1.32B +$36.7M +533,082 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$905M +$278M +4,043,202 +47%
Morgan Stanley
7
Morgan Stanley
New York
$888M +$129M +1,880,329 +18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$583M +$146M +2,127,417 +35%
Northern Trust
9
Northern Trust
Illinois
$542M +$124M +1,796,445 +31%
JP Morgan Chase
10
JP Morgan Chase
New York
$532M +$21M +305,053 +4%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$517M +$448M +6,513,754 +919%
Legal & General Group
12
Legal & General Group
United Kingdom
$484M +$131M +1,899,284 +39%
AAMU
13
APG Asset Management US
New York
$465M +$57.8M +841,196 +15%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$389M +$353M +5,126,258 +1,694%
Norges Bank
15
Norges Bank
Norway
$377M +$101M +1,470,367 +39%
Charles Schwab
16
Charles Schwab
California
$373M +$111M +1,620,341 +45%
UBS AM
17
UBS AM
Illinois
$347M +$117M +1,700,445 +54%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$325M +$66.4M +966,005 +27%
Invesco
19
Invesco
Georgia
$312M +$31M +450,356 +12%
Wells Fargo
20
Wells Fargo
California
$296M +$2.12M +30,886 +0.8%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$241M +$73.1M +1,062,637 +46%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$237M +$181M +2,634,920 +391%
N
23
Nuveen
North Carolina
$210M +$47.3M +687,909 +31%
Goldman Sachs
24
Goldman Sachs
New York
$181M +$52.3M +760,041 +43%
Principal Financial Group
25
Principal Financial Group
Iowa
$172M +$8.37M +121,751 +5%

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.