Realty Income
1,113 hedge funds and large institutions have $34.8B invested in Realty Income in 2023 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 542 increasing their positions, 331 reducing their positions, and 70 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 542 | Existing positions reduced: 331
31% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 70
30% more call options, than puts
Call options by funds: $193M | Put options by funds: $149M
1% more capital invested
Capital invested by funds: $34.4B → $34.8B (+$451M)
0% less funds holding
Funds holding: 1,116 → 1,113 (-3)
2.36% less ownership
Funds ownership: 85.72% → 83.36% (-2.4%)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
Top Buyers
| 1 |
Cohen & Steers
New York
|
+$314M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$215M |
| 3 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$142M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$136M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$120M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$208M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$158M |
| 3 |
ZP
Zimmer Partners
New York
|
-$111M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$71M |
| 5 |
State Street
Boston,
Massachusetts
|
-$66.4M |
O Hedge Fund Activity: Q1 2023 in Review
1,113 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Realty Income (O) for Q1 2023, worth a combined $34.8B — up 1.3% from $34.4B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new O positions and 70 closed out — a net gain of 22 holders — while 542 added to existing stakes and 331 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $314M. The largest seller was Morgan Stanley, cutting an estimated $208M.
- 1,113 institutional investors held Realty Income (O) as of Q1 2023, down from 1,116 in Q4 2022.
- Funds reported $34.8B of Realty Income stock for Q1 2023, up 1.3% quarter-over-quarter.
- 92 funds opened new Realty Income positions in Q1 2023 and 70 closed out, a net change of +22 holders.
- The largest Realty Income buyer in Q1 2023 was Cohen & Steers, an estimated $314M added.
- The largest Realty Income seller in Q1 2023 was Morgan Stanley, an estimated $208M sold.
Based on aggregated 13F filings for Q1 2023.