Improving institutional flows... shorts drop; Legal & General adds 823k shares; Allstate boosts 133%; director incentive grants; Harbour buys; Knights of Columbus trims; Geode Capital boosts; 10 directors buy 3,214 shares each on May 21; Erste Group boosts stake 1,442.9%; Vise Technologies boosts stake 277.8% in Q4; Stonebrook sells 65.6% in Q4; Inceptionr LLC buys 16,845 shares; Parnassus sells ~3M shares; Peterson Wealth Services buys 30,093 shares; Barclays sells 550,903 shares; Pictet adds 5.6% in Q1; Y Intercept Hong Kong buys 85,841 shares in Q1; Ascentis Independent Advisors boosts 150.7% to 41,598 shares in Q1
Key Questions
What is the current level of institutional ownership in Realty Income?
Institutional ownership stands at 80.88% while short interest is low at 3.3%, down 16.8%. Recent 13F activity shows mixed flows with notable buys from Legal & General and Erste Group offset by sells from Parnassus and Barclays.
Have insiders recently purchased shares of Realty Income?
Yes, on May 21 ten directors each bought 3,214 shares, the first insider purchases in 12 months. This follows incentive grants to directors Preusse, Chapman, and McKee and signals a positive sentiment shift.
Which institutions have made the largest recent changes to their Realty Income stakes?
Erste Group increased its stake 1,442.9% and Vise Technologies boosted holdings 277.8%, while Stonebrook cut its position 65.6%. Y Intercept Hong Kong added 85,841 shares and Pictet raised its stake 5.6% in Q1.
Inst own 80.88%; shorts 3.3% low (-16.8%). DNB lifted 91.7%; Pacific Heights bought 150k shares. Q1 13Fs show conviction amid mixed signals like ProShares trim. Recent: Resona sold 20,958 shares; Stance Capital new $27k; Strengthening Families increased; insider sales 755k. Morningstar boosted stake 86% in Q4. Legal & General Group Plc purchased 823,489 shares ($603M). Allstate Corp boosted stake 133% to 95k shares in Q4. Harbour Investments bought 43,700 shares (+182% to $3.8M). Knights of Columbus sold 34% of stake (~$6.5M). Director Preusse, Chapman, McKee each received 3,214-share incentive grants (neutral). Wealth Advisors of Tampa Bay invested $1.74M. Geode Capital Management LLC boosted stake. 10 directors each purchased 3,214 shares on May 21 — first insider buys in 12 months, positive sentiment shift. Erste Group boosted stake 1,442.9% — another institutional buying signal. Vise Technologies boosted stake 277.8% in Q4. Stonebrook Private Inc. sold 26,455 shares (65.6% cut) in Q4 — adds to mixed flow picture. Inceptionr LLC purchased 16,845 shares — minor addition to buying trend. Parnassus Investments LLC sold 3M shares — significant sell, adds to mixed institutional sentiment. Peterson Wealth Services bought 30,093 shares — small buy, adds to mixed picture. Barclays PLC sold 550,903 shares — another institutional sell, reinforcing mixed sentiment. Pictet Asset Management added 5.6% in Q1 — consistent with continued institutional interest. Westwood Real Estate Income Fund holds 75k shares (tiny 0.01% stake) — minor data point. Y Intercept Hong Kong bought 85,841 shares ($5.25M) in Q1 — adds to international institutional interest. Ascentis Independent Advisors boosted stake 150.7% to 41,598 shares in Q1 — another small but notable increase.