1Semana·

PFW Advisors LLC acquires a US$683,000 position in Realty Income Co.

S.A.U. · 2025-01-14T13:21:03.796958Z

Wie aus dem jüngsten Formular 13F, das bei der Securities & Exchange Commission eingereicht wurde, hervorgeht, erwarb PFW Advisors LLC im vierten Quartal eine neue Beteiligung an Realty Income Co. $O. Der Fonds erwarb insgesamt 12.790 Aktien des Real Estate Investment Trusts im Wert von rund 683.000 $. Auch eine Reihe anderer Hedgefonds und institutioneller Anleger haben ihre Anteile an der Aktie kürzlich aufgestockt oder reduziert. Rosenberg Matthew Hamilton erhöhte seine Position in Aktien von Realty Income im 3. Quartal um 75,4%. Rosenberg Matthew Hamilton besitzt nun 491 Aktien des Real Estate Investment Trusts im Wert von 31.000 $, nachdem er im letzten Quartal weitere 211 Aktien erworben hat. Creative Capital Management Investments LLC hat seine Position in Realty Income im dritten Quartal um 133,3% erhöht. Creative Capital Management Investments LLC besitzt nun 525 Aktien des Real Estate Investment Trusts im Wert von 33.000 $, nachdem sie im Laufe des Quartals 300 weitere Aktien gekauft hat. ST Germain D J Co. Inc. erhöhte seine Beteiligung an Realty Income im vierten Quartal um 306,5%. ST Germain D J Co. Inc. besitzt jetzt 752 Aktien des Real Estate Investment Trusts im Wert von 40.000 $, nachdem sie im letzten Quartal weitere 567 Aktien gekauft hat. Headlands Technologies LLC erwarb im zweiten Quartal eine neue Position in Realty Income im Wert von rund 42.000 $. Schließlich hat Pacifica Partners Inc. seinen Anteil an Realty Income im 3. Quartal um 89,2 % erhöht. Pacifica Partners Inc. besitzt nun 927 Aktien des Real Estate Investment Trusts im Wert von 59.000 $, nachdem sie im letzten Quartal weitere 437 Aktien erworben hat. Institutionelle Anleger besitzen somit ca. 70,81% der Aktien des Unternehmens.

According to its most recent Form 13F filed with the Securities & Exchange Commission, PFW Advisors LLC acquired a new stake in Realty Income Co. during the fourth quarter. $O (-0,04 %). The fund acquired a total of 12,790 shares of the real estate investment trust's stock, valued at approximately $683,000.

A number of other hedge funds and institutional investors have also recently added to or reduced their stakes in the stock.

Rosenberg Matthew Hamilton increased its position in shares of Realty Income by 75.4% in the 3rd quarter. Rosenberg Matthew Hamilton now owns 491 shares of the real estate investment trust's stock worth $31,000 after acquiring an additional 211 shares in the last quarter.

Creative Capital Management Investments LLC increased its position in Realty Income by 133.3% in the third quarter. Creative Capital Management Investments LLC now owns 525 shares of the real estate investment trust's stock worth $33,000 after buying an additional 300 shares during the quarter.

ST Germain D J Co. Inc. increased its stake in Realty Income by 306.5% in the fourth quarter. ST Germain D J Co. Inc. now owns 752 shares of the real estate investment trust's stock worth $40,000 after buying an additional 567 shares during the last quarter.

Headlands Technologies LLC acquired a new position in Realty Income during the second quarter worth about $42,000. Finally, Pacifica Partners Inc. increased its stake in Realty Income by 89.2% in the 3rd quarter.

Pacifica Partners Inc. now owns 927 shares of the real estate investment trust's stock worth $59,000 after acquiring an additional 437 shares in the last quarter.

Institutional investors now own approximately 70.81% of the company's stock.

11 Comentarios

Uwe@SchlaubiSchlumpf

1Semana

Hmm, it's my only single position at the moment. The purchases have not really influenced the share price so far. But it seems to me to be a good opportunity.
At the moment, stagnating interest rate changes are priced in, the company seems to continue to pay its dividends from FFO according to my research as a layman and the new shares thrown onto the market actually seem to finance new acquisitions. Do you have a personal assessment of the situation?

•

S.A.U.@SAUgut77

1Semana

@SchlaubiSchlumpf Realty actually has the position to generate growth from FFO, so it is relatively healthy and even if my equity is more favorable, in my opinion they are favorably valued due to the current situation.

••

S.A.U.@SAUgut77

1Semana

@SchlaubiSchlumpf $VICI would also be an interesting thing in the area of REITs 😉

•

Uwe@SchlaubiSchlumpf

1Semana

@SAUgut77 I actually have my eye on that too. I'll have to think about whether I should continue to build up Realty (3% km portfolio) or open a new position. Vici would be one of the No. 1 candidates

•

S.A.U.@SAUgut77

1Semana

@SchlaubiSchlumpf Besides Realty, Vici is my 2nd REIT position and I am also convinced in the long term.

•

userc818a6f2df6247c9@userc818a6f2df6247c9

1Semana

It is clear that these few individual shares mentioned do not change the share price....

•

Uwe@SchlaubiSchlumpf

1Semana

@userc818a6f2df6247c9 at least not significantly. Yes. It's more of a gimmick for me too.

•

Smudo@Smudeo

@SchlaubiSchlumpf However, 633,000 is only 10,000 shares, i.e. a small position that was also sold. The share price still rose in Q4.

•

Uwe@SchlaubiSchlumpf

@Smudeo right, I hadn't even thought that far 😅

••

S.A.U.@SAUgut77

@Smudeo Correct so far, although interest rates and the Fed were the main concerns. That was actually the case for the entire REIT sector.... and are just good buy prices.

@SchlaubiSchlumpf The interesting thing was actually the fact that ~ 70% of the shares are now held by institutional investors.

•

Smudo@Smudeo

@SAUgut77 I will buy again at 45

••