Apg Asset Management Us Has Upped Its Realty Income (O) Stake by $43.93 Million; Stock Value Declined; Johnson& Johnson (JNJ) Shareholder Lederer & Associates Investment Counsel Has Decreased Its Position as Stock Price Declined

May 21, 2018 - By Winifred Garcia

Realty Income Corporation (NYSE:O) Logo

Lederer & Associates Investment Counsel decreased its stake in Johnson& Johnson (JNJ) by 12.34% based on its latest 2017Q4 regulatory filing with the SEC. Lederer & Associates Investment Counsel sold 2,492 shares as the company’s stock declined 9.21% with the market. The institutional investor held 17,695 shares of the major pharmaceuticals company at the end of 2017Q4, valued at $2.47 million, down from 20,187 at the end of the previous reported quarter. Lederer & Associates Investment Counsel who had been investing in Johnson& Johnson for a number of months, seems to be less bullish one the $331.13B market cap company. The stock decreased 0.63% or $0.78 during the last trading session, reaching $123.46. About 3.49 million shares traded. Johnson & Johnson (NYSE:JNJ) has risen 1.12% since May 21, 2017 and is uptrending. It has underperformed by 10.43% the S&P500.

Apg Asset Management Us Inc increased its stake in Realty Income Corp (O) by 36.5% based on its latest 2017Q4 regulatory filing with the SEC. Apg Asset Management Us Inc bought 770,700 shares as the company’s stock declined 9.90% with the market. The institutional investor held 2.88M shares of the real estate investment trusts company at the end of 2017Q4, valued at $164.33 million, up from 2.11 million at the end of the previous reported quarter. Apg Asset Management Us Inc who had been investing in Realty Income Corp for a number of months, seems to be bullish on the $14.95B market cap company. The stock increased 1.53% or $0.79 during the last trading session, reaching $52.45. About 797,911 shares traded. Realty Income Corporation (NYSE:O) has declined 14.81% since May 21, 2017 and is downtrending. It has underperformed by 26.36% the S&P500.

Apg Asset Management Us Inc, which manages about $71.11 billion and $12.19 billion US Long portfolio, decreased its stake in Public Storage (NYSE:PSA) by 198,500 shares to 4.37M shares, valued at $912.29M in 2017Q4, according to the filing. It also reduced its holding in Essex Ppty Tr Inc (NYSE:ESS) by 155,500 shares in the quarter, leaving it with 175,000 shares, and cut its stake in Avalonbay Cmntys Inc (NYSE:AVB).

Since March 6, 2018, it had 0 insider purchases, and 1 insider sale for $114,688 activity.

More notable recent Realty Income Corporation (NYSE:O) news were published by: Seekingalpha.com which released: “Young And In REITs: An Introduction To My Portfolio And Me” on May 21, 2018, also Seekingalpha.com with their article: “Realty Income tops estimates, holds guidance steady” published on May 08, 2018, Fool.com published: “Realty Income: Here’s Why It Might Be Time to Buy” on May 11, 2018. More interesting news about Realty Income Corporation (NYSE:O) were released by: Seekingalpha.com and their article: “Realty Income’s Hiatus On Issuing New Shares” published on May 18, 2018 as well as Investorplace.com‘s news article titled: “Look Here for Safe High-Yield Investments and Guaranteed Returns” with publication date: May 21, 2018.

Investors sentiment decreased to 1.18 in 2017 Q4. Its down 0.09, from 1.27 in 2017Q3. It dived, as 46 investors sold O shares while 158 reduced holdings. 67 funds opened positions while 173 raised stakes. 193.26 million shares or 0.25% less from 193.75 million shares in 2017Q3 were reported. Cedar Hill Associates Limited Liability stated it has 3,520 shares. Amp Capital Investors reported 316,531 shares. Tudor Inv Corporation Et Al owns 0.03% invested in Realty Income Corporation (NYSE:O) for 21,249 shares. Korea reported 28,300 shares stake. Liberty Mutual Grp Inc Asset Management Incorporated reported 10,924 shares. Horizon Ltd, North Carolina-based fund reported 19,472 shares. Private Harbour Investment & Counsel Limited Liability Corporation stated it has 0.46% in Realty Income Corporation (NYSE:O). First National Trust holds 25,514 shares. Sigma Planning holds 41,968 shares. Pinnacle Advisory Grp Inc stated it has 3,702 shares. Oppenheimer Asset Mgmt Inc holds 0.02% of its portfolio in Realty Income Corporation (NYSE:O) for 14,637 shares. United Finance Advisers Limited holds 0.08% of its portfolio in Realty Income Corporation (NYSE:O) for 175,619 shares. Jfs Wealth Limited Com has invested 0.03% of its portfolio in Realty Income Corporation (NYSE:O). Girard Ptnrs has 22,805 shares for 0.25% of their portfolio. Moreover, Dnb Asset As has 0.02% invested in Realty Income Corporation (NYSE:O).

Among 17 analysts covering Realty Income (NYSE:O), 6 have Buy rating, 2 Sell and 9 Hold. Therefore 35% are positive. Realty Income had 39 analyst reports since July 23, 2015 according to SRatingsIntel. The firm earned “Outperform” rating on Tuesday, December 15 by Wells Fargo. As per Monday, January 9, the company rating was downgraded by Raymond James. The rating was upgraded by Morgan Stanley to “Overweight” on Tuesday, December 13. The stock of Realty Income Corporation (NYSE:O) earned “Hold” rating by Mizuho on Friday, March 2. UBS initiated Realty Income Corporation (NYSE:O) rating on Monday, September 26. UBS has “Sell” rating and $52 target. The rating was downgraded by UBS to “Sell” on Thursday, October 29. The rating was initiated by Wunderlich with “Hold” on Tuesday, October 27. On Sunday, August 20 the stock rating was maintained by Stifel Nicolaus with “Buy”. On Thursday, August 20 the stock rating was downgraded by Zacks to “Buy”. The stock has “Hold” rating by RBC Capital Markets on Monday, February 5.

Lederer & Associates Investment Counsel, which manages about $111.64 million US Long portfolio, upped its stake in Celgene (NASDAQ:CELG) by 3,246 shares to 17,745 shares, valued at $1.85 million in 2017Q4, according to the filing.

Since February 15, 2018, it had 0 insider buys, and 1 insider sale for $20.17 million activity.

Investors sentiment increased to 0.87 in Q4 2017. Its up 0.04, from 0.83 in 2017Q3. It improved, as 35 investors sold JNJ shares while 884 reduced holdings. 143 funds opened positions while 654 raised stakes. 1.72 billion shares or 0.40% more from 1.71 billion shares in 2017Q3 were reported. Of Oklahoma accumulated 7,666 shares. Highstreet Asset Mngmt has invested 1.78% in Johnson & Johnson (NYSE:JNJ). Lagoda Mgmt Limited Partnership holds 0.03% or 600 shares. Boyer And Corporon Wealth Mngmt reported 1.22% in Johnson & Johnson (NYSE:JNJ). Eidelman Virant Cap holds 9,212 shares or 0.75% of its portfolio. New York-based Spark Inv Mgmt Limited Liability Corporation has invested 0.43% in Johnson & Johnson (NYSE:JNJ). Natl Mutual Insurance Federation Of Agricultural Cooperatives holds 31,900 shares. 1,598 were accumulated by Sage Fin Group Incorporated. Blue Edge Cap Lc reported 10,985 shares. Provident accumulated 5,924 shares or 0.13% of the stock. First Quadrant Lp Ca has invested 0.61% in Johnson & Johnson (NYSE:JNJ). Dubuque Savings Bank And owns 107,827 shares for 2.28% of their portfolio. Destination Wealth Mngmt holds 1.67% or 197,225 shares. Proshare Advsr Ltd Liability Co holds 1.15M shares. Yhb Invest, Connecticut-based fund reported 76,534 shares.

Analysts await Johnson & Johnson (NYSE:JNJ) to report earnings on July, 17. They expect $2.05 earnings per share, up 12.02% or $0.22 from last year’s $1.83 per share. JNJ’s profit will be $5.50 billion for 15.06 P/E if the $2.05 EPS becomes a reality. After $2.06 actual earnings per share reported by Johnson & Johnson for the previous quarter, Wall Street now forecasts -0.49% negative EPS growth.

More notable recent Johnson & Johnson (NYSE:JNJ) news were published by: Seekingalpha.com which released: “Johnson & Johnson (JNJ) Presents at UBS Health Care Brokers Conference (Transcript)” on May 21, 2018, also Livetradingnews.com with their article: “Johnson & Johnson (NYSE:JNJ) Stock Oversold” published on May 03, 2018, Seekingalpha.com published: “Congo begins Ebola vaccinations” on May 21, 2018. More interesting news about Johnson & Johnson (NYSE:JNJ) were released by: Fool.com and their article: “Better Buy: Johnson & Johnson (JNJ) vs. AbbVie (ABBV)” published on May 02, 2018 as well as Seekingalpha.com‘s news article titled: “Johnson & Johnson: Waiting On The Wave” with publication date: May 11, 2018.

Johnson & Johnson (NYSE:JNJ) Institutional Positions Chart

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