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Realty Income (O) Institutional Ownership

Realty Income logo
$63.76 +1.95 (+3.15%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$63.68 -0.08 (-0.13%)
As of 07/2/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Realty Income (NYSE:O)

Current
Institutional Ownership
Percentage
70.81%
Number of
Institutional Buyers
(last 12 months)
990
Total
Institutional Inflows
(last 12 months)
$4.80B
Number of
Institutional Sellers
(last 12 months)
579
Total
Institutional Outflows
(last 12 months)
$3.38B
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Skip Chart & View Institutional Buying and Selling Data

O Institutional Buying and Selling by Quarter

Realty Income Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026Versant Capital Management Inc2,558$158K0.0%+123.4%0.000%
7/1/2026 First Financial Bank Trust Division52,724$3.27M0.2%+9.4%0.006%
6/18/2026Pacer Advisors Inc.64,148$3.93M0.0%-30.2%0.007%
6/3/2026Parallel Advisors LLC82,833$5.07M0.1%+1.5%0.009%
6/3/2026NewEdge Advisors LLC163,821$10.02M0.0%-1.5%0.018%
6/1/2026Keel Point LLC3,664$224K0.0%N/A0.000%
5/28/2026Cozad Asset Management Inc.15,069$922K0.1%+7.0%0.002%
5/27/2026Allen Capital Group LLC20,119$1.23M0.1%+1.2%0.002%
5/26/2026Glenmede Trust Co. NA28,027$1.72M0.0%+13.9%0.003%
5/22/2026Summitry LLC5,399$330K0.0%N/A0.001%
5/21/2026CTC Alternative Strategies Ltd.3,300$202K0.5%N/A0.000%
5/19/2026Bank of America Corp DE17,332,135$1.06B0.1%-1.7%1.859%
5/19/2026Edgestream Partners L.P.147,569$9.03M0.3%+160.5%0.016%
5/19/2026Anson Funds Management LP91,900$5.62M0.5%N/A0.010%
5/19/2026Janus Henderson Group PLC108,173$6.62M0.0%+7.2%0.012%
5/19/2026Strategic Investment Advisors MI8,540$522K0.0%N/A0.001%
5/19/2026Ashton Thomas Securities LLC7,250$444K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors47,227$2.89M0.0%+3.8%0.005%
5/18/2026Sunbelt Securities Inc.15,418$943K0.1%-5.8%0.002%
5/18/2026Amundi4,183,310$255.93M0.1%+56.7%0.449%
5/18/2026Adelante Capital Management LLC1,193,546$73.02M4.8%-1.4%0.128%
5/18/2026EverSource Wealth Advisors LLC8,809$539K0.0%+13.4%0.001%
5/18/2026California State Teachers Retirement System1,508,521$92.29M0.1%-2.2%0.162%
5/18/2026Resources Management Corp CT ADV45,664$2.79M0.4%+2.1%0.005%
5/18/2026Royal Bank of Canada3,138,201$192.00M0.0%-24.3%0.337%
5/18/2026Empowered Funds LLC30,601$1.87M0.0%+31.4%0.003%
5/16/2026The Manufacturers Life Insurance Company 550,443$33.68M0.0%-1.3%0.059%
5/16/2026KCM Investment Advisors LLC187,006$11.44M0.4%-3.1%0.020%
5/16/2026Measured Risk Portfolios Inc.38,768$2.37M2.6%-2.7%0.004%
5/16/2026Quantinno Capital Management LP316,048$19.34M0.0%+27.4%0.034%
5/16/2026Lazard Asset Management LLC7,374$451K0.0%-8.0%0.001%
5/15/2026Callodine Capital Management LP554,923$33.95M2.4%-0.9%0.060%
5/15/2026Bradley Foster & Sargent Inc. CT302,145$18.49M0.3%+4.3%0.032%
5/15/2026Waverly Advisors LLC45,114$2.76M0.0%+10.1%0.005%
5/15/2026Wealth Alliance LLC13,104$802K0.1%-38.2%0.001%
5/15/2026Epoch Investment Partners Inc.696,020$42.58M0.3%-17.2%0.075%
5/15/2026Bridgewater Advisors Inc.6,509$400K0.0%+4.2%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund57,778$3.54M0.0%+58.9%0.006%
5/14/2026Renaissance Technologies LLC51,444$3.15M0.0%N/A0.006%
5/14/2026Hilltop Holdings Inc.17,917$1.10M0.1%-38.6%0.002%
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5/14/2026Morningstar Investment Management LLC70,777$4.33M0.3%+7.1%0.008%
5/14/2026Public Employees Retirement System of Ohio1,337,540$81.83M0.3%-13.8%0.143%
5/14/2026Compound Planning Inc.12,261$750K0.0%+26.6%0.001%
5/14/2026Modern Wealth Management LLC16,203$1.00M0.0%-18.3%0.002%
5/14/2026Inceptionr LLC19,194$1.17M0.3%-6.6%0.002%
5/14/2026Liberty One Investment Management LLC91,013$5.57M0.6%+31.5%0.010%
5/14/2026Bank of Nova Scotia181,217$11.09M0.0%-3.4%0.019%
5/14/2026Dickmeyer Boyce Financial Management Inc.33,893$2.07M1.2%N/A0.004%
5/14/2026Gibbs Wealth Management4,266$261K0.0%N/A0.000%
5/14/2026Sei Investments Co.1,376,636$84.22M0.1%-19.3%0.148%
5/14/2026Lido Advisors LLC124,300$7.64M0.0%+119.1%0.013%
5/13/2026Cetera Investment Advisers1,276,937$78.12M0.1%-0.2%0.137%
5/13/2026Wealthspire Retirement LLC8,764$536K0.0%-11.0%0.001%
5/13/2026Prestige Wealth Management Group LLC13,290$813K0.2%+1,408.5%0.001%
5/13/2026Lasalle Investment Management Securities LLC140,705$8.61M0.3%-81.0%0.015%
5/13/2026NewEdge Wealth LLC18,384$1.13M0.0%-30.5%0.002%
5/13/2026Goepper Burkhardt LLC37,667$2.30M0.8%+2.5%0.004%
5/13/2026CI Investments Inc.131,109$8.02M0.0%-3.5%0.014%
5/13/2026First Trust Advisors LP869,560$53.20M0.0%-2.7%0.093%
5/12/2026Westpac Banking Corp7,682$470K0.0%-12.4%0.001%
5/12/2026ABN Amro Investment Solutions1,021,228$62.48M0.8%-6.6%0.110%
5/8/2026PNC Financial Services Group Inc.187,759$11.49M0.0%+5.1%0.020%
5/8/2026Oslo Pensjonsforsikring AS4,122$252K0.0%N/A0.000%
5/8/2026Andra AP fonden136,371$8.34M0.1%N/A0.015%
5/8/2026Cassaday & Co Wealth Management LLC1,729$106K0.0%N/A0.000%
5/8/2026Commerzbank Aktiengesellschaft FI28,187$1.72M0.0%-43.1%0.003%
5/7/2026Alta Advisers Ltd3,324$203K0.1%N/A0.000%
5/7/2026Meeder Advisory Services Inc.14,087$862K0.0%-4.1%0.002%
5/7/2026Hamel Associates Inc.28,401$1.74M0.5%+19.4%0.003%
5/7/2026Dimensional Fund Advisors LP13,018,219$796.46M0.2%+1.2%1.396%
5/7/2026Scarborough Advisors LLC1,127$69K0.0%N/A0.000%
5/7/2026Parallel Advisors LLC82,833$5.07M0.1%+1.5%0.009%
5/7/2026KBC Group NV219,213$13.41M0.0%+3.7%0.024%
5/7/2026SEB Asset Management AB186,359$11.40M0.0%N/A0.020%
5/7/2026Swiss National Bank2,699,694$165.17M0.1%+7.8%0.290%
5/7/2026Valley Wealth Managers Inc.76,225$4.66M0.3%+0.9%0.008%
5/7/2026ANB Bank7,471$457K0.2%+9.5%0.001%
5/6/2026Annis Gardner Whiting Capital Advisors LLC3,448$211K0.0%+41.8%0.000%
5/6/2026California Public Employees Retirement System2,094,823$128.16M0.1%-13.0%0.225%
5/6/2026Clifford Swan Investment Counsel LLC12,311$753K0.0%-11.3%0.001%
5/6/2026Bartlett & CO. Wealth Management LLC1,359$87K0.0%-37.8%0.000%
5/6/2026Kesler Norman & Wride LLC31,118$1.90M0.3%+1.0%0.003%
5/6/2026Modera Wealth Management LLC3,311$203K0.0%-22.9%0.000%
5/6/2026Assetmark Inc.71,233$4.36M0.0%-16.2%0.008%
5/6/2026Angeles Wealth Management LLC5,335$328K0.0%+6.1%0.001%
5/6/2026Clearstead Trust LLC52,262$3.20M0.5%-1.0%0.006%
5/6/2026Bessemer Group Inc.11,651$712K0.0%+28.2%0.001%
5/6/2026Gerald Baker Financial Group LLC3,887$238K0.1%N/A0.000%
5/6/2026Allspring Global Investments Holdings LLC47,946$2.97M0.0%+9.5%0.005%
5/6/2026Independent Financial Group LLC47,634$2.91M0.1%N/A0.005%
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5/6/2026Enterprise Financial Services Corp3,972$243K0.1%+6.9%0.000%
5/6/2026Prosperity Consulting Group LLC28,404$1.74M0.1%-7.8%0.003%
5/5/2026Wealthfront Advisers LLC302,432$18.50M0.0%+7.4%0.032%
5/5/2026D.A. Davidson & CO.277,210$16.96M0.1%+2.7%0.030%
5/5/2026Bank of New York Mellon Corp5,451,265$333.51M0.1%-1.9%0.585%
5/5/2026Blackhawk Capital Partners LLC30,576$1.87M0.7%-3.0%0.003%
5/5/2026Illinois Municipal Retirement Fund180,166$11.02M0.1%-24.5%0.019%
5/5/2026Geneos Wealth Management Inc.152,600$9.34M0.2%+3.3%0.016%
5/5/2026MASTERINVEST Kapitalanlage GmbH3,434$210K0.0%N/A0.000%
5/5/2026NFSG Corp9,159$560K0.1%+201.9%0.001%


O Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,490 institutional investors and hedge funds held shares of Realty Income. The most heavily invested institutionals were Vanguard Group Inc. ($8.48B), State Street Corp ($3.60B), Geode Capital Management LLC ($1.66B), Bank of America Corp DE ($1.06B), Morgan Stanley ($1.03B), Parnassus Investments LLC ($851.54M), and Dimensional Fund Advisors LP ($796.46M).Learn more on Realty Income's institutional investors.

70.81% of Realty Income's stock is owned by institutional investors. Learn more on O's institutional investor holdings.

Of the 1,339 institutional investors that purchased Realty Income's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($33.35M), Raymond James Financial Inc. ($12.19M), Vanguard Group Inc. ($11.73M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($7.14M), Raymond James & Associates ($4.57M), Northern Trust Corp ($3.83M), and Geode Capital Management LLC ($3.75M).

Institutional investors have bought a total of 82,707,729 shares in the last 24 months. This purchase volume represents approximately $4.80B in transactions.

Of the 579 institutional investors that sold Realty Income's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($9.54M), Cbre Investment Management Listed Real Assets LLC ($4.57M), Invesco Ltd. ($3.34M), Parnassus Investments LLC ($3.28M), Royal Bank of Canada ($2.76M), Cohen & Steers Inc. ($2.64M), and Healthcare of Ontario Pension Plan Trust Fund ($2.06M).

Institutional investors have sold a total of 57,842,648 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.


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This page (NYSE:O) was last updated on 7/3/2026 by MarketBeat.com Staff.
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