Realty Income (O) Institutional Ownership

$53.71
+0.32 (+0.60%)
(As of 01:58 PM ET)

Institutional Ownership Changes (13F Filings) for Realty Income (NYSE:O)

Current
Institutional Ownership
Percentage
70.81%
Number of
Institutional Buyers
(last 12 months)
794
Total
Institutional Inflows
(last 12 months)
$4.74B
Number of
Institutional Sellers
(last 12 months)
502
Total
Institutional Outflows
(last 12 months)
$1.32B
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O Institutional Buying and Selling by Quarter

Realty Income Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Canal Capital Management LLC104,359$5.65M0.9%N/A0.012%
4/23/2024Bfsg LLC50,846$2.75M0.4%+8.6%0.006%
4/23/2024Milestone Asset Management LLC5,872$318K0.1%N/A0.001%
4/23/2024Global Retirement Partners LLC16,742$906K0.0%+15.1%0.002%
4/23/2024Louisiana State Employees Retirement System48,400$2.62M0.1%+10.5%0.006%
4/23/2024United Asset Strategies Inc.93,846$5.08M0.5%+13.9%0.011%
4/23/2024WASHINGTON TRUST Co497$27K0.0%+65.7%0.000%
4/23/2024Silver Lake Advisory LLC47,159$2.55M1.1%+0.6%0.005%
4/23/2024Amalgamated Bank174,679$9.45M0.1%+0.2%0.020%
4/23/2024Nations Financial Group Inc. IA ADV19,414$1.05M0.1%-1.7%0.002%
4/23/2024Gradient Investments LLC3,230$175K0.0%+8.1%0.000%
4/23/2024New Mexico Educational Retirement Board41,900$2.27M0.1%+19.7%0.005%
4/23/2024Sugarloaf Wealth Management LLC2,577$139K0.0%-33.7%0.000%
4/23/2024Fifth Third Bancorp58,351$3.16M0.0%+13.3%0.007%
4/23/2024Summit Trail Advisors LLC4,146$225K0.0%-9.4%0.000%
4/23/2024Principle Wealth Partners LLC5,375$291K0.0%N/A0.001%
4/23/2024Strategic Blueprint LLC4,020$217K0.0%-23.0%0.000%
4/23/2024Cigna Investments Inc. New8,939$484K0.1%+17.3%0.001%
4/23/2024Revisor Wealth Management LLC13,601$758K0.3%+147.9%0.002%
4/23/2024Raymond James Financial Services Advisors Inc.353,064$19.10M0.0%-2.4%0.041%
4/23/2024Crescent Sterling Ltd.5,408$293K0.3%+4.8%0.001%
4/22/2024Harbour Trust & Investment Management Co12,881$697K0.1%+130.9%0.001%
4/22/2024Bay Rivers Group22,132$1.20M0.7%-5.1%0.003%
4/22/2024PFG Investments LLC32,871$1.78M0.1%+189.2%0.004%
4/22/2024Parsons Capital Management Inc. RI61,022$3.30M0.2%+79.5%0.007%
4/22/2024Raymond James & Associates1,906,098$103.12M0.1%+56.1%0.221%
4/22/2024Signature Wealth Management Group74,024$3.93M1.8%+20.1%0.009%
4/22/2024IFM Investors Pty Ltd160,573$8.69M0.1%+25.1%0.019%
4/22/2024Everpar Advisors LLC3,982$215K0.1%-20.9%0.000%
4/22/2024Berry Wealth Group LP3,714$201K0.2%N/A0.000%
4/22/2024Ashton Thomas Private Wealth LLC30,226$1.64M0.1%+39.5%0.004%
4/20/2024Maryland State Retirement & Pension System64,709$3.32M0.1%+14.8%0.008%
4/20/2024Cohen Investment Advisors LLC36,563$1.98M1.3%+3.3%0.004%
4/20/2024Kesler Norman & Wride LLC26,468$1.43M0.3%-3.3%0.003%
4/19/2024Teamwork Financial Advisors LLC4,155$225K0.0%N/A0.000%
4/19/2024Insight Folios Inc123,522$6.68M2.7%+10.6%0.014%
4/19/2024Core Wealth Partners LLC4,066$220K0.2%N/A0.000%
4/19/2024First Trust Direct Indexing L.P.24,277$1.31M0.1%+16.6%0.003%
4/19/2024Kovack Advisors Inc.28,256$1.53M0.2%+85.0%0.003%
4/19/2024Financial Sense Advisors Inc.35,039$1.90M0.6%+10.4%0.004%
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4/19/2024Dupree Financial Group LLC88,624$4.80M2.1%+1.1%0.010%
4/19/2024Abundance Wealth Counselors8,533$462K0.1%+41.7%0.001%
4/19/2024Norden Group LLC105,616$5.71M0.1%N/A0.012%
4/19/2024State of Alaska Department of Revenue508,990$27.53M0.3%+13.3%0.059%
4/19/2024Yoder Wealth Management Inc.3,707$201K0.1%N/A0.000%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.4,424,346$239.36M0.2%+11.4%0.514%
4/18/2024Silverlake Wealth Management LLC4,548$246K0.1%+7.8%0.001%
4/18/2024SeaCrest Wealth Management LLC5,102$276K0.0%+6.4%0.001%
4/18/2024Naviter Wealth LLC43,636$2.37M0.4%+7.9%0.005%
4/18/2024CAP Partners LLC7,309$395K0.3%+13.2%0.001%
4/18/2024State of Michigan Retirement System227,848$12.33M0.1%+15.0%0.026%
4/18/2024Applied Capital LLC FL19,524$1.06M0.9%+13.8%0.002%
4/18/2024Farmers & Merchants Investments Inc.93,074$5.04M0.2%+3.7%0.011%
4/18/2024Allspring Global Investments Holdings LLC40,067$2.17M0.0%+0.6%0.005%
4/18/2024Bridgewealth Advisory Group LLC5,811$314K0.2%-8.1%0.001%
4/18/2024Hexagon Capital Partners LLC1,134$61K0.0%-25.7%0.000%
4/18/2024Miracle Mile Advisors LLC20,257$1.10M0.0%+2.7%0.002%
4/18/2024SteelPeak Wealth LLC13,920$757K0.0%-2.7%0.002%
4/17/2024Founders Financial Securities LLC21,029$1.14M0.1%+2.9%0.002%
4/17/2024Atticus Wealth Management LLC4,017$217K0.1%-4.7%0.000%
4/17/2024Brown Miller Wealth Management LLC32,104$1.74M0.8%+272.5%0.004%
4/17/2024Town & Country Bank & Trust CO dba First Bankers Trust CO12,475$675K0.3%+25.9%0.001%
4/17/2024Symphony Financial Ltd. Co.34,662$1.88M0.4%+9.7%0.004%
4/17/2024Private Ocean LLC14,747$798K0.1%-2.5%0.002%
4/17/2024Alpha Omega Wealth Management LLC93,457$5.06M0.9%N/A0.011%
4/17/2024Romano Brothers AND Company9,924$537K0.1%+13.0%0.001%
4/17/2024First Bank & Trust13,068$707K0.1%+20.4%0.002%
4/17/2024Griffin Asset Management Inc.23,952$1.30M0.2%+1.2%0.003%
4/16/2024Toth Financial Advisory Corp2,065$112K0.0%+92.8%0.000%
4/16/2024Trust Co. of Virginia VA102,852$5.56M0.5%-3.7%0.012%
4/16/2024Independence Bank of Kentucky3,460$187K0.1%N/A0.000%
4/16/2024Tsfg LLC1,524$82K0.0%N/A0.000%
4/16/2024Norwood Financial Corp1,125$61K0.1%N/A0.000%
4/16/2024Pinnacle Bancorp Inc.5,780$313K0.1%+40.3%0.001%
4/16/2024LongView Wealth Management16,470$891K0.4%+2.2%0.002%
4/16/2024Register Financial Advisors LLC1,350$73K0.0%N/A0.000%
4/16/2024Indiana Trust & Investment Management CO1,933$105K0.0%-33.7%0.000%
4/16/2024Buckley Wealth Management LLC9,276$502K0.2%+3.8%0.001%
4/16/2024Baugh & Associates LLC81,588$4.41M2.3%-1.2%0.009%
4/16/2024Congress Park Capital LLC4,000$216K0.1%+6.7%0.000%
4/16/2024Tarbox Family Office Inc.14,266$772K0.1%-47.3%0.002%
4/16/2024180 Wealth Advisors LLC6,245$338K0.1%-5.0%0.001%
4/16/2024Pasadena Private Wealth LLC15,909$861K0.2%+10.3%0.002%
4/16/2024Scharf Investments LLC2,724,893$147.42M4.0%+4.7%0.316%
4/16/2024Wealth Enhancement Advisory Services LLC129,096$6.98M0.0%+24.9%0.015%
4/15/2024Janiczek Wealth Management LLC3,546$192K0.0%+13.5%0.000%
4/15/2024Signet Financial Management LLC5,354$290K0.0%+4.4%0.001%
4/15/2024Sage Investment Advisers LLC6,412$347K0.4%N/A0.001%
4/15/2024Aspiriant LLC4,927$267K0.0%-5.0%0.001%
4/15/2024Future Financial Wealth Managment LLC1,500$81K0.1%N/A0.000%
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4/15/2024Brookstone Capital Management222,414$12.03M0.2%-9.1%0.026%
4/15/2024Sunbelt Securities Inc.5,923$320K0.0%-8.2%0.001%
4/15/2024Kingswood Wealth Advisors LLC22,945$1.24M0.1%-5.4%0.003%
4/15/2024Sound Income Strategies LLC209,785$11.35M0.8%+9,199.0%0.024%
4/15/2024West Paces Advisors Inc.9,093$492K0.1%+4.8%0.001%
4/15/2024Hazelview Securities Inc.6,900$369K0.1%-99.0%0.001%
4/13/2024 Community Bank of Raymore281,961$15.25M7.1%-28.0%0.033%
4/13/2024 Evanson Asset Management LLC5,240$283K0.0%-5.3%0.001%
4/12/2024 Riverview Trust Co630$34K0.0%N/A0.000%
4/12/2024 Gateway Investment Advisers LLC285,207$15.43M0.2%+1,029.3%0.033%
(Data available from 1/1/2016 forward)

O Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of O shares?

During the previous two years, 1,263 institutional investors and hedge funds held shares of Realty Income. The most heavily invested institutionals were Aspire Private Capital LLC ($26.02B), Vanguard Group Inc. ($6.54B), BlackRock Inc. ($3.70B), State Street Corp ($3.10B), Cohen & Steers Inc. ($2.43B), Bank of America Corp DE ($1.59B), and Geode Capital Management LLC ($933.26M).Learn more on O's institutional investors.

What percentage of Realty Income stock is owned by institutional investors?

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

Which institutional investors have been buying Realty Income stock?

Of the 1,121 institutional investors that purchased Realty Income stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($13.41M), Norges Bank ($8.82M), Bank Julius Baer & Co. Ltd Zurich ($8.70M), State Street Corp ($7.89M), Bank of America Corp DE ($4.53M), JPMorgan Chase & Co. ($4.39M), and Resolution Capital Ltd ($4.38M).

How much institutional buying is happening at Realty Income?

Institutional investors have bought a total of 155,851,966 shares in the last 24 months. This purchase volume represents approximately $9.50B in transactions.

Which Realty Income major shareholders have been selling company stock?

Of the 731 institutional investors that sold Realty Income stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($4.17M), Cbre Investment Management Listed Real Assets LLC ($3.26M), Cohen & Steers Inc. ($2.42M), Deutsche Bank AG ($2.24M), Resolution Capital Ltd ($2.05M), FMR LLC ($2.05M), and BlackRock Inc. ($2.00M).

How much institutional selling is happening at Realty Income?

Institutional investors have sold a total of 50,969,124 shares in the last 24 months. This volume of shares sold represents approximately $3.12B in transactions.


This page (NYSE:O) was last updated on 4/24/2024 by MarketBeat.com Staff

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