Go Pro

Realty Income (O) Institutional Ownership

Realty Income logo
$64.71 -0.32 (-0.50%)
Closing price 07/23/2026 03:59 PM Eastern
Extended Trading
$64.74 +0.03 (+0.05%)
As of 07/23/2026 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.

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

Current
Institutional Ownership
Percentage
70.81%
Number of
Institutional Buyers
(last 12 months)
962
Total
Institutional Inflows
(last 12 months)
$4.72B
Number of
Institutional Sellers
(last 12 months)
565
Total
Institutional Outflows
(last 12 months)
$3.37B
Get O Insider Trade Alerts

Want to know when executives and insiders are buying or selling Realty Income stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
7/10/2026 Investors Research Corp19,746$1.22M0.2%-1.9%0.002%
7/10/2026 Butensky & Cohen Financial Security Inc.84,716$5.25M1.3%+4.3%0.009%
7/10/2026 Magnolia Capital Management Ltd.12,036$746K0.5%-14.7%0.001%
7/10/2026 Tema ETFs LLC15,927$987K0.0%+10.0%0.002%
7/10/2026 Handelsbanken Fonder AB499,998$30.98M0.1%+5.6%0.054%
7/10/2026 Prosperity Planning Inc.28,772$1.78M0.4%+18.6%0.003%
7/10/2026 Scott Capital Advisors LLC13,402$830K0.1%+12.1%0.001%
7/10/2026 Redhawk Wealth Advisors Inc.15,922$987K0.1%N/A0.002%
7/10/2026 LVM Capital Management Ltd. MI72,646$4.50M0.4%+5.7%0.008%
7/10/2026 Community Financial Services Group LLC1,825$113K0.0%N/A0.000%
7/10/2026 Perkins Coie Trust Co47,846$2.96M0.5%+0.5%0.005%
7/10/2026 Fulton Bank N.A.22,145$1.37M0.0%-4.3%0.002%
7/10/2026 Wealthcare Advisory Partners LLC35,424$2.20M0.0%-16.4%0.004%
7/9/2026 Harrell Investment Partners LLC71,690$4.44M1.0%+0.9%0.008%
7/9/2026 First Bank & Trust35,565$2.20M0.3%-13.3%0.004%
7/9/2026 Bay Rivers Group14,493$898K0.3%-2.2%0.002%
7/9/2026 Focus Financial Network Inc.15,991$991K0.0%+7.5%0.002%
7/9/2026 Legacy Wealth Asset Management LLC5,004$310K0.1%-14.0%0.001%
7/9/2026 Tactive Advisors LLC9,239$572K0.1%+1.8%0.001%
7/9/2026 Everhart Financial Group Inc.10,578$655K0.0%+2.4%0.001%
7/9/2026 Sax Wealth Advisors LLC10,004$612K0.0%+37.8%0.001%
7/9/2026 Everpar Advisors LLC4,295$266K0.1%-6.3%0.000%
7/9/2026 Valeo Financial Advisors LLC6,403$397K0.0%+18.2%0.001%
7/8/2026 Gradient Investments LLC4,004$248K0.0%N/A0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.6,758$419K0.2%+11.0%0.001%
7/8/2026 Teamwork Financial Advisors LLC15,857$983K0.1%+8.7%0.002%
7/8/2026 Cooper Financial Group3,304$205K0.0%N/A0.000%
7/8/2026 Castle Rock Wealth Management LLC29,618$1.83M0.4%+4.2%0.003%
7/8/2026 Elmwood Wealth Management Inc.3,675$228K0.1%N/A0.000%
7/8/2026 Czech National Bank265,423$16.45M0.1%+5.9%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab125,894$7.80M0.1%+9.9%0.014%
7/8/2026 Apella Capital LLC3,504$224K0.0%N/A0.000%
7/8/2026 Sarasin & Partners LLP27,000$1.67M0.0%N/A0.003%
7/7/2026 180 Wealth Advisors LLC5,752$356K0.0%-7.3%0.001%
7/7/2026 Quad Cities Investment Group LLC7,997$496K0.2%+3.3%0.001%
7/7/2026 DMKC Advisory Services LLC62,023$3.84M0.7%+9.3%0.007%
7/7/2026 Dynamic Advisor Solutions LLC21,399$1.33M0.0%+2.0%0.002%
7/7/2026 Martin Capital Partners LLC107,456$6.66M2.4%-0.3%0.012%
7/7/2026 GAMMA Investing LLC19,787$1.23M0.0%+12.6%0.002%
7/7/2026 Avior Wealth Management LLC8,221$509K0.0%-33.0%0.001%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

7/7/2026 Crescent Sterling Ltd.6,230$386K0.3%+15.1%0.001%
7/7/2026 CoreCap Advisors LLC1,666$103K0.0%-23.0%0.000%
7/7/2026 Howard Financial Services LTD.3,727$231K0.0%N/A0.000%
7/6/2026 Stonebridge Financial Group LLC56,195$3.48M0.3%+5.2%0.006%
7/6/2026 RDA Financial Network15,968$989K0.2%-3.6%0.002%
7/2/2026 Versant 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%
5/22/2026 Summitry 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%
5/14/2026 Morningstar 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%
Elon says “don’t save money.” Is he right? (Ad)

Robert Kiyosaki, author of Rich Dad Poor Dad, says you don't have to wait for Elon Musk's vision of universal basic income. His Patriot Income Plan - funded by 14 partnerships controlling America's critical oil and gas infrastructure - already pays 10% a year with 42 payouts annually. Some investors are already collecting $4,800 a month. One has built income up to $25,000 a month. These partnerships have averaged 20% annual gains since 2020, with no U.S. tax dollars involved. The next payout drops in days.tc pixel

Click here to enroll in the Patriot Income Plan and see full details
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%


O Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,489 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 1,340 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), Northern Trust Corp ($3.83M), Geode Capital Management LLC ($3.75M), and Nuveen LLC ($3.59M).

Institutional investors have bought a total of 81,896,514 shares in the last 24 months. This purchase volume represents approximately $4.75B in transactions.

Of the 565 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 57,652,817 shares in the last 24 months. This volume of shares sold represents approximately $3.37B in transactions.



This page (NYSE:O) was last updated on 7/24/2026 by MarketBeat.com Staff.
From Our Partners