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Realty Income (O) Institutional Ownership

Realty Income logo
$55.04 +0.34 (+0.61%)
Closing price 03:59 PM Eastern
Extended Trading
$55.02 -0.01 (-0.02%)
As of 04:28 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)
946
Total
Institutional Inflows
(last 12 months)
$13.34B
Number of
Institutional Sellers
(last 12 months)
524
Total
Institutional Outflows
(last 12 months)
$2.85B
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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
10/13/2026Perpetual Ltd35,348$1.92M0.0%-7.6%0.004%
10/13/2026Scott Capital Advisors LLC14,796$789K0.1%+10.4%0.002%
10/10/2026Dupree Financial Group LLC90,518$4.92M1.3%+2.9%0.010%
10/10/2026Magnolia Capital Management Ltd.10,710$582K0.5%-11.0%0.001%
10/10/2026Valley Wealth Managers Inc.79,397$4.31M0.2%+2.2%0.008%
10/10/2026Schaper Benz & Wise Investment Counsel Inc. WI26,169$1.42M0.1%-1.4%0.003%
10/9/2026Sound Income Strategies LLC368,301$19.95M0.5%+0.8%0.039%
10/9/2026GK Wealth Management LLC843$46K0.0%N/A0.000%
10/9/2026Castle Rock Wealth Management LLC31,848$1.73M0.3%+7.5%0.003%
10/9/2026Wedmont Private Capital8,206$445K0.0%-31.3%0.001%
10/9/2026Journey Retirement Planning & Investment Management LLC4,784$260K0.2%-23.8%0.001%
10/9/2026Gerald Baker Financial Group LLC51,056$2.77M0.8%+1.3%0.005%
10/9/2026Legacy Wealth Asset Management LLC3,772$205K0.0%-24.6%0.000%
10/9/2026Monument Capital Management6,969$378K0.1%-6.7%0.001%
10/9/2026GAMMA Investing LLC18,245$991K0.0%-7.8%0.002%
10/8/2026Farther Finance Advisors LLC43,734$2.38M0.0%-2.6%0.005%
10/8/2026CoreCap Advisors LLC2,330$127K0.0%+39.9%0.000%
10/8/2026Adams Asset Advisors LLC62,686$3.40M0.3%+0.4%0.007%
10/8/2026Dickmeyer Boyce Financial Management Inc.34,756$1.89M0.9%-1.6%0.004%
10/8/2026Everhart Financial Group Inc.10,893$591K0.0%+3.0%0.001%
10/8/2026Avidian Wealth Enterprises LLC22,677$1.23M0.0%+4.3%0.002%
10/8/2026Valeo Financial Advisors LLC6,828$371K0.0%+6.6%0.001%
10/8/2026Applied Capital LLC FL25,392$1.38M0.5%+1.4%0.003%
10/8/2026Martin Capital Partners LLC108,050$5.87M1.8%+0.6%0.011%
10/7/2026Venture Visionary Partners LLC30,826$1.67M0.0%+5.5%0.003%
10/7/2026Investors Research Corp19,350$1.05M0.2%-2.0%0.002%
10/7/2026Benedict Financial Advisors Inc.39,379$2.14M0.4%+16.6%0.004%
10/5/2026Park National Corp OH110,157$5.98M0.2%-0.5%0.012%
10/5/2026Pensionfund Sabic66,038$3.59M2.9%-3.9%0.007%
10/5/2026Pensionfund PDN134,870$7.32M3.0%-4.9%0.014%
10/5/2026MassMutual Private Wealth & Trust FSB16,802$912K0.0%-3.3%0.002%
10/2/2026 CX Institutional6,568$357K0.0%-4.1%0.001%
10/2/2026 Versant Capital Management Inc1,249$68K0.0%-51.2%0.000%
10/1/2026 First Financial Bank Trust Division54,754$2.97M0.2%+3.9%0.006%
10/1/2026 Stonebridge Financial Group LLC58,382$3.17M0.2%+3.9%0.006%
9/23/2026QRG Capital Management Inc.84,300$5.22M0.0%+12.7%0.009%
9/23/2026Envestnet Portfolio Solutions Inc.16,850$1.04M0.0%-14.3%0.002%
9/23/2026Envestnet Asset Management Inc.1,889,563$117.08M0.0%-5.5%0.200%
9/22/2026Andra AP fonden113,118$7.01M0.1%-17.1%0.012%
9/22/2026State Street Corp65,929,425$4.10B0.1%+3.4%6.968%
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9/18/2026Security National Bank of Sioux City Iowa IA42,266$2.62M1.1%+27.2%0.004%
9/9/2026The Manufacturers Life Insurance Company522,291$32.36M0.0%-5.1%0.055%
9/9/2026Tarbox Family Office Inc.7,890$489K0.1%-12.8%0.001%
9/9/2026Sequoia Financial Advisors LLC37,446$2.32M0.0%-13.4%0.004%
9/9/2026Community Bank of Raymore138,772$8.60M4.8%-0.5%0.015%
9/9/2026Van Hulzen Asset Management LLC14,344$889K0.1%-27.2%0.002%
9/9/2026MCF Advisors LLC3,455$214K0.0%+43.2%0.000%
9/9/2026National Pension Service1,668,650$103.39M0.1%+3.1%0.176%
9/9/2026WINTON GROUP Ltd15,100$936K0.0%N/A0.002%
9/9/2026Engineers Gate Manager LP4,635$287K0.0%N/A0.000%
9/9/2026Capital Analysts LLC1,429$89K0.0%-16.3%0.000%
9/9/2026Pinnacle Wealth Management Advisory Group LLC3,478$215K0.0%N/A0.000%
9/9/2026NorthRock Partners LLC13,733$851K0.0%+5.3%0.001%
9/9/2026Integrated Wealth Concepts LLC48,152$2.98M0.0%-16.1%0.005%
9/9/2026RFG Advisory LLC55,505$3.44M0.1%+1.5%0.006%
9/9/2026NewEdge Advisors LLC171,838$10.65M0.0%+4.9%0.018%
9/9/2026Baird Financial Group Inc.77,337$4.79M0.0%+11.2%0.008%
9/8/2026Allworth Financial LP280,847$17.40M0.1%-1.9%0.030%
9/8/2026Arizona State Retirement System258,737$16.03M0.1%+2.6%0.027%
9/8/2026Waverly Advisors LLC52,743$3.27M0.0%+16.9%0.006%
9/8/2026Nykredit A S361,464$22.40M0.1%N/A0.038%
9/3/2026Anchor Capital Advisors LLC201,410$12.48M0.2%-5.8%0.021%
9/2/2026Brown Lisle Cummings Inc.6,625$410K0.1%+10.9%0.001%
8/27/2026Corient Private Wealth LP161,377$10.00M0.0%+23.8%0.017%
8/26/2026Amundi4,535,989$281.05M0.1%+8.4%0.479%
8/26/2026HighTower Advisors LLC437,867$27.13M0.0%+3.3%0.046%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al353,365$21.89M0.1%N/A0.037%
8/23/2026Ameritas Advisory Services LLC32,555$2.02M0.0%+142.6%0.003%
8/23/2026Wedmont Private Capital11,941$756K0.0%+44.1%0.001%
8/23/2026Kintra Wealth LLC4,623$291K0.0%+8.0%0.000%
8/23/2026HB Wealth Management LLC67,959$4.21M0.0%+147.9%0.007%
8/23/2026Nilsine Partners LLC10,635$659K0.0%+173.3%0.001%
8/23/2026Saudi Central Bank65,271$4.04M0.1%+92.2%0.007%
8/23/2026Azimuth Capital Investment Management LLC64,568$4.00M0.1%+4.9%0.007%
8/22/2026Compass Financial Management LLC6,610$413K0.0%N/A0.001%
8/22/2026AlphaGrep UK Ltd13,253$821K0.2%N/A0.001%
8/22/2026William John Sempolinski31,250$1.94M0.8%N/A0.003%
8/22/2026Markowski Investments1,309$81K0.0%N/A0.000%
8/22/2026BAM Wealth Management LLC4,901$304K0.2%+32.4%0.001%
8/22/2026Raiffeisen Bank International AG17,306$1.09M0.0%+8.8%0.002%
8/22/2026Investor s Fiduciary Advisor Network LLC67,764$4.20M1.4%-12.6%0.007%
8/22/2026Legacy Wealth Managment LLC ID16,951$1.05M0.5%+7,747.7%0.002%
8/22/2026NWF Advisory Services Inc.3,639$225K0.0%N/A0.000%
8/22/2026TD Waterhouse Canada Inc.8,797$544K0.0%+2.6%0.001%
8/22/2026Premier Path Wealth Partners LLC6,718$416K0.0%-8.6%0.001%
8/22/2026Concurrent Investment Advisors LLC45,169$2.80M0.0%+37.2%0.005%
8/22/2026Prosperitas Financial LLC6,531$405K0.1%+18.9%0.001%
8/22/2026NEOS Investment Management LLC338,166$20.95M0.1%+13.2%0.036%
8/21/2026AXQ Capital LP24,289$1.51M0.2%+131.2%0.003%
8/21/2026Mason & Associates Inc5,795$359K0.1%+16.3%0.001%
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8/21/2026Orion Capital Management LLC500$31K0.0%-85.3%0.000%
8/21/2026Nykredit A S361,464$22.40M0.1%N/A0.038%
8/21/2026B. Metzler seel. Sohn & Co. AG24,756$1.53M0.0%+2.1%0.003%
8/21/2026Coppell Advisory Solutions LLC65,318$40K0.0%N/A0.007%
8/21/2026Symphony Financial Ltd. Co.51,178$3.21M0.4%+6.7%0.005%
8/21/2026Triumph Capital Management2,656$165K0.0%+12.5%0.000%
8/20/2026Nwam LLC18,228$1.13M0.1%+2.2%0.002%
8/20/2026JNBA Financial Advisors736$46K0.0%-29.4%0.000%
8/20/2026Camelot Portfolios LLC9,938$616K0.4%N/A0.001%
8/20/2026Quantitative Investment Management LLC9,810$607K0.1%+22.7%0.001%


O Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,508 institutional investors and hedge funds held shares of Realty Income. The most heavily invested institutionals were Vanguard Group Inc. ($8.48B), BlackRock Inc. ($7.00B), State Street Corp ($4.10B), Geode Capital Management LLC ($1.66B), Bank of America Corp DE ($1.18B), Morgan Stanley ($1.03B), and Parnassus Investments LLC ($851.54M).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 1,359 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: BlackRock Inc. ($112.93M), Norges Bank ($33.35M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($17.45M), Raymond James Financial Inc. ($12.19M), Vanguard Group Inc. ($11.73M), Legal & General Group Plc ($11.34M), and Hsbc Holdings PLC ($6.80M).

Institutional investors have bought a total of 218,074,648 shares in the last 24 months. This purchase volume represents approximately $13.34B in transactions.

Of the 524 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 ($3.70M), Parnassus Investments LLC ($3.28M), Royal Bank of Canada ($2.76M), Cohen & Steers Inc. ($2.64M), Healthcare of Ontario Pension Plan Trust Fund ($2.06M), and Lasalle Investment Management Securities LLC ($1.91M).

Institutional investors have sold a total of 48,596,734 shares in the last 24 months. This volume of shares sold represents approximately $2.85B in transactions.


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Institutional ownership data for NYSE:O is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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