Realty Income (O) Institutional Ownership

$58.07

+0.71 (+1.24%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 70.81%
Number of Institutional Buyers (last 12 months): 784
Total Institutional Inflows (last 12 months): $5.21B

Number of Institutional Sellers (last 12 months): 469
Total Institutional Outflows (last 12 months): $1.25B

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.

O Institutional Buying and Selling by Quarter

Ad Unstoppable Prosperity

“Generational Bull Run” Incoming

LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.

You can find out what they are by clicking here now.

Realty Income Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Checchi Capital Advisers LLC	11,939	$631K	0.0%	-11.4%	0.001%
7/26/2024	Harbour Investments Inc.	13,243	$700K	0.0%	+2.3%	0.002%
7/26/2024	Atomi Financial Group Inc.	4,348	$230K	0.0%	N/A	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	493,680	$26.08M	0.1%	+2.2%	0.057%
7/26/2024	Dearborn Partners LLC	94,049	$4.97M	0.2%	+18.2%	0.011%
7/26/2024	Gold Investment Management Ltd.	60,371	$3.19M	1.3%	-4.6%	0.007%
Get the Latest News and Ratings for O and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Realty Income and its competitors with MarketBeat's FREE daily newsletter.
7/26/2024	Allspring Global Investments Holdings LLC	40,893	$2.16M	0.0%	+2.1%	0.005%
7/26/2024	State of Michigan Retirement System	238,448	$12.60M	0.1%	+4.7%	0.027%
7/26/2024	Trust Co. of Virginia VA	104,152	$5.50M	0.5%	+1.3%	0.012%
7/26/2024	Cohen Investment Advisors LLC	6,445	$322K	0.2%	-82.4%	0.001%
7/26/2024	Alpha Omega Wealth Management LLC	94,169	$4.97M	1.0%	+0.8%	0.011%
7/26/2024	Verdence Capital Advisors LLC	20,723	$1.10M	0.1%	+46.5%	0.002%
7/26/2024	Bank of New York Mellon Corp	6,134,407	$324.02M	0.1%	+1.9%	0.704%
7/26/2024	TFG Advisers LLC	13,610	$719K	0.3%	-1.8%	0.002%
7/25/2024	New Millennium Group LLC	1,553	$82K	0.1%	N/A	0.000%
7/25/2024	First Heartland Consultants Inc.	34,688	$1.83M	0.1%	+1.7%	0.004%
7/25/2024	Cypress Capital Group	7,816	$413K	0.0%	-16.4%	0.001%
7/25/2024	Raymond James Trust N.A.	42,954	$2.27M	0.1%	+43.2%	0.005%
7/25/2024	Highland Capital Management LLC	60,555	$3.20M	0.2%	-7.5%	0.007%
7/25/2024	Calamos Advisors LLC	291,898	$15.42M	0.1%	-3.5%	0.034%
7/25/2024	Northcape Wealth Management LLC	4,563	$241K	0.1%	-29.1%	0.001%
7/25/2024	Spirit of America Management Corp NY	29,033	$1.53M	0.3%	-12.1%	0.003%
7/25/2024	Fullcircle Wealth LLC	9,359	$536K	0.2%	N/A	0.001%
7/24/2024	Grove Bank & Trust	1,233	$65K	0.0%	-16.0%	0.000%
7/24/2024	Retirement Systems of Alabama	675,281	$35.67M	0.1%	+19.4%	0.078%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	68,145	$3.60M	0.0%	-72.9%	0.008%
7/24/2024	Everhart Financial Group Inc.	4,671	$247K	0.1%	N/A	0.001%
7/24/2024	Premier Path Wealth Partners LLC	4,784	$253K	0.0%	+16.5%	0.001%
7/24/2024	Charter Oak Capital Management LLC	3,984	$210K	0.0%	N/A	0.000%
7/24/2024	Powers Advisory Group LLC	10,151	$536K	0.3%	+2.7%	0.001%
7/24/2024	New York State Teachers Retirement System	712,166	$37.62M	0.1%	+0.9%	0.082%
7/24/2024	My Legacy Advisors LLC	11,936	$630K	0.2%	N/A	0.001%
7/24/2024	Louisiana State Employees Retirement System	49,300	$2.60M	0.1%	+1.9%	0.006%
7/24/2024	&PARTNERS	24,429	$1.29M	0.1%	+432.7%	0.003%
7/23/2024	Jacobsen Capital Management	4,057	$214K	0.1%	N/A	0.000%
7/23/2024	GYL Financial Synergies LLC	9,037	$477K	0.0%	+11.7%	0.001%
7/23/2024	Scharf Investments LLC	2,493,721	$131.72M	3.8%	-8.5%	0.286%
7/23/2024	1620 Investment Advisors Inc.	800	$42K	0.0%	N/A	0.000%
7/23/2024	Griffin Asset Management Inc.	23,134	$1.22M	0.1%	-3.4%	0.003%
7/23/2024	Harbour Trust & Investment Management Co	11,653	$616K	0.1%	-9.5%	0.001%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
7/23/2024	MeadowBrook Investment Advisors LLC	6,092	$322K	0.2%	+3.4%	0.001%
7/23/2024	Dupree Financial Group LLC	93,144	$4.92M	2.2%	+5.1%	0.011%
7/23/2024	Fifth Third Wealth Advisors LLC	6,524	$345K	0.0%	N/A	0.001%
7/23/2024	MFA Wealth Advisors LLC	625	$33K	0.0%	N/A	0.000%
7/23/2024	XML Financial LLC	5,100	$269K	0.0%	-12.0%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	168,939	$8.92M	0.1%	+2.3%	0.019%
7/22/2024	Bay Rivers Group	20,886	$1.10M	0.6%	-5.6%	0.002%
7/22/2024	Fifth Third Bancorp	53,293	$2.82M	0.0%	-8.7%	0.006%
7/22/2024	Commerzbank Aktiengesellschaft FI	23,284	$1.23M	0.0%	+11.0%	0.003%
7/22/2024	Chevy Chase Trust Holdings LLC	475,488	$25.12M	0.1%	+3.2%	0.055%
7/22/2024	Focus Financial Network Inc.	8,860	$511K	0.0%	+8.2%	0.001%
7/22/2024	Liberty One Investment Management LLC	67,492	$3.57M	0.4%	+27.4%	0.008%
7/22/2024	Sanibel Captiva Trust Company Inc.	58,056	$3.07M	0.1%	-0.8%	0.007%
7/22/2024	LongView Wealth Management	21,211	$1.12M	0.4%	+28.8%	0.002%
7/22/2024	Carnegie Investment Counsel	79,987	$4.23M	0.1%	-11.2%	0.009%
7/22/2024	Sunpointe LLC	3,842	$203K	0.1%	N/A	0.000%
7/22/2024	Colonial River Wealth Management LLC	4,366	$231K	0.1%	N/A	0.001%
7/20/2024	ZWJ Investment Counsel Inc.	29,115	$1.54M	0.1%	+1.9%	0.003%
7/20/2024	Parsons Capital Management Inc. RI	41,022	$2.17M	0.1%	-32.8%	0.005%
7/20/2024	Raymond James Financial Services Advisors Inc.	320,672	$16.94M	0.0%	-9.2%	0.037%
7/20/2024	Milestone Asset Management LLC	6,209	$328K	0.1%	+5.7%	0.001%
7/20/2024	Nisa Investment Advisors LLC	448,427	$23.69M	0.1%	+2.2%	0.051%
7/20/2024	Kempner Capital Management Inc.	54,888	$2.90M	1.5%	N/A	0.006%
7/19/2024	Western Wealth Management LLC	5,188	$274K	0.0%	-21.4%	0.001%
7/19/2024	Pasadena Private Wealth LLC	16,819	$888K	0.2%	+5.7%	0.002%
7/19/2024	Williams Financial LLC	15,750	$841K	0.0%	N/A	0.002%
7/19/2024	Raymond James & Associates	3,366,982	$177.84M	0.1%	+76.6%	0.387%
7/19/2024	CAP Partners LLC	7,518	$397K	0.3%	+2.9%	0.001%
7/19/2024	TCW Group Inc.	12,199	$644K	0.0%	-7.5%	0.001%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	4,249,732	$224.47M	0.2%	-3.9%	0.488%
7/19/2024	Tyche Wealth Partners LLC	4,665	$246K	0.1%	-11.8%	0.001%
7/19/2024	Everpar Advisors LLC	4,760	$251K	0.1%	+19.5%	0.001%
7/18/2024	Foster Victor Wealth Advisors LLC	99,961	$5.64M	0.4%	-67.9%	0.011%
7/18/2024	Gradient Investments LLC	2,886	$152K	0.0%	-10.7%	0.000%
7/18/2024	Brookstone Capital Management	200,785	$11.57M	0.2%	-9.7%	0.023%
7/18/2024	Blue Trust Inc.	23,156	$1.25M	0.0%	+3.1%	0.003%
7/18/2024	Center for Financial Planning Inc.	580	$31K	0.0%	-50.5%	0.000%
7/18/2024	Miracle Mile Advisors LLC	19,625	$1.04M	0.0%	-3.1%	0.002%
7/18/2024	Kennedy Investment Group	4,082	$216K	0.1%	-8.4%	0.000%
7/18/2024	Prairiewood Capital LLC	64,254	$3.39M	1.6%	+13.5%	0.007%
7/18/2024	Swedbank AB	56,351	$2.98M	0.0%	+1.0%	0.006%
7/17/2024	Atticus Wealth Management LLC	4,525	$239K	0.1%	+12.6%	0.001%
7/17/2024	Brown Lisle Cummings Inc.	4,865	$257K	0.1%	-7.2%	0.001%
7/17/2024	Vanderbilt University	45,020	$2.38M	0.5%	-1.3%	0.005%
7/17/2024	West Paces Advisors Inc.	8,101	$428K	0.1%	-10.9%	0.001%
7/17/2024	Tarbox Family Office Inc.	12,312	$650K	0.1%	-13.7%	0.001%
7/17/2024	Virginia Wealth Management Group Inc.	34,367	$1.82M	1.5%	-0.8%	0.004%
7/17/2024	Country Club Bank	114,833	$6.02M	0.4%	+10.6%	0.013%
7/17/2024	Keudell Morrison Wealth Management	11,526	$609K	0.2%	+35.6%	0.001%
7/17/2024	AdvisorNet Financial Inc	8,714	$460K	0.0%	-23.0%	0.001%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
7/16/2024	Envestnet Portfolio Solutions Inc.	69,419	$3.67M	0.0%	+19.9%	0.008%
7/16/2024	PGGM Investments	1,439,953	$76.06M	1.1%	-28.6%	0.165%
7/16/2024	GPS Wealth Strategies Group LLC	1,252	$66K	0.0%	-24.4%	0.000%
7/16/2024	V Square Quantitative Management LLC	14,849	$784K	0.1%	-7.3%	0.002%
7/16/2024	Great Valley Advisor Group Inc.	66,143	$3.49M	0.1%	+12.2%	0.008%
7/16/2024	Community Bank of Raymore	164,354	$8.68M	6.7%	-41.7%	0.019%
7/16/2024	Wealth Enhancement Advisory Services LLC	138,986	$7.34M	0.0%	+7.7%	0.016%
7/16/2024	JBR Co Financial Management Inc	10,953	$579K	0.4%	-9.2%	0.001%
7/16/2024	Wedmont Private Capital	3,905	$218K	0.0%	N/A	0.000%
7/16/2024	Martin Capital Partners LLC	76,563	$4.04M	1.6%	-3.1%	0.009%

(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, 1,273 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. ($7.29B), 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 1,118 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. ($30.76M), Norges Bank ($8.82M), Bank Julius Baer & Co. Ltd Zurich ($8.70M), JPMorgan Chase & Co. ($4.39M), Resolution Capital Ltd ($4.38M), State Street Corp ($4.24M), and BlackRock Inc. ($3.90M).

How much institutional buying is happening at Realty Income?: Institutional investors have bought a total of 168,988,252 shares in the last 24 months. This purchase volume represents approximately $9.91B in transactions.
Which Realty Income major shareholders have been selling company stock?: Of the 725 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: Cbre Investment Management Listed Real Assets LLC ($3.26M), Principal Financial Group Inc. ($2.90M), Cohen & Steers Inc. ($2.42M), JPMorgan Chase & Co. ($2.31M), Deutsche Bank AG ($2.24M), Resolution Capital Ltd ($2.05M), and FMR LLC ($2.05M).
How much institutional selling is happening at Realty Income?: Institutional investors have sold a total of 47,639,470 shares in the last 24 months. This volume of shares sold represents approximately $2.79B in transactions.