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Realty Income (O) Institutional Ownership

Realty Income logo
$62.14 -0.09 (-0.15%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$62.05 -0.09 (-0.14%)
As of 05/22/2026 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)
990
Total
Institutional Inflows
(last 12 months)
$4.85B
Number of
Institutional Sellers
(last 12 months)
580
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Summitry LLC5,399$330K0.0%N/A0.001%
5/21/2026 CTC Alternative Strategies Ltd.3,300$202K0.5%N/A0.000%
5/19/2026 Bank of America Corp DE17,332,135$1.06B0.1%-1.7%1.859%
5/19/2026 Edgestream Partners L.P.147,569$9.03M0.3%+160.5%0.016%
5/19/2026 Anson Funds Management LP91,900$5.62M0.5%N/A0.010%
5/19/2026 Janus Henderson Group PLC108,173$6.62M0.0%+7.2%0.012%
5/19/2026 Strategic Investment Advisors MI8,540$522K0.0%N/A0.001%
5/19/2026 Ashton Thomas Securities LLC7,250$444K0.1%N/A0.001%
5/19/2026 Arkadios Wealth Advisors47,227$2.89M0.0%+3.8%0.005%
5/18/2026 Sunbelt Securities Inc.15,418$943K0.1%-5.8%0.002%
5/18/2026 Amundi4,183,310$255.93M0.1%+56.7%0.449%
5/18/2026 Adelante Capital Management LLC1,193,546$73.02M4.8%-1.4%0.128%
5/18/2026 EverSource Wealth Advisors LLC8,809$539K0.0%+13.4%0.001%
5/18/2026 California State Teachers Retirement System1,508,521$92.29M0.1%-2.2%0.162%
5/18/2026 Resources Management Corp CT ADV45,664$2.79M0.4%+2.1%0.005%
5/18/2026 Royal Bank of Canada3,138,201$192.00M0.0%-24.3%0.337%
5/18/2026 Empowered Funds LLC30,601$1.87M0.0%+31.4%0.003%
5/16/2026 The Manufacturers Life Insurance Company 550,443$33.68M0.0%-1.3%0.059%
5/16/2026 KCM Investment Advisors LLC187,006$11.44M0.4%-3.1%0.020%
5/16/2026 Measured Risk Portfolios Inc.38,768$2.37M2.6%-2.7%0.004%
5/16/2026 Quantinno Capital Management LP316,048$19.34M0.0%+27.4%0.034%
5/16/2026 Lazard Asset Management LLC7,374$451K0.0%-8.0%0.001%
5/15/2026 Callodine Capital Management LP554,923$33.95M2.4%-0.9%0.060%
5/15/2026 Bradley Foster & Sargent Inc. CT302,145$18.49M0.3%+4.3%0.032%
5/15/2026 Waverly Advisors LLC45,114$2.76M0.0%+10.1%0.005%
5/15/2026 Wealth Alliance LLC13,104$802K0.1%-38.2%0.001%
5/15/2026 Epoch Investment Partners Inc.696,020$42.58M0.3%-17.2%0.075%
5/15/2026 Bridgewater Advisors Inc.6,509$400K0.0%+4.2%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund57,778$3.54M0.0%+58.9%0.006%
5/14/2026 Renaissance Technologies LLC51,444$3.15M0.0%N/A0.006%
5/14/2026 Hilltop 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%
5/14/2026 Public Employees Retirement System of Ohio1,337,540$81.83M0.3%-13.8%0.143%
5/14/2026 Compound Planning Inc.12,261$750K0.0%+26.6%0.001%
5/14/2026 Modern Wealth Management LLC16,203$1.00M0.0%-18.3%0.002%
5/14/2026 Inceptionr LLC19,194$1.17M0.3%-6.6%0.002%
5/14/2026 Liberty One Investment Management LLC91,013$5.57M0.6%+31.5%0.010%
5/14/2026 Bank of Nova Scotia181,217$11.09M0.0%-3.4%0.019%
5/14/2026 Dickmeyer Boyce Financial Management Inc.33,893$2.07M1.2%N/A0.004%
5/14/2026 Gibbs Wealth Management4,266$261K0.0%N/A0.000%
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5/14/2026 Sei Investments Co.1,376,636$84.22M0.1%-19.3%0.148%
5/14/2026 Lido Advisors LLC124,300$7.64M0.0%+119.1%0.013%
5/13/2026 Cetera Investment Advisers1,276,937$78.12M0.1%-0.2%0.137%
5/13/2026 Wealthspire Retirement LLC8,764$536K0.0%-11.0%0.001%
5/13/2026 Prestige Wealth Management Group LLC13,290$813K0.2%+1,408.5%0.001%
5/13/2026 Lasalle Investment Management Securities LLC140,705$8.61M0.3%-81.0%0.015%
5/13/2026 NewEdge Wealth LLC18,384$1.13M0.0%-30.5%0.002%
5/13/2026 Goepper Burkhardt LLC37,667$2.30M0.8%+2.5%0.004%
5/13/2026 CI Investments Inc.131,109$8.02M0.0%-3.5%0.014%
5/13/2026 First Trust Advisors LP869,560$53.20M0.0%-2.7%0.093%
5/12/2026 Westpac Banking Corp7,682$470K0.0%-12.4%0.001%
5/12/2026 ABN Amro Investment Solutions1,021,228$62.48M0.8%-6.6%0.110%
5/8/2026 PNC Financial Services Group Inc.187,759$11.49M0.0%+5.1%0.020%
5/8/2026 Oslo Pensjonsforsikring AS4,122$252K0.0%N/A0.000%
5/8/2026 Andra AP fonden136,371$8.34M0.1%N/A0.015%
5/8/2026 Cassaday & Co Wealth Management LLC1,729$106K0.0%N/A0.000%
5/8/2026 Commerzbank Aktiengesellschaft FI28,187$1.72M0.0%-43.1%0.003%
5/7/2026 Alta Advisers Ltd3,324$203K0.1%N/A0.000%
5/7/2026 Meeder Advisory Services Inc.14,087$862K0.0%-4.1%0.002%
5/7/2026 Hamel Associates Inc.28,401$1.74M0.5%+19.4%0.003%
5/7/2026 Dimensional Fund Advisors LP13,018,219$796.46M0.2%+1.2%1.396%
5/7/2026 Scarborough Advisors LLC1,127$69K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC82,833$5.07M0.1%+1.5%0.009%
5/7/2026 KBC Group NV219,213$13.41M0.0%+3.7%0.024%
5/7/2026 SEB Asset Management AB186,359$11.40M0.0%N/A0.020%
5/7/2026 Swiss National Bank2,699,694$165.17M0.1%+7.8%0.290%
5/7/2026 Valley Wealth Managers Inc.76,225$4.66M0.3%+0.9%0.008%
5/7/2026 ANB Bank7,471$457K0.2%+9.5%0.001%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC3,448$211K0.0%+41.8%0.000%
5/6/2026 California Public Employees Retirement System2,094,823$128.16M0.1%-13.0%0.225%
5/6/2026 Clifford Swan Investment Counsel LLC12,311$753K0.0%-11.3%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC1,359$87K0.0%-37.8%0.000%
5/6/2026 Kesler Norman & Wride LLC31,118$1.90M0.3%+1.0%0.003%
5/6/2026 Modera Wealth Management LLC3,311$203K0.0%-22.9%0.000%
5/6/2026 Assetmark Inc.71,233$4.36M0.0%-16.2%0.008%
5/6/2026 Angeles Wealth Management LLC5,335$328K0.0%+6.1%0.001%
5/6/2026 Clearstead Trust LLC52,262$3.20M0.5%-1.0%0.006%
5/6/2026 Bessemer Group Inc.11,651$712K0.0%+28.2%0.001%
5/6/2026 Gerald Baker Financial Group LLC3,887$238K0.1%N/A0.000%
5/6/2026 Allspring Global Investments Holdings LLC47,946$2.97M0.0%+9.5%0.005%
5/6/2026 Independent Financial Group LLC47,634$2.91M0.1%N/A0.005%
5/6/2026 Enterprise Financial Services Corp3,972$243K0.1%+6.9%0.000%
5/6/2026 Prosperity Consulting Group LLC28,404$1.74M0.1%-7.8%0.003%
5/5/2026 Wealthfront Advisers LLC302,432$18.50M0.0%+7.4%0.032%
5/5/2026 D.A. Davidson & CO.277,210$16.96M0.1%+2.7%0.030%
5/5/2026 Bank of New York Mellon Corp5,451,265$333.51M0.1%-1.9%0.585%
5/5/2026 Blackhawk Capital Partners LLC30,576$1.87M0.7%-3.0%0.003%
5/5/2026 Illinois Municipal Retirement Fund180,166$11.02M0.1%-24.5%0.019%
5/5/2026 Geneos Wealth Management Inc.152,600$9.34M0.2%+3.3%0.016%
5/5/2026 MASTERINVEST Kapitalanlage GmbH3,434$210K0.0%N/A0.000%
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5/5/2026 NFSG Corp9,159$560K0.1%+201.9%0.001%
5/5/2026 M3 Wealth Management LLC42,744$2.62M2.0%+1.6%0.005%
5/5/2026 Sanctuary Advisors LLC235,413$14.40M0.1%+1.6%0.025%
5/5/2026 BlueChip Wealth Advisors LLC4,609$282K0.1%-15.3%0.000%
5/5/2026 Sigma Planning Corp60,457$3.70M0.1%-5.6%0.006%
5/5/2026 Checchi Capital Advisers LLC12,136$742K0.0%+3.4%0.001%
5/5/2026 Maryland State Retirement & Pension System46,745$2.86M0.1%+3.7%0.005%
5/4/2026 Nicholson Wealth Management Group LLC31,217$1.91M1.1%+1.4%0.003%
5/4/2026 Mattern Capital Management LLC91,836$5.62M0.7%-34.1%0.010%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management7,105$435K0.0%N/A0.001%


O Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,495 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 1,344 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 83,560,621 shares in the last 24 months. This purchase volume represents approximately $4.85B in transactions.

Of the 580 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 57,835,948 shares in the last 24 months. This volume of shares sold represents approximately $3.38B in transactions.



This page (NYSE:O) was last updated on 5/23/2026 by MarketBeat.com Staff.
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