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Realty Income (O) Institutional Ownership

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$63.06 +0.47 (+0.75%)
Closing price 08/13/2026 03:59 PM Eastern
Extended Trading
$63.04 -0.02 (-0.03%)
As of 04:28 AM 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)
943
Total
Institutional Inflows
(last 12 months)
$11.08B
Number of
Institutional Sellers
(last 12 months)
532
Total
Institutional Outflows
(last 12 months)
$2.88B
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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
8/14/2026L2 Asset Management LLC5,327$330K0.0%N/A0.001%
8/14/2026Cetera Trust Company N.A4,035$250K0.1%N/A0.000%
8/14/2026Visionary Wealth Advisors7,913$490K0.0%N/A0.001%
8/14/2026Dearborn Partners LLC75,806$4.64M0.2%N/A0.008%
8/13/2026Investor s Fiduciary Advisor Network LLC67,764$4.20M1.4%N/A0.007%
8/13/2026Cibc World Market Inc.289,160$17.92M0.0%N/A0.031%
8/13/2026OMERS ADMINISTRATION Corp101,215$6.27M0.0%N/A0.011%
8/13/2026Sanctuary Advisors LLC259,905$16.10M0.1%N/A0.027%
8/13/2026Capital Square LLC46,802$2.96M1.3%N/A0.005%
8/13/2026Meiji Yasuda Asset Management Co Ltd.277,646$17.20M0.8%N/A0.029%
8/13/2026 Benchmark Investment Advisors LLC6,800$421K0.2%N/A0.001%
8/13/2026 LM Advisors LLC15,883$992K0.1%N/A0.002%
8/13/2026 First Nebraska Trust Co3,420$212K0.0%N/A0.000%
8/13/2026 Bank of Nova Scotia130,611$8.09M0.0%N/A0.014%
8/12/2026 Compass Financial Management LLC6,610$413K0.0%N/A0.001%
8/12/2026 Elevation Point Wealth Partners LLC20,297$1.26M0.0%N/A0.002%
8/12/2026 Alta Advisers Ltd3,324$206K0.0%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.13,975$866K0.0%N/A0.001%
8/12/2026 Commerce Bank19,184$1.19M0.0%N/A0.002%
8/12/2026 Northwestern Mutual Wealth Management Co.147,702$9.15M0.0%N/A0.016%
8/12/2026 Quantbot Technologies LP167,837$10.40M0.4%N/A0.018%
8/12/2026 Evolve Private Wealth LLC4,583$285K0.0%N/A0.000%
8/12/2026 WealthShield Partners LLC30,908$1.92M0.3%N/A0.003%
8/12/2026 Emerald Investment Advisers LLC3,307$205K0.0%N/A0.000%
8/12/2026 Westpac Banking Corp7,682$476K0.0%N/A0.001%
8/12/2026 TRB Wealth Management LLC3,423$212K0.0%N/A0.000%
8/12/2026 Korea Investment CORP503,045$31.17M0.1%N/A0.053%
8/12/2026 EP Wealth Advisors LLC54,604$3.38M0.0%N/A0.006%
8/12/2026 Heartland Bank & Trust Co3,625$225K0.0%N/A0.000%
8/12/2026 Ieq Capital LLC3,261$202K0.0%N/A0.000%
8/12/2026 Sterling Financial Planning Inc.12,841$796K0.2%N/A0.001%
8/12/2026 Callan Family Office LLC23,657$1.47M0.0%N/A0.003%
8/12/2026 C M Bidwell & Associates Ltd.2,374$147K0.1%N/A0.000%
8/11/2026 Keating Financial Advisory Services Inc.1,217$75K0.0%N/A0.000%
8/11/2026 Patron Partners LLC17,663$1.09M0.4%N/A0.002%
8/11/2026 OneAscent Financial Services LLC4,154$257K0.0%N/A0.000%
8/11/2026 Paralel Advisors LLC57,000$3.53M0.1%N/A0.006%
8/11/2026 Allworth Financial LP280,847$17.40M0.1%N/A0.030%
8/11/2026 B. Metzler seel. Sohn & Co. AG24,756$1.53M0.0%N/A0.003%
8/11/2026 Virtus Advisers LLC2,967$184K0.1%N/A0.000%
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8/11/2026 Silvant Capital Management LLC796$49K0.0%N/A0.000%
8/11/2026 LaSalle St. Investment Advisors LLC5,633$349K0.0%N/A0.001%
8/11/2026 Mystic Asset Management Inc.36,107$2.24M0.5%N/A0.004%
8/11/2026 Fairtree Asset Management Pty Ltd18,594$1.15M0.4%N/A0.002%
8/11/2026 Portfolio Design Labs LLC3,784$234K0.0%N/A0.000%
8/11/2026 Reliant Investment Partners LLC5,180$321K0.2%N/A0.001%
8/11/2026 Altman Advisors Inc.31,185$1.93M0.7%N/A0.003%
8/11/2026 Vise Technologies Inc.38,170$2.37M0.0%N/A0.004%
8/11/2026 OVERSEA CHINESE BANKING Corp Ltd42,548$2.64M0.1%N/A0.004%
8/11/2026 E Fund Management Co. Ltd.3,426$212K0.0%N/A0.000%
8/11/2026 MSH Capital Advisors LLC59,864$3.71M0.6%N/A0.006%
8/10/2026 Csenge Advisory Group24,028$1.49M0.1%N/A0.003%
8/10/2026 West Family Investments Inc.3,801$236K0.1%N/A0.000%
8/10/2026 NewEdge Wealth LLC17,563$1.09M0.0%N/A0.002%
8/10/2026 Great Lakes Advisors LLC9,764$605K0.0%N/A0.001%
8/10/2026 Danske Bank A S595,627$36.91M0.1%N/A0.063%
8/10/2026 Diversify Advisory Services LLC85,209$5.58M0.1%N/A0.009%
8/8/2026 Investmark Advisory Group LLC6,234$386K0.1%N/A0.001%
8/8/2026 Wealthfront Advisers LLC286,483$17.75M0.0%N/A0.031%
8/8/2026 Strategic Wealth Advisors LLC2,025$114K0.1%N/A0.000%
8/8/2026 First National Bank of Omaha9,758$615K0.0%N/A0.001%
8/8/2026 Meeder Advisory Services Inc.14,520$900K0.0%N/A0.002%
8/8/2026 Meeder Asset Management Inc.680$42K0.0%N/A0.000%
8/8/2026 Tiemann Investment Advisors LLC5,195$322K0.1%N/A0.001%
8/7/2026 Auxano Advisors LLC3,935$244K0.0%N/A0.000%
8/7/2026 BlackRock Inc.112,931,238$7.00B0.1%N/A12.111%
8/7/2026 Dunhill Financial LLC428$27K0.0%N/A0.000%
8/7/2026 Deutsche Bank AG3,329,559$206.30M0.1%N/A0.357%
8/7/2026 Perigon Wealth Management LLC19,371$1.20M0.0%N/A0.002%
8/7/2026 Commerzbank Aktiengesellschaft FI21,524$1.33M0.0%N/A0.002%
8/7/2026 Phillips Wealth Planners LLC3,666$235K0.2%N/A0.000%
8/7/2026 Trust Co. of Vermont295,938$18.34M0.7%N/A0.032%
8/7/2026 Principle Wealth Partners LLC9,479$587K0.0%N/A0.001%
8/7/2026 Focused Wealth Management Inc10,119$627K0.1%N/A0.001%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.3,141,504$194.65M0.1%N/A0.337%
8/7/2026 OneDigital Investment Advisors LLC83,518$5.18M0.0%N/A0.009%
8/7/2026 Plato Investment Management Ltd38,730$2.39M0.1%N/A0.004%
8/7/2026 Bell Investment Advisors Inc756$47K0.0%N/A0.000%
8/7/2026 Simplicity Wealth LLC42,259$2.62M0.1%N/A0.005%
8/7/2026 N.E.W. Advisory Services LLC24,597$1.52M0.1%N/A0.003%
8/7/2026 HBK Sorce Advisory LLC13,542$849K0.0%N/A0.001%
8/7/2026 Tulsa Wealth Advisors INC68,014$4.21M0.6%N/A0.007%
8/7/2026 OMC Financial Services LTD41,782$2.59M0.9%N/A0.004%
8/6/2026 Flputnam Investment Management Co.6,644$412K0.0%N/A0.001%
8/6/2026 Global Retirement Partners LLC49,202$3.05M0.0%N/A0.005%
8/6/2026 Silverlake Wealth Management LLC5,704$353K0.1%N/A0.001%
8/6/2026 M3 Wealth Management LLC43,009$2.67M1.7%N/A0.005%
8/6/2026 Bank of New York Mellon Corp5,490,313$340.18M0.1%N/A0.589%
8/6/2026 ABN AMRO Bank N.V.12,350$779K0.0%N/A0.001%
8/6/2026 GSA Capital Partners LLP35,808$2.22M0.1%N/A0.004%
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8/6/2026 Stoneridge Investment Partners LLC10,539$673K0.4%N/A0.001%
8/6/2026 Family Legacy Inc.9,896$613K0.2%N/A0.001%
8/6/2026 Clearstead Trust LLC58,509$3.63M0.5%N/A0.006%
8/5/2026 Bridgewater Advisors Inc.6,508$413K0.0%N/A0.001%
8/3/2026 Oppenheimer Asset Management Inc.13,390$830K0.0%N/A0.001%
8/3/2026 Bryn Mawr Trust Advisors LLC4,247$263K0.0%N/A0.000%
8/1/2026 Belpointe Asset Management LLC20,055$1.24M0.0%-2.6%0.002%
8/1/2026 Private Management Group Inc.377,498$23.39M0.6%-1.9%0.040%
8/1/2026 Soltis Investment Advisors LLC192,731$11.94M0.7%+8.6%0.021%
8/1/2026 Daymark Wealth Partners LLC17,371$1.08M0.0%-6.6%0.002%


O Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,493 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 ($3.60B), Geode Capital Management LLC ($1.66B), Bank of America Corp DE ($1.06B), 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 1,338 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), 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), Bank of New York Mellon Corp ($5.63M), and Deutsche Bank AG ($5.40M).

Institutional investors have bought a total of 181,707,169 shares in the last 24 months. This purchase volume represents approximately $11.08B in transactions.

Of the 525 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 49,154,758 shares in the last 24 months. This volume of shares sold represents approximately $2.88B in transactions.



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 8/14/2026. New 13F filings are added each quarter as they're published.
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