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Realty Income (O) Institutional Ownership

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$58.08 +0.20 (+0.35%)
Closing price 03:59 PM Eastern
Extended Trading
$58.15 +0.06 (+0.11%)
As of 08:00 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 Polygon.io. 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)
957
Total
Institutional Inflows
(last 12 months)
$5.23B
Number of
Institutional Sellers
(last 12 months)
582
Total
Institutional Outflows
(last 12 months)
$3.03B
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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
7/24/2025Trust Co. of Toledo NA OH1,721$99K0.0%N/A0.000%
7/24/2025Aberdeen Group plc1,760,649$99.99M0.2%+32.7%0.195%
7/24/2025PDS Planning Inc5,355$309K0.0%+25.4%0.001%
7/24/2025Blue Trust Inc.17,194$990K0.0%+2.2%0.002%
7/24/2025Fourpath Capital Management LLC16,039$924K0.1%+8.2%0.002%
7/24/2025Commerzbank Aktiengesellschaft FI47,069$2.71M0.1%+26.1%0.005%
7/24/2025Moseley Investment Management Inc.13,565$781K0.3%+1.3%0.002%
7/24/2025Stonebridge Financial Group LLC48,485$2.79M0.3%+2.9%0.005%
7/24/2025IFP Advisors Inc52,299$3.01M0.1%+411.0%0.006%
7/24/2025Callan Family Office LLC18,057$1.04M0.0%N/A0.002%
7/24/2025Blair William & Co. IL18,563$1.07M0.0%-1.9%0.002%
7/24/2025MSH Capital Advisors LLC53,741$3.10M0.9%+17.3%0.006%
7/24/2025US Bancorp DE128,685$7.41M0.0%-2.2%0.014%
7/23/2025 Armstrong Fleming & Moore Inc15,546$896K0.5%N/A0.002%
7/23/2025 Tectonic Advisors LLC160,945$9.27M0.5%+13.8%0.018%
7/23/2025 Beaumont Asset Management L.L.C.11,864$683K0.4%+47.5%0.001%
7/23/2025 Hager Investment Management Services LLC16,756$965K0.6%+25.9%0.002%
7/23/2025 Cohen Investment Advisors LLC46,710$2.69M1.4%+5.8%0.005%
7/23/2025 Windle Wealth LLC127,968$7.37M3.6%-1.9%0.014%
7/23/2025 Maryland State Retirement & Pension System43,409$2.50M0.1%+6.5%0.005%
7/23/2025 Clear Creek Financial Management LLC8,457$487K0.0%+24.2%0.001%
7/23/2025 Ignite Planners LLC36,579$2.07M0.3%-1.6%0.004%
7/23/2025 Castle Rock Wealth Management LLC27,421$1.55M0.4%+0.6%0.003%
7/23/2025 Citizens National Bank Trust Department6,703$386K0.1%-2.9%0.001%
7/23/2025 Abel Hall LLC11,592$668K0.3%+72.6%0.001%
7/23/2025 Louisiana State Employees Retirement System47,600$2.74M0.0%+1.1%0.005%
7/23/2025 Kingswood Wealth Advisors LLC11,485$662K0.1%-70.2%0.001%
7/23/2025 Asset Planning Corporation30,844$1.78M0.9%-1.0%0.003%
7/23/2025 KLP Kapitalforvaltning AS330,808$19.06M0.1%+6.1%0.037%
7/23/2025 Foresight Capital Management Advisors Inc.21,723$1.25M0.7%+2.5%0.002%
7/23/2025 Country Club Bank108,778$6.20M0.4%-1.0%0.012%
7/23/2025 Seamount Financial Group Inc.6,599$380K0.2%N/A0.001%
7/23/2025 SteelPeak Wealth LLC15,772$909K0.0%N/A0.002%
7/23/2025 Prime Capital Investment Advisors LLC14,807$853K0.0%-24.0%0.002%
7/22/2025 Capital Advisors Inc. OK540,747$31.15M0.6%+1.2%0.060%
7/22/2025 Belpointe Asset Management LLC38,755$2.23M0.1%+5.2%0.004%
7/22/2025 Confluence Wealth Services Inc.27,077$1.56M0.1%N/A0.003%
7/22/2025 Valeo Financial Advisors LLC8,357$481K0.0%+21.7%0.001%
7/22/2025 Knights of Columbus Asset Advisors LLC143,092$8.24M0.5%-3.5%0.016%
7/22/2025 DAVENPORT & Co LLC129,494$7.46M0.0%+6.6%0.014%
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7/22/2025 Global Assets Advisory LLC4,421$256K0.1%N/A0.000%
7/22/2025 Keudell Morrison Wealth Management16,752$965K0.2%+8.1%0.002%
7/22/2025 Measured Risk Portfolios Inc.40,600$2.34M2.3%-0.4%0.004%
7/22/2025 Simplicity Wealth LLC7,512$433K0.0%N/A0.001%
7/22/2025 Brown Miller Wealth Management LLC37,067$2.13M0.7%+5.8%0.004%
7/22/2025 Wealthcare Advisory Partners LLC32,375$1.87M0.0%+45.4%0.004%
7/22/2025 Checchi Capital Advisers LLC14,247$821K0.0%+1.8%0.002%
7/22/2025 Diligent Investors LLC17,027$981K0.2%-2.3%0.002%
7/22/2025 Oak Hill Wealth Advisors LLC10,550$607K0.1%+2.9%0.001%
7/22/2025 Yoder Wealth Management Inc.4,815$277K0.1%+5.8%0.001%
7/21/2025 QRG Capital Management Inc.58,057$3.35M0.0%+15.3%0.006%
7/21/2025 ZWJ Investment Counsel Inc.29,054$1.67M0.1%+0.9%0.003%
7/21/2025 Stock Yards Bank & Trust Co.21,775$1.25M0.0%-6.2%0.002%
7/21/2025 Ascent Group LLC4,532$261K0.0%+9.7%0.001%
7/21/2025 Ameritas Advisory Services LLC9,373$540K0.0%-65.3%0.001%
7/21/2025 Vanderbilt University31,715$1.83M0.3%-17.2%0.004%
7/21/2025 HighMark Wealth Management LLC982$57K0.0%+800.9%0.000%
7/21/2025 Abundance Wealth Counselors22,044$1.27M0.2%+32.4%0.002%
7/21/2025 Synergy Asset Management LLC64,848$3.74M0.4%-41.5%0.007%
7/21/2025 Mattern Capital Management LLC135,623$7.81M0.9%+1.4%0.015%
7/21/2025 Cromwell Holdings LLC3,050$176K0.1%+17.0%0.000%
7/21/2025 Hilltop National Bank631$36K0.0%N/A0.000%
7/21/2025 Mirae Asset Global Investments Co. Ltd.261,315$15.05M0.1%+78.7%0.029%
7/21/2025 TFG Advisers LLC14,664$845K0.3%+1.5%0.002%
7/21/2025 ASR Vermogensbeheer N.V.6,965$401K0.0%+8.8%0.001%
7/18/2025 Gold Investment Management Ltd.56,483$3.26M1.2%-10.0%0.006%
7/18/2025 Parsons Capital Management Inc. RI33,222$1.91M0.1%-0.9%0.004%
7/18/2025 Pure Financial Advisors LLC5,519$318K0.0%+3.5%0.001%
7/18/2025 Robeco Institutional Asset Management B.V.26,619$1.53M0.0%+7.0%0.003%
7/18/2025 Nabity Jensen Investment Management Inc4,006$231K0.2%N/A0.000%
7/18/2025 Trust Co. of Vermont262,700$15.13M0.7%+2.7%0.029%
7/18/2025 Bartlett & CO. Wealth Management LLC1,527$88K0.0%-23.9%0.000%
7/18/2025 PFG Investments LLC26,918$1.55M0.1%-13.3%0.003%
7/18/2025 Consolidated Portfolio Review Corp84,117$4.85M0.7%-4.4%0.009%
7/18/2025 Cooper Financial Group3,661$211K0.0%N/A0.000%
7/18/2025 Truist Financial Corp1,154,612$66.52M0.1%+11.1%0.128%
7/18/2025 Donald L. Hagan LLC28,576$1.65M0.8%-1.5%0.003%
7/17/2025 Park Place Capital Corp6,145$355K0.1%+11.2%0.001%
7/17/2025 Greenleaf Trust11,855$683K0.0%+6.8%0.001%
7/17/2025 Mattern Wealth Management LLC3,850$222K0.0%+5.5%0.000%
7/17/2025 XML Financial LLC7,429$428K0.0%+29.2%0.001%
7/17/2025 Capital Investment Advisors LLC176,232$10.15M0.2%+7.9%0.020%
7/17/2025 Raleigh Capital Management Inc.27,053$1.56M0.7%+15.4%0.003%
7/17/2025 LexAurum Advisors LLC4,690$270K0.0%+11.8%0.001%
7/17/2025 HB Wealth Management LLC22,440$1.29M0.0%+4.1%0.002%
7/17/2025 Venture Visionary Partners LLC131,016$7.55M0.3%-8.1%0.015%
7/17/2025 Wolff Wiese Magana LLC1,283$74K0.0%+31.2%0.000%
7/17/2025 Moss Adams Wealth Advisors LLC4,964$286K0.0%+23.7%0.001%
7/17/2025 GC Wealth Management RIA LLC12,359$712K0.1%+57.2%0.001%
7/17/2025 Sound Income Strategies LLC314,484$18.12M1.0%+6.6%0.035%
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7/17/2025 Genesis Private Wealth LLC3,489$201K0.1%N/A0.000%
7/17/2025 Walker Asset Management LLC7,120$410K0.2%+16.1%0.001%
7/17/2025 San Luis Wealth Advisors LLC11,231$647K0.1%-5.0%0.001%
7/17/2025 Virginia Wealth Management Group Inc.53,209$3.07M1.9%+0.7%0.006%
7/17/2025 Crane Advisory LLC10,965$627K0.1%+4.0%0.001%
7/17/2025 Tempus Wealth Planning LLC6,068$350K0.1%+6.1%0.001%
7/16/2025 Prairiewood Capital LLC85,989$4.95M1.8%+5.3%0.010%
7/16/2025 ORG Wealth Partners LLC7,576$438K0.1%+6.0%0.001%
7/16/2025 Advisors Management Group Inc. ADV151,681$8.74M1.6%+29.5%0.017%
7/16/2025 Signaturefd LLC31,189$1.80M0.0%+6.8%0.003%
(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, 1,430 institutional investors and hedge funds held shares of Realty Income. The most heavily invested institutionals were Vanguard Group Inc. ($8.27B), State Street Corp ($3.87B), BlackRock Inc. ($3.70B), Geode Capital Management LLC ($1.25B), Parnassus Investments LLC ($1.10B), Northern Trust Corp ($737.23M), and Cohen & Steers Inc. ($729.77M).Learn more on Realty Income's institutional investors.

What percentage of Realty Income's stock is owned by institutional investors?

70.81% of Realty Income's stock is owned by institutional investors. Learn more on O's institutional investor holdings.

Which institutional investors have been buying Realty Income's stock?

Of the 1,275 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: Vanguard Group Inc. ($31.90M), Norges Bank ($20.52M), Raymond James Financial Inc. ($11.36M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($7.14M), Raymond James & Associates ($5.26M), Northern Trust Corp ($4.29M), and Nuveen LLC ($3.58M).

How much institutional buying is happening at Realty Income?

Institutional investors have bought a total of 92,000,887 shares in the last 24 months. This purchase volume represents approximately $5.23B in transactions.

Which of Realty Income's major shareholders have been selling company stock?

Of the 581 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: Cohen & Steers Inc. ($5.89M), Daiwa Securities Group Inc. ($5.59M), Parnassus Investments LLC ($5.43M), FMR LLC ($2.88M), State Street Corp ($2.80M), Deutsche Bank AG ($2.65M), and Scharf Investments LLC ($2.31M).

How much institutional selling is happening at Realty Income?

Institutional investors have sold a total of 54,528,220 shares in the last 24 months. This volume of shares sold represents approximately $3.03B in transactions.



This page (NYSE:O) was last updated on 7/24/2025 by MarketBeat.com Staff
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