Free Trial

Realty Income (O) Institutional Ownership

Realty Income logo
$54.62 +0.04 (+0.07%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value 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)
789
Total
Institutional Inflows
(last 12 months)
$5.18B
Number of
Institutional Sellers
(last 12 months)
455
Total
Institutional Outflows
(last 12 months)
$1.56B
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.

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
1/17/2025 Red Door Wealth Management LLC5,419$289K0.0%N/A0.001%
1/17/2025 Avior Wealth Management LLC13,725$733K0.0%+28.8%0.002%
1/17/2025 Teamwork Financial Advisors LLC37,122$1.98M0.3%+71.9%0.004%
1/17/2025 Mutual Advisors LLC81,538$4.45M0.1%+5.6%0.009%
1/17/2025 Traynor Capital Management Inc.4,142$221K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC550,264$29.39M0.1%+4.2%0.063%
1/17/2025 Bartlett & CO. Wealth Management LLC2,962$158K0.0%+18.5%0.000%
1/17/2025 SG Americas Securities LLC3,975$212K0.0%-96.4%0.000%
1/17/2025 Phillips Wealth Planners LLC5,016$259K0.3%-8.5%0.001%
1/17/2025 Park Place Capital Corp4,423$236K0.1%-29.0%0.001%
1/17/2025 Investment Advisory Group LLC23,883$1.28M0.4%-3.4%0.003%
1/17/2025 Advisory Alpha LLC4,232$226K0.0%+9.4%0.000%
1/17/2025 Dakota Wealth Management60,107$3.21M0.1%-5.2%0.007%
1/17/2025 XML Financial LLC6,357$340K0.0%-21.1%0.001%
1/17/2025 Nisa Investment Advisors LLC375,300$20.05M0.1%-9.9%0.043%
1/17/2025 Simon Quick Advisors LLC3,972$212K0.0%+18.2%0.000%
1/17/2025 Atomi Financial Group Inc.5,363$286K0.0%-14.0%0.001%
1/17/2025 Alpha Cubed Investments LLC15,947$852K0.0%+4.9%0.002%
1/17/2025 Tarbox Family Office Inc.11,273$602K0.1%-3.5%0.001%
1/17/2025 Perpetual Ltd57,488$3.07M0.0%-1.0%0.007%
1/16/2025 Pure Financial Advisors LLC5,027$268K0.0%N/A0.001%
1/16/2025 Prairiewood Capital LLC70,885$3.79M1.6%+5.2%0.008%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.11,190$598K0.1%+2.1%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB17,258$922K0.0%+2.4%0.002%
1/16/2025 FLC Capital Advisors6,743$360K0.1%+31.3%0.001%
1/16/2025 UMB Bank n.a.46,208$2.47M0.0%+44.3%0.005%
1/16/2025 Community Bank of Raymore124,397$6.64M5.2%-8.6%0.014%
1/16/2025 Trueblood Wealth Management LLC7,780$416K0.2%+4.0%0.001%
1/16/2025 My Legacy Advisors LLC11,148$593K0.2%-3.1%0.001%
1/16/2025 Liberty One Investment Management LLC77,493$4.14M0.4%+8.6%0.009%
1/16/2025 Romano Brothers AND Company10,194$544K0.1%+2.0%0.001%
1/16/2025 Perkins Coie Trust Co36,763$1.96M0.4%-5.9%0.004%
1/15/2025 Whitaker Myers Wealth Managers LTD.4,605$246K0.1%N/A0.001%
1/15/2025 Bowman & Co S.C.22,095$1.18M0.6%N/A0.003%
1/15/2025 HB Wealth Management LLC16,083$857K0.0%+54.9%0.002%
1/15/2025 Trust Co. of Vermont253,503$13.54M0.7%+12.7%0.029%
1/15/2025 Sanibel Captiva Trust Company Inc.43,453$2.32M0.1%-13.1%0.005%
1/15/2025 Lummis Asset Management LP5,154$275K0.3%-5.6%0.001%
1/15/2025 Arkadios Wealth Advisors23,143$1.24M0.1%+13.1%0.003%
1/15/2025 LongView Wealth Management35,188$1.88M0.6%+39.0%0.004%
Grab This Altcoin Before Trump's Crypto Announcement (Ad)

Grab This Altcoin Before Trump's Crypto Announcement Whatever it is, I expect it to pump the market, which is why I'm recommending ONE coin to all investors right now.

1/15/2025 Merit Financial Group LLC16,459$879K0.0%-34.8%0.002%
1/15/2025 Butensky & Cohen Financial Security Inc.67,538$3.61M1.1%-0.5%0.008%
1/15/2025 Householder Group Estate & Retirement Specialist LLC2,723$145K0.1%-71.3%0.000%
1/15/2025 Walker Asset Management LLC6,045$323K0.2%+4.8%0.001%
1/15/2025 Saxon Interests Inc.10,677$570K0.3%N/A0.001%
1/15/2025 Wealthcare Advisory Partners LLC20,203$1.08M0.0%+20.3%0.002%
1/15/2025 Channel Wealth LLC6,580$351K0.1%+30.5%0.001%
1/15/2025 Cohen Investment Advisors LLC41,221$2.20M1.3%+3.2%0.005%
1/15/2025 Congress Park Capital LLC3,750$200K0.1%-11.8%0.000%
1/15/2025 Carnegie Investment Counsel87,452$4.67M0.1%+8.0%0.010%
1/15/2025 Gateway Investment Advisers LLC30,683$1.64M0.0%-23.9%0.004%
1/15/2025 Beech Hill Advisors Inc.27,500$1.47M0.5%N/A0.003%
1/14/2025 Foresight Capital Management Advisors Inc.20,209$1.08M0.6%+8.8%0.002%
1/14/2025 BluePath Capital Management LLC12,955$680K0.4%+25.5%0.001%
1/14/2025 Pinnacle Bancorp Inc.1,500$80K0.0%-24.2%0.000%
1/14/2025 Advisors Management Group Inc. ADV118,052$6.31M1.5%-0.9%0.013%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.23,282$1.24M0.3%+14.3%0.003%
1/14/2025 Park Avenue Securities LLC13,863$740K0.0%-5.0%0.002%
1/14/2025 SS&H Financial Advisors Inc.5,867$314K0.1%+16.2%0.001%
1/14/2025 Fifth Third Wealth Advisors LLC14,384$768K0.0%+24.4%0.002%
1/14/2025 Oak Thistle LLC20,730$1.11M0.3%N/A0.002%
1/14/2025 Sovereign Financial Group Inc.5,202$278K0.1%+19.3%0.001%
1/14/2025 Rosenberg Matthew Hamilton1,329$71K0.0%+170.7%0.000%
1/13/2025 Code Waechter LLC20,982$1.12M1.0%+1.7%0.002%
1/13/2025 Cullen Investment Group LTD.25,645$1.37M0.2%N/A0.003%
1/13/2025 Marcum Wealth LLC4,823$258K0.0%-20.3%0.001%
1/13/2025 AdvisorNet Financial Inc8,509$454K0.0%-3.8%0.001%
1/13/2025 PFW Advisors LLC12,790$683K0.2%N/A0.001%
1/13/2025 Salem Investment Counselors Inc.1,680$90K0.0%+66.3%0.000%
1/13/2025 Fragasso Financial Advisors Inc4,171$223K0.0%-29.1%0.000%
1/13/2025 Adams Asset Advisors LLC23,407$1.25M0.2%+21.4%0.003%
1/13/2025 Founders Capital Management1,300$69K0.0%-43.0%0.000%
1/13/2025 Capital Investment Advisors LLC7,910$422K0.0%-3.1%0.001%
1/13/2025 Brookstone Capital Management204,262$10.91M0.2%+1.4%0.023%
1/13/2025 Czech National Bank189,763$10.14M0.1%+7.0%0.022%
1/10/2025 Graypoint LLC7,505$401K0.0%+9.9%0.001%
1/10/2025 HBW Advisory Services LLC67,170$3.59M0.5%+2.7%0.008%
1/10/2025 LVM Capital Management Ltd. MI82,042$4.38M0.5%-18.5%0.009%
1/10/2025 ORG Wealth Partners LLC5,770$308K0.1%N/A0.001%
1/10/2025 Ridgewood Investments LLC2,963$158K0.1%-6.8%0.000%
1/10/2025 ST Germain D J Co. Inc.752$40K0.0%+306.5%0.000%
1/10/2025 Wealth Enhancement Advisory Services LLC149,758$8.00M0.0%+0.3%0.017%
1/10/2025 ORG Partners LLC1,842$99K0.0%+673.9%0.000%
1/8/2025 Fulton Bank N.A.30,876$1.65M0.1%-1.6%0.004%
1/8/2025 International Assets Investment Management LLC5,208$274K0.0%-98.3%0.001%
1/8/2025 Park National Corp OH99,901$5.34M0.2%N/A0.011%
1/7/2025 First County Bank CT7,573$404K0.2%-13.8%0.001%
1/6/2025 Bard Financial Services Inc.66,805$3.57M0.4%-1.1%0.008%
1/6/2025 CWA Asset Management Group LLC7,529$402K0.0%-7.6%0.001%
1/6/2025 Pensionfund Sabic104,738$5.59M1.5%+8.3%0.012%
This coin could surge during Trump’s first week in office. (Ad)

Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one virtually unknown coin could thrive in the first year of Trump's crypto bull market …starting during his first week in office.

Click here to find out more about this coin.
1/6/2025 Pensionfund DSM Netherlands140,870$7.52M4.7%-19.9%0.016%
1/6/2025 Nordea Investment Management AB73,627$3.92M0.0%+15.7%0.008%
1/3/2025 Everence Capital Management Inc.7,010$374K0.0%N/A0.001%
1/3/2025 GAMMA Investing LLC11,579$618K0.1%-4.3%0.001%
1/2/2025 First Financial Bank Trust Division39,452$2.11M0.2%+4.5%0.005%
12/19/2024Principal Financial Group Inc.2,190,739$138.94M0.1%+3.5%0.250%
12/16/2024SMART Wealth LLC18,753$1.19M0.5%+34.5%0.002%
12/13/2024B. Riley Wealth Advisors Inc.12,399$781K0.0%-6.5%0.001%
12/6/2024Retirement Systems of Alabama690,995$43.82M0.2%+2.3%0.079%
12/2/2024Inspire Trust Co. N.A.22,225$1.41M0.4%+9.9%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, 1,292 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), State Street Corp ($3.87B), BlackRock Inc. ($3.70B), Cohen & Steers Inc. ($2.43B), Bank of America Corp DE ($1.59B), and Parnassus Investments LLC ($1.55B).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 1,122 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. ($28.07M), Norges Bank ($8.82M), Bank Julius Baer & Co. Ltd Zurich ($8.70M), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($6.67M), Raymond James & Associates ($5.36M), Resolution Capital Ltd ($4.38M), and BlackRock Inc. ($3.17M).

How much institutional buying is happening at Realty Income?

Institutional investors have bought a total of 161,008,115 shares in the last 24 months. This purchase volume represents approximately $9.33B in transactions.

Which Realty Income major shareholders have been selling company stock?

Of the 736 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: Daiwa Securities Group Inc. ($5.12M), Principal Financial Group Inc. ($2.98M), State Street Corp ($2.80M), JPMorgan Chase & Co. ($2.31M), Deutsche Bank AG ($2.24M), FMR LLC ($2.22M), and Duff & Phelps Investment Management Co. ($2.10M).

How much institutional selling is happening at Realty Income?

Institutional investors have sold a total of 51,236,001 shares in the last 24 months. This volume of shares sold represents approximately $2.94B in transactions.



This page (NYSE:O) was last updated on 1/20/2025 by MarketBeat.com Staff
From Our Partners