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Realty Income (O) Institutional Ownership

Realty Income logo
$56.28 +1.06 (+1.92%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Realty Income (NYSE:O)

Current
Institutional Ownership
Percentage
70.81%
Number of
Institutional Buyers
(last 12 months)
872
Total
Institutional Inflows
(last 12 months)
$5.80B
Number of
Institutional Sellers
(last 12 months)
534
Total
Institutional Outflows
(last 12 months)
$2.84B
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O Institutional Buying and Selling by Quarter

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Realty Income Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC273,086$15.84M0.2%+8.5%0.031%
4/14/2025Investment Advisory Group LLC25,512$1.48M0.5%+6.8%0.003%
4/14/2025Farther Finance Advisors LLC18,145$1.04M0.0%+230.4%0.002%
4/14/2025 Portside Wealth Group LLC12,026$698K0.1%+5.9%0.001%
4/14/2025Moss Adams Wealth Advisors LLC4,012$233K0.0%N/A0.000%
4/14/2025Capital Investment Advisors LLC163,379$9.48M0.2%+1,965.5%0.018%
4/14/2025PFW Advisors LLC13,593$789K0.2%+6.3%0.002%
4/14/2025RDA Financial Network17,506$1.02M0.3%+3.0%0.002%
4/14/2025Wedmont Private Capital4,841$267K0.0%+11.6%0.001%
4/14/2025UMB Bank n.a.45,921$2.66M0.0%-0.6%0.005%
4/14/2025Sivia Capital Partners LLC3,459$201K0.1%N/A0.000%
4/11/2025 Perkins Coie Trust Co40,806$2.37M0.5%+11.0%0.005%
4/11/2025 Gateway Investment Advisers LLC34,402$2.00M0.0%+12.1%0.004%
4/11/2025 LPF Advisors LLC3,650$212K0.2%N/A0.000%
4/11/2025 First Affirmative Financial Network10,273$596K0.4%+12.4%0.001%
4/11/2025 Butensky & Cohen Financial Security Inc.68,982$4.00M1.2%+2.1%0.008%
4/11/2025 SeaCrest Wealth Management LLC5,848$339K0.0%+15.9%0.001%
4/11/2025 Procyon Advisors LLC6,681$388K0.0%-15.9%0.001%
4/11/2025 Vest Financial LLC1,008,887$58.53M0.9%+12.5%0.113%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.30,399$1.76M0.3%+30.6%0.003%
4/10/2025 Diligent Investors LLC17,432$1.01M0.2%-7.5%0.002%
4/10/2025 Gilman Hill Asset Management LLC182,984$10.62M1.8%+4,164.4%0.021%
4/10/2025 Naples Global Advisors LLC19,471$1.13M0.1%+6.2%0.002%
4/10/2025 Bay Rivers Group22,189$1.29M0.7%+7.5%0.002%
4/10/2025 Beacon Financial Group70,102$4.07M0.4%-6.0%0.008%
4/10/2025 Channel Wealth LLC13,722$796K0.2%+108.5%0.002%
4/10/2025 Portside Wealth Group LLC11,388$608K0.1%+16.0%0.001%
4/10/2025 Teamwork Financial Advisors LLC17,404$1.01M0.1%-53.1%0.002%
4/10/2025 Romano Brothers AND Company11,119$645K0.1%+9.1%0.001%
4/9/2025 RFG Advisory LLC48,423$2.81M0.1%+32.0%0.005%
4/9/2025 HBW Advisory Services LLC41,785$2.42M0.3%-37.8%0.005%
4/9/2025 Merit Financial Group LLC22,252$1.29M0.0%+35.2%0.002%
4/9/2025 NBC Securities Inc.13,503$783K0.1%+168,687.5%0.002%
4/9/2025 Czech National Bank201,022$11.66M0.1%+5.9%0.023%
4/9/2025 180 Wealth Advisors LLC5,626$326K0.1%-3.7%0.001%
4/9/2025 Castle Rock Wealth Management LLC27,244$1.55M0.4%-13.8%0.003%
4/8/2025 Rhumbline Advisers1,757,527$101.95M0.1%+4.0%0.197%
4/8/2025 Bowman & Co S.C.28,404$1.65M0.8%+28.6%0.003%
4/8/2025 Fifth Third Wealth Advisors LLC15,456$897K0.0%+7.5%0.002%
4/8/2025 Pacifica Partners Inc.13,276$758K0.3%+1,363.7%0.001%
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4/8/2025 LVM Capital Management Ltd. MI76,265$4.42M0.5%-7.0%0.009%
4/8/2025 Somerset Trust Co4,460$259K0.1%N/A0.001%
4/8/2025 Lantz Financial LLC4,502$261K0.1%+7.8%0.001%
4/8/2025 Andrew Hill Investment Advisors Inc.24,450$1.42M1.4%N/A0.003%
4/8/2025 Parallel Advisors LLC176,990$10.27M0.2%+1.6%0.020%
4/7/2025 Summit Global Investments12,104$702K0.1%N/A0.001%
4/7/2025 First County Bank CT 6,577$382K0.2%-13.2%0.001%
4/7/2025 Silvia Mccoll Wealth Management LLC5,285$307K0.2%N/A0.001%
4/7/2025 GAMMA Investing LLC706,562$40.99M0.0%+6,002.1%0.079%
4/7/2025 AdvisorNet Financial Inc5,223$303K0.0%-38.6%0.001%
4/7/2025 Town & Country Bank & Trust CO dba First Bankers Trust CO19,670$1.14M0.4%+7.1%0.002%
4/4/2025 Moody National Bank Trust Division5,227$303K0.0%+20.0%0.001%
4/3/2025 Magnolia Capital Management Ltd.11,025$640K0.5%-19.7%0.001%
4/2/2025 Park National Corp OH123,932$7.19M0.3%+24.1%0.014%
4/2/2025 Marcum Wealth LLC5,213$302K0.0%+8.1%0.001%
4/1/2025 Cullen Investment Group LTD.79,720$4.63M0.7%+210.9%0.009%
4/1/2025 MassMutual Private Wealth & Trust FSB17,950$1.04M0.0%+4.0%0.002%
4/1/2025 First Financial Bank Trust Division41,041$2.38M0.2%+4.0%0.005%
3/24/2025Wellington Management Group LLP185,011$9.88M0.0%+0.3%0.021%
3/21/2025Fairtree Asset Management Pty Ltd23,689$1.27M1.2%N/A0.003%
3/17/2025Wealth Enhancement Advisory Services LLC253,399$13.53M0.0%+69.8%0.028%
3/6/2025Wood Tarver Financial Group LLC2,325$124K0.0%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC31,592$1.72M0.4%+4.3%0.004%
3/4/2025Comprehensive Money Management Services LLC5,994$320K0.3%N/A0.001%
3/4/2025Siemens Fonds Invest GmbH15,303$817K0.0%+39.9%0.002%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH461,826$24.67M0.0%N/A0.053%
2/28/2025Employees Retirement System of Texas488,183$26.07M0.2%+19.0%0.056%
2/26/2025LM Advisors LLC11,862$634K0.1%-21.8%0.001%
2/25/2025B. Riley Wealth Advisors Inc.12,640$675K0.0%+1.9%0.001%
2/25/2025Shufro Rose & Co. LLC46,250$2.47M0.2%+46.8%0.005%
2/24/2025Great Valley Advisor Group Inc.82,894$4.43M0.1%+5.6%0.009%
2/21/2025AlphaCore Capital LLC6,258$334K0.1%-4.3%0.001%
2/20/2025Mackenzie Financial Corp102,837$5.49M0.0%+44.3%0.012%
2/20/2025Revisor Wealth Management LLC4,087$218K0.2%-48.8%0.000%
2/19/2025Toronto Dominion Bank467,462$24.97M0.0%+8.2%0.053%
2/19/2025GF Fund Management CO. LTD.15,825$845K0.0%N/A0.002%
2/19/2025Public Employees Retirement System of Ohio1,544,479$82.49M0.3%-1.0%0.176%
2/18/2025Helium Advisors LLC4,048$216K0.2%N/A0.000%
2/18/2025Sunbelt Securities Inc.14,662$773K0.1%+30.7%0.002%
2/18/2025GTS Securities LLC5,305$283K0.0%-90.8%0.001%
2/18/2025Fourth Dimension Wealth LLC641$34K0.0%N/A0.000%
2/18/2025Vise Technologies Inc.6,191$331K0.0%+8.9%0.001%
2/18/2025Investmark Advisory Group LLC8,279$442K0.2%+22.6%0.001%
2/18/2025Inspire Trust Co. N.A.28,000$1.50M0.4%+26.0%0.003%
2/18/2025RB Capital Management LLC16,515$882K0.2%-10.1%0.002%
2/18/2025Orion Capital Management LLC700$37K0.0%N/A0.000%
2/18/2025Focus Partners Advisor Solutions LLC14,470$773K0.0%-17.0%0.002%
2/18/2025PharVision Advisers LLC5,624$300K0.3%N/A0.001%
2/18/2025Glen Eagle Advisors LLC13,897$742K0.1%-9.1%0.002%
2/18/2025Delta Investment Management LLC10,546$563K0.1%-36.6%0.001%
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2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,455,956$398.22M0.1%-1.2%0.852%
2/17/2025USS Investment Management Ltd165,513$8.84M0.1%-15.1%0.019%
2/17/2025Worldquant Millennium Advisors LLC111,494$5.96M0.0%+369.9%0.013%
2/17/2025Waverly Advisors LLC27,845$1.49M0.0%+26.2%0.003%
2/17/2025Woodline Partners LP52,339$2.80M0.0%N/A0.006%
2/17/2025Vident Advisory LLC16,178$864K0.0%-19.2%0.002%
2/17/2025Sophron Capital Management L.P.49,293$2.63M1.0%N/A0.006%
2/17/2025Vivaldi Capital Management LP3,679$206K0.0%N/A0.000%
2/17/2025Waters Parkerson & CO. LLC364,590$19.47M1.0%+0.1%0.042%
2/17/2025Tidal Investments LLC44,434$2.36M0.0%+26.6%0.005%
(Data available from 1/1/2016 forward)

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O Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of O shares?

During the previous two years, 1,398 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. ($7.44B), State Street Corp ($3.87B), BlackRock Inc. ($3.70B), Bank of America Corp DE ($1.59B), Geode Capital Management LLC ($1.25B), and Parnassus Investments LLC ($1.21B).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 1,209 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. ($28.62M), Norges Bank ($20.52M), Raymond James Financial Inc. ($10.36M), 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), and Northern Trust Corp ($4.29M).

How much institutional buying is happening at Realty Income?

Institutional investors have bought a total of 185,106,627 shares in the last 24 months. This purchase volume represents approximately $10.45B in transactions.

Which Realty Income major shareholders have been selling company stock?

Of the 795 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: Cohen & Steers Inc. ($6.60M), Daiwa Securities Group Inc. ($5.84M), FMR LLC ($3.64M), Deutsche Bank AG ($2.99M), Principal Financial Group Inc. ($2.88M), State Street Corp ($2.80M), and Scharf Investments LLC ($2.54M).

How much institutional selling is happening at Realty Income?

Institutional investors have sold a total of 74,354,747 shares in the last 24 months. This volume of shares sold represents approximately $4.13B in transactions.


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This page (NYSE:O) was last updated on 4/14/2025 by MarketBeat.com Staff
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