Realty Income Ownership 2024 | Who Owns Realty Income Now?
Institutional Ownership
63.06%
Insider Ownership
0.11%
Retail Ownership
36.83%
Institutional Holders
1.03K
Realty Income Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 16.58% | 0.14% | 138,468,178 | 3,699,564 | 2.75% | 7,313,889,162 | Jun 30, 2024 |
| BLACKROCK INC. | 9.98% | 0.10% | 83,292,102 | 1,675,850 | 2.05% | 4,399,488,811 | Jun 30, 2024 |
| STATE STREET CORP | 7.64% | 0.15% | 63,821,473 | 3,002,287 | 4.94% | 3,371,050,204,000 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 2.96% | 2.73% | 24,687,237 | -15,355,069 | -38.35% | 1,303,906,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.70% | 0.10% | 22,572,668 | 1,423,874 | 6.73% | 1,191,577,266 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.81% | 0.07% | 15,105,194 | -770,130 | -4.85% | 797,856,331 | Jun 30, 2024 |
| NORGES BANK | 1.50% | 0.10% | 12,519,236 | 12,519,236 | 100.00% | 661,266,046 | Jun 30, 2024 |
| MORGAN STANLEY | 1.49% | 0.05% | 12,439,571 | 319,589 | 2.64% | 657,058,248 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.47% | 0.14% | 12,258,468 | 531,008 | 4.53% | 647,492,178 | Jun 30, 2024 |
| INVESCO LTD. | 1.43% | 0.13% | 11,939,797 | 764,616 | 6.84% | 630,660,045 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.40% | 0.16% | 11,682,105 | 413,865 | 3.67% | 617,042,791 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.14% | 0.04% | 9,535,699 | -2,008,252 | -17.40% | 503,675,637 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.12% | 0.08% | 9,320,254 | 413,147 | 4.64% | 492,295,817,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11% | 0.09% | 9,265,943 | 421,144 | 4.76% | 489,427,088 | Jun 30, 2024 |
| APG ASSET MANAGEMENT US INC. | 1.04% | 2.60% | 8,680,325 | 265,000 | 3.15% | 454,501,817 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.76% | 6.15% | 6,363,707 | 453,093 | 7.67% | 336,131,004 | Jun 30, 2024 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.69% | 3.32% | 5,802,907 | -1,021,513 | -14.97% | 306,509,548 | Jun 30, 2024 |
| FMR LLC | 0.66% | 0.02% | 5,494,539 | -848,903 | -13.38% | 290,221,558 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.61% | 0.07% | 5,072,397 | 191,715 | 3.93% | 267,924,006 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 0.60% | 1.41% | 5,004,968 | -4,209,715 | -45.68% | 264,362,000 | Jun 30, 2024 |
Realty Income's largest institutional shareholder is VANGUARD GROUP INC, holding 16.58% of the company's total share outstanding, currently valued at $7.31B. The top 10 institutional shareholders own together 47.56% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RUSH ISLAND MANAGEMENT, LP | 0.46% | 16.71% | 3,857,765 | 400,464 | 11.58% | 203,767,147 | Jun 30, 2024 |
| COMMUNITY BANK OF RAYMORE | 0.02% | 6.74% | 164,354 | -117,607 | -41.71% | 8,681,179 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.76% | 6.15% | 6,363,707 | 453,093 | 7.67% | 336,131,004 | Jun 30, 2024 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 0.27% | 5.01% | 2,214,885 | -36,638 | -1.63% | 116,990,226 | Jun 30, 2024 |
| PENSIONFUND DSM NETHERLANDS | 0.02% | 4.81% | 171,370 | 5,000 | 3.01% | 9,052,000 | Jun 30, 2024 |
| AEW CAPITAL MANAGEMENT L P | 0.20% | 4.19% | 1,641,458 | 198,330 | 13.74% | 86,701,812 | Jun 30, 2024 |
| PRESIMA SECURITIES ULC | 0.04% | 4.13% | 351,703 | -235,600 | -40.12% | 18,576,952 | Jun 30, 2024 |
| LESLIE GLOBAL WEALTH, LLC | 0.01% | 3.81% | 123,552 | 123,552 | 100.00% | 6,526,017 | Jun 30, 2024 |
| RESOLUTION CAPITAL LTD | 0.45% | 3.77% | 3,793,806 | -2,982,165 | -44.01% | 200,388,833 | Jun 30, 2024 |
| SCHARF INVESTMENTS, LLC | 0.30% | 3.76% | 2,493,721 | -231,172 | -8.48% | 131,718,303 | Jun 30, 2024 |
| WINDLE WEALTH, LLC | 0.01% | 3.71% | 115,140 | 6,057 | 5.55% | 6,081,669 | Jun 30, 2024 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.69% | 3.32% | 5,802,907 | -1,021,513 | -14.97% | 306,509,548 | Jun 30, 2024 |
| GSI CAPITAL ADVISORS LLC | 0.01% | 3.14% | 100,861 | 949 | 0.95% | 5,327,478 | Jun 30, 2024 |
| INSIGHT FOLIOS INC | 0.02% | 2.74% | 126,440 | 2,918 | 2.36% | 6,678,545 | Jun 30, 2024 |
| COHEN & STEERS, INC. | 2.96% | 2.73% | 24,687,237 | -15,355,069 | -38.35% | 1,303,906,000 | Jun 30, 2024 |
| APG ASSET MANAGEMENT US INC. | 1.04% | 2.60% | 8,680,325 | 265,000 | 3.15% | 454,501,817 | Jun 30, 2024 |
| DUPREE FINANCIAL GROUP, LLC | 0.01% | 2.24% | 93,144 | 4,520 | 5.10% | 4,919,853 | Jun 30, 2024 |
| BAUGH & ASSOCIATES, LLC | 0.01% | 2.23% | 77,510 | -4,078 | -5.00% | 4,299,495 | Jun 30, 2024 |
| HGI CAPITAL MANAGEMENT, LLC | 0.01% | 2.12% | 42,821 | 42,821 | 100.00% | 2,261,805 | Jun 30, 2024 |
| CAPITAL SQUARE, LLC | 0.01% | 1.78% | 47,660 | -1,578 | -3.20% | 2,743,325 | Jun 30, 2024 |
The largest Realty Income shareholder by % of total assets is RUSH ISLAND MANAGEMENT, LP. The company owns 3.86M shares of Realty Income (O), representing 16.71% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.50% | 0.10% | 12,519,236 | 12,519,236 | 100.00% | 661,266,046 | Jun 30, 2024 |
| VANGUARD GROUP INC | 16.58% | 0.14% | 138,468,178 | 3,699,564 | 2.75% | 7,313,889,162 | Jun 30, 2024 |
| STATE STREET CORP | 7.64% | 0.15% | 63,821,473 | 3,002,287 | 4.94% | 3,371,050,204,000 | Jun 30, 2024 |
| BLACKROCK INC. | 9.98% | 0.10% | 83,292,102 | 1,675,850 | 2.05% | 4,399,488,811 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.70% | 0.10% | 22,572,668 | 1,423,874 | 6.73% | 1,191,577,266 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.31% | 0.14% | 2,610,483 | 1,010,876 | 63.20% | 137,885,712 | Jun 30, 2024 |
| INVESCO LTD. | 1.43% | 0.13% | 11,939,797 | 764,616 | 6.84% | 630,660,045 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.26% | 0.27% | 2,140,696 | 755,987 | 54.60% | 113,071,562,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.39% | 0.04% | 3,247,290 | 653,345 | 25.19% | 171,522,000 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.47% | 0.14% | 12,258,468 | 531,008 | 4.53% | 647,492,178 | Jun 30, 2024 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 0.76% | 6.15% | 6,363,707 | 453,093 | 7.67% | 336,131,004 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.11% | 0.09% | 9,265,943 | 421,144 | 4.76% | 489,427,088 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.40% | 0.16% | 11,682,105 | 413,865 | 3.67% | 617,042,791 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.12% | 0.08% | 9,320,254 | 413,147 | 4.64% | 492,295,817,000 | Jun 30, 2024 |
| RUSH ISLAND MANAGEMENT, LP | 0.46% | 16.71% | 3,857,765 | 400,464 | 11.58% | 203,767,147 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.08% | 0.10% | 630,500 | 340,500 | 117.41% | 33,303,010 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.04% | 0.41% | 339,620 | 339,620 | 100.00% | 17,938,728 | Jun 30, 2024 |
| MORGAN STANLEY | 1.49% | 0.05% | 12,439,571 | 319,589 | 2.64% | 657,058,248 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.23% | 0.05% | 1,955,784 | 296,793 | 17.89% | 103,304,496 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.08% | 267,338 | 267,338 | 100.00% | 14,120,793 | Jun 30, 2024 |
As of Jun 30 2024, Realty Income's largest institutional buyer is NORGES BANK. The company purchased 12.52M stocks of O, valued at $661.27M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | 2.96% | 2.73% | 24,687,237 | -15,355,069 | -38.35% | 1,303,906,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.10% | 0.01% | 872,198 | -5,292,576 | -85.85% | 46,069,498 | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | 0.60% | 1.41% | 5,004,968 | -4,209,715 | -45.68% | 264,362,000 | Jun 30, 2024 |
| RESOLUTION CAPITAL LTD | 0.45% | 3.77% | 3,793,806 | -2,982,165 | -44.01% | 200,388,833 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.10% | 0.06% | 809,120 | -2,474,563 | -75.36% | 42,737,722 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.14% | 0.04% | 9,535,699 | -2,008,252 | -17.40% | 503,675,637 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.12% | 0.68% | 1,009,885 | -1,663,348 | -62.22% | 53,342,126 | Jun 30, 2024 |
| UBS GROUP AG | 0.29% | 0.03% | 2,417,588 | -1,112,888 | -31.52% | 127,696,998 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.14% | 0.07% | 1,127,439 | -1,081,903 | -48.97% | 59,551,928 | Jun 30, 2024 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0.69% | 3.32% | 5,802,907 | -1,021,513 | -14.97% | 306,509,548 | Jun 30, 2024 |
| BROOKFIELD CORP /ON/ | 0.01% | 0.01% | 41,737 | -864,588 | -95.39% | 2,204,548 | Jun 30, 2024 |
| FMR LLC | 0.66% | 0.02% | 5,494,539 | -848,903 | -13.38% | 290,221,558 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.28% | 0.07% | 2,313,346 | -835,387 | -26.53% | 121,961,948 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 39,560 | -812,741 | -95.36% | 2,089,559 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.81% | 0.07% | 15,105,194 | -770,130 | -4.85% | 797,856,331 | Jun 30, 2024 |
| CEREDEX VALUE ADVISORS LLC | - | - | - | -752,600 | -100.00% | - | Jun 30, 2024 |
| PGGM INVESTMENTS | 0.17% | 1.09% | 1,439,953 | -577,075 | -28.61% | 76,058,000 | Jun 30, 2024 |
| RUSSELL INVESTMENTS GROUP, LTD. | 0.24% | 0.17% | 1,972,909 | -569,872 | -22.41% | 104,152,035 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.09% | 0.09% | 754,800 | -499,400 | -39.82% | 39,868,536 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.48% | 0.06% | 4,011,700 | -475,673 | -10.60% | 211,897,994 | Jun 30, 2024 |
As of Jun 30 2024, Realty Income's biggest institutional seller is COHEN & STEERS, INC.. The company sold -15.36M shares of O, valued at $1.30B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.50% | 0.10% | 12,519,236 | 12,519,236 | 100.00% | 661,266,046 | Jun 30, 2024 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.04% | 0.41% | 339,620 | 339,620 | 100.00% | 17,938,728 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.08% | 267,338 | 267,338 | 100.00% | 14,120,793 | Jun 30, 2024 |
| FIRST FINANCIAL BANKSHARES INC | 0.02% | 0.23% | 188,774 | 188,774 | 100.00% | 9,971,043 | Jun 30, 2024 |
| F/M INVESTMENTS LLC | 0.02% | 0.25% | 131,684 | 131,684 | 100.00% | 6,955,549 | Jun 30, 2024 |
| LESLIE GLOBAL WEALTH, LLC | 0.01% | 3.81% | 123,552 | 123,552 | 100.00% | 6,526,017 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.07% | 120,953 | 120,953 | 100.00% | 6,389,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.01% | 104,017 | 104,017 | 100.00% | 5,487,436 | Jun 30, 2024 |
| SYNERGY ASSET MANAGEMENT, LLC | 0.01% | 0.76% | 91,513 | 91,513 | 100.00% | 4,833,717 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.01% | 0.05% | 88,339 | 88,339 | 100.00% | 4,666,066 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.01% | 0.09% | 87,500 | 87,500 | 100.00% | 4,621,750 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.01% | 0.18% | 71,962 | 71,962 | 100.00% | 3,801,033 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.08% | 67,145 | 67,145 | 100.00% | 3,546,599 | Jun 30, 2024 |
| INTACT INVESTMENT MANAGEMENT INC. | 0.01% | 0.13% | 65,900 | 65,900 | 100.00% | 3,480,838 | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | 0.01% | 0.10% | 64,017 | 64,017 | 100.00% | 3,381,378 | Jun 30, 2024 |
| KEMPNER CAPITAL MANAGEMENT INC. | 0.01% | 1.54% | 54,888 | 54,888 | 100.00% | 2,899,000 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | 0.01% | 0.01% | 46,700 | 46,700 | 100.00% | 2,466,694 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.01% | 0.58% | 45,426 | 45,426 | 100.00% | 2,393,985 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.01% | 0.03% | 43,518 | 43,518 | 100.00% | 53,073,000 | Jun 30, 2024 |
| WALLEYE TRADING LLC | 0.00% | 0.01% | 40,960 | 40,960 | 100.00% | 2,163,507 | Jun 30, 2024 |
| L & S ADVISORS INC | 0.00% | 0.24% | 40,033 | 40,033 | 100.00% | 2,114,562 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.14% | 37,438 | 37,438 | 100.00% | 1,977,475 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 34,900 | 34,900 | 100.00% | 1,843,418 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.29% | 33,501 | 33,501 | 100.00% | 1,769,497 | Jun 30, 2024 |
| STONERIDGE INVESTMENT PARTNERS LLC | 0.00% | 0.64% | 32,000 | 32,000 | 100.00% | 1,690,000 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.00% | 0.06% | 31,525 | 31,525 | 100.00% | 1,665,151 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.00% | 28,251 | 28,251 | 100.00% | 1,491,000 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.00% | 0.38% | 25,503 | 25,503 | 100.00% | 1,340,361 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.04% | 25,100 | 25,100 | 100.00% | 1,325,782 | Jun 30, 2024 |
| WAVERLY ADVISORS, LLC | 0.00% | 0.02% | 21,156 | 21,156 | 100.00% | 1,117,472 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.00% | 0.21% | 20,814 | 20,814 | 100.00% | 1,099,395 | Jun 30, 2024 |
| BARCLAYS PLC | 0.00% | 0.00% | 20,000 | 20,000 | 100.00% | 1,056,000 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.31% | 18,569 | 18,569 | 100.00% | 980,856 | Jun 30, 2024 |
| LA BANQUE POSTALE ASSET MANAGEMENT SA | 0.00% | 0.04% | 17,654 | 17,654 | 100.00% | 932,484 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.00% | 0.02% | 17,577 | 17,577 | 100.00% | 928,417 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.03% | 16,000 | 16,000 | 100.00% | 845,120 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.17% | 15,878 | 15,878 | 100.00% | 838,656 | Jun 30, 2024 |
| WILLIAMS FINANCIAL, LLC | 0.00% | 0.21% | 15,750 | 15,750 | 100.00% | 841,043 | Jun 30, 2024 |
| UBS GROUP AG | 0.00% | 0.00% | 15,000 | 15,000 | 100.00% | 792,300 | Jun 30, 2024 |
| BRIGHT FUTURES WEALTH MANAGEMENT, LLC. | 0.00% | 0.35% | 10,921 | 10,921 | 100.00% | 647,839 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 10,592 | 10,592 | 100.00% | 559,469 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.04% | 10,012 | 10,012 | 100.00% | 529,000 | Jun 30, 2024 |
| WFA OF SAN DIEGO, LLC | 0.00% | 0.46% | 9,718 | 9,718 | 100.00% | 513,305 | Jun 30, 2024 |
| SOUND FINANCIAL STRATEGIES GROUP, LLC | 0.00% | 0.43% | 9,406 | 9,406 | 100.00% | 496,825 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.26% | 9,359 | 9,359 | 100.00% | 535,896 | Jun 30, 2024 |
| FULCRUM ASSET MANAGEMENT LLP | 0.00% | 1.28% | 9,200 | 9,200 | 100.00% | 412,094 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.00% | 0.01% | 7,163 | 7,163 | 100.00% | 378,350 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.03% | 6,524 | 6,524 | 100.00% | 344,598 | Jun 30, 2024 |
| 9258 WEALTH MANAGEMENT, LLC | 0.00% | 0.05% | 5,604 | 5,604 | 100.00% | 296,003 | Jun 30, 2024 |
| WCM INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 5,563 | 5,563 | 100.00% | 291,668 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 5,547 | 5,547 | 100.00% | 292,993 | Jun 30, 2024 |
| NORTHSTAR ASSET MANAGEMENT LLC /NJ/ | 0.00% | 0.20% | 5,521 | 5,521 | 100.00% | 291,595 | Jun 30, 2024 |
| 0.00% | 0.25% | 5,502 | 5,502 | 100.00% | 290,604 | Jun 30, 2024 | |
| BLUECHIP WEALTH ADVISORS LLC | 0.00% | 0.16% | 5,208 | 5,208 | 100.00% | 275,087 | Jun 30, 2024 |
| EXENCIAL WEALTH ADVISORS, LLC | 0.00% | 0.01% | 4,865 | 4,865 | 100.00% | 256,957 | Jun 30, 2024 |
| SAND HILL GLOBAL ADVISORS, LLC | 0.00% | 0.01% | 4,682 | 4,682 | 100.00% | 247,303 | Jun 30, 2024 |
| EVERHART FINANCIAL GROUP, INC. | 0.00% | 0.06% | 4,671 | 4,671 | 100.00% | 246,722 | Jun 30, 2024 |
| LANTZ FINANCIAL LLC | 0.00% | 0.07% | 4,435 | 4,435 | 100.00% | 234,257 | Jun 30, 2024 |
| HOLDERNESS INVESTMENTS CO | 0.00% | 0.05% | 4,391 | 4,391 | 100.00% | 231,937 | Jun 30, 2024 |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 4,366 | 4,366 | 100.00% | 230,612 | Jun 30, 2024 |
| KEEL POINT, LLC | 0.00% | 0.02% | 4,355 | 4,355 | 100.00% | 262,664 | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | 0.00% | 0.02% | 4,348 | 4,348 | 100.00% | 229,661 | Jun 30, 2024 |
| CASCADE FINANCIAL PARTNERS, LLC | 0.00% | 0.03% | 4,244 | 4,244 | 100.00% | 224,168 | Jun 30, 2024 |
| CHARTER OAK CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 3,984 | 3,984 | 100.00% | 210,459 | Jun 30, 2024 |
| ELLIS INVESTMENT PARTNERS, LLC | 0.00% | 0.04% | 3,947 | 3,947 | 100.00% | 208,498 | Jun 30, 2024 |
| WEDMONT PRIVATE CAPITAL | 0.00% | 0.01% | 3,905 | 3,905 | 100.00% | 217,704 | Jun 30, 2024 |
| SUNPOINTE, LLC | 0.00% | 0.13% | 3,842 | 3,842 | 100.00% | 202,934 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.05% | 3,213 | 3,213 | 100.00% | 169,711 | Jun 30, 2024 |
| 0.00% | 0.08% | 2,433 | 2,433 | 100.00% | 128,511 | Jun 30, 2024 | |
| WIDMANN FINANCIAL SERVICES, INC. | 0.00% | 0.10% | 2,334 | 2,334 | 100.00% | 123,282 | Jun 30, 2024 |
| Y.D. MORE INVESTMENTS LTD | 0.00% | 0.01% | 2,199 | 2,199 | 100.00% | 116,151 | Jun 30, 2024 |
| NEW MILLENNIUM GROUP LLC | 0.00% | 0.05% | 1,553 | 1,553 | 100.00% | 82,031 | Jun 30, 2024 |
| 0.00% | 0.05% | 1,447 | 1,447 | 100.00% | 76,404 | Jun 30, 2024 | |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.05% | 1,148 | 1,148 | 100.00% | 60,628 | Jun 30, 2024 |
| RE DICKINSON INVESTMENT ADVISORS, LLC | 0.00% | 0.03% | 1,026 | 1,026 | 100.00% | 54,194 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.04% | 856 | 856 | 100.00% | 46,888 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.03% | 800 | 800 | 100.00% | 42,256 | Jun 30, 2024 |
| MFA WEALTH ADVISORS, LLC | 0.00% | 0.01% | 625 | 625 | 100.00% | 33,013 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.00% | 0.01% | 529 | 529 | 100.00% | 28,000 | Jun 30, 2024 |
| MIZUHO BANK, LTD. | 0.00% | 0.01% | 470 | 470 | 100.00% | 24,825 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.00% | 0.00% | 443 | 443 | 100.00% | 23,399 | Jun 30, 2024 |
| ORG PARTNERS LLC | 0.00% | 0.00% | 438 | 438 | 100.00% | 23,221,000 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.00% | 0.00% | 428 | 428 | 100.00% | 2,260,696 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | - | 0.00% | 400 | 400 | 100.00% | 2,112,800 | Jun 30, 2024 |
| TRUNORTH CAPITAL MANAGEMENT, LLC | - | 0.01% | 391 | 391 | 100.00% | 20,653 | Jun 30, 2024 |
| LYNX INVESTMENT ADVISORY | - | 0.01% | 322 | 322 | 100.00% | 17,018,000 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.01% | 276 | 276 | 100.00% | 14,578 | Jun 30, 2024 |
| WASHINGTON TRUST ADVISORS, INC. | - | 0.00% | 233 | 233 | 100.00% | 12,308 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | - | 0.00% | 228 | 228 | 100.00% | 12,043 | Jun 30, 2024 |
| SWS PARTNERS | - | 0.00% | 221 | 221 | 100.00% | 11,673 | Jun 30, 2024 |
| OAKWORTH CAPITAL, INC. | - | 0.00% | 173 | 173 | 100.00% | 9,138 | Jun 30, 2024 |
| CULTIVAR CAPITAL, INC. | - | 0.01% | 140 | 140 | 100.00% | 7,395 | Jun 30, 2024 |
| ROBLE, BELKO & COMPANY, INC | - | 0.00% | 131 | 131 | 100.00% | 7,000 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 129 | 129 | 100.00% | 6,979 | Jun 30, 2024 |
| - | 0.01% | 120 | 120 | 100.00% | 6,765 | Jun 30, 2024 | |
| FAMILY FIRM, INC. | - | 0.00% | 84 | 84 | 100.00% | 4,461 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | - | 0.00% | 65 | 65 | 100.00% | 3,433 | Jun 30, 2024 |
| COSTON, MCISAAC & PARTNERS | - | 0.00% | 26 | 26 | 100.00% | 1,000 | Jun 30, 2024 |
| PACIFIC CENTER FOR FINANCIAL SERVICES | - | 0.00% | 23 | 23 | 100.00% | 1,215 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 13 | 13 | 100.00% | 687 | Jun 30, 2024 |
Realty Income's largest new institutional shareholder by number of shares is NORGES BANK, purchased 12.52M shares, valued at $661.27M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CEREDEX VALUE ADVISORS LLC | - | - | - | -752,600 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -416,100 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -364,510 | -100.00% | - | Jun 30, 2024 |
| V3 CAPITAL MANAGEMENT, L.P. | - | - | - | -337,600 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -241,930 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -217,494 | -100.00% | - | Jun 30, 2024 |
| RANGER GLOBAL REAL ESTATE ADVISORS, LLC | - | - | - | -185,361 | -100.00% | - | Jun 30, 2024 |
| WATERFRONT CAPITAL PARTNERS, LLC | - | - | - | -183,000 | -100.00% | - | Jun 30, 2024 |
| CAPTION MANAGEMENT, LLC | - | - | - | -156,200 | -100.00% | - | Jun 30, 2024 |
| CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -148,246 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -117,219 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -106,174 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -106,089 | -100.00% | - | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -96,730 | -100.00% | - | Jun 30, 2024 |
| DOUBLELINE ETF ADVISER LP | - | - | - | -63,674 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -59,222 | -100.00% | - | Jun 30, 2024 |
| COMMUNITY TRUST & INVESTMENT CO | - | - | - | -56,159 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -55,889 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -49,900 | -100.00% | - | Jun 30, 2024 |
| QUANTITATIVE INVESTMENT MANAGEMENT, LLC | - | - | - | -39,094 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -38,968 | -100.00% | - | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -33,786 | -100.00% | - | Jun 30, 2024 |
| GRS ADVISORS, LLC | - | - | - | -33,222 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -32,316 | -100.00% | - | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | - | - | - | -25,607 | -100.00% | - | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -25,102 | -100.00% | - | Jun 30, 2024 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | - | - | - | -23,605 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -21,800 | -100.00% | - | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | - | - | - | -21,077 | -100.00% | - | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| HOHIMER WEALTH MANAGEMENT, LLC | - | - | - | -19,314 | -100.00% | - | Jun 30, 2024 |
| Y-INTERCEPT (HONG KONG) LTD | - | - | - | -16,746 | -100.00% | - | Jun 30, 2024 |
| ONTARIO TEACHERS PENSION PLAN BOARD | - | - | - | -16,740 | -100.00% | - | Jun 30, 2024 |
| ASCENT WEALTH PARTNERS, LLC | - | - | - | -15,798 | -100.00% | - | Jun 30, 2024 |
| MASON & ASSOCIATES, LLC | - | - | - | -15,561 | -100.00% | - | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | - | - | - | -15,400 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -15,017 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -14,800 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -14,776 | -100.00% | - | Jun 30, 2024 |
| OAK HILL WEALTH ADVISORS, LLC | - | - | - | -14,483 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -14,408 | -100.00% | - | Jun 30, 2024 |
| WEXFORD CAPITAL LP | - | - | - | -13,929 | -100.00% | - | Jun 30, 2024 |
| STEEL PEAK WEALTH MANAGEMENT LLC | - | - | - | -13,920 | -100.00% | - | Jun 30, 2024 |
| SUTTON PLACE INVESTORS LLC | - | - | - | -11,755 | -100.00% | - | Jun 30, 2024 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | - | - | - | -10,900 | -100.00% | - | Jun 30, 2024 |
| AXS INVESTMENTS LLC | - | - | - | -10,591 | -100.00% | - | Jun 30, 2024 |
| GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | - | - | - | -9,815 | -100.00% | - | Jun 30, 2024 |
| ABUNDANCE WEALTH COUNSELORS | - | - | - | -8,533 | -100.00% | - | Jun 30, 2024 |
| JEFFERIES FINANCIAL GROUP INC. | - | - | - | -8,136 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL ALTERNATIVES, INC | - | - | - | -7,851 | -100.00% | - | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | - | - | - | -7,804 | -100.00% | - | Jun 30, 2024 |
| VELA INVESTMENT MANAGEMENT, LLC | - | - | - | -7,037 | -100.00% | - | Jun 30, 2024 |
| HAZELVIEW SECURITIES INC. | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
| BRIDGEWEALTH ADVISORY GROUP, LLC | - | - | - | -5,811 | -100.00% | - | Jun 30, 2024 |
| CAAS CAPITAL MANAGEMENT LP | - | - | - | -5,800 | -100.00% | - | Jun 30, 2024 |
| KINNERET ADVISORY, LLC | - | - | - | -5,791 | -100.00% | - | Jun 30, 2024 |
| FORTIS CAPITAL ADVISORS, LLC | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
| M&G PLC | - | - | - | -5,295 | -100.00% | - | Jun 30, 2024 |
| TRAJAN WEALTH LLC | - | - | - | -5,203 | -100.00% | - | Jun 30, 2024 |
| ASPIRIANT, LLC | - | - | - | -4,927 | -100.00% | - | Jun 30, 2024 |
| JOHNSON INVESTMENT COUNSEL INC | - | - | - | -4,919 | -100.00% | - | Jun 30, 2024 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -4,853 | -100.00% | - | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | - | - | - | -4,826 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -4,602 | -100.00% | - | Jun 30, 2024 |
| CORTON CAPITAL INC. | - | - | - | -4,576 | -100.00% | - | Jun 30, 2024 |
| HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC | - | - | - | -4,548 | -100.00% | - | Jun 30, 2024 |
| PHOENIX HOLDINGS LTD. | - | - | - | -4,529 | -100.00% | - | Jun 30, 2024 |
| CREDIT CAPITAL INVESTMENTS LLC | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
| MBA ADVISORS LLC | - | - | - | -4,204 | -100.00% | - | Jun 30, 2024 |
| HOYLECOHEN, LLC | - | - | - | -4,156 | -100.00% | - | Jun 30, 2024 |
| TEAMWORK FINANCIAL ADVISORS, LLC | - | - | - | -4,155 | -100.00% | - | Jun 30, 2024 |
| SPIREPOINT PRIVATE CLIENT, LLC | - | - | - | -4,140 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -4,094 | -100.00% | - | Jun 30, 2024 |
| ARGENT ADVISORS, INC. | - | - | - | -4,024 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC BLUEPRINT, LLC | - | - | - | -4,020 | -100.00% | - | Jun 30, 2024 |
| CENTRAL VALLEY ADVISORS, LLC | - | - | - | -3,964 | -100.00% | - | Jun 30, 2024 |
| DIVERSIFY ADVISORY SERVICES, LLC | - | - | - | -3,955 | -100.00% | - | Jun 30, 2024 |
| COMMONS CAPITAL, LLC | - | - | - | -3,863 | -100.00% | - | Jun 30, 2024 |
| RW INVESTMENT MANAGEMENT LLC | - | - | - | -3,763 | -100.00% | - | Jun 30, 2024 |
| ARCHFORD CAPITAL STRATEGIES, LLC | - | - | - | -3,757 | -100.00% | - | Jun 30, 2024 |
| CONCORDE ASSET MANAGEMENT, LLC | - | - | - | -3,749 | -100.00% | - | Jun 30, 2024 |
| SCOTT CAPITAL ADVISORS, LLC | - | - | - | -3,744 | -100.00% | - | Jun 30, 2024 |
| SEMUS WEALTH PARTNERS LLC | - | - | - | -3,727 | -100.00% | - | Jun 30, 2024 |
| INNOVA WEALTH PARTNERS | - | - | - | -3,725 | -100.00% | - | Jun 30, 2024 |
| BUSEY WEALTH MANAGEMENT | - | - | - | -3,717 | -100.00% | - | Jun 30, 2024 |
| BERRY WEALTH GROUP, LP | - | - | - | -3,714 | -100.00% | - | Jun 30, 2024 |
| YODER WEALTH MANAGEMENT, INC. | - | - | - | -3,707 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -2,167 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,900 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| HARVEST FUND MANAGEMENT CO., LTD | - | - | - | -1,312 | -100.00% | - | Jun 30, 2024 |
| SAWYER & COMPANY, INC | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| CYPRESS CAPITAL MANAGEMENT LLC (WY) | - | - | - | -1,218 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -1,080 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -603 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -558 | -100.00% | - | Jun 30, 2024 |
| ALASKA PERMANENT FUND CORP | - | - | - | -538 | -100.00% | - | Jun 30, 2024 |
| NORTHWEST INVESTMENT COUNSELORS, LLC | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -469 | -100.00% | - | Jun 30, 2024 |
| VIMA LLC | - | - | - | -437 | -100.00% | - | Jun 30, 2024 |
Realty Income's largest sold out institutional shareholder by shares sold is CEREDEX VALUE ADVISORS LLC, sold -0.75M shares, valued at -, as of undefined.
Realty Income Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| FRANKLIN REAL ESTATE SECURITIES TRUST | 4.77% | 290,058 | 100,717 | 53.19% | Jan 31, 2024 |
| COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 3.34% | 6,163,276 | -208,166 | -3.27% | Dec 31, 2023 |
| COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 3.16% | 6,324,922 | 204,990 | 3.35% | Dec 31, 2023 |
| COHEN & STEERS REALTY SHARES INC | 3.08% | 4,035,034 | -1,388,687 | -25.60% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 2.47% | 1,290,000 | - | - | Mar 31, 2024 |
| ASYMmetric ETFs Trust | 2.29% | 7,640 | -1,408 | -15.56% | Sep 30, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.92% | 1,000,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 1.81% | 296,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 1.69% | 5,703,000 | 5,006,000 | 718.22% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.41% | 738,000 | - | - | Mar 31, 2024 |
| COHEN & STEERS GLOBAL REALTY SHARES, INC | 1.11% | 1,309,026 | -45,891 | -3.39% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| Manager Directed Portfolios | 0.92% | 150,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 0.92% | 150,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.91% | 475,000 | - | - | Mar 31, 2024 |
| CBRE GLOBAL REAL ESTATE INCOME FUND | 0.91% | 1,026,331 | 747,621 | 268.24% | Mar 28, 2024 |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC | 0.83% | 68,724 | - | - | Jan 31, 2024 |
| PARNASSUS INCOME FUNDS | 0.83% | 4,814,886 | 4,814,886 | - | Mar 31, 2024 |
| MFS INTERMEDIATE INCOME TRUST | 0.80% | 2,875,000 | - | - | Jan 31, 2024 |
| Manager Directed Portfolios | 0.76% | 125,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.72% | 375,000 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.67% | 550,000 | - | - | Dec 31, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.61% | 33,595,334 | 5,836,636 | 21.03% | Jan 31, 2024 |
| abrdn Global Premier Properties Fund | 0.58% | 268,838 | - | - | Jan 31, 2024 |
| Transparent Value Trust | 0.58% | 9,273 | 8,759 | 1704.09% | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
| Arrow Investments Trust | 0.56% | 1,071,000 | 1,071,000 | - | Jan 31, 2024 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.55% | 243,058 | - | - | Dec 31, 2023 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.55% | 30,985 | - | - | Feb 29, 2024 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.50% | 5,620,000 | - | - | Jan 31, 2024 |
| Connors Funds | 0.49% | 5,145 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.48% | 250,000 | - | - | Mar 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.47% | 2,500,000 | 2,500,000 | - | Sep 30, 2019 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.44% | 7,000,000 | 7,000,000 | - | Jan 31, 2024 |
| SCHRODER SERIES TRUST | 0.43% | 348,000 | - | - | Oct 31, 2021 |
| Apollo Diversified Real Estate Fund | 0.42% | 1,471,490 | 242,030 | 19.69% | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.41% | 265,000 | - | - | Dec 29, 2023 |
| AB INSTITUTIONAL FUNDS INC | 0.41% | 70,850 | 43,380 | 157.92% | Jan 31, 2024 |
| AB GLOBAL REAL ESTATE INVESTMENT FUND INC | 0.41% | 21,973 | 12,563 | 133.51% | Feb 29, 2024 |
| DIREXION FUNDS | 0.40% | 590,000 | - | - | Feb 29, 2024 |
| Emles Trust | 0.40% | 44,000 | - | - | Sep 30, 2022 |
| VANGUARD VALLEY FORGE FUNDS | 0.38% | 200,000 | - | - | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.38% | 15,440,000 | 15,440,000 | - | Mar 31, 2024 |
| Emles Trust | 0.34% | 38,000 | - | - | Sep 30, 2022 |
| Homestead Funds Trust | 0.34% | 495,000 | - | - | Mar 31, 2024 |
| Emles Trust | 0.32% | 35,000 | - | - | Sep 30, 2022 |
| DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.32% | 7,200 | - | - | Dec 29, 2023 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.31% | 250,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 3 | 0.31% | 5,290,000 | - | - | Feb 29, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.27% | 220,000 | - | - | Mar 31, 2024 |
| SPDR S&P 500 ETF TRUST | 0.26% | 10,094,903 | 1,110,024 | 12.35% | Mar 31, 2024 |
| Index Funds | 0.26% | 2,154 | 240 | 12.54% | Mar 31, 2024 |
| Natixis ETF Trust | 0.25% | 50,000 | 50,000 | - | Mar 31, 2024 |
| BNY Mellon Investment Funds V, Inc. | 0.24% | 188,640 | 36,220 | 23.76% | Jan 31, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 0.24% | 800,000 | - | - | Dec 31, 2023 |
| Forethought Variable Insurance Trust | 0.22% | 963,000 | - | - | Mar 28, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.22% | 19,483,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.22% | 450,000 | - | - | Mar 31, 2024 |
| Franklin Investors Securities Trust | 0.22% | 15,000,000 | - | - | Jan 31, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.20% | 610,000 | 610,000 | - | Sep 30, 2019 |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.20% | 1,876,733 | - | - | Dec 31, 2023 |
| HARBOR FUNDS | 0.20% | 4,700,000 | 4,700,000 | - | Jan 31, 2024 |
| Engine No. 1 ETF Trust | 0.20% | 11,989 | 1,525 | 14.57% | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.20% | 6,007,431 | 729,988 | 13.83% | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.19% | 81,533,462 | 12,619,766 | 18.31% | Mar 31, 2024 |
| Miller/Howard High Income Equity Fund | 0.18% | 99,060 | 99,060 | - | Jan 31, 2024 |
| BNY Mellon Investment Funds VI | 0.17% | 225,000 | 225,000 | - | Feb 29, 2024 |
| FIRST INVESTORS LIFE SERIES FUNDS | 0.17% | 500,000 | 500,000 | - | Sep 30, 2019 |
| Total Fund Solution | 0.17% | 62,597 | 10,127 | 19.30% | Mar 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.16% | 14,165,000 | 14,165,000 | - | Mar 28, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.16% | 14,000,000 | - | - | Mar 28, 2024 |
| Natixis Funds Trust IV | 0.16% | 49,000 | 10,000 | 25.64% | Jan 31, 2024 |
| T. Rowe Price Total Return Fund, Inc. | 0.15% | 1,160,000 | - | - | Feb 29, 2024 |
| Adviser Managed Trust | 0.15% | 250,000 | 250,000 | - | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.15% | 54,428 | -3,225 | -5.59% | Mar 28, 2024 |
| Legg Mason ETF Investment Trust | 0.14% | 285,846 | -111,743 | -28.11% | Mar 31, 2024 |
| Guardian Variable Products Trust | 0.14% | 2,350,000 | 2,350,000 | - | Mar 31, 2024 |
| Brookfield Investment Funds | 0.14% | 230,767 | 116,777 | 102.44% | Mar 31, 2024 |
| Natixis Funds Trust IV | 0.14% | 44,000 | 44,000 | - | Jan 31, 2024 |
| SELECT SECTOR SPDR TRUST | 0.14% | 5,072,688 | 978,665 | 23.90% | Mar 31, 2024 |
| Cohen & Steers Real Assets Fund, Inc. | 0.14% | 468,000 | - | - | Dec 31, 2023 |
| Gateway Trust | 0.13% | 273,772 | 256,356 | 1471.96% | Mar 31, 2024 |
| FIDELITY SECURITIES FUND | 0.13% | 12,500,000 | 12,500,000 | - | Jan 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.13% | 2,767,903 | - | - | Mar 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.13% | 11,225,000 | - | - | Mar 28, 2024 |
| T. Rowe Price Balanced Fund, Inc. | 0.13% | 2,130,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.13% | 11,000,000 | 11,000,000 | - | Mar 28, 2024 |
| Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 0.13% | 2,000,000 | - | - | Jan 31, 2024 |
| T. Rowe Price QM U.S. Bond Index Fund, Inc. | 0.12% | 1,775,000 | - | - | Jan 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.12% | 2,000,000 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.12% | 520,000 | 520,000 | - | Mar 28, 2024 |
| COMMERCE FUNDS | 0.12% | 2,400,000 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.12% | 285,122 | 14,933 | 5.53% | Mar 31, 2024 |
| PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 0.11% | 9,985,000 | - | - | Mar 28, 2024 |
| T. Rowe Price New Income Fund, Inc. | 0.11% | 20,540,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.11% | 1,599,000 | - | - | Feb 29, 2024 |
| HARTFORD SERIES FUND INC | 0.11% | 4,761,000 | - | - | Mar 31, 2024 |
Realty Income's largest mutual fund holder by % of total assets is "FRANKLIN REAL ESTATE SECURITIES TRUST", owning 290.06K shares, compromising 4.77% of its total assets.
Realty Income Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,031 | -14.79% |
| 31 Mar, 24 | 1,210 | 2.98% |
| 31 Dec, 23 | 1,175 | 8.10% |
| 30 Sep, 23 | 1,087 | -2.86% |
| 30 Jun, 23 | 1,119 | -0.18% |
| 31 Mar, 23 | 1,121 | -1.75% |
| 31 Dec, 22 | 1,141 | 4.68% |
| 30 Sep, 22 | 1,090 | 0.46% |
| 30 Jun, 22 | 1,085 | -1.00% |
| 31 Mar, 22 | 1,096 | -1.08% |
| 31 Dec, 21 | 1,108 | 15.18% |
| 30 Sep, 21 | 962 | 1.69% |
| 30 Jun, 21 | 946 | 6.65% |
| 31 Mar, 21 | 887 | 1.49% |
| 31 Dec, 20 | 874 | 10.21% |
| 30 Sep, 20 | 793 | 2.06% |
| 30 Jun, 20 | 777 | 0.52% |
| 31 Mar, 20 | 773 | -10.74% |
| 31 Dec, 19 | 866 | 11.17% |
| 30 Sep, 19 | 779 | -2.38% |
| 30 Jun, 19 | 798 | 0.25% |
| 31 Mar, 19 | 796 | 4.33% |
| 31 Dec, 18 | 763 | 8.07% |
| 30 Sep, 18 | 706 | 2.32% |
| 30 Jun, 18 | 690 | 3.76% |
| 31 Mar, 18 | 665 | -3.48% |
| 31 Dec, 17 | 689 | 10.95% |
| 30 Sep, 17 | 621 | -0.80% |
| 30 Jun, 17 | 626 | -0.48% |
| 31 Mar, 17 | 629 | -0.79% |
| 31 Dec, 16 | 634 | 4.62% |
| 30 Sep, 16 | 606 | -0.82% |
| 30 Jun, 16 | 611 | 4.80% |
| 31 Mar, 16 | 583 | 8.16% |
| 31 Dec, 15 | 539 | 6.10% |
| 30 Sep, 15 | 508 | 3.04% |
| 30 Jun, 15 | 493 | 1.44% |
| 31 Mar, 15 | 486 | 0.21% |
| 31 Dec, 14 | 485 | 8.99% |
| 30 Sep, 14 | 445 | 3.97% |
| 30 Jun, 14 | 428 | -3.82% |
| 31 Mar, 14 | 445 | 4.71% |
| 31 Dec, 13 | 425 | 8.97% |
| 30 Sep, 13 | 390 | 1.30% |
| 30 Jun, 13 | 385 | 127.81% |
| 31 Mar, 13 | 169 | 19.01% |
| 31 Dec, 12 | 142 | 2.16% |
| 30 Sep, 12 | 139 | 17.80% |
| 30 Jun, 12 | 118 | 3.51% |
| 31 Mar, 12 | 114 | 2.70% |
| 31 Dec, 11 | 111 | 15.63% |
| 30 Sep, 11 | 96 | -1.03% |
| 30 Jun, 11 | 97 | 12.79% |
| 31 Mar, 11 | 86 | 6.17% |
| 31 Dec, 10 | 81 | 8.00% |
| 30 Sep, 10 | 75 | - |
| 30 Jun, 10 | 75 | 11.94% |
| 31 Mar, 10 | 67 | -4.29% |
| 31 Dec, 09 | 70 | 11.11% |
| 30 Sep, 09 | 63 | -8.70% |
| 30 Jun, 09 | 69 | 6.15% |
| 31 Mar, 09 | 65 | - |
| 31 Dec, 08 | 65 | 18.18% |
| 30 Sep, 08 | 55 | 10.00% |
| 30 Jun, 08 | 50 | -26.47% |
| 31 Mar, 08 | 68 | 13.33% |
| 31 Dec, 07 | 60 | 27.66% |
| 30 Sep, 07 | 47 | 11.90% |
| 30 Jun, 07 | 42 | -4.55% |
| 31 Mar, 07 | 44 | -4.35% |
| 31 Dec, 06 | 46 | 15.00% |
| 30 Sep, 06 | 40 | -6.98% |
| 30 Jun, 06 | 43 | 13.16% |
| 31 Mar, 06 | 38 | 31.03% |
| 31 Dec, 05 | 29 | 16.00% |
| 30 Sep, 05 | 25 | -16.67% |
| 30 Jun, 05 | 30 | 25.00% |
| 31 Mar, 05 | 24 | 20.00% |
| 31 Dec, 04 | 20 | 5.26% |
| 30 Sep, 04 | 19 | -9.52% |
| 30 Jun, 04 | 21 | -12.50% |
| 31 Mar, 04 | 24 | 50.00% |
| 31 Dec, 03 | 16 | 23.08% |
| 30 Sep, 03 | 13 | 18.18% |
| 30 Jun, 03 | 11 | -26.67% |
| 31 Mar, 03 | 15 | - |
| 31 Dec, 02 | 15 | 7.14% |
| 30 Sep, 02 | 14 | 7.69% |
| 30 Jun, 02 | 13 | 18.18% |
| 31 Mar, 02 | 11 | 83.33% |
| 31 Dec, 01 | 6 | -33.33% |
| 30 Sep, 01 | 9 | - |
| 30 Jun, 01 | 9 | - |
| 31 Mar, 01 | 9 | 28.57% |
| 31 Dec, 00 | 7 | 16.67% |
| 30 Sep, 00 | 6 | -33.33% |
| 30 Jun, 00 | 9 | -10.00% |
| 31 Mar, 00 | 10 | 25.00% |
| 31 Dec, 99 | 8 | 33.33% |
| 30 Sep, 99 | 6 | -40.00% |
| 30 Jun, 99 | 10 | 42.86% |
| 31 Mar, 99 | 7 | - |
As of 30 Jun 24, 1,031 institutions are holding Realty Income's shares, representing a decrease of -14.79% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 526,503,473 | -21.48% |
| 31 Mar, 24 | 670,545,758 | 10.33% |
| 31 Dec, 23 | 607,782,106 | 7.69% |
| 30 Sep, 23 | 564,406,521 | -0.16% |
| 30 Jun, 23 | 565,332,332 | 2.85% |
| 31 Mar, 23 | 549,646,452 | 2.33% |
| 31 Dec, 22 | 537,105,551 | 4.92% |
| 30 Sep, 22 | 511,942,574 | 5.29% |
| 30 Jun, 22 | 486,237,207 | 5.09% |
| 31 Mar, 22 | 462,706,155 | 1.46% |
| 31 Dec, 21 | 456,048,391 | 54.69% |
| 30 Sep, 21 | 294,809,710 | 6.23% |
| 30 Jun, 21 | 277,529,381 | 4.71% |
| 31 Mar, 21 | 265,045,140 | 2.48% |
| 31 Dec, 20 | 258,627,974 | 0.15% |
| 30 Sep, 20 | 258,245,084 | 2.22% |
| 30 Jun, 20 | 252,643,902 | 2.05% |
| 31 Mar, 20 | 247,577,780 | 1.04% |
| 31 Dec, 19 | 245,023,805 | 1.40% |
| 30 Sep, 19 | 241,632,190 | 6.70% |
| 30 Jun, 19 | 226,453,184 | 3.55% |
| 31 Mar, 19 | 218,698,195 | -0.06% |
| 31 Dec, 18 | 218,831,534 | 8.30% |
| 30 Sep, 18 | 202,065,301 | 1.80% |
| 30 Jun, 18 | 198,483,916 | -0.78% |
| 31 Mar, 18 | 200,050,311 | -0.63% |
| 31 Dec, 17 | 201,316,363 | 1.06% |
| 30 Sep, 17 | 199,205,593 | 38.51% |
| 30 Jun, 17 | 143,821,390 | -23.34% |
| 31 Mar, 17 | 187,613,894 | 7.43% |
| 31 Dec, 16 | 174,645,195 | -2.82% |
| 30 Sep, 16 | 179,720,737 | -2.63% |
| 30 Jun, 16 | 184,570,848 | 2.69% |
| 31 Mar, 16 | 179,727,304 | 3.62% |
| 31 Dec, 15 | 173,445,191 | 10.04% |
| 30 Sep, 15 | 157,619,112 | 1.96% |
| 30 Jun, 15 | 154,591,397 | 0.05% |
| 31 Mar, 15 | 154,513,274 | 16.50% |
| 31 Dec, 14 | 132,629,748 | -4.25% |
| 30 Sep, 14 | 138,513,100 | 8.68% |
| 30 Jun, 14 | 127,450,255 | -10.69% |
| 31 Mar, 14 | 142,700,419 | 14.50% |
| 31 Dec, 13 | 124,631,697 | 0.99% |
| 30 Sep, 13 | 123,403,900 | 5.89% |
| 30 Jun, 13 | 116,542,739 | 181.20% |
| 31 Mar, 13 | 41,444,540 | 62.60% |
| 31 Dec, 12 | 25,488,835 | -1.15% |
| 30 Sep, 12 | 25,784,101 | 2.25% |
| 30 Jun, 12 | 25,217,047 | -17.88% |
| 31 Mar, 12 | 30,707,908 | -0.14% |
| 31 Dec, 11 | 30,750,738 | 28.47% |
| 30 Sep, 11 | 23,935,856 | -6.67% |
| 30 Jun, 11 | 25,646,377 | 8.56% |
| 31 Mar, 11 | 23,623,743 | 19.54% |
| 31 Dec, 10 | 19,763,011 | 29.40% |
| 30 Sep, 10 | 15,272,802 | -12.11% |
| 30 Jun, 10 | 17,376,694 | 18.12% |
| 31 Mar, 10 | 14,711,219 | -6.85% |
| 31 Dec, 09 | 15,792,601 | -8.36% |
| 30 Sep, 09 | 17,233,427 | -1.52% |
| 30 Jun, 09 | 17,498,650 | 16.89% |
| 31 Mar, 09 | 14,969,597 | -31.48% |
| 31 Dec, 08 | 21,846,158 | 309.39% |
| 30 Sep, 08 | 5,336,289 | 8.96% |
| 30 Jun, 08 | 4,897,500 | -36.02% |
| 31 Mar, 08 | 7,655,136 | -15.31% |
| 31 Dec, 07 | 9,039,061 | 7.85% |
| 30 Sep, 07 | 8,380,840 | 22.41% |
| 30 Jun, 07 | 6,846,556 | 31.72% |
| 31 Mar, 07 | 5,197,931 | -26.64% |
| 31 Dec, 06 | 7,085,179 | 15.35% |
| 30 Sep, 06 | 6,142,456 | 2.20% |
| 30 Jun, 06 | 6,010,112 | 63.54% |
| 31 Mar, 06 | 3,675,006 | 18.84% |
| 31 Dec, 05 | 3,092,449 | 59.55% |
| 30 Sep, 05 | 1,938,248 | -23.56% |
| 30 Jun, 05 | 2,535,524 | 11.07% |
| 31 Mar, 05 | 2,282,910 | 58.39% |
| 31 Dec, 04 | 1,441,313 | 104.77% |
| 30 Sep, 04 | 703,857 | -5.03% |
| 30 Jun, 04 | 741,167 | -32.30% |
| 31 Mar, 04 | 1,094,788 | 100.15% |
| 31 Dec, 03 | 546,980 | -27.31% |
| 30 Sep, 03 | 752,516 | 3.13% |
| 30 Jun, 03 | 729,658 | -36.72% |
| 31 Mar, 03 | 1,153,032 | 3.93% |
| 31 Dec, 02 | 1,109,476 | 0.46% |
| 30 Sep, 02 | 1,104,375 | 72.14% |
| 30 Jun, 02 | 641,565 | -13.52% |
| 31 Mar, 02 | 741,835 | 63.52% |
| 31 Dec, 01 | 453,670 | 0.04% |
| 30 Sep, 01 | 453,472 | 76.08% |
| 30 Jun, 01 | 257,543 | 2.61% |
| 31 Mar, 01 | 250,995 | 13.01% |
| 31 Dec, 00 | 222,090 | -1.25% |
| 30 Sep, 00 | 224,893 | -21.23% |
| 30 Jun, 00 | 285,514 | -34.97% |
| 31 Mar, 00 | 439,055 | -13.81% |
| 31 Dec, 99 | 509,389 | -57.45% |
| 30 Sep, 99 | 1,197,175 | 14.33% |
| 30 Jun, 99 | 1,047,137 | -40.00% |
| 31 Mar, 99 | 1,745,202 | - |
Realty Income (O) has 526.50M shares outstanding as of 30 Jun 24, down -21.48% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 63.06% | 0.98% |
| 31 Mar, 24 | 80.31% | 1.04% |
| 31 Dec, 23 | 87.79% | 1.39% |
| 30 Sep, 23 | 79.59% | 1.13% |
| 30 Jun, 23 | 83.86% | 1.21% |
| 31 Mar, 23 | 83.22% | 1.16% |
| 31 Dec, 22 | 84.80% | 1.23% |
| 30 Sep, 22 | 82.90% | 1.27% |
| 30 Jun, 22 | 80.81% | 1.33% |
| 31 Mar, 22 | 77.92% | 0.64% |
| 31 Dec, 21 | 110.01% | 1.83% |
| 30 Sep, 21 | 77.63% | 1.33% |
| 30 Jun, 21 | 76.53% | 1.41% |
| 31 Mar, 21 | 73.62% | 1.32% |
| 31 Dec, 20 | 74.69% | 1.26% |
| 30 Sep, 20 | 76.92% | 1.34% |
| 30 Jun, 20 | 75.90% | 1.32% |
| 31 Mar, 20 | 75.90% | 1.28% |
| 31 Dec, 19 | 76.96% | 1.27% |
| 30 Sep, 19 | 77.94% | 1.38% |
| 30 Jun, 19 | 75.14% | 1.36% |
| 31 Mar, 19 | 74.36% | 1.25% |
| 31 Dec, 18 | 76.98% | 1.50% |
| 30 Sep, 18 | 71.74% | 1.39% |
| 30 Jun, 18 | 71.89% | 1.36% |
| 31 Mar, 18 | 72.72% | 1.26% |
| 31 Dec, 17 | 75.97% | 1.36% |
| 30 Sep, 17 | 74.62% | 2.52% |
| 30 Jun, 17 | 54.45% | 1.01% |
| 31 Mar, 17 | 73.52% | 1.53% |
| 31 Dec, 16 | 69.43% | 1.34% |
| 30 Sep, 16 | 71.86% | 1.27% |
| 30 Jun, 16 | 75.18% | 1.37% |
| 31 Mar, 16 | 74.14% | 1.40% |
| 31 Dec, 15 | 72.85% | 1.54% |
| 30 Sep, 15 | 68.86% | 1.46% |
| 30 Jun, 15 | 68.65% | 1.37% |
| 31 Mar, 15 | 70.76% | 1.86% |
| 31 Dec, 14 | 61.67% | 1.49% |
| 30 Sep, 14 | 64.37% | 1.82% |
| 30 Jun, 14 | 59.52% | 1.18% |
| 31 Mar, 14 | 71.14% | 1.58% |
| 31 Dec, 13 | 67.08% | 1.59% |
| 30 Sep, 13 | 65.05% | 1.72% |
| 30 Jun, 13 | 61.50% | 9.91% |
| 31 Mar, 13 | 24.92% | 10.61% |
| 31 Dec, 12 | 15.32% | 3.81% |
| 30 Sep, 12 | 20.04% | 5.20% |
| 30 Jun, 12 | 19.63% | 3.44% |
| 31 Mar, 12 | 23.90% | 4.17% |
| 31 Dec, 11 | 23.94% | 6.27% |
| 30 Sep, 11 | 19.55% | 4.43% |
| 30 Jun, 11 | 21.01% | 5.00% |
| 31 Mar, 11 | 20.49% | 5.52% |
| 31 Dec, 10 | 19.26% | 8.36% |
| 30 Sep, 10 | 15.18% | 5.07% |
| 30 Jun, 10 | 17.31% | 8.06% |
| 31 Mar, 10 | 14.65% | 5.92% |
| 31 Dec, 09 | 15.73% | 5.33% |
| 30 Sep, 09 | 17.19% | 5.64% |
| 30 Jun, 09 | 17.46% | 7.83% |
| 31 Mar, 09 | 14.94% | 3.14% |
| 31 Dec, 08 | 21.80% | 72.39% |
| 30 Sep, 08 | 5.49% | 21.63% |
| 30 Jun, 08 | 5.04% | 8.12% |
| 31 Mar, 08 | 7.88% | 9.10% |
| 31 Dec, 07 | 9.30% | 12.48% |
| 30 Sep, 07 | 8.63% | 17.34% |
| 30 Jun, 07 | 7.06% | 24.55% |
| 31 Mar, 07 | 5.36% | 8.08% |
| 31 Dec, 06 | 8.15% | 16.12% |
| 30 Sep, 06 | 7.11% | 14.41% |
| 30 Jun, 06 | 7.02% | 33.81% |
| 31 Mar, 06 | 4.56% | 29.25% |
| 31 Dec, 05 | 3.95% | 62.80% |
| 30 Sep, 05 | 2.51% | 23.20% |
| 30 Jun, 05 | 3.29% | 37.51% |
| 31 Mar, 05 | 2.96% | 21.04% |
| 31 Dec, 04 | 3.75% | 111.72% |
| 30 Sep, 04 | 1.83% | 49.17% |
| 30 Jun, 04 | 1.93% | 21.97% |
| 31 Mar, 04 | 2.96% | 117.67% |
| 31 Dec, 03 | 1.59% | 32.42% |
| 30 Sep, 03 | 2.21% | 47.60% |
| 30 Jun, 03 | 2.16% | 18.31% |
| 31 Mar, 03 | 3.43% | 30.14% |
| 31 Dec, 02 | 3.37% | 30.89% |
| 30 Sep, 02 | 3.31% | 83.95% |
| 30 Jun, 02 | 1.98% | 36.99% |
| 31 Mar, 02 | 2.32% | 84.49% |
| 31 Dec, 01 | 1.66% | 66.92% |
| 30 Sep, 01 | 1.57% | 178.69% |
| 30 Jun, 01 | 0.94% | 100.00% |
| 31 Mar, 01 | 0.97% | 132.62% |
| 31 Dec, 00 | 0.85% | 114.11% |
| 30 Sep, 00 | 0.87% | 71.36% |
| 30 Jun, 00 | 1.10% | 38.57% |
| 31 Mar, 00 | 1.69% | 44.34% |
| 31 Dec, 99 | 1.95% | 9.04% |
| 30 Sep, 99 | 4.65% | 27.92% |
| 30 Jun, 99 | 4.08% | 9.05% |
| 31 Mar, 99 | 6.71% | - |
As of 30 Jun 24, Realty Income is held by 63.06% institutional shareholders, representing a 0.98% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 560 | -26.89% |
| 31 Mar, 24 | 766 | 14.84% |
| 31 Dec, 23 | 667 | 18.26% |
| 30 Sep, 23 | 564 | 2.92% |
| 30 Jun, 23 | 548 | -11.90% |
| 31 Mar, 23 | 622 | -5.76% |
| 31 Dec, 22 | 660 | 8.73% |
| 30 Sep, 22 | 607 | 0.17% |
| 30 Jun, 22 | 606 | -0.66% |
| 31 Mar, 22 | 610 | -24.03% |
| 31 Dec, 21 | 803 | 39.17% |
| 30 Sep, 21 | 577 | 3.96% |
| 30 Jun, 21 | 555 | 12.35% |
| 31 Mar, 21 | 494 | 6.70% |
| 31 Dec, 20 | 463 | 25.14% |
| 30 Sep, 20 | 370 | -5.13% |
| 30 Jun, 20 | 390 | 6.85% |
| 31 Mar, 20 | 365 | -23.32% |
| 31 Dec, 19 | 476 | 21.12% |
| 30 Sep, 19 | 393 | -2.96% |
| 30 Jun, 19 | 405 | -0.74% |
| 31 Mar, 19 | 408 | 0.25% |
| 31 Dec, 18 | 407 | 27.99% |
| 30 Sep, 18 | 318 | 1.92% |
| 30 Jun, 18 | 312 | -3.41% |
| 31 Mar, 18 | 323 | -4.44% |
| 31 Dec, 17 | 338 | 10.46% |
| 30 Sep, 17 | 306 | -5.56% |
| 30 Jun, 17 | 324 | 4.85% |
| 31 Mar, 17 | 309 | 0.65% |
| 31 Dec, 16 | 307 | 12.04% |
| 30 Sep, 16 | 274 | -17.96% |
| 30 Jun, 16 | 334 | 14.38% |
| 31 Mar, 16 | 292 | -10.70% |
| 31 Dec, 15 | 327 | 13.54% |
| 30 Sep, 15 | 288 | 7.06% |
| 30 Jun, 15 | 269 | 11.62% |
| 31 Mar, 15 | 241 | -9.40% |
| 31 Dec, 14 | 266 | 6.83% |
| 30 Sep, 14 | 249 | 1.22% |
| 30 Jun, 14 | 246 | -6.82% |
| 31 Mar, 14 | 264 | 8.20% |
| 31 Dec, 13 | 244 | 6.09% |
| 30 Sep, 13 | 230 | -25.81% |
| 30 Jun, 13 | 310 | 136.64% |
| 31 Mar, 13 | 131 | 57.83% |
| 31 Dec, 12 | 83 | -11.70% |
| 30 Sep, 12 | 94 | 49.21% |
| 30 Jun, 12 | 63 | -8.70% |
| 31 Mar, 12 | 69 | -15.85% |
| 31 Dec, 11 | 82 | 32.26% |
| 30 Sep, 11 | 62 | - |
| 30 Jun, 11 | 62 | 12.73% |
| 31 Mar, 11 | 55 | 7.84% |
| 31 Dec, 10 | 51 | 37.84% |
| 30 Sep, 10 | 37 | -9.76% |
| 30 Jun, 10 | 41 | 51.85% |
| 31 Mar, 10 | 27 | -25.00% |
| 31 Dec, 09 | 36 | 28.57% |
| 30 Sep, 09 | 28 | -34.88% |
| 30 Jun, 09 | 43 | 10.26% |
| 31 Mar, 09 | 39 | -15.22% |
| 31 Dec, 08 | 46 | 53.33% |
| 30 Sep, 08 | 30 | - |
| 30 Jun, 08 | 30 | -21.05% |
| 31 Mar, 08 | 38 | -7.32% |
| 31 Dec, 07 | 41 | 57.69% |
| 30 Sep, 07 | 26 | - |
| 30 Jun, 07 | 26 | -7.14% |
| 31 Mar, 07 | 28 | -26.32% |
| 31 Dec, 06 | 38 | 72.73% |
| 30 Sep, 06 | 22 | -4.35% |
| 30 Jun, 06 | 23 | - |
| 31 Mar, 06 | 23 | 15.00% |
| 31 Dec, 05 | 20 | 42.86% |
| 30 Sep, 05 | 14 | -22.22% |
| 30 Jun, 05 | 18 | -14.29% |
| 31 Mar, 05 | 21 | 31.25% |
| 31 Dec, 04 | 16 | 60.00% |
| 30 Sep, 04 | 10 | -23.08% |
| 30 Jun, 04 | 13 | -31.58% |
| 31 Mar, 04 | 19 | 111.11% |
| 31 Dec, 03 | 9 | 28.57% |
| 30 Sep, 03 | 7 | - |
| 30 Jun, 03 | 7 | -36.36% |
| 31 Mar, 03 | 11 | 22.22% |
| 31 Dec, 02 | 9 | -10.00% |
| 30 Sep, 02 | 10 | 100.00% |
| 30 Jun, 02 | 5 | -37.50% |
| 31 Mar, 02 | 8 | 100.00% |
| 31 Dec, 01 | 4 | -33.33% |
| 30 Sep, 01 | 6 | - |
| 30 Jun, 01 | 6 | 20.00% |
| 31 Mar, 01 | 5 | 25.00% |
| 31 Dec, 00 | 4 | 100.00% |
| 30 Sep, 00 | 2 | -60.00% |
| 30 Jun, 00 | 5 | - |
| 31 Mar, 00 | 5 | 25.00% |
| 31 Dec, 99 | 4 | - |
| 30 Sep, 99 | 4 | -33.33% |
| 30 Jun, 99 | 6 | -14.29% |
| 31 Mar, 99 | 7 | - |
560 institutional shareholders have increased their position in O stock as of 30 Jun 24 compared to 766 in the previous quarter (a -26.89% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 335 | 16.32% |
| 31 Mar, 24 | 288 | -23.61% |
| 31 Dec, 23 | 377 | 1.07% |
| 30 Sep, 23 | 373 | -8.80% |
| 30 Jun, 23 | 409 | 22.82% |
| 31 Mar, 23 | 333 | 5.05% |
| 31 Dec, 22 | 317 | 4.97% |
| 30 Sep, 22 | 302 | 3.78% |
| 30 Jun, 22 | 291 | -2.02% |
| 31 Mar, 22 | 297 | 76.79% |
| 31 Dec, 21 | 168 | -20.00% |
| 30 Sep, 21 | 210 | -6.67% |
| 30 Jun, 21 | 225 | -7.41% |
| 31 Mar, 21 | 243 | -10.00% |
| 31 Dec, 20 | 270 | -1.82% |
| 30 Sep, 20 | 275 | 2.23% |
| 30 Jun, 20 | 269 | -3.93% |
| 31 Mar, 20 | 280 | 28.44% |
| 31 Dec, 19 | 218 | -3.96% |
| 30 Sep, 19 | 227 | -2.99% |
| 30 Jun, 19 | 234 | -8.24% |
| 31 Mar, 19 | 255 | 13.84% |
| 31 Dec, 18 | 224 | -10.04% |
| 30 Sep, 18 | 249 | 2.89% |
| 30 Jun, 18 | 242 | 6.14% |
| 31 Mar, 18 | 228 | 4.59% |
| 31 Dec, 17 | 218 | 9.55% |
| 30 Sep, 17 | 199 | - |
| 30 Jun, 17 | 199 | -2.93% |
| 31 Mar, 17 | 205 | -0.49% |
| 31 Dec, 16 | 206 | -5.50% |
| 30 Sep, 16 | 218 | 21.11% |
| 30 Jun, 16 | 180 | -8.63% |
| 31 Mar, 16 | 197 | 53.91% |
| 31 Dec, 15 | 128 | -5.19% |
| 30 Sep, 15 | 135 | -7.53% |
| 30 Jun, 15 | 146 | -11.52% |
| 31 Mar, 15 | 165 | 22.22% |
| 31 Dec, 14 | 135 | 13.45% |
| 30 Sep, 14 | 119 | 10.19% |
| 30 Jun, 14 | 108 | 1.89% |
| 31 Mar, 14 | 106 | -9.40% |
| 31 Dec, 13 | 117 | 14.71% |
| 30 Sep, 13 | 102 | 137.21% |
| 30 Jun, 13 | 43 | 138.89% |
| 31 Mar, 13 | 18 | -47.06% |
| 31 Dec, 12 | 34 | 13.33% |
| 30 Sep, 12 | 30 | -21.05% |
| 30 Jun, 12 | 38 | 26.67% |
| 31 Mar, 12 | 30 | 66.67% |
| 31 Dec, 11 | 18 | -18.18% |
| 30 Sep, 11 | 22 | 10.00% |
| 30 Jun, 11 | 20 | 5.26% |
| 31 Mar, 11 | 19 | -5.00% |
| 31 Dec, 10 | 20 | -23.08% |
| 30 Sep, 10 | 26 | 4.00% |
| 30 Jun, 10 | 25 | -7.41% |
| 31 Mar, 10 | 27 | 8.00% |
| 31 Dec, 09 | 25 | -3.85% |
| 30 Sep, 09 | 26 | 116.67% |
| 30 Jun, 09 | 12 | -14.29% |
| 31 Mar, 09 | 14 | 55.56% |
| 31 Dec, 08 | 9 | -47.06% |
| 30 Sep, 08 | 17 | 41.67% |
| 30 Jun, 08 | 12 | -45.45% |
| 31 Mar, 08 | 22 | 120.00% |
| 31 Dec, 07 | 10 | -23.08% |
| 30 Sep, 07 | 13 | 62.50% |
| 30 Jun, 07 | 8 | 14.29% |
| 31 Mar, 07 | 7 | 250.00% |
| 31 Dec, 06 | 2 | -75.00% |
| 30 Sep, 06 | 8 | - |
| 30 Jun, 06 | 8 | 60.00% |
| 31 Mar, 06 | 5 | -16.67% |
| 31 Dec, 05 | 6 | 50.00% |
| 30 Sep, 05 | 4 | -33.33% |
| 30 Jun, 05 | 6 | 200.00% |
| 31 Mar, 05 | 2 | -33.33% |
| 31 Dec, 04 | 3 | -40.00% |
| 30 Sep, 04 | 5 | 25.00% |
| 30 Jun, 04 | 4 | 100.00% |
| 31 Mar, 04 | 2 | - |
| 31 Dec, 03 | 2 | -50.00% |
| 30 Sep, 03 | 4 | 33.33% |
| 30 Jun, 03 | 3 | 50.00% |
| 31 Mar, 03 | 2 | -50.00% |
| 31 Dec, 02 | 4 | 100.00% |
| 30 Sep, 02 | 2 | -50.00% |
| 30 Jun, 02 | 4 | 100.00% |
| 31 Mar, 02 | 2 | - |
| 31 Dec, 01 | 2 | - |
| 30 Sep, 01 | - | -100.00% |
| 30 Jun, 01 | 2 | - |
| 31 Mar, 01 | 2 | 100.00% |
| 31 Dec, 00 | 1 | -66.67% |
| 30 Sep, 00 | 3 | 200.00% |
| 30 Jun, 00 | 1 | -66.67% |
| 31 Mar, 00 | 3 | 200.00% |
| 31 Dec, 99 | 1 | - |
| 30 Sep, 99 | 1 | -66.67% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | - | - |
335 institutional shareholders have reduced their position in O stock as of 30 Jun 24 compared to 288 in the previous quarter (a 16.32% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,031 | -14.79% | 526,503,473 | -21.48% | 63.06% | 0.98% | 560 | -26.89% | 335 | 16.32% |
| 31 Mar, 24 | 1,210 | 2.98% | 670,545,758 | 10.33% | 80.31% | 1.04% | 766 | 14.84% | 288 | -23.61% |
| 31 Dec, 23 | 1,175 | 8.10% | 607,782,106 | 7.69% | 87.79% | 1.39% | 667 | 18.26% | 377 | 1.07% |
| 30 Sep, 23 | 1,087 | -2.86% | 564,406,521 | -0.16% | 79.59% | 1.13% | 564 | 2.92% | 373 | -8.80% |
| 30 Jun, 23 | 1,119 | -0.18% | 565,332,332 | 2.85% | 83.86% | 1.21% | 548 | -11.90% | 409 | 22.82% |
| 31 Mar, 23 | 1,121 | -1.75% | 549,646,452 | 2.33% | 83.22% | 1.16% | 622 | -5.76% | 333 | 5.05% |
| 31 Dec, 22 | 1,141 | 4.68% | 537,105,551 | 4.92% | 84.80% | 1.23% | 660 | 8.73% | 317 | 4.97% |
| 30 Sep, 22 | 1,090 | 0.46% | 511,942,574 | 5.29% | 82.90% | 1.27% | 607 | 0.17% | 302 | 3.78% |
| 30 Jun, 22 | 1,085 | -1.00% | 486,237,207 | 5.09% | 80.81% | 1.33% | 606 | -0.66% | 291 | -2.02% |
| 31 Mar, 22 | 1,096 | -1.08% | 462,706,155 | 1.46% | 77.92% | 0.64% | 610 | -24.03% | 297 | 76.79% |
| 31 Dec, 21 | 1,108 | 15.18% | 456,048,391 | 54.69% | 110.01% | 1.83% | 803 | 39.17% | 168 | -20.00% |
| 30 Sep, 21 | 962 | 1.69% | 294,809,710 | 6.23% | 77.63% | 1.33% | 577 | 3.96% | 210 | -6.67% |
| 30 Jun, 21 | 946 | 6.65% | 277,529,381 | 4.71% | 76.53% | 1.41% | 555 | 12.35% | 225 | -7.41% |
| 31 Mar, 21 | 887 | 1.49% | 265,045,140 | 2.48% | 73.62% | 1.32% | 494 | 6.70% | 243 | -10.00% |
| 31 Dec, 20 | 874 | 10.21% | 258,627,974 | 0.15% | 74.69% | 1.26% | 463 | 25.14% | 270 | -1.82% |
| 30 Sep, 20 | 793 | 2.06% | 258,245,084 | 2.22% | 76.92% | 1.34% | 370 | -5.13% | 275 | 2.23% |
| 30 Jun, 20 | 777 | 0.52% | 252,643,902 | 2.05% | 75.90% | 1.32% | 390 | 6.85% | 269 | -3.93% |
| 31 Mar, 20 | 773 | -10.74% | 247,577,780 | 1.04% | 75.90% | 1.28% | 365 | -23.32% | 280 | 28.44% |
| 31 Dec, 19 | 866 | 11.17% | 245,023,805 | 1.40% | 76.96% | 1.27% | 476 | 21.12% | 218 | -3.96% |
| 30 Sep, 19 | 779 | -2.38% | 241,632,190 | 6.70% | 77.94% | 1.38% | 393 | -2.96% | 227 | -2.99% |
| 30 Jun, 19 | 798 | 0.25% | 226,453,184 | 3.55% | 75.14% | 1.36% | 405 | -0.74% | 234 | -8.24% |
| 31 Mar, 19 | 796 | 4.33% | 218,698,195 | -0.06% | 74.36% | 1.25% | 408 | 0.25% | 255 | 13.84% |
| 31 Dec, 18 | 763 | 8.07% | 218,831,534 | 8.30% | 76.98% | 1.50% | 407 | 27.99% | 224 | -10.04% |
| 30 Sep, 18 | 706 | 2.32% | 202,065,301 | 1.80% | 71.74% | 1.39% | 318 | 1.92% | 249 | 2.89% |
| 30 Jun, 18 | 690 | 3.76% | 198,483,916 | -0.78% | 71.89% | 1.36% | 312 | -3.41% | 242 | 6.14% |
| 31 Mar, 18 | 665 | -3.48% | 200,050,311 | -0.63% | 72.72% | 1.26% | 323 | -4.44% | 228 | 4.59% |
| 31 Dec, 17 | 689 | 10.95% | 201,316,363 | 1.06% | 75.97% | 1.36% | 338 | 10.46% | 218 | 9.55% |
| 30 Sep, 17 | 621 | -0.80% | 199,205,593 | 38.51% | 74.62% | 2.52% | 306 | -5.56% | 199 | - |
| 30 Jun, 17 | 626 | -0.48% | 143,821,390 | -23.34% | 54.45% | 1.01% | 324 | 4.85% | 199 | -2.93% |
| 31 Mar, 17 | 629 | -0.79% | 187,613,894 | 7.43% | 73.52% | 1.53% | 309 | 0.65% | 205 | -0.49% |
| 31 Dec, 16 | 634 | 4.62% | 174,645,195 | -2.82% | 69.43% | 1.34% | 307 | 12.04% | 206 | -5.50% |
| 30 Sep, 16 | 606 | -0.82% | 179,720,737 | -2.63% | 71.86% | 1.27% | 274 | -17.96% | 218 | 21.11% |
| 30 Jun, 16 | 611 | 4.80% | 184,570,848 | 2.69% | 75.18% | 1.37% | 334 | 14.38% | 180 | -8.63% |
| 31 Mar, 16 | 583 | 8.16% | 179,727,304 | 3.62% | 74.14% | 1.40% | 292 | -10.70% | 197 | 53.91% |
| 31 Dec, 15 | 539 | 6.10% | 173,445,191 | 10.04% | 72.85% | 1.54% | 327 | 13.54% | 128 | -5.19% |
| 30 Sep, 15 | 508 | 3.04% | 157,619,112 | 1.96% | 68.86% | 1.46% | 288 | 7.06% | 135 | -7.53% |
| 30 Jun, 15 | 493 | 1.44% | 154,591,397 | 0.05% | 68.65% | 1.37% | 269 | 11.62% | 146 | -11.52% |
| 31 Mar, 15 | 486 | 0.21% | 154,513,274 | 16.50% | 70.76% | 1.86% | 241 | -9.40% | 165 | 22.22% |
| 31 Dec, 14 | 485 | 8.99% | 132,629,748 | -4.25% | 61.67% | 1.49% | 266 | 6.83% | 135 | 13.45% |
| 30 Sep, 14 | 445 | 3.97% | 138,513,100 | 8.68% | 64.37% | 1.82% | 249 | 1.22% | 119 | 10.19% |
| 30 Jun, 14 | 428 | -3.82% | 127,450,255 | -10.69% | 59.52% | 1.18% | 246 | -6.82% | 108 | 1.89% |
| 31 Mar, 14 | 445 | 4.71% | 142,700,419 | 14.50% | 71.14% | 1.58% | 264 | 8.20% | 106 | -9.40% |
| 31 Dec, 13 | 425 | 8.97% | 124,631,697 | 0.99% | 67.08% | 1.59% | 244 | 6.09% | 117 | 14.71% |
| 30 Sep, 13 | 390 | 1.30% | 123,403,900 | 5.89% | 65.05% | 1.72% | 230 | -25.81% | 102 | 137.21% |
| 30 Jun, 13 | 385 | 127.81% | 116,542,739 | 181.20% | 61.50% | 9.91% | 310 | 136.64% | 43 | 138.89% |
| 31 Mar, 13 | 169 | 19.01% | 41,444,540 | 62.60% | 24.92% | 10.61% | 131 | 57.83% | 18 | -47.06% |
| 31 Dec, 12 | 142 | 2.16% | 25,488,835 | -1.15% | 15.32% | 3.81% | 83 | -11.70% | 34 | 13.33% |
| 30 Sep, 12 | 139 | 17.80% | 25,784,101 | 2.25% | 20.04% | 5.20% | 94 | 49.21% | 30 | -21.05% |
| 30 Jun, 12 | 118 | 3.51% | 25,217,047 | -17.88% | 19.63% | 3.44% | 63 | -8.70% | 38 | 26.67% |
| 31 Mar, 12 | 114 | 2.70% | 30,707,908 | -0.14% | 23.90% | 4.17% | 69 | -15.85% | 30 | 66.67% |
| 31 Dec, 11 | 111 | 15.63% | 30,750,738 | 28.47% | 23.94% | 6.27% | 82 | 32.26% | 18 | -18.18% |
| 30 Sep, 11 | 96 | -1.03% | 23,935,856 | -6.67% | 19.55% | 4.43% | 62 | - | 22 | 10.00% |
| 30 Jun, 11 | 97 | 12.79% | 25,646,377 | 8.56% | 21.01% | 5.00% | 62 | 12.73% | 20 | 5.26% |
| 31 Mar, 11 | 86 | 6.17% | 23,623,743 | 19.54% | 20.49% | 5.52% | 55 | 7.84% | 19 | -5.00% |
| 31 Dec, 10 | 81 | 8.00% | 19,763,011 | 29.40% | 19.26% | 8.36% | 51 | 37.84% | 20 | -23.08% |
| 30 Sep, 10 | 75 | - | 15,272,802 | -12.11% | 15.18% | 5.07% | 37 | -9.76% | 26 | 4.00% |
| 30 Jun, 10 | 75 | 11.94% | 17,376,694 | 18.12% | 17.31% | 8.06% | 41 | 51.85% | 25 | -7.41% |
| 31 Mar, 10 | 67 | -4.29% | 14,711,219 | -6.85% | 14.65% | 5.92% | 27 | -25.00% | 27 | 8.00% |
| 31 Dec, 09 | 70 | 11.11% | 15,792,601 | -8.36% | 15.73% | 5.33% | 36 | 28.57% | 25 | -3.85% |
| 30 Sep, 09 | 63 | -8.70% | 17,233,427 | -1.52% | 17.19% | 5.64% | 28 | -34.88% | 26 | 116.67% |
| 30 Jun, 09 | 69 | 6.15% | 17,498,650 | 16.89% | 17.46% | 7.83% | 43 | 10.26% | 12 | -14.29% |
| 31 Mar, 09 | 65 | - | 14,969,597 | -31.48% | 14.94% | 3.14% | 39 | -15.22% | 14 | 55.56% |
| 31 Dec, 08 | 65 | 18.18% | 21,846,158 | 309.39% | 21.80% | 72.39% | 46 | 53.33% | 9 | -47.06% |
| 30 Sep, 08 | 55 | 10.00% | 5,336,289 | 8.96% | 5.49% | 21.63% | 30 | - | 17 | 41.67% |
| 30 Jun, 08 | 50 | -26.47% | 4,897,500 | -36.02% | 5.04% | 8.12% | 30 | -21.05% | 12 | -45.45% |
| 31 Mar, 08 | 68 | 13.33% | 7,655,136 | -15.31% | 7.88% | 9.10% | 38 | -7.32% | 22 | 120.00% |
| 31 Dec, 07 | 60 | 27.66% | 9,039,061 | 7.85% | 9.30% | 12.48% | 41 | 57.69% | 10 | -23.08% |
| 30 Sep, 07 | 47 | 11.90% | 8,380,840 | 22.41% | 8.63% | 17.34% | 26 | - | 13 | 62.50% |
| 30 Jun, 07 | 42 | -4.55% | 6,846,556 | 31.72% | 7.06% | 24.55% | 26 | -7.14% | 8 | 14.29% |
| 31 Mar, 07 | 44 | -4.35% | 5,197,931 | -26.64% | 5.36% | 8.08% | 28 | -26.32% | 7 | 250.00% |
| 31 Dec, 06 | 46 | 15.00% | 7,085,179 | 15.35% | 8.15% | 16.12% | 38 | 72.73% | 2 | -75.00% |
| 30 Sep, 06 | 40 | -6.98% | 6,142,456 | 2.20% | 7.11% | 14.41% | 22 | -4.35% | 8 | - |
| 30 Jun, 06 | 43 | 13.16% | 6,010,112 | 63.54% | 7.02% | 33.81% | 23 | - | 8 | 60.00% |
| 31 Mar, 06 | 38 | 31.03% | 3,675,006 | 18.84% | 4.56% | 29.25% | 23 | 15.00% | 5 | -16.67% |
| 31 Dec, 05 | 29 | 16.00% | 3,092,449 | 59.55% | 3.95% | 62.80% | 20 | 42.86% | 6 | 50.00% |
| 30 Sep, 05 | 25 | -16.67% | 1,938,248 | -23.56% | 2.51% | 23.20% | 14 | -22.22% | 4 | -33.33% |
| 30 Jun, 05 | 30 | 25.00% | 2,535,524 | 11.07% | 3.29% | 37.51% | 18 | -14.29% | 6 | 200.00% |
| 31 Mar, 05 | 24 | 20.00% | 2,282,910 | 58.39% | 2.96% | 21.04% | 21 | 31.25% | 2 | -33.33% |
| 31 Dec, 04 | 20 | 5.26% | 1,441,313 | 104.77% | 3.75% | 111.72% | 16 | 60.00% | 3 | -40.00% |
| 30 Sep, 04 | 19 | -9.52% | 703,857 | -5.03% | 1.83% | 49.17% | 10 | -23.08% | 5 | 25.00% |
| 30 Jun, 04 | 21 | -12.50% | 741,167 | -32.30% | 1.93% | 21.97% | 13 | -31.58% | 4 | 100.00% |
| 31 Mar, 04 | 24 | 50.00% | 1,094,788 | 100.15% | 2.96% | 117.67% | 19 | 111.11% | 2 | - |
| 31 Dec, 03 | 16 | 23.08% | 546,980 | -27.31% | 1.59% | 32.42% | 9 | 28.57% | 2 | -50.00% |
| 30 Sep, 03 | 13 | 18.18% | 752,516 | 3.13% | 2.21% | 47.60% | 7 | - | 4 | 33.33% |
| 30 Jun, 03 | 11 | -26.67% | 729,658 | -36.72% | 2.16% | 18.31% | 7 | -36.36% | 3 | 50.00% |
| 31 Mar, 03 | 15 | - | 1,153,032 | 3.93% | 3.43% | 30.14% | 11 | 22.22% | 2 | -50.00% |
| 31 Dec, 02 | 15 | 7.14% | 1,109,476 | 0.46% | 3.37% | 30.89% | 9 | -10.00% | 4 | 100.00% |
| 30 Sep, 02 | 14 | 7.69% | 1,104,375 | 72.14% | 3.31% | 83.95% | 10 | 100.00% | 2 | -50.00% |
| 30 Jun, 02 | 13 | 18.18% | 641,565 | -13.52% | 1.98% | 36.99% | 5 | -37.50% | 4 | 100.00% |
| 31 Mar, 02 | 11 | 83.33% | 741,835 | 63.52% | 2.32% | 84.49% | 8 | 100.00% | 2 | - |
| 31 Dec, 01 | 6 | -33.33% | 453,670 | 0.04% | 1.66% | 66.92% | 4 | -33.33% | 2 | - |
| 30 Sep, 01 | 9 | - | 453,472 | 76.08% | 1.57% | 178.69% | 6 | - | - | -100.00% |
| 30 Jun, 01 | 9 | - | 257,543 | 2.61% | 0.94% | 100.00% | 6 | 20.00% | 2 | - |
| 31 Mar, 01 | 9 | 28.57% | 250,995 | 13.01% | 0.97% | 132.62% | 5 | 25.00% | 2 | 100.00% |
| 31 Dec, 00 | 7 | 16.67% | 222,090 | -1.25% | 0.85% | 114.11% | 4 | 100.00% | 1 | -66.67% |
| 30 Sep, 00 | 6 | -33.33% | 224,893 | -21.23% | 0.87% | 71.36% | 2 | -60.00% | 3 | 200.00% |
| 30 Jun, 00 | 9 | -10.00% | 285,514 | -34.97% | 1.10% | 38.57% | 5 | - | 1 | -66.67% |
| 31 Mar, 00 | 10 | 25.00% | 439,055 | -13.81% | 1.69% | 44.34% | 5 | 25.00% | 3 | 200.00% |
| 31 Dec, 99 | 8 | 33.33% | 509,389 | -57.45% | 1.95% | 9.04% | 4 | - | 1 | - |
| 30 Sep, 99 | 6 | -40.00% | 1,197,175 | 14.33% | 4.65% | 27.92% | 4 | -33.33% | 1 | -66.67% |
| 30 Jun, 99 | 10 | 42.86% | 1,047,137 | -40.00% | 4.08% | 9.05% | 6 | -14.29% | 3 | - |
| 31 Mar, 99 | 7 | - | 1,745,202 | - | 6.71% | - | 7 | - | - | - |
Realty Income Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Realty Income's stock was made by Redington Neale on Jul 01 2024, selling - shares at - per share (valued at -).
Realty Income Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | 17 | 20 | 85.00% |
| Q4 2023 | - | 8 | - |
| Q2 2023 | 11 | 1 | 1100.00% |
| Q1 2023 | 15 | 17 | 88.24% |
| Q4 2022 | - | 4 | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | 10 | 2 | 500.00% |
| Q1 2022 | 10 | 10 | 100.00% |
| Q4 2021 | 3 | 4 | 75.00% |
| Q2 2021 | 10 | 6 | 166.67% |
| Q1 2021 | 14 | 12 | 116.67% |
| Q4 2020 | 1 | 6 | 16.67% |
| Q2 2020 | 9 | 2 | 450.00% |
| Q1 2020 | 9 | 10 | 90.00% |
| Q4 2019 | - | 7 | - |
| Q3 2019 | - | 3 | - |
| Q2 2019 | 8 | 5 | 160.00% |
| Q1 2019 | 11 | 10 | 110.00% |
| Q4 2018 | 1 | 6 | 16.67% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Realty Income's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | 1 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | - | 1 | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q2 2021 | - | 2 | - |
| Q1 2021 | 3 | - | - |
| Q4 2020 | 1 | 1 | 100.00% |
| Q2 2020 | - | - | - |
| Q1 2020 | - | - | - |
| Q4 2019 | - | - | - |
| Q3 2019 | - | 3 | - |
| Q2 2019 | - | 3 | - |
| Q1 2019 | - | - | - |
| Q4 2018 | - | - | - |
As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Realty Income's stocks.
Realty Income Peer Ownership
| Ticker | Company |
|---|---|
| MAC | The Macerich Company |
| ADC | Agree Realty Corporation |
| GTY | Getty Realty Corp. |
| SITC | SITE Centers Corp. |
| AKR | Acadia Realty Trust |
| BRX | Brixmor Property Group Inc. |
| FRT | Federal Realty Investment Trust |
| SKT | Tanger Factory Outlet Centers, Inc. |
| SPG | Simon Property Group, Inc. |
| REG | Regency Centers Corporation |
| NTST | NETSTREIT Corp. |
| WSR | Whitestone REIT |
| NNN | National Retail Properties, Inc. |
| KIM | Kimco Realty Corporation |
O Ownership FAQ
Who Owns Realty Income?
Realty Income is owned by institutional shareholders (63.06%), insiders (0.11%), and public (36.83%). The largest institutional shareholder of Realty Income is VANGUARD GROUP INC (16.58% of total shares) and the top mutual fund owner is FRANKLIN REAL ESTATE SECURITIES TRUST (4.77% of total shares).
Who are the major institutional shareholders of Realty Income?
Realty Income's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, COHEN & STEERS, INC., and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 39.86% of the company's share outstanding.
How many Realty Income shareholders are there?
As of Jun 2024, there are 1,031 institutional shareholders of Realty Income.
What percentage of Realty Income is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 138.47M shares of Realty Income, representing 16.58% of the company's total shares outstanding, valued at $7.31B (as of Jun 2024).
What percentage of Realty Income is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 83.29M shares of Realty Income (O), compromising 9.98% of the company, valued at $4.4B.
What percentage of Realty Income is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Realty Income. The company owns 63.82M of the company's shares outstanding (worth $3.37T).