Realty Income Ownership | Who Owns Realty Income?
Realty Income Ownership Summary
Realty Income is owned by 78.19% institutional investors, 0.11% insiders, and 21.70% retail investors. Vanguard group is the largest institutional shareholder, holding 16.58% of O shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.92% of its assets in Realty Income shares.
O Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Realty Income | 78.19% | 0.11% | 21.70% |
| Sector | Real Estate Stocks | 64.18% | 7.35% | 28.47% |
| Industry | Retail REIT Stocks | 77.11% | 7.94% | 14.95% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 138.47M | 16.58% | $7.31B |
| Blackrock | 83.29M | 9.98% | $4.40B |
| State street | 63.82M | 7.64% | $3.37B |
| Cohen & steers | 24.69M | 2.96% | $1.30B |
| Geode capital management | 22.57M | 2.70% | $1.19B |
| Bank of america corp /de/ | 15.11M | 1.81% | $797.86M |
| Norges bank | 12.52M | 1.50% | $661.27M |
| Morgan stanley | 12.44M | 1.49% | $657.06M |
| Legal & general group | 12.26M | 1.47% | $647.49M |
| Invesco | 11.94M | 1.43% | $630.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 3.86M | 16.71% | $203.77M |
| Community bank of raymore | 164.35K | 6.74% | $8.68M |
| Cbre investment management listed real assets | 6.36M | 6.15% | $336.13M |
| Lasalle investment management securities | 2.21M | 5.01% | $116.99M |
| Pensionfund dsm netherlands | 171.37K | 4.81% | $9.05M |
| Aew capital management l p | 1.64M | 4.19% | $86.70M |
| Presima securities ulc | 351.70K | 4.13% | $18.58M |
| Leslie global wealth | 123.55K | 3.81% | $6.53M |
| Resolution capital | 3.79M | 3.77% | $200.39M |
| Scharf investments | 2.49M | 3.76% | $131.72M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 12.52M | 0.10% | 12.52M |
| Vanguard group | 138.47M | 0.14% | 3.70M |
| State street | 63.82M | 0.15% | 3.00M |
| Blackrock | 83.29M | 0.10% | 1.68M |
| Raymond james & associates | 3.37M | 0.12% | 1.46M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cohen & steers | 24.69M | 2.73% | -15.36M |
| Ubs asset management americas | 872.20K | 0.01% | -5.29M |
| Daiwa securities group | 5.00M | 1.41% | -4.21M |
| Resolution capital | 3.79M | 3.77% | -2.98M |
| Prudential financial | 809.12K | 0.06% | -2.47M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 12.52M | 0.10% | 12.52M | $661.27M |
| Susquehanna fundamental investments | 339.62K | 0.41% | 339.62K | $17.94M |
| Corebridge financial | 267.34K | 0.08% | 267.34K | $14.12M |
| First financial bankshares | 188.77K | 0.23% | 188.77K | $9.97M |
| F/m investments | 131.68K | 0.25% | 131.68K | $6.96M |
Sold Out
| Holder | Change |
|---|---|
| Mine & arao wealth creation & management, llc. | -1.00 |
| Impact partnership wealth | -1.00 |
| Pineridge advisors | -4.00 |
| Clear point advisors | -5.00 |
| Ruedi wealth management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 1,257 | 6.08% | 680,745,280 | 5.23% | 78 | 1.30% | 689 | 7.82% | 390 | 2.09% |
| Jun 30, 2024 | 1,185 | -2.47% | 646,926,042 | -3.52% | 77 | 1.20% | 638 | -16.93% | 383 | 31.62% |
| Mar 31, 2024 | 1,215 | 2.88% | 670,551,590 | 10.31% | 80 | 1.04% | 768 | 14.97% | 291 | -23.62% |
| Dec 31, 2023 | 1,181 | 8.05% | 607,861,124 | 7.68% | 87 | 1.39% | 668 | 18.02% | 381 | 1.06% |
| Sep 30, 2023 | 1,093 | -2.84% | 564,504,687 | -0.16% | 79 | 1.13% | 566 | 2.91% | 377 | -8.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 34.28M | 3.92% | -92.17K |
| Vanguard Total Stock Mkt Idx Inv | 27.46M | 3.14% | -92.64K |
| Vanguard Institutional 500 Index Trust | 23.08M | 2.64% | 274.21K |
| Vanguard Mid Cap Index Institutional | 18.48M | 2.11% | 33.28K |
| Parnassus Core Equity Investor | 18.32M | 2.09% | -532.57K |
| Fidelity 500 Index | 10.71M | 1.23% | -22.13K |
| SPDR® S&P 500® ETF Trust | 10.56M | 1.21% | 3.59K |
| SPDR® S&P Dividend ETF | 10.07M | 1.16% | - |
| iShares Core S&P 500 ETF | 9.70M | 1.11% | 14.94K |
| The Real Estate Select Sector SPDR® | 6.31M | 0.72% | 66.65K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 11, 2024 | Preusse Mary Hogan | - | Sell | $107.13K |
| Aug 23, 2024 | Chapman A. Larry | - | Sell | $303.85K |
| Apr 09, 2024 | Chapman A. Larry | - | Sell | $271.15K |
| Dec 18, 2023 | Chapman A. Larry | - | Sell | $199.44K |
| Feb 27, 2023 | Abraham Neil | See Remarks | Sell | $1.74M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q2 | - | - |
O Ownership FAQ
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