Realty Income (O) Institutional Ownership

$53.91
+0.37 (+0.69%)
(As of 05/1/2024 ET)

Institutional Ownership Changes (13F Filings) for Realty Income (NYSE:O)

Current
Institutional Ownership
Percentage
70.81%
Number of
Institutional Buyers
(last 12 months)
800
Total
Institutional Inflows
(last 12 months)
$4.83B
Number of
Institutional Sellers
(last 12 months)
499
Total
Institutional Outflows
(last 12 months)
$1.43B
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O Institutional Buying and Selling by Quarter

Realty Income Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2024Argent Advisors Inc.4,024$218K0.1%N/A0.000%
5/1/2024Blackhawk Capital Partners LLC.44,920$2.43M1.5%N/A0.005%
5/1/2024Janney Montgomery Scott LLC513,703$27.79M0.1%+9.8%0.060%
5/1/2024BNP Paribas Financial Markets1,200,437$64.94M0.1%+62.8%0.139%
5/1/2024Blue Trust Inc.22,460$1.22M0.0%+108.8%0.003%
5/1/2024Ascent Wealth Partners LLC15,798$855K0.1%-5.6%0.002%
5/1/2024Mirae Asset Global Investments Co. Ltd.182,159$10.28M0.0%+27.2%0.021%
5/1/2024Prosperity Consulting Group LLC61,460$3.33M0.4%N/A0.007%
5/1/2024 Retirement Group LLC14,853$804K0.3%+1.4%0.002%
5/1/2024 Northcape Wealth Management LLC6,439$348K0.1%-23.8%0.001%
5/1/2024 Sequoia Financial Advisors LLC128,643$6.96M0.1%-6.8%0.015%
5/1/2024 Diversify Advisory Services LLC3,955$211K0.0%N/A0.000%
4/30/2024 Private Advisor Group LLC66,635$3.61M0.0%+8.1%0.008%
4/30/2024 Consolidated Portfolio Review Corp4,793$259K0.1%N/A0.001%
4/30/2024 J.W. Cole Advisors Inc.9,459$511K0.0%-5.6%0.001%
4/30/2024 Retirement Systems of Alabama565,334$30.59M0.1%+4.4%0.066%
4/30/2024 North Star Investment Management Corp.50,428$2.73M0.2%+155.3%0.006%
4/30/2024 Norden Group LLC6,580$356K0.0%N/A0.001%
4/30/2024 Van ECK Associates Corp362,648$19.62M0.0%+28.2%0.042%
4/30/2024 Fortis Group Advisors LLC950$51K0.0%-50.0%0.000%
4/30/2024 HB Wealth Management LLC7,145$387K0.0%-4.3%0.001%
4/30/2024 SpiderRock Advisors LLC21,077$1.10M0.0%N/A0.002%
4/30/2024Concord Wealth Partners1,228$66K0.0%+132.6%0.000%
4/30/2024 Windle Wealth LLC109,083$5.90M3.8%+4.0%0.013%
4/30/2024 Vest Financial LLC669,938$36.24M1.0%+23.9%0.078%
4/30/2024 Arkadios Wealth Advisors12,617$683K0.1%+2.3%0.001%
4/30/2024 Caprock Group LLC7,633$415K0.0%+9.6%0.001%
4/30/2024 Naples Global Advisors LLC18,270$993K0.1%-11.0%0.002%
4/30/2024 Perigon Wealth Management LLC14,883$805K0.0%+10.4%0.002%
4/30/2024 Hutchens & Kramer Investment Management Group LLC4,548$243K0.1%+24.3%0.001%
4/30/2024 Investment Advisory Group LLC25,955$1.40M0.6%-2.8%0.003%
4/30/2024 Stock Yards Bank & Trust Co.40,557$2.19M0.1%-19.0%0.005%
4/29/2024Commonwealth Equity Services LLC524,047$28.35M0.0%+12.7%0.061%
4/29/2024 Greenleaf Trust11,040$597K0.0%+35.5%0.001%
4/29/2024 Principal Financial Group Inc.2,198,534$118.94M0.1%-55.6%0.255%
4/29/2024 ETF Store Inc.3,973$215K0.1%N/A0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.179,422$9.71M0.2%-0.5%0.021%
4/29/2024 RWA Wealth Partners LLC21,545$1.17M0.0%-1.0%0.003%
4/29/2024 Phillips Wealth Planners LLC4,275$217K0.2%N/A0.000%
4/29/2024 Schaper Benz & Wise Investment Counsel Inc. WI19,981$1.08M0.1%+19.9%0.002%
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4/29/2024 Groesbeck Investment Management Corp NJ9,815$531K0.6%N/A0.001%
4/27/2024 Foster Victor Wealth Advisors LLC311,239$16.26M1.5%+8.4%0.036%
4/26/2024 Securian Asset Management Inc.48,983$2.65M0.1%+6.8%0.006%
4/26/2024 UMB Bank n.a.50,038$2.71M0.0%-24.4%0.006%
4/26/2024 Prairiewood Capital LLC56,634$3.06M1.4%N/A0.007%
4/26/2024 Advisors Management Group Inc. ADV119,501$6.47M1.6%N/A0.014%
4/26/2024Prestige Wealth Management Group LLC10,856$590K0.1%+45,133.3%0.001%
4/26/2024 Yousif Capital Management LLC265,828$14.38M0.2%+12.6%0.031%
4/26/2024 YHB Investment Advisors Inc.603$33K0.0%N/A0.000%
4/26/2024 SlateStone Wealth LLC10,698$579K0.1%N/A0.001%
4/26/2024 ZWJ Investment Counsel Inc.28,566$1.55M0.1%N/A0.003%
4/26/2024 Opus Capital Group LLC6,270$339K0.0%-11.8%0.001%
4/26/2024 First National Trust Co16,101$871K0.0%-6.6%0.002%
4/26/2024 SYSTM Wealth Solutions LLC495$27K0.0%-41.4%0.000%
4/26/2024 Virginia Wealth Management Group Inc.34,653$1.88M1.5%+17.4%0.004%
4/26/2024 Verdence Capital Advisors LLC14,149$765K0.1%+90.1%0.002%
4/26/2024 Checchi Capital Advisers LLC13,477$729K0.1%+26.6%0.002%
4/25/2024 New York State Teachers Retirement System706,036$38.20M0.1%+8.4%0.082%
4/25/2024 Bank of New York Mellon Corp6,017,618$325.55M0.1%+11.9%0.699%
4/25/2024 Strategy Asset Managers LLC4,541$246K0.1%+12.8%0.001%
4/25/2024 Schnieders Capital Management LLC26,914$1.46M0.3%-4.8%0.003%
4/25/2024 Capital Investment Advisory Services LLC30,220$1.64M0.2%+8.3%0.004%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 545,827$29.53M0.1%+21.6%0.063%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund141,353$7.65M0.1%+14.0%0.016%
4/25/2024 Valeo Financial Advisors LLC9,058$486K0.0%-5.6%0.001%
4/25/2024 Telos Capital Management Inc.99,380$5.38M0.6%+4.2%0.012%
4/25/2024 Summit Financial LLC7,727$420K0.0%+12.8%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.482,997$26.13M0.1%+3.1%0.056%
4/25/2024 Heirloom Wealth Management24,075$1.30M0.4%-2.7%0.003%
4/24/2024 Newbridge Financial Services Group Inc.4,240$229K0.1%-18.3%0.000%
4/24/2024 Dakota Wealth Management67,200$3.65M0.1%-0.3%0.008%
4/24/2024 Simplicity Wealth LLC22,626$1.22M0.0%N/A0.003%
4/24/2024 Spire Wealth Management7,770$420K0.0%+27.0%0.001%
4/24/2024 Essex Financial Services Inc.13,420$726K0.1%+1.5%0.002%
4/23/2024 Canal Capital Management LLC104,359$5.65M0.9%N/A0.012%
4/23/2024 Bfsg LLC50,846$2.75M0.4%+8.6%0.006%
4/23/2024 Milestone Asset Management LLC5,872$318K0.1%N/A0.001%
4/23/2024 Global Retirement Partners LLC16,742$906K0.0%+15.1%0.002%
4/23/2024 Louisiana State Employees Retirement System48,400$2.62M0.1%+10.5%0.006%
4/23/2024 United Asset Strategies Inc.93,846$5.08M0.5%+13.9%0.011%
4/23/2024 WASHINGTON TRUST Co497$27K0.0%+65.7%0.000%
4/23/2024 Silver Lake Advisory LLC47,159$2.55M1.1%+0.6%0.005%
4/23/2024 Amalgamated Bank174,679$9.45M0.1%+0.2%0.020%
4/23/2024 Nations Financial Group Inc. IA ADV19,414$1.05M0.1%-1.7%0.002%
4/23/2024 Gradient Investments LLC3,230$175K0.0%+8.1%0.000%
4/23/2024 New Mexico Educational Retirement Board41,900$2.27M0.1%+19.7%0.005%
4/23/2024 Sugarloaf Wealth Management LLC2,577$139K0.0%-33.7%0.000%
4/23/2024 Fifth Third Bancorp58,351$3.16M0.0%+13.3%0.007%
4/23/2024 Summit Trail Advisors LLC4,146$225K0.0%-9.4%0.000%
4/23/2024 Principle Wealth Partners LLC5,375$291K0.0%N/A0.001%
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4/23/2024 Strategic Blueprint LLC4,020$217K0.0%-23.0%0.000%
4/23/2024 Cigna Investments Inc. New8,939$484K0.1%+17.3%0.001%
4/23/2024 Revisor Wealth Management LLC13,601$758K0.3%+147.9%0.002%
4/23/2024 Raymond James Financial Services Advisors Inc.353,064$19.10M0.0%-2.4%0.041%
4/23/2024 Crescent Sterling Ltd.5,408$293K0.3%+4.8%0.001%
4/22/2024 Harbour Trust & Investment Management Co12,881$697K0.1%+130.9%0.001%
4/22/2024 Bay Rivers Group22,132$1.20M0.7%-5.1%0.003%
4/22/2024 PFG Investments LLC32,871$1.78M0.1%+189.2%0.004%
4/22/2024 Parsons Capital Management Inc. RI61,022$3.30M0.2%+79.5%0.007%
4/22/2024 Raymond James & Associates1,906,098$103.12M0.1%+56.1%0.221%
(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, 1,269 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. ($6.54B), BlackRock Inc. ($3.70B), State Street Corp ($3.10B), Cohen & Steers Inc. ($2.43B), Bank of America Corp DE ($1.59B), and Geode Capital Management LLC ($933.26M).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 1,128 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. ($13.41M), Norges Bank ($8.82M), Bank Julius Baer & Co. Ltd Zurich ($8.70M), State Street Corp ($7.89M), Bank of America Corp DE ($4.53M), JPMorgan Chase & Co. ($4.39M), and Resolution Capital Ltd ($4.38M).

How much institutional buying is happening at Realty Income?

Institutional investors have bought a total of 157,831,451 shares in the last 24 months. This purchase volume represents approximately $9.60B in transactions.

Which Realty Income major shareholders have been selling company stock?

Of the 727 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: JPMorgan Chase & Co. ($4.17M), Cbre Investment Management Listed Real Assets LLC ($3.26M), Principal Financial Group Inc. ($2.90M), Cohen & Steers Inc. ($2.42M), Deutsche Bank AG ($2.24M), Resolution Capital Ltd ($2.05M), and FMR LLC ($2.05M).

How much institutional selling is happening at Realty Income?

Institutional investors have sold a total of 53,112,791 shares in the last 24 months. This volume of shares sold represents approximately $3.23B in transactions.


This page (NYSE:O) was last updated on 5/2/2024 by MarketBeat.com Staff

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