Realty Income (O) Institutional Ownership

$54.78
-0.24 (-0.44%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
70.81%
Number of
Institutional Buyers
(last 12 months)
802
Total
Institutional Inflows
(last 12 months)
$4.81B
Number of
Institutional Sellers
(last 12 months)
493
Total
Institutional Outflows
(last 12 months)
$1.39B
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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
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.341,056$18.45M0.0%+18.2%0.040%
5/8/2024Cozad Asset Management Inc.5,022$272K0.0%+5.9%0.001%
5/8/2024Bell Investment Advisors Inc529$29K0.0%+69.6%0.000%
5/8/2024MAI Capital Management291,747$15.78M0.2%+10.3%0.034%
5/8/2024Bleakley Financial Group LLC22,644$1.23M0.0%+2.8%0.003%
5/8/2024Focused Wealth Management Inc6,012$325K0.0%+7.0%0.001%
5/8/2024ProShare Advisors LLC3,229,495$174.72M0.5%-2.0%0.375%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS329,984$17.85M0.1%+13.7%0.038%
5/8/2024Avantax Advisory Services Inc.44,420$2.40M0.0%-3.3%0.005%
5/8/2024US Bancorp DE128,117$6.93M0.0%+6.7%0.015%
5/8/2024Hohimer Wealth Management LLC19,314$1.05M0.2%N/A0.002%
5/8/2024Russell Investments Group Ltd.2,542,781$137.55M0.2%+1.7%0.295%
5/8/2024 QRG Capital Management Inc.44,834$2.43M0.0%-2.0%0.005%
5/7/2024 Verus Capital Partners LLC14,792$800K0.1%-6.9%0.002%
5/7/2024 Capital Square LLC49,238$2.66M1.9%+1.9%0.006%
5/7/2024 Meeder Advisory Services Inc.9,605$520K0.1%+12.0%0.001%
5/7/2024 Sei Investments Co.3,392,395$183.53M0.3%+18.4%0.394%
5/7/2024 Chilton Capital Management LLC4,533$246K0.0%+19.1%0.001%
5/7/2024 Concurrent Investment Advisors LLC18,760$1.02M0.0%-51.4%0.002%
5/7/2024 Keudell Morrison Wealth Management8,503$460K0.1%+78.3%0.001%
5/7/2024 Montag A & Associates Inc.3,580$195K0.0%-33.0%0.000%
5/7/2024 WealthPLAN Partners LLC106,941$5.79M0.6%-22.1%0.012%
5/7/2024Susquehanna Portfolio Strategies LLC290,993$15.74M0.4%+194.9%0.034%
5/7/2024 KCM Investment Advisors LLC219,077$11.85M0.4%+0.3%0.025%
5/7/2024 Tectonic Advisors LLC79,064$4.28M0.3%+13.2%0.009%
5/7/2024 Swiss National Bank2,491,094$134.77M0.1%+12.4%0.289%
5/7/2024 Forsta AP Fonden200,400$10.84M0.1%+34.7%0.023%
5/7/2024 Highland Capital Management LLC65,485$3.54M0.2%-1.2%0.008%
5/7/2024 Illinois Municipal Retirement Fund137,395$7.43M0.1%-31.2%0.016%
5/7/2024 Oppenheimer Asset Management Inc.67,309$3.64M0.1%-52.5%0.008%
5/7/2024 Oppenheimer & Co. Inc.84,227$4.56M0.1%+4.3%0.010%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,408$238K0.0%N/A0.001%
5/7/2024 Prospera Private Wealth LLC11,128$602K0.4%+28.1%0.001%
5/7/2024 Retirement Planning Co of New England Inc.12,525$678K0.4%+11.8%0.001%
5/7/2024 Mystic Asset Management Inc.25,223$1.37M0.6%+14.8%0.003%
5/7/2024 SG Americas Securities LLC146,265$7.91M0.0%+479.7%0.017%
5/7/2024 Metis Global Partners LLC103,540$5.60M0.2%+14.8%0.012%
5/7/2024 Empowered Funds LLC11,233$608K0.0%+48.4%0.001%
5/7/2024 AIA Group Ltd60,134$3.25M0.1%N/A0.007%
5/6/2024 Envestnet Portfolio Solutions Inc.57,880$3.13M0.0%+33.9%0.007%
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5/6/2024 Bard Financial Services Inc.74,490$4.03M0.4%+172.9%0.009%
5/6/2024 Advisory Alpha LLC4,129$223K0.0%+10.6%0.000%
5/6/2024 Texas Permanent School Fund Corp171,916$9.30M0.1%+15.0%0.020%
5/4/2024 Geneos Wealth Management Inc.7,804$422K0.0%+10.0%0.001%
5/4/2024 Valley Wealth Managers Inc.70,748$3.83M0.3%-7.5%0.008%
5/4/2024 Csenge Advisory Group6,135$332K0.0%+31.1%0.001%
5/3/2024 Signaturefd LLC22,335$1.21M0.0%+22.4%0.003%
5/3/2024 FDx Advisors Inc.38,968$2.11M0.3%+13.5%0.005%
5/3/2024 Gold Investment Management Ltd.63,292$3.42M1.4%+1.3%0.007%
5/3/2024 Larson Financial Group LLC5,441$294K0.0%+123.3%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC460,736$24.93M0.1%+13.9%0.054%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S11,699$633K0.0%+3.0%0.001%
5/3/2024 Central Pacific Bank Trust Division864$46K0.0%N/A0.000%
5/3/2024 Rinkey Investments4,309$233K0.1%N/A0.001%
5/3/2024 Whittier Trust Co. of Nevada Inc.5,750$311K0.0%-14.0%0.001%
5/3/2024 Patron Partners LLC10,151$549K0.3%-9.5%0.001%
5/3/2024 Whittier Trust Co.3,705$200K0.0%-9.8%0.000%
5/2/2024 Mutual Advisors LLC72,388$3.92M0.1%-14.8%0.008%
5/2/2024 Financial Counselors Inc.5,240$283K0.0%-7.1%0.001%
5/2/2024 Mutual of America Capital Management LLC114,589$6.20M0.1%+12.1%0.013%
5/2/2024 Summit Financial Wealth Advisors LLC5,139$278K0.1%N/A0.001%
5/2/2024 FORA Capital LLC106,089$5.74M0.5%N/A0.012%
5/2/2024 Daiwa Securities Group Inc.9,214,683$498.51M2.8%+2.2%1.070%
5/2/2024 Graypoint LLC5,844$316K0.0%+10.6%0.001%
5/2/2024 Nordea Investment Management AB57,556$3.11M0.0%-86.4%0.007%
5/2/2024 Fidelis Capital Partners LLC1,900$103K0.0%N/A0.000%
5/2/2024 Choreo LLC4,612$249K0.0%-40.7%0.001%
5/2/2024 Tobam4,538$246K0.0%+14.9%0.001%
5/2/2024 Tokio Marine Asset Management Co. Ltd.18,843$1.02M0.1%+27.1%0.002%
5/2/2024 Mitchell Mcleod Pugh & Williams Inc.7,761$420K0.1%+2.9%0.001%
5/2/2024 Argent Advisors Inc.4,024$218K0.1%N/A0.000%
5/1/2024 Blackhawk Capital Partners LLC.44,920$2.43M1.5%N/A0.005%
5/1/2024 Janney Montgomery Scott LLC513,703$27.79M0.1%+9.8%0.060%
5/1/2024 BNP Paribas Financial Markets1,200,437$64.94M0.1%+62.8%0.139%
5/1/2024 Blue Trust Inc.22,460$1.22M0.0%+108.8%0.003%
5/1/2024 Ascent Wealth Partners LLC15,798$855K0.1%-5.6%0.002%
5/1/2024 Mirae Asset Global Investments Co. Ltd.182,159$10.28M0.0%+27.2%0.021%
5/1/2024 Prosperity 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%
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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%
(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, 1,266 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 1,123 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 158,602,169 shares in the last 24 months. This purchase volume represents approximately $9.63B in transactions.

Which Realty Income major shareholders have been selling company stock?

Of the 725 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 53,479,634 shares in the last 24 months. This volume of shares sold represents approximately $3.24B in transactions.


This page (NYSE:O) was last updated on 5/8/2024 by MarketBeat.com Staff

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