Realty Income Ownership | Who Owns Realty Income?
Realty Income Ownership Summary
Realty Income is owned by 70.31% institutional investors, 1.30% insiders, and 28.40% retail investors. Vanguard group is the largest institutional shareholder, holding 15.99% of O shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.85% of its assets in Realty Income shares.
O Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Realty Income | 70.31% | 1.30% | 28.40% |
Sector | Real Estate Stocks | 55.71% | 8.27% | 36.02% |
Industry | Retail REIT Stocks | 68.11% | 8.29% | 23.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 139.24M | 15.99% | $7.44B |
Blackrock funding, inc. /de | 92.37M | 10.61% | $4.93B |
Blackrock | 83.29M | 9.98% | $4.40B |
State street | 63.82M | 7.64% | $3.37B |
Geode capital management | 23.47M | 2.70% | $1.25B |
Parnassus investments | 22.70M | 2.61% | $1.21B |
Bank of america corp /de/ | 15.11M | 1.81% | $797.86M |
Cohen & steers | 13.66M | 1.57% | $729.77M |
Morgan stanley | 12.44M | 1.49% | $657.06M |
Norges bank | 11.70M | 1.34% | $624.67M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Rush island management, lp | 3.21M | 11.39% | $171.33M |
Grs advisors | 1.23M | 6.49% | $65.82M |
Lasalle investment management securities | 2.43M | 5.49% | $129.93M |
Community bank of raymore | 124.40K | 5.22% | $6.64M |
Cbre investment management listed real assets | 5.20M | 4.92% | $277.63M |
Pensionfund dsm netherlands | 140.87K | 4.67% | $7.52M |
Aew capital management l p | 1.60M | 4.14% | $85.66M |
Windle wealth | 123.66K | 3.65% | $6.60M |
Gsi capital advisors | 129.19K | 3.65% | $6.90M |
Apg asset management us | 8.11M | 3.29% | $433.34M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 11.70M | 0.08% | 11.70M |
Raymond james financial | 10.36M | 0.21% | 10.36M |
State street | 63.82M | 0.15% | 3.00M |
Goldman sachs group | 5.11M | 0.04% | 2.39M |
Blackrock | 83.29M | 0.10% | 1.68M |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Cohen & steers | 13.66M | 1.38% | -5.89M |
Resolution capital | - | - | -5.43M |
Deutsche bank ag\ | 1.79M | 0.04% | -2.65M |
Scharf investments | 8.95K | 0.01% | -2.31M |
Legal & general group | 9.69M | 0.14% | -1.93M |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 11.70M | 0.08% | 11.70M | $624.67M |
Raymond james financial | 10.36M | 0.21% | 10.36M | $553.57M |
Demars financial group | 576.99K | 0.35% | 576.99K | $10.80M |
D. e. shaw | 418.98K | 0.02% | 418.98K | $22.38M |
Point72 asset management | 384.48K | 0.05% | 384.48K | $20.53M |
Sold Out
Holder | Change |
---|---|
Impact partnership wealth | -1.00 |
Mine & arao wealth creation & management, llc. | -1.00 |
Mendota financial group | -2.00 |
Nvwm | -5.00 |
Clear point advisors | -5.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 1,149 | -9.53% | 612,162,060 | -10.27% | 70 | 1.15% | 574 | -17.65% | 424 | 7.61% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard Real Estate Index Investor | 33.69M | 3.85% | 115.83K |
Vanguard Total Stock Mkt Idx Inv | 27.52M | 3.14% | 65.30K |
Vanguard Institutional 500 Index Trust | 24.11M | 2.75% | 405.11K |
Vanguard Mid Cap Index Institutional | 18.82M | 2.15% | 2.14K |
Parnassus Core Equity Investor | 16.80M | 1.92% | -358.12K |
Fidelity 500 Index | 10.86M | 1.24% | 103.34K |
SPDR® S&P 500® ETF Trust | 10.89M | 1.22% | 43.69K |
iShares Core S&P 500 ETF | 10.31M | 1.16% | 14.48K |
SPDR® S&P Dividend ETF | 8.99M | 1.01% | - |
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc | 6.55M | 0.75% | 138.77K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 03, 2024 | McLaughlin Gregory | - | Sell | $70.21K |
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 |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | - |
2024 Q4 | - | 1 |
2024 Q3 | - | 2 |
2024 Q2 | - | 1 |
2024 Q1 | - | - |
O Ownership FAQ
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