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 3.74% 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 | 55.70% | 8.24% | 36.06% |
| 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 |
| Legal & general group | 9.69M | 0.14% | -1.93M |
| Parnassus investments | 22.70M | 2.69% | -1.75M |
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 |
| Cranbrook wealth management | -1.00 |
| Mendota financial group | -2.00 |
| Nvwm | -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 | 33.38M | 3.74% | -69.76K |
| Vanguard Total Stock Mkt Idx Inv | 28.20M | 3.16% | 587.47K |
| Vanguard US Total Market Shares ETF | 27.56M | 3.09% | -43.98K |
| Vanguard Institutional 500 Index Trust | 24.32M | 2.73% | 57.85K |
| Vanguard Mid Cap Index Institutional | 19.20M | 2.15% | 295.34K |
| Parnassus Core Equity Investor | 14.30M | 1.60% | -2.19M |
| Fidelity 500 Index | 10.96M | 1.23% | 48.80K |
| SPDR® S&P 500 ETF | 10.88M | 1.22% | -159.34K |
| iShares Core S&P 500 ETF | 10.68M | 1.20% | 30.96K |
| SPDR® S&P 500® ETF Trust | 10.59M | 1.19% | -55.51K |
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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