Realty Income Ownership | Who Owns Realty Income?
Realty Income Ownership Summary
Realty Income is owned by 68.67% institutional investors, 0.10% insiders, and 31.24% retail investors. Vanguard group is the largest institutional shareholder, holding 16.46% of O shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.63% of its assets in Realty Income shares.
O Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Realty Income | 68.67% | 0.10% | 31.24% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Retail REIT Stocks | 45.74% | 8.10% | 46.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 150.42M | 16.46% | $8.48B |
| Blackrock funding, inc. /de | 105.78M | 11.57% | $5.96B |
| Blackrock | 83.29M | 9.98% | $4.40B |
| State street | 63.03M | 6.98% | $3.83B |
| Geode capital management | 29.21M | 3.20% | $1.66B |
| Morgan stanley | 18.29M | 2.00% | $1.03B |
| Bank of america corp /de/ | 15.11M | 1.81% | $797.86M |
| Jpmorgan chase | 15.61M | 1.71% | $880.04M |
| Parnassus investments | 15.11M | 1.65% | $851.54M |
| Dimensional fund advisors lp | 12.86M | 1.41% | $725.14M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rush island management, lp | 2.09M | 8.69% | $126.77M |
| Aew capital management l p | 1.87M | 7.63% | $105.39M |
| Community bank of raymore | 140.83K | 5.40% | $7.94M |
| Pensionfund dsm netherlands | 131.87K | 4.89% | $7.43M |
| Adelante capital management | 1.14M | 4.61% | $69.01B |
| Apg asset management us | 8.85M | 3.91% | $498.82M |
| Windle wealth | 128.27K | 3.24% | $7.23M |
| Heitman real estate securities | 741.45K | 2.94% | $41.80M |
| Gsi capital advisors | 91.49K | 2.89% | $5.16M |
| Insight folios | 126.44K | 2.74% | $6.68M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 9.91M | 0.06% | 9.91M |
| Blackrock funding, inc. /de | 105.78M | 0.10% | 5.40M |
| Morgan stanley | 18.29M | 0.06% | 3.25M |
| Jpmorgan chase | 15.61M | 0.06% | 3.21M |
| Ubs group | 5.97M | 0.05% | 1.74M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Resolution capital | - | - | -5.43M |
| Parnassus investments | 15.11M | 2.21% | -2.96M |
| Cohen & steers | 10.05M | 1.02% | -2.64M |
| Cbre investment management listed real assets | 455.41K | 0.38% | -2.38M |
| Ameriprise financial | 1.19M | 0.02% | -1.67M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 9.91M | 0.06% | 9.91M | $558.78M |
| Axa investment managers | 614.70K | 0.10% | 614.70K | $37.37M |
| D. e. shaw | 418.98K | 0.02% | 418.98K | $22.38M |
| Cibc world markets | 359.13K | 0.10% | 359.13K | $20.24M |
| Weiss asset management lp | 194.17K | 0.14% | 194.17K | $11.80M |
Sold Out
| Holder | Change |
|---|---|
| Cranbrook wealth management | -1.00 |
| Mine & arao wealth creation & management, llc. | -1.00 |
| Impact partnership wealth | -1.00 |
| Mendota financial group | -2.00 |
| Palisade asset management | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 1,182 | -14.22% | 627,563,476 | -11.33% | 68 | 1.12% | 617 | -22.58% | 396 | 7.32% |
| Sep 30, 2025 | 1,311 | -0.76% | 701,328,721 | -1.33% | 77 | 1.25% | 757 | - | 345 | -7.26% |
| Jun 30, 2025 | 1,303 | -0.53% | 710,251,244 | 3.38% | 78 | 1.32% | 745 | -0.27% | 368 | -3.41% |
| Mar 31, 2025 | 1,290 | 0.16% | 684,867,027 | 0.23% | 76 | 1.25% | 731 | 12.46% | 378 | -20.92% |
| Dec 31, 2024 | 1,149 | -9.53% | 612,162,060 | -10.27% | 70 | 1.15% | 574 | -17.65% | 424 | 7.61% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 33.85M | 3.63% | 103.38K |
| Vanguard Total Stock Mkt Idx Inv | 28.95M | 3.11% | 59.76K |
| Vanguard US Total Market Shares ETF | 27.56M | 3.09% | -43.98K |
| Vanguard Institutional 500 Index Trust | 24.89M | 2.76% | 177.07K |
| Vanguard 500 Index Investor | 23.44M | 2.51% | 146.22K |
| Vanguard Mid Cap Index Institutional | 19.92M | 2.14% | -104.82K |
| Parnassus Core Equity Investor | 11.91M | 1.28% | -272.11K |
| iShares Core S&P 500 ETF | 11.72M | 1.26% | 3.08M |
| Fidelity 500 Index | 11.63M | 1.25% | 86.58K |
| SPDR® S&P 500 ETF | 10.88M | 1.22% | -159.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 30, 2025 | Preusse Mary Hogan | - | Sell | $664.73K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
O Ownership FAQ
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