Realty Income Corporation (O) Ownership

53.28 ↑0.68 (1.29%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Realty Income Corporation (O), owning a total of 138.7 million shares. Combined, the top 29 institutional holders of O own 68.45% of the company with a total of 593.1 million shares.

In the latest ownership report on September 30th 2024, the top 29 institutional holders decreased their combined ownership of O by 9.7 million shares. 8 institutions bought 12,479,148 total additional shares and increased their ownership by an average of 109.02%. However 10 institutions sold 22,228,131 total shares and decreased their ownership by an average of 9.88%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Realty Income Corporation decreased by a net total of -9,748,983 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.845%	0.153%	138,680,598	212,420	2024-09-30
State Street Corp	6.972%	-4.386%	61,022,336	-2,799,137	2024-09-30
Parnassus Investments LLC	2.793%	7.361%	24,448,225	1,676,293	2024-09-30
Geode Capital Management, LLC	2.607%	1.076%	22,815,454	242,786	2024-09-30
Cohen & Steers Inc	2.234%	-20.804%	19,551,275	-5,135,962	2024-09-30
Bank of America Corp	1.710%	-0.938%	14,963,552	-141,642	2024-09-30
Morgan Stanley - Brokerage Accounts	1.464%	-48.488%	12,815,660	-12,063,482	2024-09-30
Dimensional Fund Advisors, Inc.	1.340%	0.398%	11,728,597	46,492	2024-09-30
Amvescap Plc.	1.338%	-1.914%	11,711,297	-228,500	2024-09-30
Legal & General Group PLC	1.327%	-5.253%	11,614,577	-643,891	2024-09-30
Charles Schwab Investment Management Inc	1.112%	5.000%	9,729,229	463,286	2024-09-30
JPMorgan Chase & Co	1.095%	0.542%	9,587,393	51,694	2024-09-30
Northern Trust Corp	1.063%	-0.160%	9,305,316	-14,938	2024-09-30
Apg Investments Us Inc	0.931%	-6.115%	8,149,528	-530,797	2024-09-30
UBS Asset Mgmt Americas Inc	0.862%	765.149%	7,545,815	6,673,617	2024-09-30
Raymond James & Associates	0.740%	92.444%	6,479,542	3,112,560	2024-09-30
CBRE Investment Management Listed Real Assets LLC	0.689%	-5.220%	6,031,518	-332,189	2024-09-30
Bank of New York Mellon Corp	0.662%	-5.503%	5,796,814	-337,593	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.845%	0.153%	138,680,598	212,420	2024-09-30
BlackRock Inc	9.517%	2.053%	83,292,102	1,675,850	2024-06-30
State Street Corp	6.972%	-4.386%	61,022,336	-2,799,137	2024-09-30
State Street Corporation	6.984%	-8.313%	60,819,186	-5,514,364	2024-03-31
Parnassus Investments LLC	2.793%	7.361%	24,448,225	1,676,293	2024-09-30
Geode Capital Management, LLC	2.607%	1.076%	22,815,454	242,786	2024-09-30
Cohen & Steers Inc	2.234%	-20.804%	19,551,275	-5,135,962	2024-09-30
Bank of America Corp	1.710%	-0.938%	14,963,552	-141,642	2024-09-30
Morgan Stanley - Brokerage Accounts	1.464%	-48.488%	12,815,660	-12,063,482	2024-09-30
NORGES BANK	1.430%	24.668%	12,519,236	2,477,186	2024-06-30
Dimensional Fund Advisors, Inc.	1.340%	0.398%	11,728,597	46,492	2024-09-30
Amvescap Plc.	1.338%	-1.914%	11,711,297	-228,500	2024-09-30
Legal & General Group PLC	1.327%	-5.253%	11,614,577	-643,891	2024-09-30
Charles Schwab Investment Management Inc	1.112%	5.000%	9,729,229	463,286	2024-09-30
JPMorgan Chase & Co	1.095%	0.542%	9,587,393	51,694	2024-09-30
Northern Trust Corp	1.063%	-0.160%	9,305,316	-14,938	2024-09-30
Daiwa Securities Group Inc	1.058%	-10.073%	9,214,683	-1,032,105	2024-03-31
Apg Investments Us Inc	0.931%	-6.115%	8,149,528	-530,797	2024-09-30
UBS Asset Mgmt Americas Inc	0.862%	765.149%	7,545,815	6,673,617	2024-09-30
Resolution Capital Limited	0.778%	10.058%	6,775,971	619,243	2024-03-31
Raymond James & Associates	0.740%	92.444%	6,479,542	3,112,560	2024-09-30
CBRE Investment Management Listed Real Assets LLC	0.689%	-5.220%	6,031,518	-332,189	2024-09-30
CenterSquare Investment Management LLC	0.663%	-14.969%	5,802,907	-1,021,513	2024-06-30
Bank of New York Mellon Corp	0.662%	-5.503%	5,796,814	-337,593	2024-09-30
FMR Inc	0.631%	-13.382%	5,494,539	-848,903	2024-06-30
Deutsche Bank AG	0.781%	11.020%	5,154,500	511,630	2022-09-30
Wells Fargo & Co	0.650%	2.402%	4,708,104	110,450	2023-09-30
American Century Companies Inc	0.617%	51.265%	3,866,284	1,310,317	2022-09-30
Sumitomo Mitsui Trust Holdings Inc	0.550%	12.318%	3,447,327	378,074	2022-09-30

Mutual Fund Ownership

Vanguard Real Estate Index Investor is the biggest individual fund holder of Realty Income Corporation (O), owning a total of 33.5 million shares. Combined, the top 31 mutual fund holders of O own 36.15% of the company with a total of 305 million shares.

In the latest ownership report on November 30th 2024, the top 31 fund holders increased their combined ownership of O by 415 thousand shares. 8 funds bought 665,222 total additional shares and increased their ownership by an average of 0.73%. However 6 funds sold 1,079,898 total shares and decreased their ownership by an average of 0.78%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Realty Income Corporation decreased by a net total of -414,676 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.832%	-2.160%	33,540,434	-740,549	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.127%	-0.348%	27,369,224	-95,685	2024-11-30
Vanguard Institutional 500 Index Trust	2.675%	1.411%	23,410,474	325,663	2024-11-30
Vanguard Mid Cap Index Institutional	2.122%	0.526%	18,573,534	97,132	2024-11-30
Parnassus Core Equity Investor	2.073%	-0.996%	18,140,548	-182,461	2024-11-30
SPDR® S&P 500® ETF Trust	1.230%	0.594%	10,765,991	63,612	2024-11-30
iShares Core S&P 500 ETF	1.125%	0.000%	9,842,452	0	2024-11-30
SPDR® S&P Dividend ETF	0.947%	0.000%	8,289,954	0	2024-11-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.721%	1.419%	6,310,104	88,300	2024-11-30
Vanguard Mid-Cap Growth ETF	0.706%	0.544%	6,182,483	33,454	2024-11-30
Vanguard Institutional Index I	0.630%	-0.441%	5,512,282	-24,428	2024-11-30
Vanguard Real Estate II Index	0.601%	-0.653%	5,258,420	-34,575	2024-11-30
Vanguard Growth Index Investor	0.579%	0.502%	5,063,690	25,282	2024-11-30
Schwab US REIT ETF™	0.578%	0.128%	5,056,675	6,462	2024-11-30
State St S&P 500® Indx SL Cl III	0.482%	-0.052%	4,219,663	-2,200	2024-11-30
Vanguard Value Index Inv	0.425%	0.685%	3,722,590	25,317	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.832%	-2.160%	33,540,434	-740,549	2024-11-30
Vanguard Total Stock Mkt Idx Inv	3.127%	-0.348%	27,369,224	-95,685	2024-11-30
Vanguard Institutional 500 Index Trust	2.675%	1.411%	23,410,474	325,663	2024-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.825%	7.274%	20,451,433	1,386,674	2023-03-31
Vanguard Mid Cap Index Institutional	2.122%	0.526%	18,573,534	97,132	2024-11-30
Parnassus Core Equity Investor	2.073%	-0.996%	18,140,548	-182,461	2024-11-30
Vanguard 500 Index Investor	2.287%	0.558%	16,208,431	89,860	2023-08-31
SPDR® S&P 500® ETF Trust	1.230%	0.594%	10,765,991	63,612	2024-11-30
Fidelity 500 Index	1.221%	-0.164%	10,688,069	-17,567	2024-10-31
SPDR® S&P 500 ETF Trust	1.140%	0.701%	9,922,626	69,020	2024-05-30
iShares Core S&P 500 ETF	1.125%	0.000%	9,842,452	0	2024-11-30
SPDR® S&P Dividend ETF	0.947%	0.000%	8,289,954	0	2024-11-30
Fidelity® 500 Index	1.141%	0.641%	8,259,370	52,567	2023-11-30
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.721%	1.419%	6,310,104	88,300	2024-11-30
Vanguard Mid-Cap Growth ETF	0.706%	0.544%	6,182,483	33,454	2024-11-30
Daiwa US-REIT Open Mother Fund	0.693%	-22.249%	6,068,842	-1,736,618	2024-03-18
The Real Estate Select Sector SPDR®	0.687%	0.400%	6,015,491	23,954	2024-11-29
Vanguard Institutional Index I	0.630%	-0.441%	5,512,282	-24,428	2024-11-30
Cohen & Steers Real Estate Securities A	0.629%	-25.706%	5,473,912	-1,894,026	2024-03-31
Cohen & Steers Real Estate Opportunities	0.629%	-25.706%	5,473,912	-1,894,026	2024-03-31
Vanguard Real Estate II Index	0.601%	-0.653%	5,258,420	-34,575	2024-11-30
Vanguard Growth Index Investor	0.579%	0.502%	5,063,690	25,282	2024-11-30
Real Estate Select Sector SPDR®	0.581%	0.065%	5,057,114	3,276	2024-05-30
Schwab US REIT ETF™	0.578%	0.128%	5,056,675	6,462	2024-11-30
Cohen & Steers Realty Shares L	0.563%	-26.680%	4,899,687	-1,782,898	2024-03-31
DFA Real Estate Securities I	0.549%	-0.251%	4,806,087	-12,071	2024-10-31
State St S&P 500® Indx SL Cl III	0.482%	-0.052%	4,219,663	-2,200	2024-11-30
Cohen & Steers Instl Realty Shares	0.468%	-38.789%	4,073,096	-2,581,042	2024-06-30
Vanguard Value Index Inv	0.425%	0.685%	3,722,590	25,317	2024-11-30
ProShares S&P 500 Dividend Aristocrats	0.441%	0.000%	3,190,992	0	2023-11-30
AMOne Shinko US-REIT Open	0.440%	14.317%	3,186,725	399,098	2023-09-05