Realty Income Corp (O) Ownership

67.93 ↑0.16 (0.24%)

As of January 31, 2023, 3:57pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Realty Income Corp (O), owning a total of 98.5 million shares. Combined, the top 22 institutional holders of O own 58.62% of the company with a total of 386.6 million shares.

In the latest ownership report on September 30th 2022, the top 22 institutional holders increased their combined ownership of O by 6.2 million shares. 15 institutions bought 10,126,732 total additional shares and increased their ownership by an average of 8.87%. However 7 institutions sold 3,906,745 total shares and decreased their ownership by an average of 3.71%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Realty Income Corp increased by a net total of 6,219,987 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	14.921%	2.809%	98,517,484	2,692,028	2022-09-30
BlackRock Inc	8.635%	1.308%	57,015,332	736,125	2022-09-30
State Street Corporation	7.124%	-0.367%	47,038,770	-173,423	2022-09-30
Cohen & Steers Inc	5.073%	-4.852%	33,494,541	-1,707,953	2022-09-30
Bank of America Corp	3.550%	2.788%	23,435,465	635,574	2022-09-30
Morgan Stanley - Brokerage Accounts	2.526%	-6.002%	16,677,958	-1,064,946	2022-09-30
Geode Capital Management, LLC	2.104%	3.195%	13,889,470	430,044	2022-09-30
JPMorgan Chase & Co	1.651%	9.808%	10,901,523	973,693	2022-09-30
Amvescap Plc.	1.543%	10.118%	10,189,899	936,271	2022-09-30
Dimensional Fund Advisors, Inc.	1.245%	-4.432%	8,220,766	-381,215	2022-09-30
Northern Trust Corp	1.242%	0.149%	8,200,426	12,168	2022-09-30
Legal & General Group PLC	1.186%	-2.410%	7,830,205	-193,378	2022-09-30
Daiwa Securities Group Inc	1.141%	-0.563%	7,535,388	-42,631	2022-09-30
Apg Investments Us Inc	1.079%	10.015%	7,123,223	648,469	2022-09-30
Charles Schwab Investment Management Inc	0.889%	4.013%	5,872,394	226,543	2022-09-30
Bank of New York Mellon Corp	0.798%	6.512%	5,265,215	321,928	2022-09-30
Deutsche Bank AG	0.781%	11.020%	5,154,500	511,630	2022-09-30
UBS Asset Mgmt Americas Inc	0.659%	-7.313%	4,349,680	-343,199	2022-09-30
CenterSquare Investment Management LLC	0.656%	6.311%	4,331,730	257,153	2022-09-30
Wells Fargo & Co	0.646%	1.348%	4,264,386	56,715	2022-09-30
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

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	14.921%	2.809%	98,517,484	2,692,028	2022-09-30
BlackRock Inc	8.635%	1.308%	57,015,332	736,125	2022-09-30
State Street Corporation	7.124%	-0.367%	47,038,770	-173,423	2022-09-30
Cohen & Steers Inc	5.073%	-4.852%	33,494,541	-1,707,953	2022-09-30
Bank of America Corp	3.550%	2.788%	23,435,465	635,574	2022-09-30
Morgan Stanley - Brokerage Accounts	2.526%	-6.002%	16,677,958	-1,064,946	2022-09-30
Geode Capital Management, LLC	2.104%	3.195%	13,889,470	430,044	2022-09-30
JPMorgan Chase & Co	1.651%	9.808%	10,901,523	973,693	2022-09-30
Amvescap Plc.	1.543%	10.118%	10,189,899	936,271	2022-09-30
Dimensional Fund Advisors, Inc.	1.245%	-4.432%	8,220,766	-381,215	2022-09-30
Northern Trust Corp	1.242%	0.149%	8,200,426	12,168	2022-09-30
Legal & General Group PLC	1.186%	-2.410%	7,830,205	-193,378	2022-09-30
Daiwa Securities Group Inc	1.141%	-0.563%	7,535,388	-42,631	2022-09-30
Apg Investments Us Inc	1.079%	10.015%	7,123,223	648,469	2022-09-30
Charles Schwab Investment Management Inc	0.889%	4.013%	5,872,394	226,543	2022-09-30
Bank of New York Mellon Corp	0.798%	6.512%	5,265,215	321,928	2022-09-30
Deutsche Bank AG	0.781%	11.020%	5,154,500	511,630	2022-09-30
UBS Asset Mgmt Americas Inc	0.659%	-7.313%	4,349,680	-343,199	2022-09-30
CenterSquare Investment Management LLC	0.656%	6.311%	4,331,730	257,153	2022-09-30
Wells Fargo & Co	0.646%	1.348%	4,264,386	56,715	2022-09-30
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 Corp (O), owning a total of 27.6 million shares. Combined, the top 21 mutual fund holders of O own 25.52% of the company with a total of 168.4 million shares.

In the latest ownership report on December 31st 2022, the top 21 fund holders increased their combined ownership of O by 2.2 million shares. 11 funds bought 2,537,222 total additional shares and increased their ownership by an average of 3.77%. However 2 funds sold 345,693 total shares and decreased their ownership by an average of 0.84%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Realty Income Corp increased by a net total of 2,191,529 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	4.175%	-1.097%	27,566,927	-305,782	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.888%	2.508%	19,064,759	466,383	2022-12-31
Vanguard Mid Cap Index Institutional	2.209%	0.876%	14,583,152	126,651	2022-12-31
Vanguard 500 Index Investor	2.196%	2.437%	14,496,992	344,862	2022-12-31
SPDR® S&P 500 ETF Trust	1.048%	-0.574%	6,919,891	-39,911	2022-12-31
SPDR® S&P Dividend ETF	0.963%	0.240%	6,356,339	15,237	2022-12-31
Cohen & Steers Real Estate Securities A	0.870%	15.176%	5,744,878	756,982	2022-12-31
Cohen & Steers Instl Realty Shares	0.726%	11.781%	4,791,367	504,978	2022-12-31
Vanguard Institutional Index I	0.664%	0.159%	4,381,504	6,964	2022-12-31
Cohen & Steers Realty Shares L	0.652%	3.998%	4,305,143	165,492	2022-12-31
Vanguard Mid-Cap Growth ETF	0.648%	1.446%	4,277,162	60,984	2022-12-31
Vanguard Real Estate II Index	0.592%	0.757%	3,908,648	29,365	2022-12-31
State St S&P 500® Indx SL Cl III	0.434%	2.112%	2,868,288	59,324	2022-12-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	4.175%	-1.097%	27,566,927	-305,782	2022-12-31
Vanguard Total Stock Mkt Idx Inv	2.888%	2.508%	19,064,759	466,383	2022-12-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.792%	4.058%	18,435,940	718,912	2022-09-30
Vanguard Mid Cap Index Institutional	2.209%	0.876%	14,583,152	126,651	2022-12-31
Vanguard 500 Index Investor	2.196%	2.437%	14,496,992	344,862	2022-12-31
SPDR® S&P 500 ETF Trust	1.048%	-0.574%	6,919,891	-39,911	2022-12-31
Fidelity® 500 Index	1.014%	-0.073%	6,696,797	-4,874	2022-11-30
SPDR® S&P Dividend ETF	0.963%	0.240%	6,356,339	15,237	2022-12-31
Cohen & Steers Real Estate Securities A	0.870%	15.176%	5,744,878	756,982	2022-12-31
iShares Core S&P 500 ETF	0.853%	-0.020%	5,631,537	-1,122	2022-12-30
Daiwa US-REIT Open Mother Fund	0.739%	8.264%	4,880,541	372,546	2022-09-20
Cohen & Steers Instl Realty Shares	0.726%	11.781%	4,791,367	504,978	2022-12-31
Vanguard Institutional Index I	0.664%	0.159%	4,381,504	6,964	2022-12-31
DFA Real Estate Securities I	0.653%	0.000%	4,309,331	0	2022-11-30
Cohen & Steers Realty Shares L	0.652%	3.998%	4,305,143	165,492	2022-12-31
Vanguard Mid-Cap Growth ETF	0.648%	1.446%	4,277,162	60,984	2022-12-31
Vanguard Real Estate II Index	0.592%	0.757%	3,908,648	29,365	2022-12-31
Real Estate Select Sector SPDR®	0.534%	0.000%	3,528,534	0	2022-12-30
Schwab US REIT ETF™	0.448%	0.052%	2,958,821	1,533	2022-12-30
State St S&P 500® Indx SL Cl III	0.434%	2.112%	2,868,288	59,324	2022-12-31
Vanguard Value Index Inv	0.422%	-3.028%	2,648,866	-82,699	2022-11-30