Who Owns Realty Income Stock?
NYSE: OReal EstateReal Estate Investment TrustsUSD
Market open · Delayed 15 min · as of Oct 9, 10:37 AM ET
Ownership breakdown
- Held by institutions
- 81.74%
- Held by insiders
- 0.12%
- Institutional holders
- 1,904
- Institutions 81.7%
- Insiders 0.1%
- Public and other 18.1%
Who owns Realty Income stock?
Institutional investors own about 81.7% of Realty Income's shares, spread across 1,904 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.12% of O.
The largest institutional holders are Blackrock Inc. (11.94%), Vanguard Portfolio Management LLC (8.78%) and State Street Corporation (6.97%). Together, the top 10 institutions control 45.1% of shares outstanding. In their latest filings, 9 of the top 10 institutions increased their O positions and 1 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of O
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 112.93M | 11.94% | +4.7% |
| Vanguard Portfolio Management LLC | 83.12M | 8.78% | +2.3% |
| State Street Corporation | 65.93M | 6.97% | +3.4% |
| Vanguard Capital Management LLC | 60.85M | 6.43% | +1.2% |
| Geode Capital Management, LLC | 31.27M | 3.30% | +3.2% |
| Bank of America Corporation | 19.12M | 2.02% | +10.3% |
| Morgan Stanley | 14.44M | 1.53% | -5.3% |
| Dimensional Fund Advisors LP | 13.48M | 1.42% | +3.5% |
| Charles Schwab Investment Management, Inc. | 13.07M | 1.38% | +7.2% |
| NORGES BANK | 12.98M | 1.37% | +30.9% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of O
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 35.20M | 3.72% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 29.60M | 3.13% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 24.17M | 2.55% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 20.20M | 2.14% |
| iShares Trust-iShares Core S&P 500 ETF | 12.42M | 1.31% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 12.10M | 1.28% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 11.42M | 1.21% |
| Parnassus Income Funds-Parnassus Core Equity Fund | 9.12M | 0.96% |
| SPDR SERIES TRUST-State Street SPDR S&P Dividend ETF | 7.55M | 0.80% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Growth Index Fund | 7.14M | 0.76% |
Frequently asked questions
Who is the largest shareholder of Realty Income?
Blackrock Inc. is the largest institutional shareholder of O, owning 11.94% of shares outstanding (112.93M shares) as of its latest 13F filing.
What percentage of Realty Income is owned by institutions?
Institutions own about 81.7% of O shares and 81.8% of the public float.
How much of Realty Income do insiders own?
Insiders, such as officers and directors, own about 0.12% of O shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.