Who owns Realty Income (O)
Which tracked institutional funds hold O, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See O company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
272 tracked funds added or opened O while 224 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
O’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in O divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1384 tracked filers holding O, 755 increased or opened the position and 642 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in O between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 38
- Burkehill Global Management, LP$77M
- PFA Pension, Forsikringsaktieselskab$60M
- DONALDSON CAPITAL MANAGEMENT, LLC$56M
- Nykredit A/S$22M
- TRUST CO OF VERMONT$18M
- Jupiter Topco LLC$13M
Full exits 89
- COHEN & STEERS, INC.$408M
- Amundi$256M
- CANADA LIFE ASSURANCE Co$131M
- NEW YORK STATE TEACHERS RETIREMENT SYSTEM$43M
- Cambridge Investment Research Advisors, Inc.$36M
- Janney Montgomery Scott LLC$34M
Largest adds
- BlackRock, Inc.$1.1B
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$639M
- GOLDMAN SACHS GROUP INC$480M
- STATE STREET CORP$185M
- VANGUARD PORTFOLIO MANAGEMENT LLC$180M
- NORGES BANK$168M
Largest trims
- JPMORGAN CHASE & CO$454M
- DEUTSCHE BANK AG\$216M
- PARNASSUS INVESTMENTS, LLC$144M
- Heitman Real Estate Securities LLC$46M
- BARCLAYS PLC$43M
- PRINCIPAL FINANCIAL GROUP INC$43M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 112,931,238 | $7.0B | 17.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 83,115,805 | $5.1B | 12.5% | 2026-Q2 |
| STATE STREET CORP added | 65,929,425 | $4.1B | 10.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 60,848,009 | $3.8B | 9.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 31,265,152 | $2.0B | 4.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 19,117,994 | $1.2B | 2.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 14,440,511 | $895M | 2.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 13,479,666 | $835M | 2.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 13,069,240 | $810M | 2.0% | 2026-Q2 |
| NORGES BANK added | 12,978,009 | $804M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 12,062,748 | $747M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 11,984,573 | $743M | 1.8% | 2026-Q2 |
| PARNASSUS INVESTMENTS, LLC trimmed | 11,640,278 | $721M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 11,068,868 | $686M | 1.7% | 2026-Q2 |
| Legal & General Group Plc trimmed | 10,383,053 | $643M | 1.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 10,354,693 | $642M | 1.6% | 2026-Q2 |
| FMR LLC added | 9,614,803 | $596M | 1.4% | 2026-Q2 |
| APG Asset Management US Inc. trimmed | 8,921,361 | $552M | 1.3% | 2026-Q2 |
| Invesco Ltd. added | 8,314,586 | $515M | 1.3% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 6,221,941 | $392M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp added | 5,490,313 | $340M | 0.8% | 2026-Q2 |
| UBS Group AG added | 5,362,246 | $332M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 5,235,493 | $324M | 0.8% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 5,147,719 | $319M | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 4,982,959 | $309M | 0.7% | 2026-Q2 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 3,924,386 | $243M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,434,537 | $213M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 3,329,559 | $206M | 0.5% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 3,141,504 | $195M | 0.5% | 2026-Q2 |
| Nuveen, LLC trimmed | 3,076,475 | $191M | 0.5% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,890,238 | $179M | 0.4% | 2026-Q2 |
| ProShare Advisors LLC trimmed | 2,682,081 | $166M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,647,672 | $164M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,639,742 | $164M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 2,628,694 | $163M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 2,494,326 | $155M | 0.4% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 2,461,804 | $153M | 0.4% | 2026-Q2 |
| Aberdeen Group plc added | 2,121,387 | $131M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 2,064,549 | $128M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 2,010,753 | $125M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 2,009,475 | $125M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,889,563 | $117M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 1,795,490 | $111M | 0.3% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 1,792,045 | $111M | 0.3% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,765,922 | $109M | 0.3% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 1,737,074 | $108M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 1,703,661 | $106M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 1,696,657 | $105M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 1,685,686 | $105M | 0.3% | 2026-Q2 |
| National Pension Service added | 1,668,650 | $103M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 1,655,551 | $103M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,624,349 | $99M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,548,611 | $98M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 1,517,335 | $94M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 1,380,117 | $86M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 1,346,866 | $83M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,338,537 | $83M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,331,232 | $82M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 1,317,891 | $81M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 1,304,001 | $82M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 1,287,656 | $80M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 1,287,413 | $80M | 0.2% | 2026-Q2 |
| Burkehill Global Management, LP added | 1,250,000 | $77M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 1,209,421 | $75M | 0.2% | 2026-Q2 |
| J. Safra Sarasin Holding AG added | 1,184,225 | $65M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 1,172,021 | $73M | 0.2% | 2026-Q2 |
| Adelante Capital Management LLC trimmed | 1,163,890 | $72M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 1,157,004 | $72M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,149,227 | $71M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC trimmed | 1,111,818 | $69M | 0.2% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. added | 1,090,622 | $68M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,044,354 | $65M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,034,095 | $64M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS added | 1,008,945 | $63M | 0.2% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK added | 1,000,606 | $62M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 1,000,283 | $62M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 977,716 | $61M | 0.1% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab new | 965,934 | $60M | 0.1% | 2026-Q2 |
| DONALDSON CAPITAL MANAGEMENT, LLC new | 904,917 | $56M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 902,922 | $56M | 0.1% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 856,667 | $53M | 0.1% | 2026-Q2 |
| AEW CAPITAL MANAGEMENT L P trimmed | 844,785 | $52M | 0.1% | 2026-Q2 |
| MACQUARIE GROUP LTD trimmed | 824,257 | $51M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 821,170 | $51M | 0.1% | 2026-Q2 |
| ABN AMRO INVESTMENT SOLUTIONS trimmed | 797,672 | $49M | 0.1% | 2026-Q2 |
| AVIVA PLC added | 777,726 | $48M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 762,364 | $47M | 0.1% | 2026-Q2 |
| Vest Financial, LLC trimmed | 758,726 | $47M | 0.1% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 758,362 | $47M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 750,135 | $47M | 0.1% | 2026-Q2 |
| Epoch Investment Partners, Inc. added | 717,217 | $44M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama added | 708,902 | $44M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 693,663 | $43M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 649,569 | $40M | 0.1% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. trimmed | 633,445 | $40M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 623,444 | $39M | 0.1% | 2026-Q2 |
| Bahl & Gaynor LLC trimmed | 610,386 | $38M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S added | 595,627 | $37M | 0.1% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 589,745 | $37M | 0.1% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 571,694 | $35M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.