Realty Income Ownership
| O Stock | USD 66.14 0.64 0.98% |
Shares in Circulation | First Issued 1994-09-30 | Previous Quarter 903.7 M | Current Value 915.2 M | Avarage Shares Outstanding 219 M | Quarterly Volatility 228.7 M |
Realty Stock Ownership Analysis
About 81.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.54. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Realty Income last dividend was issued on the 27th of February 2026. The entity had 1032:1000 split on the 15th of November 2021. Realty Income, The Monthly Dividend Company, is an SP 500 company dedicated to providing stockholders with dependable monthly income. Additional information about the company can be obtained from the corporate website at www.realtyincome.com. Realty Income operates under REITRetail classification in the United States and is traded on New York Stock Exchange. It employs 388 people. To find out more about Realty Income contact Sumit Roy at (858) 284-5000 or learn more at https://www.realtyincome.com.Besides selling stocks to institutional investors, Realty Income also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Realty Income's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Realty Income's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Realty Income Quarterly Liabilities And Stockholders Equity |
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Realty Income Insider Trades History
Less than 1% of Realty Income are currently held by insiders. Unlike Realty Income's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Realty Income's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Realty Income's insider trades
Realty Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Realty Income is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Realty Income backward and forwards among themselves. Realty Income's institutional investor refers to the entity that pools money to purchase Realty Income's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Norges Bank | 2025-06-30 | 11.7 M | Charles Schwab Investment Management Inc | 2025-06-30 | 10.9 M | Legal & General Group Plc | 2025-06-30 | 10 M | Ubs Asset Mgmt Americas Inc | 2025-06-30 | 9.5 M | Apg Investments Us Inc | 2025-06-30 | 8.6 M | Amvescap Plc. | 2025-06-30 | 8.2 M | Goldman Sachs Group Inc | 2025-06-30 | 5.8 M | Bank Of New York Mellon Corp | 2025-06-30 | 5.8 M | Wells Fargo & Co | 2025-06-30 | 5.4 M | Vanguard Group Inc | 2025-06-30 | 146.1 M | Blackrock Inc | 2025-06-30 | 93.6 M |
Realty Income Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Realty Income insiders, such as employees or executives, is commonly permitted as long as it does not rely on Realty Income's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Realty Income insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Redington Neale over six months ago Disposition of 244 shares by Redington Neale of Realty Income at 57.03 subject to Rule 16b-3 | ||
Gregory Whyte over a year ago Acquisition by Gregory Whyte of 7242 shares of Realty Income subject to Rule 16b-3 | ||
Sumit Roy over a year ago Disposition of 9469 shares by Sumit Roy of Realty Income at 53.41 subject to Rule 16b-3 | ||
A Chapman over a year ago Disposition of 5000 shares by A Chapman of Realty Income at 60.77 subject to Rule 16b-3 | ||
Joel Tomlinson over a year ago Acquisition by Joel Tomlinson of 1842 shares of Realty Income subject to Rule 16b-3 |
Realty Income's latest congressional trading
Congressional trading in companies like Realty Income, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Realty Income by those in governmental positions are based on the same information available to the general public.
| 2021-08-03 | Senator Gary Peters | Acquired $15K to $50K | Verify | ||
| 2021-08-02 | Senator Gary Peters | Acquired $15K to $50K | Verify | ||
| 2021-05-04 | Representative Earl Blumenauer | Acquired Under $15K | Verify |
Realty Income Outstanding Bonds
Realty Income issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Realty Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Realty bonds can be classified according to their maturity, which is the date when Realty Income has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| O 5625 13 OCT 32 Corp BondUS756109BP80 | View | |
| O 505 13 JAN 26 Corp BondUS756109BQ63 | View | |
| O 485 15 MAR 30 Corp BondUS756109BR47 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| O 34 15 JAN 28 Corp BondUS756109BH64 | View | |
| US756109BJ21 Corp BondUS756109BJ21 | View | |
| O 31 15 DEC 29 Corp BondUS756109BK93 | View | |
| O 285 15 DEC 32 Corp BondUS756109BL76 | View |
Realty Income Corporate Filings
F4 | 19th of February 2026 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 8th of January 2026 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 7th of November 2025 Other Reports | ViewVerify | |
10Q | 4th of November 2025 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Pair Trading with Realty Income
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Realty Income position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Realty Income will appreciate offsetting losses from the drop in the long position's value.Moving together with Realty Stock
| 0.8 | UE | Urban Edge Properties | PairCorr |
| 0.76 | CRT-UN | CT Real Estate | PairCorr |
| 0.89 | SUPR | Supermarket Income REIT | PairCorr |
Moving against Realty Stock
| 0.74 | WHLR | Wheeler Real Estate | PairCorr |
| 0.37 | CQR | Charter Hall Retail | PairCorr |
| 0.37 | DXC | Dexus Convenience Retail | PairCorr |
The ability to find closely correlated positions to Realty Income could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Realty Income when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Realty Income - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Realty Income to buy it.
The correlation of Realty Income is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Realty Income moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Realty Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Realty Income can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Realty Income. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area. To learn how to invest in Realty Stock, please use our How to Invest in Realty Income guide.You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.
Will Retail REITs sector continue expanding? Could Realty diversify its offerings? Factors like these will boost the valuation of Realty Income. Anticipated expansion of Realty directly elevates investor willingness to pay premium valuations. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Realty Income data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.152 | Dividend Share 3.205 | Earnings Share 1.07 | Revenue Per Share | Quarterly Revenue Growth 0.103 |
Investors evaluate Realty Income using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Realty Income's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Realty Income's market price to deviate significantly from intrinsic value.
It's important to distinguish between Realty Income's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Realty Income should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Realty Income's market price signifies the transaction level at which participants voluntarily complete trades.