Realty Income Ownership
| O Stock | USD 61.75 0.28 0.46% |
Shares in Circulation | First Issued 1994-09-30 | Previous Quarter 835.2 M | Current Value 870.7 M | Avarage Shares Outstanding 191.1 M | Quarterly Volatility 186.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Realty |
Realty Stock Ownership Analysis
About 79.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.39. 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 1st of November 2024. 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 | Dimensional Fund Advisors, Inc. | 2024-06-30 | 11.7 M | Jpmorgan Chase & Co | 2024-06-30 | 9.5 M | Northern Trust Corp | 2024-06-30 | 9.3 M | Charles Schwab Investment Management Inc | 2024-06-30 | 9.3 M | Apg Investments Us Inc | 2024-06-30 | 8.7 M | Cbre Investment Management Listed Real Assets Llc | 2024-06-30 | 6.4 M | Bank Of New York Mellon Corp | 2024-06-30 | 6.1 M | Centersquare Investment Management Llc | 2024-06-30 | 5.8 M | Fmr Inc | 2024-06-30 | 5.5 M | Vanguard Group Inc | 2024-06-30 | 138.5 M | Blackrock Inc | 2024-06-30 | 83.3 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.
A Chapman over a month 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 | |
| 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 | |
| US756109BA12 Corp BondUS756109BA12 | View |
Realty Income Corporate Filings
| 30th of September 2024 Other Reports | ViewVerify | |
F4 | 13th of September 2024 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 | 4th of September 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 27th of August 2024 Other Reports | 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 | FR | First Industrial Realty Earnings Call This Week | PairCorr |
Moving against Realty Stock
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 persons. To learn how to invest in Realty Stock, please use our How to Invest in Realty Income guide.You can also try the Stocks Directory module to find actively traded stocks across global markets.
Is Retail REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Realty Income. If investors know Realty will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Realty Income listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Dividend Share 3.088 | Earnings Share 1.08 | Revenue Per Share 6.01 | Quarterly Revenue Growth 0.316 | Return On Assets 0.0211 |
The market value of Realty Income is measured differently than its book value, which is the value of Realty that is recorded on the company's balance sheet. Investors also form their own opinion of Realty Income's value that differs from its market value or its book value, called intrinsic value, which is Realty Income's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Realty Income's market value can be influenced by many factors that don't directly affect Realty Income's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Realty Income's value and its price as these two are different measures arrived at by different means. Investors typically determine if Realty Income is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Realty Income's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.