Realty Income Ownership

O Stock  USD 55.75  0.75  1.36%   
Realty Income owns a total of 870.77 Million outstanding shares. The majority of Realty Income Corp outstanding shares are owned by third-party entities. These institutional holders are usually referred to as non-private investors looking to secure positions in Realty Income Corp to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Realty Income. Please pay attention to any change in the institutional holdings of Realty Income Corp as this could imply that something significant has changed or is about to change at the company. Please note that on March 6, 2024, Representative Ro Khanna of US Congress acquired under $15k worth of Realty Income Corp's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
693 M
Current Value
835 M
Avarage Shares Outstanding
292.7 M
Quarterly Volatility
179.9 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Realty Income in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Realty Income, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Realty Income's Dividends Paid is very stable compared to the past year. As of the 14th of July 2024, Dividend Yield is likely to grow to 0.07, while Dividend Payout Ratio is likely to drop 1.38. As of the 14th of July 2024, Common Stock Shares Outstanding is likely to grow to about 727.7 M. Also, Net Income Applicable To Common Shares is likely to grow to about 915.9 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.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Realty Income Corp. 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.

Realty Stock Ownership Analysis

About 79.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.36. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Realty Income Corp last dividend was issued on the 1st of August 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 Corp 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

68.33 Billion

Realty Income Insider Trades History

Less than 1% of Realty Income Corp 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
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

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 Corp 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
Daiwa Securities Group Inc2024-03-31
9.2 M
Northern Trust Corp2024-03-31
8.9 M
Charles Schwab Investment Management Inc2024-03-31
8.8 M
Norges Bank2023-12-31
8.8 M
Apg Investments Us Inc2024-03-31
8.4 M
Centersquare Investment Management Llc2024-03-31
6.8 M
Resolution Capital Limited2024-03-31
6.8 M
Fmr Inc2024-03-31
6.3 M
Ubs Asset Mgmt Americas Inc2024-03-31
6.2 M
Vanguard Group Inc2024-03-31
134.8 M
Blackrock Inc2024-03-31
81.6 M
Note, although Realty Income's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Realty Income Corp 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.

Realty Income's latest congressional trading

Congressional trading in companies like Realty Income Corp, 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.
2024-03-06Representative Ro KhannaAcquired Under $15KVerify
2023-04-12Senator Gary PetersAcquired $15K to $50KVerify
2023-04-11Senator Gary PetersAcquired $15K to $50KVerify
2021-08-03Senator Gary PetersAcquired $15K to $50KVerify
2021-08-02Senator Gary PetersAcquired $15K to $50KVerify
2021-05-04Representative Earl BlumenauerAcquired Under $15KVerify

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 Corp 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 Corp 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.

Realty Income Corporate Filings

F3
1st of July 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
8K
4th of June 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
10Q
7th of May 2024
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
15th of April 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.
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 Corp 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 Corp 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.
Pair CorrelationCorrelation Matching

Additional Information and Resources on Investing in Realty Stock

When determining whether Realty Income Corp offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Realty Income's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Realty Income Corp Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Realty Income Corp Stock:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Realty Income Corp. 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.
You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
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.
Quarterly Earnings Growth
(0.54)
Dividend Share
3.071
Earnings Share
1.08
Revenue Per Share
5.973
Quarterly Revenue Growth
0.333
The market value of Realty Income Corp 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.