As of the latest SEC filings, REALTY INCOME CORP (O) is held by 658 institutional funds. The largest fund shareholder is VANGUARD REAL ESTATE INDEX FUND (VGSLX), holding an estimated $2,176,618,224.00 in market value, representing 3.11% of its portfolio.
Funds holding REALTY INCOME CORP (O)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- O
- CIK:
- 0000726728
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 3.11% | $2,176,618,224.00 | 33,882,600 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.09% | $1,810,375,728.14 | 29,590,973 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.10% | $1,430,157,384.32 | 23,376,224 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.62% | $1,231,961,531.78 | 20,136,671 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.10% | $784,365,449.00 | 11,706,947 | Feb 28, 2026 | Apr 24, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.10% | $723,795,557.38 | 11,830,591 | Mar 31, 2026 | May 28, 2026 |
|
PRILX
Parnassus Core Equity Fund
|
MF | Parnassus Investments | 3.08% | $691,411,086.80 | 11,301,260 | Mar 31, 2026 | May 6, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.10% | $657,787,415.32 | 10,751,674 | Mar 31, 2026 | May 28, 2026 |
|
SDY
State Street(R) SPDR(R) S&P(R) Dividend ETF
|
ETF | State Street (SPDR) | 2.42% | $500,423,400.68 | 8,179,526 | Mar 31, 2026 | May 28, 2026 |
|
VMGIX
VANGUARD MID-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 1.48% | $433,902,814.94 | 7,092,233 | Mar 31, 2026 | May 28, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 4.38% | $426,373,997.00 | 6,363,791 | Feb 28, 2026 | Apr 24, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 3.67% | $388,948,917.28 | 6,054,622 | Apr 30, 2026 | Jun 26, 2026 |
|
VIGRX
VANGUARD GROWTH INDEX FUND
|
ETF | Vanguard | 0.11% | $351,611,065.26 | 5,747,157 | Mar 31, 2026 | May 28, 2026 |
|
XLRE
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 4.39% | $320,723,118.66 | 5,242,287 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.10% | $317,332,339.52 | 5,186,864 | Mar 31, 2026 | May 28, 2026 |
|
DYNF
iShares U.S. Equity Factor Rotation Active ETF
|
ETF | BlackRock / iShares | 0.93% | $315,758,615.04 | 4,915,296 | Apr 30, 2026 | Jun 25, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 4.42% | $307,262,168.40 | 4,783,035 | Apr 30, 2026 | Jun 24, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.12% | $263,871,175.40 | 4,313,030 | Mar 31, 2026 | May 28, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 3.00% | $229,299,851.98 | 3,569,425 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.44% | $217,895,013.60 | 3,391,890 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.44% | $214,054,259.16 | 3,498,762 | Mar 31, 2026 | May 28, 2026 |
|
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
|
ETF | ProShares | 1.50% | $180,532,639.00 | 2,694,517 | Feb 28, 2026 | Apr 24, 2026 |
|
IYR
iShares U.S. Real Estate ETF
|
ETF | BlackRock / iShares | 4.40% | $174,793,401.30 | 2,857,035 | Mar 31, 2026 | May 22, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.19% | $167,489,161.84 | 2,607,241 | Apr 30, 2026 | Jun 29, 2026 |
|
USMV
iShares MSCI USA Min Vol Factor ETF
|
ETF | BlackRock / iShares | 0.72% | $164,089,838.00 | 2,554,325 | Apr 30, 2026 | Jun 25, 2026 |
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