Industry Diversification

The following table sets forth certain information regarding Realty Income's property portfolio classified according to the business of the respective clients, expressed as a percentage of our total rental revenue:

% of Total Portfolio Annualized
Contractual Rental Revenue
 
As of

U.S. Mar 31,
2022 
Dec 31,
2021
Dec 31,
2020
Dec 31,
2019
Dec 31,
2018
Dec 31,
2017
Aerospace 0.4%0.4%
0.6% 0.8% 0.9%1.0%
Apparel stores 1.51.51.3 1.1 1.21.4
Automotive collision services 1.01.0
1.1 1.0 0.9
1.0
Automotive parts 1.51.5
1.6 1.6 1.7
1.5
Automotive service 3.33.2
2.7 2.6 2.3
2.5
Automotive tire services 1.61.82.0 2.1 2.3
2.5
Beverages 1.31.32.1 2.0 2.4
2.6
Child care 1.51.52.1 2.1 2.2
1.7
Consumer electronics 0.60.60.3 0.3 0.3
0.3
Consumer goods 0.70.70.6 0.6 0.7
0.7
Convenience stores 9.19.111.9 12.3 12.6
9.3
Crafts and novelties 1.01.00.9 0.6 0.6
0.6
Diversified industrial 1.11.0
0.8 0.7 0.8
0.8
Dollar stores 7.47.57.6 7.9 7.3
7.5
Drug stores 6.46.68.2 8.8 9.4
10.2
Education 0.10.1
0.2 0.2 0.3
0.3
Energy 0.40.40.1 0.1 0.1
0.1
Entertainment 0.90.80.3 0.3 0.3
0.4
Equipment services 0.30.3
0.3 0.4 0.4
0.4
Financial services 2.02.01.8 2.0 2.4
2.3
Food processing 0.70.7
0.7 0.7 0.5
0.6
General merchandise 3.43.5
3.4 2.5 2.1
2.3
Government services  **0.6 0.7 0.9
0.9
Grocery stores 4.94.94.9 5.2 5.0
5.3
Health and beauty 0.20.20.2 0.2 0.2
*
Health and fitness 4.64.76.7 7.0 7.1
7.7
Health care 1.81.9
1.5 1.6 1.6
1.4
Home furnishings 2.52.20.7 0.8 0.8
0.9
Home improvement 3.03.1
3.1 2.9 2.8
2.9
Machinery 0.10.1
0.1 0.1 0.1
0.1
Motor vehicle dealerships 1.21.31.6 1.6 1.8
2.0
Office supplies 0.20.2
0.1 0.2 0.2
0.2
Other manufacturing 0.40.50.4 0.6 0.7
0.8
Packaging 0.60.60.9 0.8 1.0
1.1
Paper **0.1 0.1 0.1
0.1
Pet supplies and services 1.00.90.7 0.7 0.5
0.6
Restaurants - casual dining 5.85.92.8 3.2 3.3
3.6
Restaurants - quick service 6.56.55.3 5.8 6.3
5.2
Shoe stores 0.20.2
0.2 0.2 0.5
0.6
Sporting goods 1.41.50.7 0.8 0.9
1.0
Telecommunications 0.10.10.5 0.5 0.6
0.6
Theaters 3.33.45.6 6.1 5.3
5.7
Transportation services 3.33.43.9 4.3 5.0
5.4
Wholesale clubs 2.52.5
2.4 2.5 2.9
3.1
Other 0.70.90.2 0.7 0.7
0.8
Total U.S.90.6%91.5%93.8%97.3%
100%100%
Europe(1)      
Grocery stores5.55.34.9
2.7
--
Health care0.10.10.1---
Home improvement2.02.01.2
---
Warehousing and storage0.20.2----
Other1.60.9**--
Total Europe9.4%8.5%6.2%2.7%--

Totals

 100%100%100%100%100%100%

(1)Europe consists of properties in the U.K., starting in May 2019, and in Spain, starting in September 2021.

*Less than 0.1%

Download year list