Skip to main content

Realty Income Corp

O
Exchange
NYSE
Industry
Real Estate Investment Trusts
SEC CIK
0000726728

In the last 90 days, Realty Income Corp insiders filed 0 open-market purchases and 1 sale; 1,465 institutions reported holding it in 13F filings for Q2 2026, worth $46.2B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Realty Income Corp as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
878
No complete 13F data for Q4 2020
Shares held
265.8M
No complete 13F data for Q4 2020
Total value
$16.9B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting O on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 878 institutions
Q1 2021: 878 institutionsQ2 2021: 934 institutionsQ3 2021: 956 institutionsQ4 2021: 1,108 institutionsQ1 2022: 1,102 institutionsQ2 2022: 1,091 institutionsQ3 2022: 1,076 institutionsQ4 2022: 1,118 institutionsQ1 2023: 1,116 institutionsQ2 2023: 1,100 institutionsQ3 2023: 1,063 institutionsQ4 2023: 1,156 institutionsQ1 2024: 1,190 institutionsQ2 2024: 1,182 institutionsQ3 2024: 1,245 institutionsQ4 2024: 1,267 institutionsQ1 2025: 1,279 institutionsQ2 2025: 1,288 institutionsQ3 2025: 1,341 institutionsQ4 2025: 1,371 institutionsQ1 2026: 1,448 institutionsQ2 2026: 1,465 institutions
Value heldQ1 2021: $16.9B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $19.6BQ4 2021: $32.7BQ1 2022: $32.2BQ2 2022: $33.8BQ3 2022: $29.9BQ4 2022: $34.1BQ1 2023: $34.8BQ2 2023: $33.9BQ3 2023: $28.6BQ4 2023: $34.9BQ1 2024: $36.9BQ2 2024: $35.5BQ3 2024: $44.2BQ4 2024: $36.6BQ1 2025: $40.6BQ2 2025: $41.0BQ3 2025: $43.1BQ4 2025: $41.1BQ1 2026: $43.5BQ2 2026: $46.2B
Institutions holding O and their total value by quarter
QuarterHoldersValue
Q2 20261,465$46.2B
Q1 20261,448$43.5B
Q4 20251,371$41.1B
Q3 20251,341$43.1B
Q2 20251,288$41.0B
Q1 20251,279$40.6B
Q4 20241,267$36.6B
Q3 20241,245$44.2B
Q2 20241,182$35.5B
Q1 20241,190$36.9B
Q4 20231,156$34.9B
Q3 20231,063$28.6B
Q2 20231,100$33.9B
Q1 20231,116$34.8B
Q4 20221,118$34.1B
Q3 20221,076$29.9B
Q2 20221,091$33.8B
Q1 20221,102$32.2B
Q4 20211,108$32.7B
Q3 2021956$19.6B
Q2 2021934$18.6B
Q1 2021878$16.9B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Realty Income Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding O in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Hexagon Capital Partners LLC400$25.0K0.01%––
Tortoise Investment Management, LLC408$26.0K0.01%––
Tradition Wealth Management, LLC416$26.0K0.00%––
HC Financial Advisors Inc420$27.0K0.02%––
Capital Advisory Group Advisory Services, LLC430$27.0K0.01%––
Brewin Dolphin Ltd428$27.2K0.00%––
HHM Wealth Advisors, LLC450$29.0K0.01%––
Asset Dedication, LLC466$30.0K0.01%––
Bogart Wealth, LLC477$30.0K0.00%––
Jacobi Capital Management LLC481$31.0K0.00%––
Washington Trust Co513$32.0K0.00%––
Laurel Wealth Advisors LLC500$32.0K0.01%––
Old North State Trust, LLC510$32.0K0.03%––
Rockbridge Investment Management, LCC500$32.0K0.01%––
CX Institutional518$33.0K0.00%––
TD Private Client Wealth LLC523$33.2K0.00%––
Thompson Siegel & Walmsley LLC549$35.0K0.00%––
CSat Investment Advisory, L.P.558$35.0K0.03%––
Center for Financial Planning, Inc.580$37.0K0.01%––
Sterling Investment Advisors, Ltd.604$38.0K0.01%––
Bellevue Asset Management, LLC596$38.0K0.02%––
Berman Capital Advisors, LLC631$40.0K0.01%––
Piscataqua Savings Bank639$41.0K0.04%––
Hoertkorn Richard Charles666$42.0K0.02%––
Hartford Financial Management Inc.672$43.0K0.01%––
Smithfield Trust Co685$44.0K0.00%––
San Francisco Sentry Investment Group (Ca)700$44.0K0.02%––
Orion Capital Management LLC700$44.0K0.03%––
Zions Bancorporation, N.A.747$48.0K0.01%––
Newbridge Financial Services Group, Inc.787$50.0K0.04%––
Activest Wealth Management782$50.0K0.04%––
Cedar Wealth Management, LLC800$51.0K0.03%––
Alpha DNA Investment Management LLC827$51.0K0.06%––
JJJ Advisors Inc.832$53.0K0.02%––
Reilly Financial Advisors, LLC870$55.0K0.00%––
Penserra Capital Management LLC870$55.0K0.00%––
WealthShield Partners, LLC872$55.0K0.01%––
Sound Income Strategies, LLC890$56.5K0.01%––
Northern Oak Wealth Management Inc893$57.0K0.01%––
Whittier Trust Co909$58.0K0.00%––
Atlas Private Wealth Management907$58.0K0.04%––
Private Capital Group, LLC947$60.0K0.01%––
Green Harvest Asset Management LLC914$60.0K0.01%––
Heritage Wealth Advisors950$60.3K0.00%––
Archer Investment Corp959$60.9K0.03%––
Jones Financial Companies LLLP972$62.0K0.00%––
NVWM, LLC975$62.0K0.02%––
Phoenix Wealth Advisors950$62.0K0.05%––
Toth Financial Advisory Corp1,000$64.0K0.01%––
Rocky Mountain Advisers, LLC1,000$64.0K0.09%––
Enterprise Trust & Investment Co1,000$64.0K0.03%––
Salem Investment Counselors Inc1,040$66.0K0.00%––
Concord Wealth Partners1,035$66.0K0.02%––
CoreFirst Bank & Trust1,080$69.0K0.05%––
Plante Moran Financial Advisors, LLC1,100$70.0K0.02%––
Central Trust Co1,110$71.0K0.00%––
Capital Analysts, LLC1,157$74.0K0.01%––
Creative Financial Designs Inc1,188$75.0K0.01%––
HM Payson & Co1,200$76.0K0.00%––
Sandy Spring Bank1,200$76.0K0.00%––
Elmwood Wealth Management, Inc.1,211$77.0K0.05%––
Manchester Financial Inc1,250$79.0K0.04%––
TCI Wealth Advisors, Inc.1,247$79.0K0.04%––
JNBA Financial Advisors1,290$82.0K0.01%––
Simon Quick Advisors, LLC1,300$82.0K0.02%––
Clearview Wealth Advisors LLC1,294$82.0K0.05%––
Tradewinds Capital Management, LLC1,317$84.0K0.02%––
Vectors Research Management, LLC1,315$84.0K0.02%––
Investment Research & Advisory Group, Inc.1,357$86.0K0.06%––
Baldwin Brothers Inc1,400$89.0K0.01%––
Harvest Fund Management Co., Ltd1,412$89.0K0.01%––
Tobam1,410$90.0K0.00%––
Maven Securities LTD1,468$93.0K0.01%––
Allred Capital Management, LLC1,474$93.6K0.04%––
Graves-Light Private Wealth Management, Inc.1,473$94.0K0.02%––
Cowa, LLC9,374$94.0K0.06%––
JFS Wealth Advisors, LLC1,670$106.0K0.02%––
Crescent Capital Consulting, LLC1,720$110.0K0.02%––
Pinnacle Bancorp, Inc.1,750$111.0K0.05%––
Valeo Financial Advisors, LLC1,741$111.0K0.01%––
Motco1,768$112.0K0.01%––
O'Shaughnessy Asset Management, LLC1,761$112.0K0.00%––
Grace Capital1,775$113.0K0.07%––
Global Wealth Management Investment Advisory, Inc.1,773$113.0K0.04%––
Quadrant Capital Group LLC1,855$118.0K0.02%––
Patriot Financial Group Insurance Agency, LLC1,860$118.0K0.03%––
Front Row Advisors LLC1,860$119.0K0.06%––
Ellevest, Inc.1,956$124.0K0.01%––
Johnson Midwest Financial, LLC2,015$128.0K0.13%––
Bartlett & Co. LLC2,246$143.0K0.00%––
Bartlett & Co. Wealth Management LLC2,246$143.2K0.00%––
McIlrath & Eck, LLC2,329$148.0K0.05%––
Clal Insurance Enterprises Holdings Ltd2,372$151.0K0.00%––
NuWave Investment Management, LLC2,413$153.0K0.19%––
Syverson Strege & Co2,405$153.0K0.16%––
Caldwell Trust Co2,410$153.0K0.02%––
Ellis Investment Partners, LLC2,427$154.0K0.04%––
Ninepoint Partners LP2,467$157.0K0.11%––
Founders Capital Management2,580$164.0K0.12%––
DB Wealth Management Group, LLC2,652$168.0K0.12%––