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, Q2 2021
Institutional positions in Realty Income Corp as of Jun 30, 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
- 934
- +61 vs. Q1 2021
- Shares held
- 278.3M
- +12.9M (+4.9%) vs. Q1 2021
- Total value
- $18.6B
- +$1.73B (+10.3%) vs. Q1 2021
- New holders
- 127
- 434 more added
- Sold out
- 66
- 230 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,465 | $46.2B |
| Q1 2026 | 1,448 | $43.5B |
| Q4 2025 | 1,371 | $41.1B |
| Q3 2025 | 1,341 | $43.1B |
| Q2 2025 | 1,288 | $41.0B |
| Q1 2025 | 1,279 | $40.6B |
| Q4 2024 | 1,267 | $36.6B |
| Q3 2024 | 1,245 | $44.2B |
| Q2 2024 | 1,182 | $35.5B |
| Q1 2024 | 1,190 | $36.9B |
| Q4 2023 | 1,156 | $34.9B |
| Q3 2023 | 1,063 | $28.6B |
| Q2 2023 | 1,100 | $33.9B |
| Q1 2023 | 1,116 | $34.8B |
| Q4 2022 | 1,118 | $34.1B |
| Q3 2022 | 1,076 | $29.9B |
| Q2 2022 | 1,091 | $33.8B |
| Q1 2022 | 1,102 | $32.2B |
| Q4 2021 | 1,108 | $32.7B |
| Q3 2021 | 956 | $19.6B |
| Q2 2021 | 934 | $18.6B |
| Q1 2021 | 878 | $16.9B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 381 | $25.0K | 0.01% | −719−65.4% | Reduced |
| Valley National Advisers Inc | 380 | $25.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 372 | $25.0K | 0.02% | +20+5.7% | Added |
| Pflug Koory, LLC | 393 | $26.0K | 0.01% | +4+1.0% | Added |
| Tortoise Investment Management, LLC | 408 | $27.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 420 | $28.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 417 | $28.0K | 0.00% | +1+0.2% | Added |
| Larson Financial Group LLC | 414 | $28.0K | 0.01% | +151+57.4% | Added |
| Brewin Dolphin Ltd | 428 | $28.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 430 | $29.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 450 | $30.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 465 | $31.0K | 0.01% | +100+27.4% | Added |
| Laurel Wealth Advisors LLC | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $33.0K | 0.01% | +500 | New |
| Old North State Trust, LLC | 510 | $34.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 507 | $34.0K | 0.00% | +30+6.3% | Added |
| First Horizon Advisors, Inc. | 529 | $35.0K | 0.00% | +400+310.1% | Added |
| Key Financial Inc | 506 | $36.0K | 0.02% | +108+27.1% | Added |
| Thompson Siegel & Walmsley LLC | 549 | $37.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 549 | $37.0K | 0.00% | +549 | New |
| Center for Financial Planning, Inc. | 580 | $39.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 589 | $39.0K | 0.01% | +108+22.5% | Added |
| Piscataqua Savings Bank | 604 | $40.0K | 0.03% | −35−5.5% | Reduced |
| Bellevue Asset Management, LLC | 596 | $40.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 614 | $42.0K | 0.01% | +148+31.8% | Added |
| Berman Capital Advisors, LLC | 645 | $43.0K | 0.01% | +14+2.2% | Added |
| Hoertkorn Richard Charles | 666 | $44.0K | 0.02% | 00.0% | Unchanged |
| Group One Trading, L.P. | 664 | $44.0K | 0.00% | +664 | New |
| Smithfield Trust Co | 685 | $45.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 672 | $45.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 713 | $47.0K | 0.01% | −587−45.2% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 700 | $47.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $47.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 700 | $47.0K | 0.01% | +300+75.0% | Added |
| CX Institutional | 729 | $49.0K | 0.00% | +211+40.7% | Added |
| Activest Wealth Management | 782 | $52.0K | 0.04% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 800 | $53.0K | 0.02% | 00.0% | Unchanged |
| Tobam | 834 | $56.0K | 0.00% | −576−40.9% | Reduced |
| Lloyd Advisory Services, LLC. | – | $56.0K | 0.03% | – | New |
| Reilly Financial Advisors, LLC | 870 | $58.0K | 0.00% | 00.0% | Unchanged |
| Financial Insights, Inc. | 900 | $60.1K | 0.05% | +900 | New |
| Green Harvest Asset Management LLC | 914 | $61.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 909 | $61.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 950 | $63.4K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 956 | $64.0K | 0.01% | +84+9.6% | Added |
| Red Door Wealth Management, LLC | 960 | $64.0K | 0.02% | +960 | New |
| NVWM, LLC | 975 | $65.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 983 | $65.5K | 0.00% | +761+342.8% | Added |
| Private Capital Group, LLC | 982 | $66.0K | 0.02% | +35+3.7% | Added |
| Toth Financial Advisory Corp | 1,000 | $67.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 1,000 | $67.0K | 0.08% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,000 | $67.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,032 | $69.0K | 0.02% | −3−0.3% | Reduced |
| Salem Investment Counselors Inc | 1,051 | $70.0K | 0.00% | +11+1.1% | Added |
| Northern Oak Wealth Management Inc | 1,043 | $70.0K | 0.01% | +150+16.8% | Added |
| CoreFirst Bank & Trust | 1,080 | $72.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,097 | $73.0K | 0.01% | +1,097 | New |
| Central Trust Co | 1,110 | $74.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,105 | $74.0K | 0.02% | +1,105 | New |
| Capital Analysts, LLC | 1,167 | $78.0K | 0.01% | +10+0.9% | Added |
| Creative Financial Designs Inc | 1,190 | $79.0K | 0.01% | +2+0.2% | Added |
| Howe & Rusling Inc | 1,186 | $79.0K | 0.01% | +800+207.3% | Added |
| Baldwin Brothers Inc | 1,200 | $80.0K | 0.01% | −200−14.3% | Reduced |
| HM Payson & Co | 1,200 | $80.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,214 | $81.0K | 0.01% | +324+36.4% | Added |
| Penserra Capital Management LLC | 1,220 | $81.0K | 0.00% | +350+40.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,250 | $83.0K | 0.00% | −4,000−76.2% | Reduced |
| JJJ Advisors Inc. | 1,255 | $84.0K | 0.03% | +423+50.8% | Added |
| JNBA Financial Advisors | 1,290 | $86.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,312 | $88.0K | 0.01% | −644−32.9% | Reduced |
| Tradewinds Capital Management, LLC | 1,317 | $88.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 1,319 | $88.0K | 0.02% | +4+0.3% | Added |
| TCI Wealth Advisors, Inc. | 1,317 | $88.0K | 0.02% | +70+5.6% | Added |
| Sandy Spring Bank | 1,328 | $89.0K | 0.00% | +128+10.7% | Added |
| Investment Research & Advisory Group, Inc. | 1,357 | $91.0K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,395 | $93.0K | 0.06% | +608+77.3% | Added |
| Harvest Fund Management Co., Ltd | 1,412 | $94.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,478 | $99.0K | 0.02% | +5+0.3% | Added |
| Quadrant Capital Group LLC | 1,729 | $115.0K | 0.02% | −126−6.8% | Reduced |
| Crescent Capital Consulting, LLC | 1,720 | $115.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,750 | $117.0K | 0.05% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,752 | $117.0K | 0.07% | +458+35.4% | Added |
| North Star Investment Management Corp. | 1,825 | $122.0K | 0.01% | −1,000−35.4% | Reduced |
| Motco | 1,829 | $122.0K | 0.01% | +61+3.5% | Added |
| BBVA USA | 1,849 | $123.0K | 0.01% | +1,849 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,930 | $129.0K | 0.02% | +70+3.8% | Added |
| Front Row Advisors LLC | 1,860 | $133.0K | 0.05% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $134.2K | 0.07% | −125,688−98.4% | Reduced |
| JFS Wealth Advisors, LLC | 2,100 | $140.0K | 0.02% | +430+25.7% | Added |
| McIlrath & Eck, LLC | 2,191 | $146.0K | 0.04% | −138−5.9% | Reduced |
| Johnson Midwest Financial, LLC | 2,185 | $146.0K | 0.14% | +170+8.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,214 | $148.0K | 0.05% | +441+24.9% | Added |
| Bartlett & Co. LLC | 2,252 | $150.0K | 0.00% | +6+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,252 | $150.8K | 0.00% | +6+0.3% | Added |
| O'Shaughnessy Asset Management, LLC | 2,361 | $158.0K | 0.00% | +600+34.1% | Added |
| Banco de Sabadell, S.A | 2,360 | $159.0K | 0.11% | +2,360 | New |
| Syverson Strege & Co | 2,416 | $161.0K | 0.14% | +11+0.5% | Added |
| Ellis Investment Partners, LLC | 2,452 | $163.0K | 0.04% | +25+1.0% | Added |
| Walleye Trading LLC | 2,451 | $164.0K | 0.00% | +2,451 | New |