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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 2,511 | $168.0K | 0.07% | +2,511 | New |
| Founders Capital Management | 2,580 | $172.0K | 0.11% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,652 | $177.0K | 0.11% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,710 | $180.9K | 0.02% | +300+12.4% | Added |
| Jones Financial Companies LLLP | 2,732 | $182.0K | 0.00% | +1,760+181.1% | Added |
| Gradient Investments LLC | 2,883 | $192.0K | 0.01% | −346−10.7% | Reduced |
| Charter Oak Capital Management, LLC | 2,876 | $192.0K | 0.02% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,000 | $200.0K | 0.12% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 3,000 | $200.0K | 0.08% | +3,000 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 3,000 | $200.0K | 0.01% | +3,000 | New |
| Congress Park Capital LLC | 3,000 | $200.0K | 0.10% | +3,000 | New |
| Park Avenue Securities LLC | 3,012 | $201.0K | 0.00% | +3,012 | New |
| Koshinski Asset Management, Inc. | 3,029 | $202.0K | 0.03% | −1,391−31.5% | Reduced |
| Fma Advisory Inc | 3,023 | $202.0K | 0.08% | +3,023 | New |
| Clear Street Markets LLC | 3,032 | $202.0K | 0.04% | +3,032 | New |
| N.E.W. Advisory Services LLC | 3,077 | $203.0K | 0.03% | +3,077 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,052 | $204.0K | 0.00% | +3,052 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,107 | $207.0K | 0.02% | +6+0.2% | Added |
| Summit Financial Group Inc | 3,100 | $207.0K | 0.08% | +3,100 | New |
| Nations Financial Group Inc, | 3,100 | $207.0K | 0.03% | +3,100 | New |
| Machina Capital S.A.S. | 3,100 | $207.0K | 0.35% | +3,100 | New |
| Hoylecohen, LLC | 3,131 | $209.0K | 0.02% | +3,131 | New |
| CWS Financial Advisors, LLC | 3,126 | $209.0K | 0.08% | +3,126 | New |
| Smith, Moore & Co. | 3,151 | $210.0K | 0.03% | +3,151 | New |
| Guyasuta Investment Advisors Inc | 3,182 | $212.0K | 0.02% | +3,182 | New |
| Wealth Management Associates, Inc. | 3,217 | $214.7K | 0.12% | +3,217 | New |
| Glenview State Bank Trust Dept. | 3,228 | $215.0K | 0.07% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,241 | $216.0K | 0.14% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $216.0K | 0.23% | – | New |
| Parsec Financial Management, Inc. | 3,262 | $218.0K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,272 | $218.0K | 0.01% | +3,272 | New |
| Greenleaf Trust | 3,284 | $219.0K | 0.00% | −104−3.1% | Reduced |
| Valmark Advisers, Inc. | 3,294 | $220.0K | 0.00% | +3,294 | New |
| Perpetual Investment Management Ltd | 3,300 | $220.0K | 0.03% | +3,300 | New |
| Leavell Investment Management, Inc. | 3,472 | $221.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,321 | $222.0K | 0.05% | −18−0.5% | Reduced |
| Meeder Asset Management Inc | 3,324 | $222.0K | 0.01% | +153+4.8% | Added |
| Cooper Financial Group | 3,339 | $223.0K | 0.05% | −175−5.0% | Reduced |
| Capula Management Ltd | 3,349 | $223.0K | 0.04% | +3,349 | New |
| Toroso Investments, LLC | 3,347 | $223.0K | 0.01% | +3,347 | New |
| Prudent Man Advisors, LLC | 3,358 | $224.0K | 0.09% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,357 | $224.0K | 0.03% | +35+1.1% | Added |
| Goelzer Investment Management, Inc. | 3,443 | $230.0K | 0.02% | −250−6.8% | Reduced |
| Certified Advisory Corp | 3,440 | $230.0K | 0.06% | +9+0.3% | Added |
| Centiva Capital, LP | 3,451 | $230.0K | 0.02% | +3,451 | New |
| Gofen & Glossberg LLC | 3,478 | $232.0K | 0.01% | +6+0.2% | Added |
| Wolff Wiese Magana LLC | 3,480 | $232.0K | 0.17% | +230+7.1% | Added |
| Wetherby Asset Management Inc | 3,485 | $233.0K | 0.01% | −18−0.5% | Reduced |
| RMR Wealth Builders | 3,541 | $237.0K | 0.08% | −314−8.1% | Reduced |
| Carroll Financial Associates, Inc. | 3,571 | $238.0K | 0.01% | +100+2.9% | Added |
| Regal Investment Advisors LLC | 3,562 | $238.0K | 0.02% | +3,562 | New |
| Sand Hill Global Advisors, LLC | 3,591 | $240.0K | 0.01% | +50+1.4% | Added |
| Level Four Advisory Services, LLC | 3,607 | $241.0K | 0.02% | −478−11.7% | Reduced |
| Montag A & Associates Inc | 3,605 | $241.0K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,607 | $241.0K | 0.15% | +60+1.7% | Added |
| MBA Advisors LLC | 3,604 | $241.0K | 0.18% | +300+9.1% | Added |
| Strategic Blueprint, LLC | 3,613 | $241.0K | 0.04% | +3,613 | New |
| Conning Inc. | 3,641 | $243.0K | 0.01% | −411−10.1% | Reduced |
| Bennicas & Associates, Inc. | 3,650 | $244.0K | 0.13% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 3,672 | $245.0K | 0.06% | +3+0.1% | Added |
| Advisors Management Group Inc | 3,751 | $250.0K | 0.07% | +10+0.3% | Added |
| Great Valley Advisor Group, Inc. | 3,806 | $252.0K | 0.02% | +78+2.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 3,776 | $253.0K | 0.00% | +1,404+59.2% | Added |
| Harbour Capital Advisors, LLC | 3,803 | $254.0K | 0.07% | +3,803 | New |
| Advisor Resource Council | 3,802 | $254.0K | 0.03% | +3,802 | New |
| Indiana Trust & Investment Management CO | 4,100 | $255.0K | 0.14% | +10.0% | Added |
| Mattern Wealth Management LLC | 3,700 | $257.0K | 0.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,868 | $258.0K | 0.04% | −12,314−76.1% | Reduced |
| Wintrust Investments LLC | 3,915 | $261.0K | 0.03% | +2+0.1% | Added |
| Sovereign Financial Group, Inc. | 4,175 | $265.0K | 0.16% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 4,002 | $267.0K | 0.03% | +51+1.3% | Added |
| Inscription Capital, LLC | 4,002 | $267.0K | 0.03% | +4,002 | New |
| Ballentine Partners, LLC | 4,025 | $268.0K | 0.01% | +18+0.4% | Added |
| Covington Capital Management | 4,030 | $269.0K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,029 | $269.0K | 0.03% | +200+5.2% | Added |
| Campion Asset Management LLC | 4,075 | $272.0K | 0.23% | −805−16.5% | Reduced |
| Barry Investment Advisors, LLC | 4,071 | $272.0K | 0.07% | +4,071 | New |
| Pointe Capital Management LLC | 4,094 | $273.0K | 0.19% | +4,094 | New |
| Invst, LLC | 3,932 | $274.0K | 0.04% | −288−6.8% | Reduced |
| Fiduciary Group LLC | 3,907 | $274.0K | 0.03% | −60−1.5% | Reduced |
| Soltis Investment Advisors LLC | 4,109 | $274.0K | 0.04% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 4,102 | $274.0K | 0.17% | +192+4.9% | Added |
| FLC Capital Advisors | 4,118 | $275.0K | 0.08% | +140+3.5% | Added |
| Private Trust Co NA | 4,136 | $276.0K | 0.04% | +4,136 | New |
| Pathstone Family Office, LLC | 4,200 | $281.0K | 0.01% | +4,200 | New |
| Ahrens Investment Partners LLC | 4,226 | $282.0K | 0.13% | +4,226 | New |
| Signaturefd, LLC | 4,239 | $283.0K | 0.01% | +513+13.8% | Added |
| Zevin Asset Management LLC | 4,257 | $284.0K | 0.06% | +27+0.6% | Added |
| West Family Investments, Inc. | 4,262 | $284.0K | 0.08% | +4,262 | New |
| Strategy Asset Managers LLC | 4,265 | $285.0K | 0.06% | +312+7.9% | Added |
| Checchi Capital Advisers, LLC | 4,281 | $286.0K | 0.04% | +416+10.8% | Added |
| XTX Topco Ltd | 4,302 | $287.0K | 0.10% | +4,302 | New |
| Accredited Investors Inc. | 4,322 | $288.0K | 0.03% | −7−0.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,319 | $288.0K | 0.01% | +81+1.9% | Added |
| Girard Partners Ltd. | 4,336 | $289.0K | 0.04% | −47−1.1% | Reduced |
| Argent Trust Co | 4,322 | $289.0K | 0.02% | +4,322 | New |
| Silvercrest Asset Management Group LLC | 4,400 | $294.0K | 0.00% | −3−0.1% | Reduced |
| Caxton Associates LP | 4,455 | $297.0K | 0.04% | +4,455 | New |
| Busey Wealth Management | 4,469 | $298.0K | 0.01% | +4,469 | New |
| American Investment Services, Inc. | 4,498 | $300.0K | 0.07% | −616−12.0% | Reduced |