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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 4,275 | $300.0K | 0.11% | 00.0% | Unchanged |
| Strategic Wealth Designers | 4,507 | $301.0K | 0.11% | −2,245−33.2% | Reduced |
| Dynamic Advisor Solutions LLC | 4,508 | $301.0K | 0.02% | −80−1.7% | Reduced |
| Moseley Investment Management Inc | 4,505 | $301.0K | 0.15% | +583+14.9% | Added |
| Western Wealth Management, LLC | 4,507 | $301.0K | 0.03% | +4,507 | New |
| Tectonic Advisors LLC | 4,560 | $304.0K | 0.06% | +771+20.3% | Added |
| GYL Financial Synergies, LLC | 4,568 | $305.0K | 0.16% | 00.0% | Unchanged |
| Change Path, LLC | 4,602 | $307.0K | 0.02% | −56−1.2% | Reduced |
| Connors Investor Services Inc | 4,603 | $307.0K | 0.03% | +65+1.4% | Added |
| Altman Advisors, Inc. | 4,393 | $310.0K | 0.18% | 00.0% | Unchanged |
| V2 Financial group LLC | 4,671 | $311.7K | 0.26% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,709 | $314.0K | 0.01% | +4,709 | New |
| DF Dent & Co Inc | 4,740 | $316.0K | 0.00% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,772 | $318.0K | 0.02% | +4,772 | New |
| Keystone Financial Group | 4,793 | $320.0K | 0.06% | +20.0% | Added |
| Gateway Investment Advisers LLC | 4,795 | $320.0K | 0.00% | +1,072+28.8% | Added |
| Verdence Capital Advisors LLC | 4,788 | $320.0K | 0.04% | +4,788 | New |
| Moneta Group Investment Advisors LLC | 4,810 | $321.0K | 0.01% | −245−4.8% | Reduced |
| Centaurus Financial, Inc. | 4,803 | $321.0K | 0.03% | +405+9.2% | Added |
| Dynamic Technology Lab Private Ltd | 4,806 | $321.0K | 0.03% | +4,806 | New |
| Altium Wealth Management LLC | 4,826 | $322.0K | 0.02% | +1,553+47.4% | Added |
| Capital Investment Advisors, LLC | 4,870 | $325.0K | 0.01% | −212−4.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,881 | $326.0K | 0.03% | +29+0.6% | Added |
| Unigestion Holding SA | 4,814 | $327.0K | 0.01% | −28,731−85.6% | Reduced |
| Financial Advocates Investment Management | 4,938 | $329.0K | 0.02% | −32,005−86.6% | Reduced |
| Sonora Investment Management, LLC | 4,935 | $329.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 4,936 | $329.0K | 0.01% | +148+3.1% | Added |
| Orion Portfolio Solutions, LLC | 4,929 | $329.0K | 0.01% | +220+4.7% | Added |
| Veriti Management LLC | 4,992 | $333.0K | 0.05% | +1,610+47.6% | Added |
| Dividend Assets Capital, LLC | 5,000 | $334.0K | 0.07% | 00.0% | Unchanged |
| Rollins Financial | 5,000 | $334.0K | 0.12% | +5,000 | New |
| 180 Wealth Advisors, LLC | 4,826 | $338.0K | 0.08% | −10−0.2% | Reduced |
| International Assets Investment Management, LLC | 5,074 | $339.0K | 0.06% | −5,270−50.9% | Reduced |
| First Nebraska Trust Co | 5,087 | $339.5K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,107 | $341.0K | 0.01% | +974+23.6% | Added |
| Oxbow Advisors, LLC | 5,115 | $341.0K | 0.04% | +1,000+24.3% | Added |
| First Heartland Consultants, Inc. | 5,117 | $341.0K | 0.05% | +5,117 | New |
| Nachman Norwood & Parrott, Inc | 5,084 | $341.0K | 0.03% | +5,084 | New |
| Vident Investment Advisory, LLC | 5,117 | $342.0K | 0.01% | +62+1.2% | Added |
| Golden State Wealth Management, LLC | 5,152 | $344.0K | 0.08% | +403+8.5% | Added |
| Lido Advisors, LLC | 5,150 | $345.0K | 0.01% | −248−4.6% | Reduced |
| Brown Advisory Inc | 5,177 | $346.0K | 0.00% | −1,783−25.6% | Reduced |
| Cascadia Advisory Services, LLC | 5,184 | $346.0K | 0.07% | −114−2.2% | Reduced |
| Cerity Partners LLC | 5,271 | $352.0K | 0.01% | +5,271 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,320 | $355.0K | 0.06% | +310+6.2% | Added |
| Boothbay Fund Management, LLC | 5,324 | $355.0K | 0.01% | +5,324 | New |
| Sugarloaf Wealth Management, LLC | 5,327 | $356.0K | 0.10% | +34+0.6% | Added |
| Redhawk Wealth Advisors, Inc. | 5,328 | $356.0K | 0.08% | +375+7.6% | Added |
| Buckingham Strategic Wealth, LLC | 5,360 | $358.0K | 0.01% | +107+2.0% | Added |
| Proequities, Inc. | 5,377 | $360.0K | 0.02% | +1,114+26.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 5,466 | $364.0K | 0.12% | −1,272−18.9% | Reduced |
| Ancora Advisors, LLC | 5,475 | $365.0K | 0.01% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 5,500 | $367.0K | 0.00% | +5,500 | New |
| West Paces Advisors Inc. | 5,507 | $367.6K | 0.14% | +17+0.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 5,521 | $368.0K | 0.01% | +31+0.6% | Added |
| Cohen Investment Advisors LLC | 5,508 | $368.0K | 0.29% | +13+0.2% | Added |
| Visionary Wealth Advisors | 5,510 | $368.0K | 0.04% | +315+6.1% | Added |
| First Commonwealth Financial Corp | 5,544 | $370.0K | 0.13% | +211+4.0% | Added |
| Aull & Monroe Investment Management Corp | 5,598 | $374.0K | 0.18% | 00.0% | Unchanged |
| Essex Savings Bank | 5,488 | $375.0K | 0.14% | +452+9.0% | Added |
| Teamwork Financial Advisors, LLC | 5,640 | $376.0K | 0.08% | +1,213+27.4% | Added |
| NFP Retirement, Inc. | 5,637 | $376.3K | 0.15% | +46+0.8% | Added |
| IFG Advisory, LLC | 5,649 | $377.0K | 0.04% | +559+11.0% | Added |
| TrinityPoint Wealth, LLC | 5,674 | $379.0K | 0.08% | +42+0.7% | Added |
| Cooper/Haims Advisors, LLC | 5,697 | $380.0K | 0.25% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,690 | $380.0K | 0.01% | +5,690 | New |
| Flagship Harbor Advisors, LLC | 5,781 | $386.0K | 0.04% | −38−0.7% | Reduced |
| Wealthsource Partners, LLC | 5,796 | $387.0K | 0.03% | +2,231+62.6% | Added |
| Stevens Capital Management LP | 5,813 | $388.0K | 0.11% | +5,813 | New |
| Aspiriant, LLC | 5,848 | $390.0K | 0.02% | +222+3.9% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 5,853 | $391.0K | 0.01% | +179+3.2% | Added |
| Opus Capital Group, LLC | 5,891 | $393.0K | 0.09% | +1,051+21.7% | Added |
| MUFG Americas Holdings Corp | 6,000 | $400.0K | 0.01% | −58−1.0% | Reduced |
| E. Ohman J:or Asset Management AB | 6,000 | $400.4K | 0.01% | −7,000−53.8% | Reduced |
| Johnson Bixby & Associates, LLC | 5,655 | $406.0K | 0.12% | +22+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 6,131 | $409.0K | 0.02% | −471−7.1% | Reduced |
| IndexIQ Advisors LLC | 6,161 | $411.0K | 0.01% | +542+9.6% | Added |
| BEAM Asset Management, LLC | 6,209 | $414.0K | 0.36% | +9+0.1% | Added |
| HighPoint Advisor Group LLC | 6,256 | $418.0K | 0.04% | +1,352+27.6% | Added |
| Banque Cantonale Vaudoise | 6,300 | $421.0K | 0.02% | −100−1.6% | Reduced |
| Ascent Wealth Partners, LLC | 6,345 | $423.0K | 0.08% | +6,345 | New |
| Verition Fund Management LLC | 6,382 | $426.0K | 0.01% | −757−10.6% | Reduced |
| CIBC World Markets Inc. | 6,390 | $426.0K | 0.00% | +6,390 | New |
| Townsend Asset Management Corp | 6,458 | $431.0K | 0.24% | +304+4.9% | Added |
| Jump Financial, LLC | 6,452 | $431.0K | 0.04% | +6,452 | New |
| GWM Advisors LLC | 6,592 | $440.0K | 0.01% | +153+2.4% | Added |
| J.W. Cole Advisors, Inc. | 6,614 | $441.0K | 0.03% | −718−9.8% | Reduced |
| Fieldpoint Private Securities, LLC | 6,316 | $443.0K | 0.10% | +253+4.2% | Added |
| Prudent Investors Network | 6,649 | $444.0K | 0.23% | −68,020−91.1% | Reduced |
| SignalPoint Asset Management, LLC | 6,654 | $444.0K | 0.14% | −10−0.2% | Reduced |
| Ausdal Financial Partners, Inc. | 6,657 | $444.0K | 0.07% | +380+6.1% | Added |
| Prosperity Planning, Inc. | 6,665 | $445.0K | 0.28% | +2,666+66.7% | Added |
| JustInvest LLC | 6,868 | $458.0K | 0.05% | −410−5.6% | Reduced |
| Mid Atlantic Financial Management Inc | 7,003 | $467.0K | 0.03% | +645+10.1% | Added |
| Sawtooth Solutions, LLC | 7,026 | $469.0K | 0.09% | +266+3.9% | Added |
| Gyon Technologies Capital Management, LP | 7,044 | $470.0K | 0.15% | +7,044 | New |
| Parallax Volatility Advisers, L.P. | 7,067 | $472.0K | 0.01% | −3,113−30.6% | Reduced |
| Focused Wealth Management, Inc | 7,161 | $478.0K | 0.08% | +142+2.0% | Added |
| NovaPoint Capital, LLC | 7,195 | $480.0K | 0.20% | +189+2.7% | Added |
| AMG National Trust Bank | 7,265 | $485.0K | 0.02% | 00.0% | Unchanged |