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 |
|---|---|---|---|---|---|
| Dividend Assets Capital, LLC | 5,000 | $334.0K | 0.07% | 00.0% | Unchanged |
| Rollins Financial | 5,000 | $334.0K | 0.12% | +5,000 | New |
| Veriti Management LLC | 4,992 | $333.0K | 0.05% | +1,610+47.6% | Added |
| 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 |
| Unigestion Holding SA | 4,814 | $327.0K | 0.01% | −28,731−85.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,881 | $326.0K | 0.03% | +29+0.6% | Added |
| Capital Investment Advisors, LLC | 4,870 | $325.0K | 0.01% | −212−4.2% | Reduced |
| Altium Wealth Management LLC | 4,826 | $322.0K | 0.02% | +1,553+47.4% | Added |
| 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 |
| 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 |
| Avidian Wealth Solutions, LLC | 4,772 | $318.0K | 0.02% | +4,772 | New |
| DF Dent & Co Inc | 4,740 | $316.0K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 4,709 | $314.0K | 0.01% | +4,709 | New |
| V2 Financial group LLC | 4,671 | $311.7K | 0.26% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 4,393 | $310.0K | 0.18% | 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 |
| GYL Financial Synergies, LLC | 4,568 | $305.0K | 0.16% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 4,560 | $304.0K | 0.06% | +771+20.3% | Added |
| 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 |
| American Investment Services, Inc. | 4,498 | $300.0K | 0.07% | −616−12.0% | Reduced |
| Castle Rock Wealth Management, LLC | 4,275 | $300.0K | 0.11% | 00.0% | Unchanged |
| Busey Wealth Management | 4,469 | $298.0K | 0.01% | +4,469 | New |
| Caxton Associates LP | 4,455 | $297.0K | 0.04% | +4,455 | New |
| Silvercrest Asset Management Group LLC | 4,400 | $294.0K | 0.00% | −3−0.1% | Reduced |
| 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 |
| 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 |
| XTX Topco Ltd | 4,302 | $287.0K | 0.10% | +4,302 | New |
| Checchi Capital Advisers, LLC | 4,281 | $286.0K | 0.04% | +416+10.8% | Added |
| Strategy Asset Managers LLC | 4,265 | $285.0K | 0.06% | +312+7.9% | 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 |
| Signaturefd, LLC | 4,239 | $283.0K | 0.01% | +513+13.8% | Added |
| Ahrens Investment Partners LLC | 4,226 | $282.0K | 0.13% | +4,226 | New |
| Pathstone Family Office, LLC | 4,200 | $281.0K | 0.01% | +4,200 | New |
| Private Trust Co NA | 4,136 | $276.0K | 0.04% | +4,136 | New |
| FLC Capital Advisors | 4,118 | $275.0K | 0.08% | +140+3.5% | Added |
| 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 |
| Pointe Capital Management LLC | 4,094 | $273.0K | 0.19% | +4,094 | New |
| 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 |
| 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 |
| Ballentine Partners, LLC | 4,025 | $268.0K | 0.01% | +18+0.4% | Added |
| 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 |
| Sovereign Financial Group, Inc. | 4,175 | $265.0K | 0.16% | 00.0% | Unchanged |
| Wintrust Investments LLC | 3,915 | $261.0K | 0.03% | +2+0.1% | Added |
| Transcend Wealth Collective, LLC | 3,868 | $258.0K | 0.04% | −12,314−76.1% | Reduced |
| Mattern Wealth Management LLC | 3,700 | $257.0K | 0.08% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 4,100 | $255.0K | 0.14% | +10.0% | 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 |
| Clal Insurance Enterprises Holdings Ltd | 3,776 | $253.0K | 0.00% | +1,404+59.2% | Added |
| Great Valley Advisor Group, Inc. | 3,806 | $252.0K | 0.02% | +78+2.1% | Added |
| Advisors Management Group Inc | 3,751 | $250.0K | 0.07% | +10+0.3% | Added |
| Financial Partners Group, Inc | 3,672 | $245.0K | 0.06% | +3+0.1% | Added |
| Bennicas & Associates, Inc. | 3,650 | $244.0K | 0.13% | 00.0% | Unchanged |
| Conning Inc. | 3,641 | $243.0K | 0.01% | −411−10.1% | Reduced |
| 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 |
| Sand Hill Global Advisors, LLC | 3,591 | $240.0K | 0.01% | +50+1.4% | Added |
| 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 |
| RMR Wealth Builders | 3,541 | $237.0K | 0.08% | −314−8.1% | Reduced |
| Wetherby Asset Management Inc | 3,485 | $233.0K | 0.01% | −18−0.5% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Leavell Investment Management, Inc. | 3,472 | $221.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Greenleaf Trust | 3,284 | $219.0K | 0.00% | −104−3.1% | Reduced |