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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, Q3 2021

Institutional positions in Realty Income Corp as of Sep 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
956
+41 vs. Q2 2021
Shares held
302.3M
+24.7M (+8.9%) vs. Q2 2021
Total value
$19.6B
+$1.08B (+5.8%) vs. Q2 2021
New holders
103
486 more added
Sold out
62
215 more reduced

19 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 956 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 heldQ3 2021: $19.6B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2021.

Institutions holding O in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Lenox Wealth Advisors, LLC1$00.00%00.0%Unchanged
USA Financial Portformulas Corp6$00.00%00.0%Unchanged
HBC Financial Services, PLLC4$00.00%00.0%Unchanged
First Command Advisory Services, Inc.49$00.00%+49New
TSFG, LLC3$00.00%00.0%Unchanged
Hudock, Inc.27$1.00K0.00%00.0%Unchanged
TFC Financial Management13$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc17$1.00K0.00%+17New
Providence Capital Advisors, LLC35$2.00K0.00%−200−85.1%Reduced
Bay Harbor Wealth Management, LLC30$2.00K0.00%−55−64.7%Reduced
Prestige Wealth Management Group LLC30$2.00K0.00%00.0%Unchanged
Delta Asset Management LLC31$2.00K0.00%+31New
Lee Financial Co38$2.00K0.00%+38New
First Command Bank28$2.00K0.00%+28New
First Command Financial Services, Inc.28$2.00K0.00%+28New
Costello Asset Management, INC50$3.00K0.00%−125−71.4%Reduced
Pinnacle Financial Partners Inc45$3.00K0.00%00.0%Unchanged
Sawyer & Company, Inc39$3.00K0.00%00.0%Unchanged
Aspire Private Capital, LLC41$3.00K0.00%––
Sterling Investment Advisors, Ltd.51$3.00K0.00%+48+1,600.0%Added
Ci Investments Inc.48$3.00K0.00%+48New
Financial Enhancement Group LLC47$3.00K0.00%+47New
PFG Private Wealth Management, LLC51$3.00K0.00%+51New
Country Trust Bank62$4.00K0.00%−15−19.5%Reduced
Gemmer Asset Management LLC64$4.00K0.00%+9+16.4%Added
Farmers & Merchants Trust Co of Chambersburg PA63$4.00K0.00%00.0%Unchanged
Aua Capital Management, LLC65$4.00K0.00%00.0%Unchanged
Evoke Wealth, LLC61$4.00K0.00%−3−4.7%Reduced
Old Second National Bank of Aurora58$4.00K0.00%+58New
Clear Perspectives Financial Planning, LLC69$4.00K0.00%+69New
Raffa Wealth Management, LLC63$4.09K0.00%00.0%Unchanged
Loomis Sayles & Co L P70$5.00K0.00%−43−38.1%Reduced
Exane Derivatives81$5.25K0.00%+72+800.0%Added
Tucker Asset Management LLC80$5.71K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.89$6.00K0.00%−201−69.3%Reduced
Semmax Financial Advisors Inc.95$6.00K0.00%−75−44.1%Reduced
American Research & Management Co.100$6.00K0.00%00.0%Unchanged
Cordasco Financial Network100$6.00K0.00%00.0%Unchanged
West Branch Capital LLC100$6.00K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.94$6.00K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton91$6.00K0.00%00.0%Unchanged
IronBridge Private Wealth, LLC90$6.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC97$6.00K0.00%+44+83.0%Added
Eagle Bay Advisors LLC78$6.00K0.00%+41+110.8%Added
TD Capital Management LLC104$7.00K0.00%00.0%Unchanged
Crescent Capital Consulting, LLC120$8.00K0.00%−1,600−93.0%Reduced
Sageworth Trust Co130$8.00K0.00%00.0%Unchanged
Washington Trust Co118$8.00K0.00%00.0%Unchanged
TD Ameritrade Investment Management, LLC136$8.00K0.00%+11+8.8%Added
Stonebridge Capital Advisors LLC116$8.00K0.00%00.0%Unchanged
MV Capital Management, Inc.127$8.00K0.00%+43+51.2%Added
Carmichael Hill & Associates, Inc.140$9.00K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC135$9.00K0.00%00.0%Unchanged
Blume Capital Management, Inc.150$10.0K0.00%00.0%Unchanged
Selective Wealth Management, Inc.150$10.0K0.01%00.0%Unchanged
Meridian Wealth Partners, LLC163$10.0K0.00%+163New
Earnest Partners LLC166$11.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.180$11.7K0.00%+13+7.8%Added
Essex Investment Management Co LLC185$12.0K0.00%00.0%Unchanged
Pacific Center for Financial Services178$12.0K0.01%00.0%Unchanged
Field & Main Bank200$13.0K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC201$13.0K0.00%00.0%Unchanged
Atlas Private Wealth Advisors200$13.0K0.01%00.0%Unchanged
Hoese & Co LLP200$13.0K0.01%00.0%Unchanged
BDO Wealth Advisors, LLC223$14.0K0.00%00.0%Unchanged
Stonebridge Financial Planning Group, LLC200$14.0K0.01%00.0%Unchanged
Parkside Financial Bank & Trust211$14.0K0.00%+20+10.5%Added
Clearstead Advisors, LLC214$14.0K0.00%+98+84.5%Added
Clean Yield Group219$14.0K0.00%+219New
Assetmark, Inc228$15.0K0.00%+144+171.4%Added
SOA Wealth Advisors, LLC.252$16.0K0.00%+1+0.4%Added
Lumature Wealth Partners, LLC249$16.0K0.01%+124+99.2%Added
Kozak & Associates, Inc.224$16.0K0.01%+224New
Professional Financial Advisors, LLC260$17.0K0.01%00.0%Unchanged
Security National Trust Co250$17.0K0.00%00.0%Unchanged
Wealth Quarterback LLC252$17.0K0.01%+3+1.2%Added
Perkins Coie Trust Co284$18.0K0.01%00.0%Unchanged
Community Bank, N.A.284$18.0K0.00%00.0%Unchanged
Firestone Capital Management275$18.0K0.01%00.0%Unchanged
Resolute Partners Group272$18.0K0.00%00.0%Unchanged
South State Corp.270$18.0K0.00%+270New
First Horizon Advisors, Inc.282$19.0K0.00%−247−46.7%Reduced
Silvant Capital Management LLC296$19.0K0.00%00.0%Unchanged
Heritage Wealth Management, LLC300$19.0K0.01%00.0%Unchanged
Pacitti Group Inc.296$19.0K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC300$19.0K0.01%+300New
Towarzystwo Funduszy Inwestycyjnych Pzu SA300$19.5K0.02%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC330$21.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.326$21.0K0.01%00.0%Unchanged
Albion Financial Group316$21.0K0.00%+3+1.0%Added
AlphaMark Advisors, LLC340$22.0K0.01%+140+70.0%Added
Bell Investment Advisors, Inc338$22.0K0.01%+338New
Kistler-Tiffany Companies, LLC351$23.0K0.01%+3+0.9%Added
Mascoma Wealth Management LLC377$24.0K0.01%+377New
Kowal Investment Group, LLC363$24.0K0.01%+363New
Kelly Financial Services LLC383$24.8K0.01%−25,178−98.5%Reduced
Pflug Koory, LLC393$25.0K0.01%00.0%Unchanged
Valley National Advisers Inc380$25.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC408$26.0K0.01%00.0%Unchanged
Antonetti Capital Management LLC400$26.0K0.02%+400New