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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| HC Financial Advisors Inc | 420 | $27.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 416 | $27.0K | 0.01% | +2+0.5% | Added |
| Wagner Wealth Management, LLC | 372 | $27.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 428 | $27.8K | 0.00% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 914 | $28.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 430 | $28.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 433 | $28.0K | 0.01% | +101+30.4% | Added |
| HHM Wealth Advisors, LLC | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 470 | $30.0K | 0.01% | −562−54.5% | Reduced |
| Investors Research Corp | 465 | $30.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 470 | $30.0K | 0.00% | +470 | New |
| Key Financial Inc | 482 | $31.0K | 0.02% | −24−4.7% | Reduced |
| NEXT Financial Group, Inc | 487 | $31.0K | 0.00% | +175+56.1% | Added |
| Evermay Wealth Management LLC | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $32.0K | 0.01% | +500 | New |
| Corsicana & Co. | 500 | $32.0K | 0.02% | +500 | New |
| Bogart Wealth, LLC | 508 | $33.0K | 0.00% | +1+0.2% | Added |
| Old North State Trust, LLC | 510 | $33.0K | 0.03% | 00.0% | Unchanged |
| AGF Investments LLC | 525 | $34.0K | 0.00% | −24−4.4% | Reduced |
| Center for Financial Planning, Inc. | 580 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 589 | $38.0K | 0.01% | +172+41.2% | Added |
| Bellevue Asset Management, LLC | 596 | $39.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 604 | $39.0K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $43.0K | 0.00% | −2,386−78.2% | Reduced |
| Hoertkorn Richard Charles | 666 | $43.0K | 0.02% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 682 | $44.0K | 0.00% | +682 | New |
| Hexagon Capital Partners LLC | 700 | $45.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $45.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 696 | $45.1K | 0.02% | +696 | New |
| Simon Quick Advisors, LLC | 721 | $46.0K | 0.01% | +8+1.1% | Added |
| Asset Dedication, LLC | 729 | $46.0K | 0.01% | +115+18.7% | Added |
| Brown Brothers Harriman & Co | 711 | $46.0K | 0.00% | +711 | New |
| Smithfield Trust Co | 685 | $47.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 731 | $47.0K | 0.01% | +59+8.8% | Added |
| CX Institutional | 772 | $50.0K | 0.00% | +43+5.9% | Added |
| Activest Wealth Management | 782 | $51.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 782 | $51.0K | 0.01% | +193+32.8% | Added |
| Cedar Wealth Management, LLC | 800 | $52.0K | 0.02% | 00.0% | Unchanged |
| Monetary Management Group Inc | 860 | $56.0K | 0.02% | +600+230.8% | Added |
| PSI Advisors, LLC | 910 | $59.0K | 0.03% | +910 | New |
| Reilly Financial Advisors, LLC | 922 | $60.0K | 0.01% | +52+6.0% | Added |
| Phoenix Wealth Advisors | 950 | $62.0K | 0.05% | −15,474−94.2% | Reduced |
| NVWM, LLC | 975 | $63.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 980 | $63.0K | 0.01% | +335+51.9% | Added |
| NuWave Investment Management, LLC | 992 | $64.0K | 0.07% | +992 | New |
| Rocky Mountain Advisers, LLC | 1,000 | $65.0K | 0.08% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,000 | $65.0K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 977 | $67.0K | 0.02% | +664+212.1% | Added |
| Northern Oak Wealth Management Inc | 1,043 | $68.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,050 | $68.1K | 0.00% | +100+10.5% | Added |
| Salem Investment Counselors Inc | 1,062 | $69.0K | 0.00% | +11+1.0% | Added |
| Toth Financial Advisory Corp | 1,071 | $69.0K | 0.01% | +71+7.1% | Added |
| Central Trust Co | 1,110 | $72.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,105 | $72.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,147 | $74.0K | 0.01% | −67−5.5% | Reduced |
| Capital Analysts, LLC | 1,177 | $76.0K | 0.00% | +10+0.9% | Added |
| Sandy Spring Bank | 1,196 | $77.0K | 0.00% | −132−9.9% | Reduced |
| Howe & Rusling Inc | 1,186 | $77.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,194 | $77.0K | 0.02% | +813+213.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,196 | $77.5K | 0.00% | +213+21.7% | Added |
| HM Payson & Co | 1,200 | $78.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,200 | $78.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,185 | $79.0K | 0.06% | −16,580−93.3% | Reduced |
| Lloyd Advisory Services, LLC. | – | $79.0K | 0.04% | – | – |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,250 | $81.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,255 | $81.0K | 0.01% | +158+14.4% | Added |
| Creative Financial Designs Inc | 1,273 | $83.0K | 0.01% | +83+7.0% | Added |
| JNBA Financial Advisors | 1,290 | $84.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,317 | $85.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,319 | $86.0K | 0.01% | +2+0.2% | Added |
| Penserra Capital Management LLC | 1,355 | $87.0K | 0.00% | +135+11.1% | Added |
| Investment Research & Advisory Group, Inc. | 1,357 | $89.0K | 0.06% | 00.0% | Unchanged |
| Tobam | 1,411 | $92.0K | 0.00% | +577+69.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,482 | $96.0K | 0.02% | +4+0.3% | Added |
| Harvest Fund Management Co., Ltd | 1,545 | $100.0K | 0.02% | +133+9.4% | Added |
| JFS Wealth Advisors, LLC | 1,556 | $101.0K | 0.01% | −544−25.9% | Reduced |
| BBVA USA | 1,594 | $103.0K | 0.01% | −255−13.8% | Reduced |
| Pinnacle Bancorp, Inc. | 1,600 | $104.0K | 0.04% | −150−8.6% | Reduced |
| JJJ Advisors Inc. | 1,723 | $112.0K | 0.04% | +468+37.3% | Added |
| North Star Investment Management Corp. | 1,825 | $118.0K | 0.01% | 00.0% | Unchanged |
| Motco | 1,829 | $119.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,828 | $119.0K | 0.01% | +516+39.3% | Added |
| Front Row Advisors LLC | 1,860 | $121.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,852 | $121.0K | 0.03% | +870+88.6% | Added |
| Vectors Research Management, LLC | 1,901 | $123.0K | 0.03% | +582+44.1% | Added |
| Whittier Trust Co | 1,918 | $124.0K | 0.00% | +1,009+111.0% | Added |
| Dark Forest Capital Management LP | 1,946 | $126.0K | 0.04% | −565−22.5% | Reduced |
| McIlrath & Eck, LLC | 1,949 | $126.0K | 0.04% | −242−11.0% | Reduced |
| Financial Perspectives, Inc | 2,011 | $130.4K | 0.07% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 2,024 | $131.0K | 0.08% | +272+15.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,055 | $133.0K | 0.02% | +125+6.5% | Added |
| Clal Insurance Enterprises Holdings Ltd | 2,064 | $134.0K | 0.00% | −1,712−45.3% | Reduced |
| Johnson Midwest Financial, LLC | 2,201 | $143.0K | 0.12% | +16+0.7% | Added |
| Quadrant Capital Group LLC | 2,220 | $144.0K | 0.02% | +491+28.4% | Added |
| Caldwell Trust Co | 2,310 | $149.8K | 0.02% | −400−14.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,311 | $150.0K | 0.00% | −19,391−89.4% | Reduced |
| CoreFirst Bank & Trust | 2,380 | $154.0K | 0.11% | +1,300+120.4% | Added |
| Syverson Strege & Co | 2,426 | $157.0K | 0.13% | +10+0.4% | Added |
| Ellis Investment Partners, LLC | 2,477 | $160.0K | 0.04% | +25+1.0% | Added |