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 |
|---|---|---|---|---|---|
| Founders Capital Management | 2,580 | $167.0K | 0.11% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,652 | $172.0K | 0.11% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2,721 | $176.0K | 0.00% | −28,266−91.2% | Reduced |
| Jones Financial Companies LLLP | 2,711 | $176.0K | 0.00% | −21−0.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,730 | $177.0K | 0.11% | +1,335+95.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 2,756 | $179.0K | 0.06% | +542+24.5% | Added |
| 1832 Asset Management L.P. | 2,778 | $185.0K | 0.00% | +2,778 | New |
| Gradient Investments LLC | 2,883 | $187.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,933 | $190.0K | 0.02% | +57+2.0% | Added |
| Bartlett & Co. LLC | 2,995 | $194.0K | 0.00% | +743+33.0% | Added |
| Blueprint Investment Partners LLC | 2,992 | $194.0K | 0.10% | +2,992 | New |
| Bartlett & Co. Wealth Management LLC | 2,995 | $194.9K | 0.00% | +743+33.0% | Added |
| Boston Private Wealth LLC | 3,092 | $200.0K | 0.00% | +3,092 | New |
| Goelzer Investment Management, Inc. | 3,103 | $201.0K | 0.02% | −340−9.9% | Reduced |
| Summit Financial Group Inc | 3,100 | $201.0K | 0.07% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,102 | $201.2K | 0.05% | +3,102 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,118 | $202.0K | 0.02% | +11+0.4% | Added |
| Sentry Investment Management LLC | 3,114 | $202.0K | 0.06% | +3,093+14,728.6% | Added |
| N.E.W. Advisory Services LLC | 3,125 | $203.0K | 0.03% | +48+1.6% | Added |
| Greenleaf Trust | 3,166 | $205.0K | 0.00% | −118−3.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,159 | $205.0K | 0.18% | +3,159 | New |
| Guyasuta Investment Advisors Inc | 3,182 | $206.0K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 3,184 | $207.0K | 0.06% | +3,184 | New |
| Bluefin Capital Management, LLC | 3,200 | $208.0K | 0.02% | +3,200 | New |
| Tri-Star Advisors Inc. | 2,981 | $208.0K | 0.09% | +2,981 | New |
| Kestra Advisory Services, LLC | 3,206 | $208.0K | 0.00% | +3,206 | New |
| Brown Miller Wealth Management, LLC | 3,241 | $210.0K | 0.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,233 | $210.0K | 0.00% | +872+36.9% | Added |
| Perpetual Investment Management Ltd | 3,300 | $214.0K | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,327 | $215.8K | 0.13% | +110+3.4% | Added |
| Cooper Financial Group | 3,339 | $217.0K | 0.05% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,358 | $218.0K | 0.08% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,371 | $219.0K | 0.06% | −170−4.8% | Reduced |
| Lindbrook Capital, LLC | 3,371 | $219.0K | 0.06% | +50+1.5% | Added |
| Smith, Moore & Co. | 3,380 | $219.0K | 0.03% | +229+7.3% | Added |
| TCG Advisory Services, LLC | 3,374 | $219.0K | 0.06% | +3,374 | New |
| Global Strategic Investment Solutions, LLC | 3,410 | $221.0K | 0.04% | +3,410 | New |
| Caxton Associates LP | 3,434 | $223.0K | 0.03% | −1,021−22.9% | Reduced |
| Grove Bank & Trust | 3,437 | $223.0K | 0.05% | +3,437 | New |
| Titus Wealth Management | 3,440 | $224.0K | 0.12% | +3,440 | New |
| Ieq Capital, LLC | 3,466 | $224.0K | 0.01% | +3,466 | New |
| Dynamic Technology Lab Private Ltd | 3,472 | $225.0K | 0.03% | −1,334−27.8% | Reduced |
| Sand Hill Global Advisors, LLC | 3,482 | $226.0K | 0.01% | −109−3.0% | Reduced |
| Gofen & Glossberg LLC | 3,483 | $226.0K | 0.01% | +5+0.1% | Added |
| Wolff Wiese Magana LLC | 3,480 | $226.0K | 0.16% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,472 | $226.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,480 | $226.0K | 0.01% | +1,029+42.0% | Added |
| Pearl River Capital, LLC | 3,477 | $226.0K | 0.06% | +3,477 | New |
| Regal Investment Advisors LLC | 3,564 | $231.0K | 0.02% | +2+0.1% | Added |
| Carroll Financial Associates, Inc. | 3,575 | $231.0K | 0.01% | +4+0.1% | Added |
| Parsec Financial Management, Inc. | 3,262 | $231.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 3,559 | $231.0K | 0.11% | +3,460+3,494.9% | Added |
| Schonfeld Strategic Advisors LLC | 3,582 | $232.0K | 0.00% | +3,582 | New |
| RNC Capital Management LLC | 3,592 | $233.0K | 0.01% | +3,592 | New |
| Montag A & Associates Inc | 3,605 | $234.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 3,643 | $236.0K | 0.01% | +158+4.5% | Added |
| Meeder Asset Management Inc | 3,635 | $236.0K | 0.01% | +311+9.4% | Added |
| Cambria Investment Management, L.P. | 3,636 | $236.0K | 0.04% | +3,636 | New |
| International Assets Investment Management, LLC | 3,651 | $237.0K | 0.04% | −1,423−28.0% | Reduced |
| Bennicas & Associates, Inc. | 3,650 | $237.0K | 0.13% | 00.0% | Unchanged |
| MBA Advisors LLC | 3,660 | $237.0K | 0.17% | +56+1.6% | Added |
| Strategic Blueprint, LLC | 3,663 | $238.0K | 0.04% | +50+1.4% | Added |
| Advisors Management Group Inc | 3,687 | $239.0K | 0.07% | −64−1.7% | Reduced |
| Mattern Wealth Management LLC | 3,700 | $240.0K | 0.08% | 00.0% | Unchanged |
| Certified Advisory Corp | 3,719 | $241.0K | 0.06% | +279+8.1% | Added |
| WESPAC Advisors, LLC | 3,714 | $241.0K | 0.15% | +3,714 | New |
| Zevin Asset Management LLC | 3,786 | $246.0K | 0.05% | −471−11.1% | Reduced |
| Girard Partners Ltd. | 3,819 | $247.0K | 0.03% | −517−11.9% | Reduced |
| Successful Portfolios LLC | 3,807 | $247.0K | 0.15% | +200+5.5% | Added |
| Intrust Bank NA | 3,808 | $247.0K | 0.03% | +3,808 | New |
| Brown Advisory Inc | 3,822 | $248.0K | 0.00% | −1,355−26.2% | Reduced |
| Mayflower Financial Advisors, LLC | 3,557 | $249.0K | 0.03% | +200+6.0% | Added |
| Siemens Fonds Invest GmbH | 3,841 | $249.0K | 0.02% | +3,841 | New |
| Great Valley Advisor Group, Inc. | 3,863 | $251.0K | 0.02% | +57+1.5% | Added |
| DRW Securities, LLC | 3,881 | $252.0K | 0.07% | +3,881 | New |
| Indiana Trust & Investment Management CO | 3,899 | $253.0K | 0.13% | −201−4.9% | Reduced |
| Toroso Investments, LLC | 3,899 | $253.0K | 0.01% | +552+16.5% | Added |
| BKD Wealth Advisors, LLC | 3,897 | $253.0K | 0.01% | +3,897 | New |
| Invst, LLC | 3,942 | $256.0K | 0.04% | +10+0.3% | Added |
| Stock Yards Bank & Trust Co | 3,978 | $258.0K | 0.02% | +3,978 | New |
| Wrapmanager Inc | 3,999 | $259.0K | 0.07% | +3,999 | New |
| Principle Wealth Partners LLC | 4,004 | $260.0K | 0.03% | +20.0% | Added |
| Sequoia Financial Advisors, LLC | 4,020 | $261.0K | 0.03% | −37,336−90.3% | Reduced |
| Angeles Investment Advisors, LLC | 4,010 | $261.0K | 0.02% | +4,010 | New |
| Raub Brock Capital Management LP | 4,025 | $261.0K | 0.04% | +4,025 | New |
| Covington Capital Management | 4,035 | $262.0K | 0.01% | +5+0.1% | Added |
| Strategic Wealth Partners, Ltd. | 4,043 | $262.0K | 0.08% | +4,043 | New |
| Hoylecohen, LLC | 4,069 | $264.0K | 0.03% | +938+30.0% | Added |
| Pointe Capital Management LLC | 4,094 | $265.0K | 0.18% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 4,079 | $265.0K | 0.03% | +472+13.1% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,123 | $267.0K | 0.09% | −1,343−24.6% | Reduced |
| Checchi Capital Advisers, LLC | 4,114 | $267.0K | 0.03% | −167−3.9% | Reduced |
| FLC Capital Advisors | 4,118 | $267.0K | 0.08% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,158 | $271.0K | 0.01% | +133+3.3% | Added |
| Park Avenue Securities LLC | 4,184 | $271.0K | 0.01% | +1,172+38.9% | Added |
| Sovereign Financial Group, Inc. | 4,187 | $272.0K | 0.16% | +12+0.3% | Added |
| Fiduciary Group LLC | 3,694 | $274.0K | 0.03% | −213−5.5% | Reduced |
| Campion Asset Management LLC | 4,225 | $274.0K | 0.24% | +150+3.7% | Added |
| Soltis Investment Advisors LLC | 4,243 | $275.0K | 0.04% | +134+3.3% | Added |
| Avidian Wealth Solutions, LLC | 4,272 | $277.0K | 0.02% | −500−10.5% | Reduced |