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 |
|---|---|---|---|---|---|
| Procyon Private Wealth Partners, LLC | 4,306 | $279.0K | 0.07% | +4,306 | New |
| Golden State Wealth Management, LLC | 4,322 | $280.0K | 0.06% | −830−16.1% | Reduced |
| Financial Partners Group, Inc | 4,331 | $281.0K | 0.07% | +659+17.9% | Added |
| V2 Financial group LLC | 4,346 | $281.9K | 0.24% | −325−7.0% | Reduced |
| Accredited Investors Inc. | 4,350 | $282.0K | 0.03% | +28+0.6% | Added |
| Diametric Capital, LP | 4,344 | $282.0K | 0.22% | +4,344 | New |
| Strategy Asset Managers LLC | 4,363 | $283.0K | 0.06% | +98+2.3% | Added |
| Koshinski Asset Management, Inc. | 4,389 | $284.7K | 0.02% | +1,360+44.9% | Added |
| Silvercrest Asset Management Group LLC | 4,400 | $285.0K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 4,700 | $286.0K | 0.01% | −407−8.0% | Reduced |
| West Family Investments, Inc. | 4,403 | $286.0K | 0.08% | +141+3.3% | Added |
| Petix & Botte Co | 4,400 | $286.0K | 0.10% | +4,400 | New |
| Bridgefront Capital, LLC | 4,447 | $288.0K | 0.30% | −11,905−72.8% | Reduced |
| Opus Capital Group, LLC | 4,441 | $288.0K | 0.07% | −1,450−24.6% | Reduced |
| GYL Financial Synergies, LLC | 4,436 | $288.0K | 0.15% | −132−2.9% | Reduced |
| Dynamic Advisor Solutions LLC | 4,435 | $288.0K | 0.02% | −73−1.6% | Reduced |
| Transcend Wealth Collective, LLC | 3,903 | $289.0K | 0.03% | +35+0.9% | Added |
| Lake Street Financial LLC | 4,463 | $289.0K | 0.07% | +4,463 | New |
| Capital Investment Advisory Services, LLC | 4,491 | $291.0K | 0.04% | +462+11.5% | Added |
| American Investment Services, Inc. | 4,498 | $292.0K | 0.07% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 4,521 | $293.0K | 0.01% | +4,521 | New |
| Strategic Wealth Designers | 4,528 | $294.0K | 0.09% | +21+0.5% | Added |
| Moneta Group Investment Advisors LLC | 4,579 | $297.0K | 0.01% | −231−4.8% | Reduced |
| Fox Run Management, L.L.C. | 4,690 | $304.0K | 0.19% | −3,021−39.2% | Reduced |
| Fiduciary Trust Co | 4,688 | $304.0K | 0.01% | −21−0.4% | Reduced |
| Castle Rock Wealth Management, LLC | 4,275 | $306.0K | 0.10% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,740 | $307.0K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 4,790 | $311.0K | 0.02% | +188+4.1% | Added |
| Clear Street Markets LLC | 4,800 | $311.0K | 0.07% | +1,768+58.3% | Added |
| Signaturefd, LLC | 4,805 | $312.0K | 0.01% | +566+13.4% | Added |
| Tokio Marine Asset Management Co Ltd | 4,822 | $313.0K | 0.03% | +4,822 | New |
| Altman Advisors, Inc. | 4,393 | $314.0K | 0.17% | 00.0% | Unchanged |
| Weil Company, Inc. | 4,860 | $315.0K | 0.16% | +4,860 | New |
| Aspiriant, LLC | 4,868 | $316.0K | 0.02% | −980−16.8% | Reduced |
| Keystone Financial Group | 4,955 | $321.0K | 0.06% | +162+3.4% | Added |
| Veritable, L.P. | 4,979 | $323.0K | 0.01% | +43+0.9% | Added |
| Capital Investment Advisors, LLC | 4,985 | $323.0K | 0.01% | +115+2.4% | Added |
| Wealthsource Partners, LLC | 4,999 | $324.0K | 0.03% | −797−13.8% | Reduced |
| Dividend Assets Capital, LLC | 5,000 | $324.0K | 0.07% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 5,015 | $325.0K | 0.03% | −100−2.0% | Reduced |
| Sonora Investment Management, LLC | 5,008 | $325.0K | 0.04% | +73+1.5% | Added |
| Private Trust Co NA | 5,005 | $325.0K | 0.05% | +869+21.0% | Added |
| Pathstone Family Office, LLC | 5,043 | $327.0K | 0.01% | +843+20.1% | Added |
| Pendal Group Limited | 5,070 | $329.0K | 0.00% | −2,792−35.5% | Reduced |
| Argent Trust Co | 5,077 | $329.0K | 0.02% | +755+17.5% | Added |
| First Nebraska Trust Co | 5,087 | $329.9K | 0.04% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 5,119 | $332.0K | 0.05% | +20.0% | Added |
| Sugarloaf Wealth Management, LLC | 5,179 | $336.0K | 0.09% | −148−2.8% | Reduced |
| Cascadia Advisory Services, LLC | 5,179 | $336.0K | 0.07% | −5−0.1% | Reduced |
| Moseley Investment Management Inc | 5,105 | $336.0K | 0.17% | +600+13.3% | Added |
| First Commonwealth Financial Corp | 5,196 | $337.0K | 0.12% | −348−6.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,185 | $337.0K | 0.03% | +304+6.2% | Added |
| 180 Wealth Advisors, LLC | 4,864 | $339.0K | 0.07% | +38+0.8% | Added |
| Bokf, NA | 5,259 | $341.0K | 0.01% | +5,259 | New |
| Alethea Capital Management, LLC | 5,264 | $341.0K | 0.30% | +5,264 | New |
| Vident Investment Advisory, LLC | 5,371 | $347.0K | 0.01% | +254+5.0% | Added |
| Redhawk Wealth Advisors, Inc. | 5,377 | $349.0K | 0.10% | +49+0.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,420 | $352.0K | 0.06% | +100+1.9% | Added |
| Ancora Advisors, LLC | 5,475 | $355.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 5,477 | $355.0K | 0.05% | +485+9.7% | Added |
| Vestcor Inc | 5,505 | $357.0K | 0.01% | −55,267−90.9% | Reduced |
| Cohen Investment Advisors LLC | 5,528 | $359.0K | 0.28% | +20+0.4% | Added |
| MUFG Americas Holdings Corp | 5,565 | $361.0K | 0.01% | −435−7.2% | Reduced |
| Aull & Monroe Investment Management Corp | 5,598 | $363.0K | 0.18% | 00.0% | Unchanged |
| Proequities, Inc. | 5,623 | $366.0K | 0.02% | +246+4.6% | Added |
| Johnson Bixby & Associates, LLC | 5,660 | $367.0K | 0.11% | +5+0.1% | Added |
| NFP Retirement, Inc. | 5,686 | $368.7K | 0.15% | +49+0.9% | Added |
| Wesbanco Bank Inc | 5,690 | $369.0K | 0.01% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 5,697 | $370.0K | 0.22% | 00.0% | Unchanged |
| Intersect Capital LLC | 5,727 | $371.0K | 0.06% | +5,727 | New |
| Gateway Investment Advisers LLC | 5,826 | $378.0K | 0.00% | +1,031+21.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 5,853 | $380.0K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,897 | $382.0K | 0.04% | +387+7.0% | Added |
| Orion Portfolio Solutions, LLC | 5,939 | $385.0K | 0.01% | +1,010+20.5% | Added |
| Flagship Harbor Advisors, LLC | 5,781 | $386.0K | 0.04% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 6,001 | $389.0K | 0.07% | +327+5.8% | Added |
| Altium Wealth Management LLC | 6,059 | $393.0K | 0.03% | +1,233+25.5% | Added |
| West Paces Advisors Inc. | 6,095 | $395.3K | 0.14% | +588+10.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,123 | $397.0K | 0.02% | +602+10.9% | Added |
| IFG Advisory, LLC | 6,147 | $398.0K | 0.04% | +498+8.8% | Added |
| Whittier Trust Co of Nevada Inc | 6,145 | $399.0K | 0.02% | +14+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 6,203 | $403.0K | 0.01% | +1,884+43.6% | Added |
| BEAM Asset Management, LLC | 6,233 | $404.0K | 0.35% | +24+0.4% | Added |
| Banque Cantonale Vaudoise | 6,300 | $409.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,332 | $410.0K | 0.06% | −1,013−13.8% | Reduced |
| Fieldpoint Private Securities, LLC | 6,376 | $414.0K | 0.09% | +60+0.9% | Added |
| Magnetar Financial LLC | 6,414 | $416.0K | 0.00% | +6,414 | New |
| SignalPoint Asset Management, LLC | 6,438 | $418.0K | 0.13% | −216−3.2% | Reduced |
| Townsend Asset Management Corp | 6,463 | $419.0K | 0.22% | +5+0.1% | Added |
| Buckingham Strategic Wealth, LLC | 6,551 | $425.0K | 0.01% | +1,191+22.2% | Added |
| Prudent Investors Network | 6,649 | $431.0K | 0.22% | 00.0% | Unchanged |
| GWM Advisors LLC | 6,684 | $433.0K | 0.01% | +92+1.4% | Added |
| Ausdal Financial Partners, Inc. | 6,685 | $434.0K | 0.06% | +28+0.4% | Added |
| HighPoint Advisor Group LLC | 6,726 | $436.0K | 0.04% | +470+7.5% | Added |
| IndexIQ Advisors LLC | 6,731 | $437.0K | 0.01% | +570+9.3% | Added |
| Essex Savings Bank | 6,056 | $437.0K | 0.16% | +568+10.3% | Added |
| J.W. Cole Advisors, Inc. | 6,784 | $440.0K | 0.03% | +170+2.6% | Added |
| Financial Management Network Inc | 6,826 | $454.0K | 0.23% | −451−6.2% | Reduced |
| Krane Funds Advisors LLC | 7,011 | $455.0K | 0.01% | +7,011 | New |
| Sawtooth Solutions, LLC | 7,122 | $462.0K | 0.07% | +96+1.4% | Added |