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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 7,156 | $464.0K | 0.00% | −126−1.7% | Reduced |
| Verdence Capital Advisors LLC | 7,153 | $464.0K | 0.06% | +2,365+49.4% | Added |
| Kovack Advisors, Inc. | 7,180 | $466.0K | 0.05% | −177−2.4% | Reduced |
| Gamble Jones Investment Counsel | 7,219 | $468.0K | 0.03% | −792−9.9% | Reduced |
| AMG National Trust Bank | 7,265 | $471.0K | 0.02% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,395 | $480.0K | 0.18% | −290−3.8% | Reduced |
| Barry Investment Advisors, LLC | 7,379 | $480.0K | 0.13% | +3,308+81.3% | Added |
| Lido Advisors, LLC | 7,448 | $483.0K | 0.01% | +2,298+44.6% | Added |
| Ashton Thomas Private Wealth, LLC | 7,507 | $486.9K | 0.07% | −135−1.8% | Reduced |
| Teamwork Financial Advisors, LLC | 7,503 | $487.0K | 0.10% | +1,863+33.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,500 | $487.5K | 0.00% | +7,500 | New |
| EP Wealth Advisors, LLC | 7,551 | $490.0K | 0.01% | −693−8.4% | Reduced |
| Adams Chetwood Wealth Management LLC | 7,602 | $493.0K | 0.36% | +9+0.1% | Added |
| Mid Atlantic Financial Management Inc | 7,608 | $493.0K | 0.03% | +605+8.6% | Added |
| Busey Wealth Management | 7,634 | $495.0K | 0.02% | +3,165+70.8% | Added |
| Blue Fin Capital, Inc. | 7,666 | $497.0K | 0.15% | −152−1.9% | Reduced |
| NovaPoint Capital, LLC | 7,680 | $498.0K | 0.20% | +485+6.7% | Added |
| Stockman Wealth Management, Inc. | 7,730 | $501.0K | 0.11% | 00.0% | Unchanged |
| Marshall Wace North America L.P. | 7,735 | $502.0K | 0.00% | −255,017−97.1% | Reduced |
| Centaurus Financial, Inc. | 7,762 | $503.0K | 0.04% | +2,959+61.6% | Added |
| Bailard, Inc. | 7,800 | $506.0K | 0.02% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 7,801 | $506.0K | 0.10% | +3,241+71.1% | Added |
| Capital Square, LLC | 7,703 | $507.0K | 0.36% | +21+0.3% | Added |
| Focused Wealth Management, Inc | 7,820 | $507.0K | 0.08% | +659+9.2% | Added |
| Regions Financial Corp | 7,837 | $508.0K | 0.00% | −512−6.1% | Reduced |
| Advisor Partners LLC | 7,927 | $514.0K | 0.03% | −340−4.1% | Reduced |
| Gyon Technologies Capital Management, LP | 7,931 | $514.0K | 0.14% | +887+12.6% | Added |
| First Affirmative Financial Network | 7,935 | $515.0K | 0.53% | +7,935 | New |
| Spreng Capital Management, Inc. | 7,859 | $518.0K | 0.33% | 00.0% | Unchanged |
| Prosperity Planning, Inc. | 7,999 | $519.0K | 0.28% | +1,334+20.0% | Added |
| JustInvest LLC | 8,044 | $522.0K | 0.05% | +1,176+17.1% | Added |
| National Asset Management, Inc. | 8,091 | $526.0K | 0.02% | +179+2.3% | Added |
| Bessemer Group Inc | 8,105 | $526.0K | 0.00% | +315+4.0% | Added |
| IHT Wealth Management, LLC | 8,436 | $547.0K | 0.04% | −448−5.0% | Reduced |
| Harbour Capital Advisors, LLC | 8,466 | $549.0K | 0.14% | +4,663+122.6% | Added |
| Community Capital Management, Inc. | 8,500 | $551.0K | 0.57% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,503 | $552.0K | 0.05% | −123−1.4% | Reduced |
| Sterling Financial Planning, Inc. | 8,626 | $559.0K | 0.36% | −608−6.6% | Reduced |
| Ascent Wealth Partners, LLC | 8,631 | $560.0K | 0.11% | +2,286+36.0% | Added |
| Advisors Preferred, LLC | 8,649 | $570.0K | 0.08% | +8,649 | New |
| Crossvault Capital Management LLC | 8,817 | $572.0K | 0.18% | +8,817 | New |
| Van Hulzen Asset Management, LLC | 8,850 | $574.0K | 0.09% | −2,500−22.0% | Reduced |
| Johnson Investment Counsel Inc | 8,817 | $574.0K | 0.01% | −1,034−10.5% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 8,854 | $574.0K | 0.12% | −300−3.3% | Reduced |
| Regentatlantic Capital LLC | 8,890 | $577.0K | 0.02% | +1,155+14.9% | Added |
| Financial Counselors Inc | 9,062 | $588.0K | 0.01% | −75−0.8% | Reduced |
| Camden Capital, LLC | 9,220 | $598.0K | 0.12% | +566+6.5% | Added |
| Signet Financial Management, LLC | 9,215 | $598.0K | 0.10% | +9,215 | New |
| Acas, LLC | 9,234 | $599.0K | 0.83% | −12−0.1% | Reduced |
| Everence Capital Management Inc | 9,490 | $616.0K | 0.05% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 9,509 | $617.0K | 0.20% | −140−1.5% | Reduced |
| Independent Advisor Alliance | 9,505 | $617.0K | 0.03% | +223+2.4% | Added |
| S. R. Schill & Associates | 9,537 | $619.0K | 0.26% | −1,413−12.9% | Reduced |
| OPSEU Pension Plan Trust Fund | 9,561 | $626.0K | 0.16% | −173−1.8% | Reduced |
| Patron Partners Advisors, LLC | 9,710 | $629.0K | 0.46% | +890+10.1% | Added |
| First Foundation Advisors | 9,756 | $633.0K | 0.02% | +485+5.2% | Added |
| Coastal Investment Advisors, Inc. | 9,758 | $633.0K | 0.15% | +571+6.2% | Added |
| Court Place Advisors, LLC | 9,804 | $636.0K | 0.19% | −100−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 9,818 | $637.0K | 0.05% | −2,274−18.8% | Reduced |
| Groesbeck Investment Management Corp | 9,815 | $637.0K | 0.74% | +9,815 | New |
| Total Clarity Wealth Management, Inc. | 9,840 | $638.0K | 0.30% | +9,840 | New |
| Harbor Investment Advisory, LLC | 9,973 | $647.0K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,075 | $653.0K | 0.02% | +487+5.1% | Added |
| Lehman & Derafelo Financial Resources LLC | 10,084 | $654.0K | 0.21% | −761−7.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 10,086 | $654.0K | 0.07% | +363+3.7% | Added |
| CIBC Private Wealth Group, LLC | 10,129 | $657.0K | 0.00% | −4,050−28.6% | Reduced |
| Quad-Cities Investment Group, LLC | 10,173 | $660.0K | 0.46% | −1,116−9.9% | Reduced |
| Retirement Group, LLC | 10,218 | $663.0K | 0.31% | +1,670+19.5% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 10,265 | $666.0K | 0.06% | +545+5.6% | Added |
| Two Sigma Securities, LLC | 10,267 | $666.0K | 0.14% | +10,267 | New |
| Financial Engines Advisors L.L.C. | 10,288 | $669.0K | 0.00% | −4,335−29.6% | Reduced |
| Family Legacy, Inc. | 9,953 | $669.0K | 0.30% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 10,346 | $672.0K | 0.03% | +1,084+11.7% | Added |
| DCM Advisors, LLC | 10,480 | $680.0K | 0.26% | −597−5.4% | Reduced |
| Swedbank AB | 10,607 | $688.0K | 0.00% | −126−1.2% | Reduced |
| Glenmede Trust Co NA | 10,652 | $690.0K | 0.00% | +16+0.2% | Added |
| Loudon Investment Management, LLC | 10,631 | $690.0K | 0.49% | +2,990+39.1% | Added |
| Associated Banc-Corp | 10,675 | $692.0K | 0.03% | 00.0% | Unchanged |
| Adams Wealth Management | 10,713 | $695.0K | 0.27% | −1,518−12.4% | Reduced |
| Holderness Investments Co | 10,757 | $698.0K | 0.23% | +2,340+27.8% | Added |
| IBM Retirement Fund | 11,009 | $714.0K | 0.06% | +493+4.7% | Added |
| Asset Planning Corporation | 11,025 | $715.0K | 0.66% | −483−4.2% | Reduced |
| Fulton Bank, N.A. | 11,036 | $716.0K | 0.03% | +11,036 | New |
| Ethic Inc. | 11,081 | $719.0K | 0.07% | +1,242+12.6% | Added |
| Citizens National Bank Trust Department | 11,200 | $726.0K | 0.21% | +1,158+11.5% | Added |
| Alpha Paradigm Partners, LLC | 11,303 | $733.0K | 0.29% | −496−4.2% | Reduced |
| Winton Group Ltd | 11,341 | $736.0K | 0.04% | +3,623+46.9% | Added |
| Baker Tilly Wealth Management, LLC | 11,372 | $738.0K | 0.10% | +827+7.8% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 11,429 | $741.0K | 0.85% | +200+1.8% | Added |
| Wealth Alliance | 11,603 | $753.0K | 0.17% | +2,126+22.4% | Added |
| World Asset Management Inc | 11,675 | $757.0K | 0.08% | −260−2.2% | Reduced |
| Founders Financial Alliance, LLC | 11,665 | $757.0K | 0.35% | +375+3.3% | Added |
| Cigna Investments Inc | 11,719 | $761.0K | 0.06% | +250+2.2% | Added |
| Kalos Management, Inc. | 10,730 | $764.0K | 0.22% | +10,730 | New |
| Flputnam Investment Management Co | 11,792 | $765.0K | 0.03% | +228+2.0% | Added |
| Chicago Partners Investment Group LLC | 10,568 | $765.0K | 0.05% | +207+2.0% | Added |
| Archford Capital Strategies, LLC | 11,806 | $766.0K | 0.18% | +40+0.3% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 11,733 | $773.0K | 0.10% | +285+2.5% | Added |
| Vestmark Advisory Solutions, Inc. | 11,939 | $774.0K | 0.05% | +3,963+49.7% | Added |
| Parallax Volatility Advisers, L.P. | 11,927 | $774.0K | 0.01% | +4,860+68.8% | Added |