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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 11,939 | $774.4K | 0.08% | +3,677+44.5% | Added |
| Stratos Wealth Advisors, LLC | 12,087 | $784.0K | 0.07% | −1,241−9.3% | Reduced |
| Kingsview Wealth Management, LLC | 12,121 | $786.0K | 0.04% | +704+6.2% | Added |
| Pennsylvania Capital Management Inc | 10,984 | $788.0K | 0.35% | 00.0% | Unchanged |
| Kore Private Wealth LLC | 12,213 | $792.0K | 0.08% | −40.0% | Reduced |
| Roosevelt Investment Group LLC | 12,391 | $804.0K | 0.05% | 00.0% | Unchanged |
| TFG Advisers LLC | 12,693 | $823.0K | 0.40% | −22−0.2% | Reduced |
| First Midwest Bank Trust Division | 12,683 | $823.0K | 0.12% | +723+6.0% | Added |
| Eqis Capital Management, Inc. | 12,818 | $831.0K | 0.06% | −7,204−36.0% | Reduced |
| Symphony Financial, Ltd. Co. | 12,700 | $839.0K | 0.29% | +1,660+15.0% | Added |
| Southland Equity Partners LLC | 12,982 | $842.0K | 0.39% | −58−0.4% | Reduced |
| Spire Wealth Management | 13,012 | $844.0K | 0.02% | +59+0.5% | Added |
| Harbour Investments, Inc. | 13,231 | $858.0K | 0.03% | +558+4.4% | Added |
| Benjamin Edwards Inc | 13,331 | $865.0K | 0.53% | +275+2.1% | Added |
| Krilogy Financial LLC | 13,471 | $874.0K | 0.09% | +278+2.1% | Added |
| Patton Albertson Miller Group, LLC | 13,607 | $883.0K | 0.17% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 13,657 | $886.0K | 0.16% | −1,869−12.0% | Reduced |
| Ameritas Investment Company, LLC | 13,794 | $895.0K | 0.04% | +3,163+29.8% | Added |
| Ingalls & Snyder LLC | 13,950 | $905.0K | 0.04% | +1,200+9.4% | Added |
| Beacon Pointe Advisors, LLC | 14,028 | $910.0K | 0.02% | +5,711+68.7% | Added |
| Capstone Investment Advisors, LLC | 14,085 | $914.0K | 0.02% | +14,085 | New |
| Cutler Group LP | 14,223 | $922.0K | 0.07% | −3,156−18.2% | Reduced |
| Schnieders Capital Management LLC | 14,250 | $924.0K | 0.25% | −100−0.7% | Reduced |
| Aevitas Wealth Management, Inc. | 14,310 | $928.0K | 0.59% | +52+0.4% | Added |
| Hilltop Holdings Inc. | 14,323 | $928.0K | 0.10% | +2,915+25.6% | Added |
| Advisory Services Network, LLC | 14,514 | $941.0K | 0.03% | +2,994+26.0% | Added |
| Nomura Holdings Inc | 14,393 | $947.0K | 0.01% | −61,599−81.1% | Reduced |
| Kesler, Norman & Wride, LLC | 14,727 | $955.0K | 0.22% | +25+0.2% | Added |
| Neuberger Berman Group LLC | 16,141 | $956.0K | 0.00% | +633+4.1% | Added |
| Blair William & Co | 15,000 | $973.0K | 0.00% | +316+2.2% | Added |
| Weather Gauge Advisory, LLC | 15,236 | $988.0K | 1.28% | −460−2.9% | Reduced |
| Black Swift Group, LLC | 15,275 | $991.0K | 0.45% | +6,700+78.1% | Added |
| RB Capital Management, LLC | 15,439 | $1.00M | 0.38% | +323+2.1% | Added |
| Glen Eagle Advisors, LLC | 15,047 | $1.00M | 0.29% | −69−0.5% | Reduced |
| Essex Financial Services, Inc. | 15,824 | $1.03M | 0.12% | +2,858+22.0% | Added |
| Massmutual Trust Co FSB | 15,901 | $1.03M | 0.04% | +800+5.3% | Added |
| Lincoln National Corp | 16,219 | $1.05M | 0.02% | +388+2.5% | Added |
| Nwam LLC | 16,282 | $1.06M | 0.10% | +223+1.4% | Added |
| Equitable Holdings, Inc. | 16,819 | $1.09M | 0.02% | +1,218+7.8% | Added |
| Azzad Asset Management Inc | 16,892 | $1.10M | 0.16% | +409+2.5% | Added |
| Freedom Day Solutions, LLC | 17,033 | $1.10M | 0.52% | −354−2.0% | Reduced |
| Panagora Asset Management Inc | 17,126 | $1.11M | 0.01% | +10.0% | Added |
| Monument Capital Management | 17,236 | $1.12M | 0.38% | +325+1.9% | Added |
| Naples Global Advisors, LLC | 17,266 | $1.12M | 0.15% | +85+0.5% | Added |
| Beck Capital Management, LLC | 17,318 | $1.12M | 0.38% | −231−1.3% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 17,481 | $1.13M | 0.54% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 17,530 | $1.14M | 0.65% | −2,480−12.4% | Reduced |
| Moors & Cabot, Inc. | 17,583 | $1.14M | 0.07% | +2,382+15.7% | Added |
| E. Ohman J:or Asset Management AB | 17,700 | $1.15M | 0.04% | +11,700+195.0% | Added |
| Cahill Financial Advisors Inc | 17,735 | $1.15M | 0.24% | +404+2.3% | Added |
| Derbend Asset Management | 17,836 | $1.16M | 1.09% | −2,568−12.6% | Reduced |
| CenterStar Asset Management, LLC | – | $1.16M | 0.90% | – | – |
| Allen Capital Group, LLC | 18,010 | $1.17M | 0.24% | −20.0% | Reduced |
| Empirical Finance, LLC | 18,025 | $1.17M | 0.18% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 18,122 | $1.18M | 0.08% | +390+2.2% | Added |
| Mosaic Family Wealth, LLC | 18,357 | $1.19M | 0.33% | −118−0.6% | Reduced |
| Private Ocean, LLC | 18,428 | $1.20M | 0.15% | −4,184−18.5% | Reduced |
| Malaga Cove Capital, LLC | 18,423 | $1.20M | 0.50% | +3,029+19.7% | Added |
| Trustcore Financial Services, LLC | 18,464 | $1.20M | 0.12% | −361−1.9% | Reduced |
| AdvisorNet Financial, Inc | 18,543 | $1.20M | 0.08% | +1,475+8.6% | Added |
| Seeyond | 18,903 | $1.23M | 0.12% | +2,868+17.9% | Added |
| Cascade Investment Advisors, Inc. | 18,910 | $1.23M | 0.80% | −100−0.5% | Reduced |
| Strategic Wealth Advisors Group, LLC | 18,968 | $1.23M | 0.06% | +2,074+12.3% | Added |
| Trust Investment Advisors | 19,307 | $1.25M | 1.12% | +19,307 | New |
| Ford Financial Group, LLC | 19,372 | $1.26M | 0.48% | −510−2.6% | Reduced |
| Eaton Vance Management | 24,992 | $1.26M | 0.00% | −2,019−7.5% | Reduced |
| Founders Financial Securities LLC | 19,484 | $1.26M | 0.25% | −433−2.2% | Reduced |
| Alpha Cubed Investments, LLC | 19,538 | $1.27M | 0.10% | −1,118−5.4% | Reduced |
| APG Asset Management N.V. | 22,784 | $1.27M | 0.00% | −53,900−70.3% | Reduced |
| RFG Advisory, LLC | 19,694 | $1.28M | 0.11% | +512+2.7% | Added |
| WFA of San Diego, LLC | 19,786 | $1.28M | 0.90% | −384−1.9% | Reduced |
| Bay Rivers Group | 19,957 | $1.29M | 0.88% | +643+3.3% | Added |
| HAP Trading, LLC | 19,980 | $1.30M | 0.10% | −5,462−21.5% | Reduced |
| Laurion Capital Management LP | 20,000 | $1.30M | 0.02% | +20,000 | New |
| Benedict Financial Advisors Inc | 20,028 | $1.30M | 0.36% | +174+0.9% | Added |
| Crossmark Global Holdings, Inc. | 20,041 | $1.30M | 0.03% | +532+2.7% | Added |
| Tiemann Investment Advisors, LLC | 20,094 | $1.30M | 0.62% | −249−1.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 20,187 | $1.31M | 0.03% | +3,223+19.0% | Added |
| SeaCrest Wealth Management, LLC | 20,393 | $1.32M | 0.16% | +6,210+43.8% | Added |
| Shell Asset Management Co | 20,497 | $1.33M | 0.03% | +152+0.7% | Added |
| Natixis | 20,537 | $1.33M | 0.00% | +20,537 | New |
| Raymond James Trust N.A. | 20,687 | $1.34M | 0.04% | +4,792+30.1% | Added |
| Los Angeles Capital Management LLC | 20,769 | $1.35M | 0.01% | −362−1.7% | Reduced |
| Worldquant Millennium Advisors LLC | 20,786 | $1.35M | 0.03% | 00.0% | Unchanged |
| Allstate Corp | 20,835 | $1.35M | 0.06% | −7,094−25.4% | Reduced |
| Bard Financial Services, Inc. | 21,075 | $1.37M | 0.12% | +500+2.4% | Added |
| Stonnington Group, LLC | 20,377 | $1.37M | 0.31% | −925−4.3% | Reduced |
| IFP Advisors, Inc | 21,145 | $1.38M | 0.03% | +545+2.6% | Added |
| McKinley Carter Wealth Services, Inc. | 21,312 | $1.38M | 0.11% | +531+2.6% | Added |
| CFS Investment Advisory Services, LLC | 21,303 | $1.38M | 0.19% | +21,303 | New |
| LeJeune Puetz Investment Counsel LLC | 21,405 | $1.39M | 0.50% | +1,150+5.7% | Added |
| Clifford Swan Investment Counsel LLC | 19,677 | $1.39M | 0.05% | −515−2.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 21,605 | $1.40M | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 19,102 | $1.40M | 0.26% | +19,102 | New |
| Zions Bancorporation, N.A. | 21,630 | $1.40M | 0.14% | +7,814+56.6% | Added |
| Magnolia Capital Management Ltd | 21,861 | $1.42M | 1.22% | −1,877−7.9% | Reduced |
| Candriam Luxembourg S.C.A. | 21,901 | $1.42M | 0.01% | −2,263−9.4% | Reduced |
| Colonial Trust Advisors | 21,892 | $1.42M | 0.18% | +4,994+29.6% | Added |
| BerganKDV Wealth Management, LLC | 21,910 | $1.42M | 0.16% | +205+0.9% | Added |
| Private Advisory Group LLC | 22,138 | $1.44M | 0.35% | +10,947+97.8% | Added |