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 |
|---|---|---|---|---|---|
| S. R. Schill & Associates | 9,537 | $619.0K | 0.26% | −1,413−12.9% | Reduced |
| 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 |
| Everence Capital Management Inc | 9,490 | $616.0K | 0.05% | 00.0% | Unchanged |
| Acas, LLC | 9,234 | $599.0K | 0.83% | −12−0.1% | 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 |
| Financial Counselors Inc | 9,062 | $588.0K | 0.01% | −75−0.8% | Reduced |
| Regentatlantic Capital LLC | 8,890 | $577.0K | 0.02% | +1,155+14.9% | Added |
| 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 |
| Crossvault Capital Management LLC | 8,817 | $572.0K | 0.18% | +8,817 | New |
| Advisors Preferred, LLC | 8,649 | $570.0K | 0.08% | +8,649 | New |
| Ascent Wealth Partners, LLC | 8,631 | $560.0K | 0.11% | +2,286+36.0% | Added |
| Sterling Financial Planning, Inc. | 8,626 | $559.0K | 0.36% | −608−6.6% | Reduced |
| Global Retirement Partners, LLC | 8,503 | $552.0K | 0.05% | −123−1.4% | Reduced |
| Community Capital Management, Inc. | 8,500 | $551.0K | 0.57% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 8,466 | $549.0K | 0.14% | +4,663+122.6% | Added |
| IHT Wealth Management, LLC | 8,436 | $547.0K | 0.04% | −448−5.0% | Reduced |
| 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 |
| JustInvest LLC | 8,044 | $522.0K | 0.05% | +1,176+17.1% | Added |
| Prosperity Planning, Inc. | 7,999 | $519.0K | 0.28% | +1,334+20.0% | Added |
| Spreng Capital Management, Inc. | 7,859 | $518.0K | 0.33% | 00.0% | Unchanged |
| First Affirmative Financial Network | 7,935 | $515.0K | 0.53% | +7,935 | New |
| 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 |
| Regions Financial Corp | 7,837 | $508.0K | 0.00% | −512−6.1% | Reduced |
| 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 |
| 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 |
| Centaurus Financial, Inc. | 7,762 | $503.0K | 0.04% | +2,959+61.6% | Added |
| Marshall Wace North America L.P. | 7,735 | $502.0K | 0.00% | −255,017−97.1% | Reduced |
| Stockman Wealth Management, Inc. | 7,730 | $501.0K | 0.11% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 7,680 | $498.0K | 0.20% | +485+6.7% | Added |
| Blue Fin Capital, Inc. | 7,666 | $497.0K | 0.15% | −152−1.9% | Reduced |
| Busey Wealth Management | 7,634 | $495.0K | 0.02% | +3,165+70.8% | Added |
| 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 |
| EP Wealth Advisors, LLC | 7,551 | $490.0K | 0.01% | −693−8.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,500 | $487.5K | 0.00% | +7,500 | New |
| Teamwork Financial Advisors, LLC | 7,503 | $487.0K | 0.10% | +1,863+33.0% | Added |
| Ashton Thomas Private Wealth, LLC | 7,507 | $486.9K | 0.07% | −135−1.8% | Reduced |
| Lido Advisors, LLC | 7,448 | $483.0K | 0.01% | +2,298+44.6% | Added |
| 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 |
| AMG National Trust Bank | 7,265 | $471.0K | 0.02% | 00.0% | Unchanged |
| Gamble Jones Investment Counsel | 7,219 | $468.0K | 0.03% | −792−9.9% | Reduced |
| Kovack Advisors, Inc. | 7,180 | $466.0K | 0.05% | −177−2.4% | Reduced |
| 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 |
| Sawtooth Solutions, LLC | 7,122 | $462.0K | 0.07% | +96+1.4% | Added |
| Krane Funds Advisors LLC | 7,011 | $455.0K | 0.01% | +7,011 | New |
| Financial Management Network Inc | 6,826 | $454.0K | 0.23% | −451−6.2% | Reduced |
| J.W. Cole Advisors, Inc. | 6,784 | $440.0K | 0.03% | +170+2.6% | 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 |
| HighPoint Advisor Group LLC | 6,726 | $436.0K | 0.04% | +470+7.5% | Added |
| Ausdal Financial Partners, Inc. | 6,685 | $434.0K | 0.06% | +28+0.4% | Added |
| GWM Advisors LLC | 6,684 | $433.0K | 0.01% | +92+1.4% | Added |
| Prudent Investors Network | 6,649 | $431.0K | 0.22% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 6,551 | $425.0K | 0.01% | +1,191+22.2% | Added |
| Townsend Asset Management Corp | 6,463 | $419.0K | 0.22% | +5+0.1% | Added |
| SignalPoint Asset Management, LLC | 6,438 | $418.0K | 0.13% | −216−3.2% | Reduced |
| Magnetar Financial LLC | 6,414 | $416.0K | 0.00% | +6,414 | New |
| Fieldpoint Private Securities, LLC | 6,376 | $414.0K | 0.09% | +60+0.9% | Added |
| Arkadios Wealth Advisors | 6,332 | $410.0K | 0.06% | −1,013−13.8% | Reduced |
| Banque Cantonale Vaudoise | 6,300 | $409.0K | 0.02% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 6,233 | $404.0K | 0.35% | +24+0.4% | Added |
| Cullen/Frost Bankers, Inc. | 6,203 | $403.0K | 0.01% | +1,884+43.6% | Added |
| Whittier Trust Co of Nevada Inc | 6,145 | $399.0K | 0.02% | +14+0.2% | Added |
| IFG Advisory, LLC | 6,147 | $398.0K | 0.04% | +498+8.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 6,123 | $397.0K | 0.02% | +602+10.9% | Added |
| West Paces Advisors Inc. | 6,095 | $395.3K | 0.14% | +588+10.7% | Added |
| Altium Wealth Management LLC | 6,059 | $393.0K | 0.03% | +1,233+25.5% | Added |
| TrinityPoint Wealth, LLC | 6,001 | $389.0K | 0.07% | +327+5.8% | Added |
| Flagship Harbor Advisors, LLC | 5,781 | $386.0K | 0.04% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 5,939 | $385.0K | 0.01% | +1,010+20.5% | Added |
| Visionary Wealth Advisors | 5,897 | $382.0K | 0.04% | +387+7.0% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 5,853 | $380.0K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,826 | $378.0K | 0.00% | +1,031+21.5% | Added |
| Intersect Capital LLC | 5,727 | $371.0K | 0.06% | +5,727 | New |
| Cooper/Haims Advisors, LLC | 5,697 | $370.0K | 0.22% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,690 | $369.0K | 0.01% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 5,686 | $368.7K | 0.15% | +49+0.9% | Added |
| Johnson Bixby & Associates, LLC | 5,660 | $367.0K | 0.11% | +5+0.1% | Added |
| Proequities, Inc. | 5,623 | $366.0K | 0.02% | +246+4.6% | Added |
| Aull & Monroe Investment Management Corp | 5,598 | $363.0K | 0.18% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 5,565 | $361.0K | 0.01% | −435−7.2% | Reduced |
| Cohen Investment Advisors LLC | 5,528 | $359.0K | 0.28% | +20+0.4% | Added |
| Vestcor Inc | 5,505 | $357.0K | 0.01% | −55,267−90.9% | Reduced |
| 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 |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,420 | $352.0K | 0.06% | +100+1.9% | Added |
| Redhawk Wealth Advisors, Inc. | 5,377 | $349.0K | 0.10% | +49+0.9% | Added |
| Vident Investment Advisory, LLC | 5,371 | $347.0K | 0.01% | +254+5.0% | 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 |