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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 4,864 | $339.0K | 0.07% | +38+0.8% | 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 |
| 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 Heartland Consultants, Inc. | 5,119 | $332.0K | 0.05% | +20.0% | Added |
| First Nebraska Trust Co | 5,087 | $329.9K | 0.04% | 00.0% | Unchanged |
| 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 |
| Pathstone Family Office, LLC | 5,043 | $327.0K | 0.01% | +843+20.1% | Added |
| 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 |
| 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 |
| 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 |
| Keystone Financial Group | 4,955 | $321.0K | 0.06% | +162+3.4% | Added |
| Aspiriant, LLC | 4,868 | $316.0K | 0.02% | −980−16.8% | Reduced |
| Weil Company, Inc. | 4,860 | $315.0K | 0.16% | +4,860 | New |
| Altman Advisors, Inc. | 4,393 | $314.0K | 0.17% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,822 | $313.0K | 0.03% | +4,822 | New |
| Signaturefd, LLC | 4,805 | $312.0K | 0.01% | +566+13.4% | Added |
| 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 |
| DF Dent & Co Inc | 4,740 | $307.0K | 0.00% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 4,275 | $306.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Moneta Group Investment Advisors LLC | 4,579 | $297.0K | 0.01% | −231−4.8% | Reduced |
| Strategic Wealth Designers | 4,528 | $294.0K | 0.09% | +21+0.5% | Added |
| Illinois Municipal Retirement Fund | 4,521 | $293.0K | 0.01% | +4,521 | New |
| American Investment Services, Inc. | 4,498 | $292.0K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,491 | $291.0K | 0.04% | +462+11.5% | Added |
| 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 |
| 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 |
| 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 |
| Silvercrest Asset Management Group LLC | 4,400 | $285.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,389 | $284.7K | 0.02% | +1,360+44.9% | Added |
| Strategy Asset Managers LLC | 4,363 | $283.0K | 0.06% | +98+2.3% | Added |
| 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 |
| V2 Financial group LLC | 4,346 | $281.9K | 0.24% | −325−7.0% | Reduced |
| Financial Partners Group, Inc | 4,331 | $281.0K | 0.07% | +659+17.9% | Added |
| Golden State Wealth Management, LLC | 4,322 | $280.0K | 0.06% | −830−16.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,306 | $279.0K | 0.07% | +4,306 | New |
| Avidian Wealth Solutions, LLC | 4,272 | $277.0K | 0.02% | −500−10.5% | Reduced |
| Soltis Investment Advisors LLC | 4,243 | $275.0K | 0.04% | +134+3.3% | 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 |
| Sovereign Financial Group, Inc. | 4,187 | $272.0K | 0.16% | +12+0.3% | Added |
| 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 |
| 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 |
| 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 |
| Hoylecohen, LLC | 4,069 | $264.0K | 0.03% | +938+30.0% | Added |
| 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 |
| 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 |
| Principle Wealth Partners LLC | 4,004 | $260.0K | 0.03% | +20.0% | Added |
| Wrapmanager Inc | 3,999 | $259.0K | 0.07% | +3,999 | New |
| Stock Yards Bank & Trust Co | 3,978 | $258.0K | 0.02% | +3,978 | New |
| Invst, LLC | 3,942 | $256.0K | 0.04% | +10+0.3% | Added |
| 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 |
| DRW Securities, LLC | 3,881 | $252.0K | 0.07% | +3,881 | New |
| Great Valley Advisor Group, Inc. | 3,863 | $251.0K | 0.02% | +57+1.5% | Added |
| 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 |
| Brown Advisory Inc | 3,822 | $248.0K | 0.00% | −1,355−26.2% | 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 |
| Zevin Asset Management LLC | 3,786 | $246.0K | 0.05% | −471−11.1% | Reduced |
| 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 |
| Mattern Wealth Management LLC | 3,700 | $240.0K | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,687 | $239.0K | 0.07% | −64−1.7% | Reduced |
| Strategic Blueprint, LLC | 3,663 | $238.0K | 0.04% | +50+1.4% | Added |
| 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 |
| 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 |
| Montag A & Associates Inc | 3,605 | $234.0K | 0.01% | 00.0% | Unchanged |
| RNC Capital Management LLC | 3,592 | $233.0K | 0.01% | +3,592 | New |