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 |
|---|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC | 3,582 | $232.0K | 0.00% | +3,582 | New |
| Regal Investment Advisors LLC | 3,564 | $231.0K | 0.02% | +2+0.1% | Added |
| Carroll Financial Associates, Inc. | 3,575 | $231.0K | 0.01% | +4+0.1% | Added |
| Parsec Financial Management, Inc. | 3,262 | $231.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 3,559 | $231.0K | 0.11% | +3,460+3,494.9% | Added |
| Sand Hill Global Advisors, LLC | 3,482 | $226.0K | 0.01% | −109−3.0% | Reduced |
| Gofen & Glossberg LLC | 3,483 | $226.0K | 0.01% | +5+0.1% | Added |
| Wolff Wiese Magana LLC | 3,480 | $226.0K | 0.16% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,472 | $226.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,480 | $226.0K | 0.01% | +1,029+42.0% | Added |
| Pearl River Capital, LLC | 3,477 | $226.0K | 0.06% | +3,477 | New |
| Dynamic Technology Lab Private Ltd | 3,472 | $225.0K | 0.03% | −1,334−27.8% | Reduced |
| Titus Wealth Management | 3,440 | $224.0K | 0.12% | +3,440 | New |
| Ieq Capital, LLC | 3,466 | $224.0K | 0.01% | +3,466 | New |
| Caxton Associates LP | 3,434 | $223.0K | 0.03% | −1,021−22.9% | Reduced |
| Grove Bank & Trust | 3,437 | $223.0K | 0.05% | +3,437 | New |
| Global Strategic Investment Solutions, LLC | 3,410 | $221.0K | 0.04% | +3,410 | New |
| RMR Wealth Builders | 3,371 | $219.0K | 0.06% | −170−4.8% | Reduced |
| Lindbrook Capital, LLC | 3,371 | $219.0K | 0.06% | +50+1.5% | Added |
| Smith, Moore & Co. | 3,380 | $219.0K | 0.03% | +229+7.3% | Added |
| TCG Advisory Services, LLC | 3,374 | $219.0K | 0.06% | +3,374 | New |
| Prudent Man Advisors, LLC | 3,358 | $218.0K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 3,339 | $217.0K | 0.05% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,327 | $215.8K | 0.13% | +110+3.4% | Added |
| Perpetual Investment Management Ltd | 3,300 | $214.0K | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,241 | $210.0K | 0.13% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,233 | $210.0K | 0.00% | +872+36.9% | Added |
| Bluefin Capital Management, LLC | 3,200 | $208.0K | 0.02% | +3,200 | New |
| Tri-Star Advisors Inc. | 2,981 | $208.0K | 0.09% | +2,981 | New |
| Kestra Advisory Services, LLC | 3,206 | $208.0K | 0.00% | +3,206 | New |
| LexAurum Advisors, LLC | 3,184 | $207.0K | 0.06% | +3,184 | New |
| Guyasuta Investment Advisors Inc | 3,182 | $206.0K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 3,166 | $205.0K | 0.00% | −118−3.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,159 | $205.0K | 0.18% | +3,159 | New |
| N.E.W. Advisory Services LLC | 3,125 | $203.0K | 0.03% | +48+1.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,118 | $202.0K | 0.02% | +11+0.4% | Added |
| Sentry Investment Management LLC | 3,114 | $202.0K | 0.06% | +3,093+14,728.6% | Added |
| Independent Solutions Wealth Management, LLC | 3,102 | $201.2K | 0.05% | +3,102 | New |
| Goelzer Investment Management, Inc. | 3,103 | $201.0K | 0.02% | −340−9.9% | Reduced |
| Summit Financial Group Inc | 3,100 | $201.0K | 0.07% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,092 | $200.0K | 0.00% | +3,092 | New |
| Bartlett & Co. Wealth Management LLC | 2,995 | $194.9K | 0.00% | +743+33.0% | Added |
| Bartlett & Co. LLC | 2,995 | $194.0K | 0.00% | +743+33.0% | Added |
| Blueprint Investment Partners LLC | 2,992 | $194.0K | 0.10% | +2,992 | New |
| Charter Oak Capital Management, LLC | 2,933 | $190.0K | 0.02% | +57+2.0% | Added |
| Gradient Investments LLC | 2,883 | $187.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 2,778 | $185.0K | 0.00% | +2,778 | New |
| Global Wealth Management Investment Advisory, Inc. | 2,756 | $179.0K | 0.06% | +542+24.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,730 | $177.0K | 0.11% | +1,335+95.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,721 | $176.0K | 0.00% | −28,266−91.2% | Reduced |
| Jones Financial Companies LLLP | 2,711 | $176.0K | 0.00% | −21−0.8% | Reduced |
| DB Wealth Management Group, LLC | 2,652 | $172.0K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management | 2,580 | $167.0K | 0.11% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,477 | $160.0K | 0.04% | +25+1.0% | Added |
| Syverson Strege & Co | 2,426 | $157.0K | 0.13% | +10+0.4% | Added |
| CoreFirst Bank & Trust | 2,380 | $154.0K | 0.11% | +1,300+120.4% | Added |
| Robeco Institutional Asset Management B.V. | 2,311 | $150.0K | 0.00% | −19,391−89.4% | Reduced |
| Caldwell Trust Co | 2,310 | $149.8K | 0.02% | −400−14.8% | Reduced |
| Quadrant Capital Group LLC | 2,220 | $144.0K | 0.02% | +491+28.4% | Added |
| Johnson Midwest Financial, LLC | 2,201 | $143.0K | 0.12% | +16+0.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 2,064 | $134.0K | 0.00% | −1,712−45.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,055 | $133.0K | 0.02% | +125+6.5% | Added |
| Clearview Wealth Advisors LLC | 2,024 | $131.0K | 0.08% | +272+15.5% | Added |
| Financial Perspectives, Inc | 2,011 | $130.4K | 0.07% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,946 | $126.0K | 0.04% | −565−22.5% | Reduced |
| McIlrath & Eck, LLC | 1,949 | $126.0K | 0.04% | −242−11.0% | Reduced |
| Whittier Trust Co | 1,918 | $124.0K | 0.00% | +1,009+111.0% | Added |
| Vectors Research Management, LLC | 1,901 | $123.0K | 0.03% | +582+44.1% | Added |
| Front Row Advisors LLC | 1,860 | $121.0K | 0.05% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,852 | $121.0K | 0.03% | +870+88.6% | Added |
| Motco | 1,829 | $119.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,828 | $119.0K | 0.01% | +516+39.3% | Added |
| North Star Investment Management Corp. | 1,825 | $118.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,723 | $112.0K | 0.04% | +468+37.3% | Added |
| Pinnacle Bancorp, Inc. | 1,600 | $104.0K | 0.04% | −150−8.6% | Reduced |
| BBVA USA | 1,594 | $103.0K | 0.01% | −255−13.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,556 | $101.0K | 0.01% | −544−25.9% | Reduced |
| Harvest Fund Management Co., Ltd | 1,545 | $100.0K | 0.02% | +133+9.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,482 | $96.0K | 0.02% | +4+0.3% | Added |
| Tobam | 1,411 | $92.0K | 0.00% | +577+69.2% | Added |
| Investment Research & Advisory Group, Inc. | 1,357 | $89.0K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,355 | $87.0K | 0.00% | +135+11.1% | Added |
| TCI Wealth Advisors, Inc. | 1,319 | $86.0K | 0.01% | +2+0.2% | Added |
| Tradewinds Capital Management, LLC | 1,317 | $85.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,290 | $84.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,273 | $83.0K | 0.01% | +83+7.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,250 | $81.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,255 | $81.0K | 0.01% | +158+14.4% | Added |
| Pacifica Partners Inc. | 1,185 | $79.0K | 0.06% | −16,580−93.3% | Reduced |
| Lloyd Advisory Services, LLC. | – | $79.0K | 0.04% | – | – |
| HM Payson & Co | 1,200 | $78.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,200 | $78.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,196 | $77.5K | 0.00% | +213+21.7% | Added |
| Sandy Spring Bank | 1,196 | $77.0K | 0.00% | −132−9.9% | Reduced |
| Howe & Rusling Inc | 1,186 | $77.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,194 | $77.0K | 0.02% | +813+213.4% | Added |
| Capital Analysts, LLC | 1,177 | $76.0K | 0.00% | +10+0.9% | Added |
| Sound Income Strategies, LLC | 1,147 | $74.0K | 0.01% | −67−5.5% | Reduced |
| Central Trust Co | 1,110 | $72.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,105 | $72.0K | 0.01% | 00.0% | Unchanged |