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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 1,062 | $69.0K | 0.00% | +11+1.0% | Added |
| Toth Financial Advisory Corp | 1,071 | $69.0K | 0.01% | +71+7.1% | Added |
| Heritage Wealth Advisors | 1,050 | $68.1K | 0.00% | +100+10.5% | Added |
| Northern Oak Wealth Management Inc | 1,043 | $68.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 977 | $67.0K | 0.02% | +664+212.1% | Added |
| Rocky Mountain Advisers, LLC | 1,000 | $65.0K | 0.08% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,000 | $65.0K | 0.03% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 992 | $64.0K | 0.07% | +992 | New |
| NVWM, LLC | 975 | $63.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 980 | $63.0K | 0.01% | +335+51.9% | Added |
| Phoenix Wealth Advisors | 950 | $62.0K | 0.05% | −15,474−94.2% | Reduced |
| Reilly Financial Advisors, LLC | 922 | $60.0K | 0.01% | +52+6.0% | Added |
| PSI Advisors, LLC | 910 | $59.0K | 0.03% | +910 | New |
| Monetary Management Group Inc | 860 | $56.0K | 0.02% | +600+230.8% | Added |
| Cedar Wealth Management, LLC | 800 | $52.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 782 | $51.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 782 | $51.0K | 0.01% | +193+32.8% | Added |
| CX Institutional | 772 | $50.0K | 0.00% | +43+5.9% | Added |
| Smithfield Trust Co | 685 | $47.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 731 | $47.0K | 0.01% | +59+8.8% | Added |
| Simon Quick Advisors, LLC | 721 | $46.0K | 0.01% | +8+1.1% | Added |
| Asset Dedication, LLC | 729 | $46.0K | 0.01% | +115+18.7% | Added |
| Brown Brothers Harriman & Co | 711 | $46.0K | 0.00% | +711 | New |
| Pinnacle Holdings, LLC | 696 | $45.1K | 0.02% | +696 | New |
| Hexagon Capital Partners LLC | 700 | $45.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $45.0K | 0.03% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 682 | $44.0K | 0.00% | +682 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $43.0K | 0.00% | −2,386−78.2% | Reduced |
| Hoertkorn Richard Charles | 666 | $43.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 596 | $39.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 604 | $39.0K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 580 | $38.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 589 | $38.0K | 0.01% | +172+41.2% | Added |
| AGF Investments LLC | 525 | $34.0K | 0.00% | −24−4.4% | Reduced |
| Bogart Wealth, LLC | 508 | $33.0K | 0.00% | +1+0.2% | Added |
| Old North State Trust, LLC | 510 | $33.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $32.0K | 0.01% | +500 | New |
| Corsicana & Co. | 500 | $32.0K | 0.02% | +500 | New |
| Key Financial Inc | 482 | $31.0K | 0.02% | −24−4.7% | Reduced |
| NEXT Financial Group, Inc | 487 | $31.0K | 0.00% | +175+56.1% | Added |
| Concord Wealth Partners | 470 | $30.0K | 0.01% | −562−54.5% | Reduced |
| Investors Research Corp | 465 | $30.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 470 | $30.0K | 0.00% | +470 | New |
| HHM Wealth Advisors, LLC | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 914 | $28.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 430 | $28.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 433 | $28.0K | 0.01% | +101+30.4% | Added |
| Brewin Dolphin Ltd | 428 | $27.8K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 420 | $27.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 416 | $27.0K | 0.01% | +2+0.5% | Added |
| Wagner Wealth Management, LLC | 372 | $27.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 408 | $26.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 400 | $26.0K | 0.02% | +400 | New |
| Pflug Koory, LLC | 393 | $25.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 380 | $25.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 383 | $24.8K | 0.01% | −25,178−98.5% | Reduced |
| Mascoma Wealth Management LLC | 377 | $24.0K | 0.01% | +377 | New |
| Kowal Investment Group, LLC | 363 | $24.0K | 0.01% | +363 | New |
| Kistler-Tiffany Companies, LLC | 351 | $23.0K | 0.01% | +3+0.9% | Added |
| AlphaMark Advisors, LLC | 340 | $22.0K | 0.01% | +140+70.0% | Added |
| Bell Investment Advisors, Inc | 338 | $22.0K | 0.01% | +338 | New |
| Mark Sheptoff Financial Planning, LLC | 330 | $21.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 326 | $21.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 316 | $21.0K | 0.00% | +3+1.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $19.5K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 282 | $19.0K | 0.00% | −247−46.7% | Reduced |
| Silvant Capital Management LLC | 296 | $19.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pacitti Group Inc. | 296 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 300 | $19.0K | 0.01% | +300 | New |
| Perkins Coie Trust Co | 284 | $18.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 284 | $18.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 275 | $18.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 272 | $18.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 270 | $18.0K | 0.00% | +270 | New |
| Professional Financial Advisors, LLC | 260 | $17.0K | 0.01% | 00.0% | Unchanged |
| Security National Trust Co | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 252 | $17.0K | 0.01% | +3+1.2% | Added |
| SOA Wealth Advisors, LLC. | 252 | $16.0K | 0.00% | +1+0.4% | Added |
| Lumature Wealth Partners, LLC | 249 | $16.0K | 0.01% | +124+99.2% | Added |
| Kozak & Associates, Inc. | 224 | $16.0K | 0.01% | +224 | New |
| Assetmark, Inc | 228 | $15.0K | 0.00% | +144+171.4% | Added |
| BDO Wealth Advisors, LLC | 223 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 211 | $14.0K | 0.00% | +20+10.5% | Added |
| Clearstead Advisors, LLC | 214 | $14.0K | 0.00% | +98+84.5% | Added |
| Clean Yield Group | 219 | $14.0K | 0.00% | +219 | New |
| Field & Main Bank | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 201 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 185 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 178 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 180 | $11.7K | 0.00% | +13+7.8% | Added |
| Earnest Partners LLC | 166 | $11.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 163 | $10.0K | 0.00% | +163 | New |