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, Q4 2021
Institutional positions in Realty Income Corp as of Dec 31, 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
- 1,108
- +169 vs. Q3 2021
- Shares held
- 457.6M
- +155.4M (+51.4%) vs. Q3 2021
- Total value
- $32.7B
- +$13.1B (+66.6%) vs. Q3 2021
- New holders
- 245
- 571 more added
- Sold out
- 76
- 176 more reduced
17 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Seldon Capital LP | 294 | $21.0K | 0.01% | +294 | New |
| Dark Forest Capital Management LP | 304 | $22.0K | 0.01% | −1,642−84.4% | Reduced |
| Gould Capital, LLC | 309 | $22.0K | 0.02% | +309 | New |
| Albion Financial Group | 320 | $23.0K | 0.00% | +4+1.3% | Added |
| Bedel Financial Consulting, Inc. | 326 | $23.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 327 | $23.0K | 0.00% | +266+436.1% | Added |
| AlphaMark Advisors, LLC | 340 | $24.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 330 | $24.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 354 | $25.0K | 0.00% | +3+0.9% | Added |
| Bell Investment Advisors, Inc | 356 | $25.0K | 0.01% | +18+5.3% | Added |
| Equitec Proprietary Markets, LLC | 348 | $25.0K | 0.01% | +348 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 365 | $25.0K | 0.08% | +365 | New |
| Beaird Harris Wealth Management, LLC | 351 | $25.0K | 0.01% | +351 | New |
| Parkside Financial Bank & Trust | 359 | $26.0K | 0.01% | +148+70.1% | Added |
| TD Waterhouse Canada Inc. | 370 | $26.7K | 0.00% | +370 | New |
| Valley National Advisers Inc | 380 | $27.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 376 | $27.0K | 0.01% | −1−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 371 | $27.0K | 0.01% | +236+174.8% | Added |
| Pflug Koory, LLC | 393 | $28.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 400 | $29.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 408 | $29.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 422 | $30.0K | 0.01% | −11−2.5% | Reduced |
| HC Financial Advisors Inc | 420 | $30.0K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 420 | $30.0K | 0.02% | +420 | New |
| HHM Wealth Advisors, LLC | 450 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rinkey Investments | 459 | $32.0K | 0.03% | +459 | New |
| First Quadrant L P | 462 | $33.0K | 0.00% | +462 | New |
| Key Financial Inc | 482 | $35.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 498 | $36.0K | 0.00% | +498 | New |
| CVA Family Office, LLC | 499 | $36.0K | 0.01% | +499 | New |
| Versant Capital Management, Inc | 517 | $37.0K | 0.01% | +500+2,941.2% | Added |
| AGF Investments LLC | 525 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 525 | $38.0K | 0.00% | +17+3.3% | Added |
| Missouri Trust & Investment Co | 551 | $39.0K | 0.02% | +551 | New |
| Larson Financial Group LLC | 567 | $41.0K | 0.01% | +151+36.3% | Added |
| Krane Funds Advisors LLC | 589 | $42.0K | 0.00% | −6,422−91.6% | Reduced |
| Northern Oak Wealth Management Inc | 593 | $42.0K | 0.00% | −450−43.1% | Reduced |
| Asset Dedication, LLC | 587 | $42.0K | 0.01% | −142−19.5% | Reduced |
| Center for Financial Planning, Inc. | 580 | $42.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 580 | $42.0K | 0.02% | +580 | New |
| Curi Capital | 595 | $42.0K | 0.01% | +595 | New |
| MUFG Americas Holdings Corp | 600 | $43.0K | 0.00% | −4,965−89.2% | Reduced |
| Piscataqua Savings Bank | 604 | $43.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 627 | $44.9K | 0.01% | +627 | New |
| Hartford Financial Management Inc. | 672 | $48.0K | 0.01% | −59−8.1% | Reduced |
| Hoertkorn Richard Charles | 666 | $48.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 685 | $50.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $50.0K | 0.03% | 00.0% | Unchanged |
| Carroll Investors, Inc | 704 | $50.0K | 0.03% | +704 | New |
| Brown Brothers Harriman & Co | 711 | $51.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 763 | $54.6K | 0.03% | +380+99.2% | Added |
| Activest Wealth Management | 782 | $56.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 781 | $56.0K | 0.00% | +781 | New |
| EverSource Wealth Advisors, LLC | 780 | $56.0K | 0.02% | +780 | New |
| Tyler-Stone Wealth Management | 800 | $57.0K | 0.03% | +800 | New |
| Monetary Management Group Inc | 860 | $62.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 867 | $62.0K | 0.04% | +357+70.0% | Added |
| Plante Moran Financial Advisors, LLC | 876 | $63.0K | 0.01% | −318−26.6% | Reduced |
| Investors Research Corp | 888 | $64.0K | 0.02% | +423+91.0% | Added |
| JFS Wealth Advisors, LLC | 902 | $65.0K | 0.01% | −654−42.0% | Reduced |
| Altshuler Shaham Ltd | 919 | $66.0K | 0.00% | +919 | New |
| Accel Wealth Management | 940 | $67.0K | 0.03% | +940 | New |
| Community Bank of Raymore | 969,517 | $69.0K | 0.03% | +559,861+136.7% | Added |
| Tradition Wealth Management, LLC | 958 | $69.0K | 0.01% | +369+62.6% | Added |
| Covestor Ltd | 960 | $69.0K | 0.10% | +960 | New |
| Rocky Mountain Advisers, LLC | 1,000 | $72.0K | 0.08% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 1,000 | $72.0K | 0.03% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,020 | $73.0K | 0.01% | +98+10.6% | Added |
| Parallax Volatility Advisers, L.P. | 1,030 | $74.0K | 0.00% | −10,897−91.4% | Reduced |
| Bellevue Asset Management, LLC | 1,027 | $74.0K | 0.04% | +431+72.3% | Added |
| Cambridge Trust Co | 1,062 | $76.0K | 0.00% | +1,062 | New |
| Toth Financial Advisory Corp | 1,071 | $77.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,073 | $77.0K | 0.00% | +11+1.0% | Added |
| South State Corp. | 1,125 | $81.0K | 0.01% | +855+316.7% | Added |
| Heritage Wealth Advisors | 1,150 | $82.0K | 0.00% | +100+9.5% | Added |
| Pacifica Partners Inc. | 1,185 | $85.0K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 1,186 | $85.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,196 | $85.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,200 | $85.0K | 0.07% | +1,200 | New |
| Baldwin Brothers Inc | 1,200 | $86.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 1,195 | $86.0K | 0.01% | +708+145.4% | Added |
| Trust Co | 1,197 | $86.0K | 0.02% | +1,197 | New |
| Global Trust Asset Management, LLC | 1,200 | $86.0K | 0.03% | +1,200 | New |
| Concord Wealth Partners | 1,218 | $87.0K | 0.02% | +748+159.1% | Added |
| Lloyd Advisory Services, LLC. | – | $88.0K | 0.04% | – | – |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,250 | $89.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,276 | $91.0K | 0.01% | +3+0.2% | Added |
| JNBA Financial Advisors | 1,290 | $92.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,317 | $94.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,309 | $94.0K | 0.01% | +132+11.2% | Added |
| Central Trust Co | 1,309 | $94.0K | 0.00% | +199+17.9% | Added |
| Vectors Research Management, LLC | 1,320 | $95.0K | 0.02% | −581−30.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,331 | $95.0K | 0.01% | +12+0.9% | Added |
| CoreCap Advisors, LLC | 1,321 | $95.0K | 0.01% | +1,321 | New |
| Tobam | 1,411 | $101.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,462 | $105.0K | 0.01% | +1,462 | New |