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 |
|---|---|---|---|---|---|
| Graves-Light Private Wealth Management, Inc. | 1,487 | $106.0K | 0.02% | +5+0.3% | Added |
| CenterStar Asset Management, LLC | – | $107.0K | 0.08% | – | – |
| HM Payson & Co | 1,575 | $113.0K | 0.00% | +375+31.3% | Added |
| Pinnacle Bancorp, Inc. | 1,600 | $115.0K | 0.04% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 1,652 | $118.0K | 0.01% | +970+142.2% | Added |
| McIlrath & Eck, LLC | 1,662 | $119.0K | 0.03% | −287−14.7% | Reduced |
| Hexagon Capital Partners LLC | 1,700 | $122.0K | 0.03% | +1,000+142.9% | Added |
| Fortitude Advisory Group L.L.C. | 1,740 | $125.0K | 0.06% | +1,740 | New |
| Deseret Mutual Benefit Administrators | 1,800 | $129.0K | 0.02% | +695+62.9% | Added |
| RE Dickinson Investment Advisors, LLC | 1,818 | $130.0K | 0.10% | +1,818 | New |
| North Star Investment Management Corp. | 1,825 | $131.0K | 0.01% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 1,850 | $132.0K | 0.04% | +1,850 | New |
| JJJ Advisors Inc. | 1,862 | $133.0K | 0.04% | +139+8.1% | Added |
| Investment Research & Advisory Group, Inc. | 1,857 | $133.0K | 0.08% | +500+36.8% | Added |
| Front Row Advisors LLC | 1,860 | $134.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,900 | $136.0K | 0.02% | +753+65.6% | Added |
| Motco | 1,923 | $138.0K | 0.01% | +94+5.1% | Added |
| Financial Perspectives, Inc | 2,011 | $144.0K | 0.07% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 2,000 | $144.0K | 0.02% | +2,000 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,008 | $144.0K | 0.05% | +2,008 | New |
| Clal Insurance Enterprises Holdings Ltd | 2,064 | $148.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,074 | $148.0K | 0.00% | +156+8.1% | Added |
| City State Bank | 2,123 | $152.0K | 0.09% | +2,123 | New |
| Washington Trust Advisors, Inc. | 2,187 | $157.0K | 0.01% | +2,187 | New |
| TAP Consulting, LLC | 2,227 | $159.0K | 0.04% | +2,227 | New |
| Clearview Wealth Advisors LLC | 2,233 | $160.0K | 0.10% | +209+10.3% | Added |
| Johnson Midwest Financial, LLC | 2,263 | $162.0K | 0.12% | +62+2.8% | Added |
| Caldwell Trust Co | 2,310 | $165.4K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2,325 | $166.0K | 0.07% | +2,325 | New |
| Private Capital Group, LLC | 2,332 | $168.0K | 0.04% | +480+25.9% | Added |
| Syverson Strege & Co | 2,437 | $174.0K | 0.13% | +11+0.5% | Added |
| Penserra Capital Management LLC | 2,463 | $176.0K | 0.00% | +1,108+81.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,483 | $177.7K | 0.00% | +1,287+107.6% | Added |
| Ellis Investment Partners, LLC | 2,503 | $179.0K | 0.04% | +26+1.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,574 | $185.0K | 0.00% | −147−5.4% | Reduced |
| Founders Capital Management | 2,580 | $185.0K | 0.12% | 00.0% | Unchanged |
| Exane Derivatives | 2,603 | $186.4K | 0.05% | +2,522+3,113.6% | Added |
| DB Wealth Management Group, LLC | 2,652 | $190.0K | 0.11% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,724 | $195.0K | 0.16% | +2,724 | New |
| Benjamin Edwards Inc | 2,759 | $198.0K | 0.06% | −10,572−79.3% | Reduced |
| Abbot Financial Management, Inc. | 2,800 | $200.0K | 0.09% | +2,800 | New |
| We Are One Seven, LLC | 2,790 | $200.0K | 0.02% | +2,790 | New |
| Keystone Wealth Services, LLC | 2,797 | $200.0K | 0.08% | +2,797 | New |
| B. Riley Wealth Management, Inc. | 2,806 | $201.0K | 0.01% | +2,806 | New |
| Renasant Bank | 2,821 | $202.0K | 0.14% | +2,821 | New |
| Ridgewood Investments LLC | 2,839 | $203.0K | 0.13% | +2,839 | New |
| Investors Financial Group, LLC | 2,836 | $203.0K | 0.09% | +2,836 | New |
| CoreFirst Bank & Trust | 2,850 | $204.0K | 0.13% | +470+19.7% | Added |
| Wagner Wealth Management, LLC | 2,856 | $204.0K | 0.16% | +2,484+667.7% | Added |
| TMD Wealth Management, LLC | 2,846 | $204.0K | 0.08% | +2,846 | New |
| Genesee Capital Advisors, LLC | 2,867 | $205.0K | 0.10% | +2,867 | New |
| Capital Asset Advisory Services LLC | 2,866 | $206.0K | 0.02% | +2,866 | New |
| WBH Advisory Inc | 2,887 | $207.0K | 0.02% | +2,887 | New |
| RNC Capital Management LLC | 2,908 | $208.0K | 0.01% | −684−19.0% | Reduced |
| Goelzer Investment Management, Inc. | 2,903 | $208.0K | 0.02% | −200−6.4% | Reduced |
| Arete Wealth Advisors, LLC | 2,883 | $208.0K | 0.02% | +2,883 | New |
| Avantax Planning Partners, Inc. | 2,923 | $209.0K | 0.01% | +2,923 | New |
| Charter Oak Capital Management, LLC | 2,933 | $210.0K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,929 | $210.0K | 0.10% | +2,929 | New |
| SMH Capital Advisors Inc | 2,942 | $211.0K | 0.42% | +2,942 | New |
| Glenview Trust Co | 2,950 | $211.0K | 0.01% | +2,950 | New |
| Simplex Trading, LLC | 2,974 | $212.0K | 0.01% | +2,974 | New |
| Thomasville National Bank | 2,980 | $213.0K | 0.02% | +2,980 | New |
| Flagship Harbor Advisors, LLC | 2,989 | $214.0K | 0.02% | −2,792−48.3% | Reduced |
| Destination Wealth Management | 3,000 | $215.0K | 0.01% | +3,000 | New |
| Bridge Creek Capital Management LLC | 3,000 | $215.0K | 0.07% | +3,000 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 3,000 | $215.0K | 0.01% | +3,000 | New |
| TrueWealth Advisors, LLC | 3,000 | $215.0K | 0.10% | +3,000 | New |
| Transform Wealth, LLC | 3,015 | $216.0K | 0.02% | +3,015 | New |
| Evergreen Capital Management LLC | 3,030 | $217.0K | 0.01% | +3,030 | New |
| Bank of Hawaii | 3,080 | $220.0K | 0.01% | +3,080 | New |
| Chicago Trust Co NA | 3,063 | $220.0K | 0.04% | +3,063 | New |
| Slow Capital, Inc. | 3,067 | $220.0K | 0.04% | +3,067 | New |
| Apeiron RIA LLC | 3,075 | $220.0K | 0.09% | +3,075 | New |
| Linscomb & Williams, Inc. | 3,094 | $221.0K | 0.01% | +3,094 | New |
| CMG Global Holdings, LLC | 3,090 | $221.0K | 0.14% | +3,090 | New |
| Independent Solutions Wealth Management, LLC | 3,103 | $222.1K | 0.05% | +10.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,125 | $223.0K | 0.02% | +7+0.2% | Added |
| N.E.W. Advisory Services LLC | 3,128 | $224.0K | 0.03% | +3+0.1% | Added |
| Aptus Capital Advisors, LLC | 3,114 | $224.0K | 0.01% | +3,114 | New |
| Gradient Investments LLC | 3,137 | $225.0K | 0.01% | +254+8.8% | Added |
| Capital Advisors Wealth Management, LLC | 3,161 | $226.0K | 0.07% | +3,161 | New |
| Providence Wealth Advisors, LLC | 3,200 | $227.0K | 0.14% | +3,200 | New |
| Conning Inc. | 3,188 | $228.0K | 0.01% | +3,188 | New |
| Prelude Capital Management, LLC | 3,179 | $228.0K | 0.01% | +3,179 | New |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,208 | $230.0K | 0.04% | +3,208 | New |
| Parsec Financial Management, Inc. | 3,262 | $234.0K | 0.01% | 00.0% | Unchanged |
| Synovus Financial Corp | 3,272 | $235.0K | 0.00% | +3,272 | New |
| Perpetual Investment Management Ltd | 3,300 | $236.0K | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,298 | $236.0K | 0.14% | +57+1.8% | Added |
| TCWP LLC | 3,349 | $239.0K | 0.05% | +3,349 | New |
| Wealth Management Associates, Inc. | 3,357 | $240.3K | 0.13% | +30+0.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 3,372 | $241.0K | 0.07% | +616+22.4% | Added |
| TCG Advisory Services, LLC | 3,378 | $242.0K | 0.06% | +4+0.1% | Added |
| Thoroughbred Financial Services, LLC | 3,390 | $242.0K | 0.05% | +3,390 | New |
| CWS Financial Advisors, LLC | 3,415 | $244.0K | 0.09% | +3,415 | New |
| Cornerstone Wealth Management, LLC | 3,438 | $245.0K | 0.02% | +3,438 | New |
| Warner Financial, Inc | 3,452 | $247.0K | 0.21% | +3,452 | New |
| Leavell Investment Management, Inc. | 3,472 | $249.0K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,482 | $249.0K | 0.01% | 00.0% | Unchanged |