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 |
|---|---|---|---|---|---|
| Gofen & Glossberg LLC | 3,488 | $250.0K | 0.01% | +5+0.1% | Added |
| Cladis Investment Advisory, LLC | 3,500 | $250.6K | 0.20% | +3,500 | New |
| Financial Counselors Inc | 3,512 | $251.0K | 0.01% | −5,550−61.2% | Reduced |
| Jones Financial Companies LLLP | 3,509 | $251.0K | 0.00% | +798+29.4% | Added |
| True North Advisors, LLC | 3,514 | $251.0K | 0.04% | +3,514 | New |
| Excalibur Management Corp | 3,515 | $252.0K | 0.10% | +3,515 | New |
| Carroll Financial Associates, Inc. | 3,568 | $253.0K | 0.01% | −7−0.2% | Reduced |
| InterOcean Capital Group, LLC | 3,538 | $253.0K | 0.01% | +3,538 | New |
| Fiduciary Group LLC | 3,550 | $254.0K | 0.03% | −144−3.9% | Reduced |
| Wealth Management Solutions, LLC | 3,568 | $255.0K | 0.13% | +3,568 | New |
| Grove Bank & Trust | 3,570 | $256.0K | 0.05% | +133+3.9% | Added |
| Montag A & Associates Inc | 3,590 | $257.0K | 0.01% | −15−0.4% | Reduced |
| Silverlake Wealth Management LLC | 3,600 | $257.7K | 0.14% | +3,600 | New |
| Cambria Investment Management, L.P. | 3,600 | $258.0K | 0.04% | −36−1.0% | Reduced |
| Delphia (USA) Inc. | 3,609 | $258.0K | 0.27% | +3,609 | New |
| Raub Brock Capital Management LP | 4,025 | $261.0K | 0.04% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 3,650 | $261.0K | 0.14% | 00.0% | Unchanged |
| Shelton Capital Management | 3,643 | $261.0K | 0.01% | +3,643 | New |
| MBA Advisors LLC | 3,660 | $262.0K | 0.16% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,673 | $263.0K | 0.04% | +293+8.7% | Added |
| FLC Capital Advisors | 3,682 | $264.0K | 0.07% | −436−10.6% | Reduced |
| Girard Partners Ltd. | 3,698 | $264.0K | 0.03% | −121−3.2% | Reduced |
| Summit Financial Group Inc | 3,700 | $264.0K | 0.09% | +600+19.4% | Added |
| Prime Capital Investment Advisors, LLC | 3,687 | $264.0K | 0.01% | +3,687 | New |
| Silvercrest Asset Management Group LLC | 3,700 | $265.0K | 0.00% | −700−15.9% | Reduced |
| Mattern Wealth Management LLC | 3,700 | $265.0K | 0.08% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,695 | $265.0K | 0.08% | +8+0.2% | Added |
| Wrapmanager Inc | 3,709 | $266.0K | 0.07% | −290−7.3% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,712 | $266.0K | 0.07% | +553+17.5% | Added |
| Apollon Wealth Management, LLC | 3,720 | $266.0K | 0.02% | +3,720 | New |
| MKT Advisors LLC | 3,909 | $266.0K | 0.21% | +3,909 | New |
| Zevin Asset Management LLC | 3,730 | $267.0K | 0.05% | −56−1.5% | Reduced |
| Intrust Bank NA | 3,741 | $268.0K | 0.03% | −67−1.8% | Reduced |
| Regal Investment Advisors LLC | 3,752 | $269.0K | 0.02% | +188+5.3% | Added |
| DRW Securities, LLC | 3,769 | $270.0K | 0.02% | −112−2.9% | Reduced |
| Mayflower Financial Advisors, LLC | 3,765 | $270.0K | 0.04% | +208+5.8% | Added |
| Hoylecohen, LLC | 3,786 | $271.0K | 0.02% | −283−7.0% | Reduced |
| Titus Wealth Management | 3,792 | $271.0K | 0.12% | +352+10.2% | Added |
| Successful Portfolios LLC | 3,807 | $273.0K | 0.15% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 3,815 | $273.0K | 0.01% | +3,815 | New |
| CAPROCK Group, Inc. | 3,809 | $274.0K | 0.02% | +3,809 | New |
| Dynamic Advisor Solutions LLC | 3,845 | $275.0K | 0.02% | −590−13.3% | Reduced |
| ProVise Management Group, LLC | 3,837 | $275.0K | 0.02% | +3,837 | New |
| Carmel Capital Partners, LLC | 3,839 | $275.0K | 0.21% | +3,839 | New |
| Sandbox Financial Partners, LLC | 3,861 | $276.0K | 0.17% | +3,861 | New |
| Engine No. 1 LLC | 3,871 | $277.0K | 0.06% | +3,871 | New |
| National Bank of Canada | 3,892 | $279.0K | 0.00% | +3,892 | New |
| Great Valley Advisor Group, Inc. | 3,963 | $280.0K | 0.02% | +100+2.6% | Added |
| BKD Wealth Advisors, LLC | 3,938 | $282.0K | 0.01% | +41+1.1% | Added |
| LifePro Asset Management | 3,935 | $282.0K | 0.08% | +3,935 | New |
| First Hawaiian Bank | 3,972 | $284.0K | 0.01% | +3,972 | New |
| Principle Wealth Partners LLC | 4,005 | $287.0K | 0.03% | +10.0% | Added |
| Indiana Trust & Investment Management CO | 4,003 | $287.0K | 0.13% | +104+2.7% | Added |
| Resources Investment Advisors, LLC. | 4,003 | $287.0K | 0.01% | +4,003 | New |
| Angeles Investment Advisors, LLC | 4,010 | $288.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 4,039 | $289.0K | 0.01% | +4+0.1% | Added |
| Horizon Investments, LLC | 4,049 | $289.0K | 0.01% | +4,049 | New |
| Castle Rock Wealth Management, LLC | 4,275 | $290.0K | 0.12% | 00.0% | Unchanged |
| Advisor Resource Council | 4,038 | $290.0K | 0.02% | +4,038 | New |
| Greenspring Advisors, LLC | 4,072 | $292.0K | 0.08% | +4,072 | New |
| Pointe Capital Management LLC | 4,094 | $293.0K | 0.19% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4,105 | $294.0K | 0.19% | +625+18.0% | Added |
| Northstar Advisory Group, LLC | 4,102 | $294.0K | 0.17% | +4,102 | New |
| Altman Advisors, Inc. | 4,393 | $298.0K | 0.18% | 00.0% | Unchanged |
| Commons Capital, LLC | 4,187 | $300.0K | 0.30% | +4,187 | New |
| Strategic Blueprint, LLC | 4,203 | $301.0K | 0.04% | +540+14.7% | Added |
| Campion Asset Management LLC | 4,225 | $302.0K | 0.25% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 3,936 | $307.0K | 0.15% | +3,936 | New |
| Cedar Wealth Management, LLC | 4,300 | $308.0K | 0.12% | +3,500+437.5% | Added |
| Boston Private Wealth LLC | 4,315 | $309.0K | 0.01% | +1,223+39.6% | Added |
| Harvest Fund Management Co., Ltd | 4,332 | $311.0K | 0.05% | +2,787+180.4% | Added |
| Accredited Investors Inc. | 4,380 | $314.0K | 0.03% | +30+0.7% | Added |
| Sovereign Financial Group, Inc. | 4,411 | $316.0K | 0.13% | +224+5.3% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,413 | $316.0K | 0.09% | +290+7.0% | Added |
| Koshinski Asset Management, Inc. | 4,417 | $316.2K | 0.03% | +28+0.6% | Added |
| Eqis Capital Management, Inc. | 4,447 | $318.0K | 0.02% | −8,371−65.3% | Reduced |
| GYL Financial Synergies, LLC | 4,436 | $318.0K | 0.09% | 00.0% | Unchanged |
| American Investment Services, Inc. | 4,498 | $322.0K | 0.07% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,514 | $323.0K | 0.06% | +51+1.1% | Added |
| Blueprint Investment Partners LLC | 4,586 | $328.4K | 0.08% | +1,594+53.3% | Added |
| Beacon Financial Advisory LLC | 4,590 | $329.0K | 0.15% | +4,590 | New |
| Greenleaf Trust | 4,608 | $330.0K | 0.00% | +1,442+45.5% | Added |
| Ieq Capital, LLC | 4,626 | $331.0K | 0.01% | +1,160+33.5% | Added |
| Golden State Wealth Management, LLC | 4,635 | $332.0K | 0.06% | +313+7.2% | Added |
| Procyon Private Wealth Partners, LLC | 4,639 | $332.0K | 0.07% | +333+7.7% | Added |
| Soltis Investment Advisors LLC | 4,650 | $333.0K | 0.05% | +407+9.6% | Added |
| Goodwin Daniel L | 4,653 | $333.0K | 0.15% | +4,653 | New |
| Boothbay Fund Management, LLC | 4,651 | $333.0K | 0.01% | +4,651 | New |
| International Assets Investment Management, LLC | 4,665 | $334.0K | 0.06% | +1,014+27.8% | Added |
| Argent Trust Co | 4,702 | $336.0K | 0.02% | −375−7.4% | Reduced |
| Fiduciary Trust Co | 4,688 | $336.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Designers | 4,687 | $336.0K | 0.09% | +159+3.5% | Added |
| Guardian Capital LP | 4,709 | $337.0K | 0.01% | +4,709 | New |
| LexAurum Advisors, LLC | 4,721 | $338.0K | 0.11% | +1,537+48.3% | Added |
| AMG National Trust Bank | 4,747 | $340.0K | 0.01% | −2,518−34.7% | Reduced |
| Stock Yards Bank & Trust Co | 4,765 | $341.0K | 0.02% | +787+19.8% | Added |
| Brinker Capital Investments, LLC | 4,759 | $341.0K | 0.00% | +4,759 | New |
| DF Dent & Co Inc | 4,791 | $343.0K | 0.00% | +51+1.1% | Added |
| M&G Investment Management Ltd | 4,761 | $343.0K | 0.00% | +4,761 | New |
| Mather Group, LLC. | 4,803 | $344.0K | 0.01% | +4,803 | New |