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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 4,848 | $347.0K | 0.03% | +26+0.5% | Added |
| Sugarloaf Wealth Management, LLC | 4,861 | $348.0K | 0.08% | −318−6.1% | Reduced |
| Weil Company, Inc. | 4,860 | $348.0K | 0.16% | 00.0% | Unchanged |
| Assetmark, Inc | 4,866 | $348.0K | 0.00% | +4,638+2,034.2% | Added |
| Aspiriant, LLC | 4,882 | $350.0K | 0.02% | +14+0.3% | Added |
| Certified Advisory Corp | 4,882 | $350.0K | 0.08% | +1,163+31.3% | Added |
| Metis Global Partners, LLC | 4,906 | $351.0K | 0.10% | +4,906 | New |
| Keystone Financial Group | 4,958 | $355.0K | 0.06% | +3+0.1% | Added |
| Nations Financial Group Inc, | 4,962 | $355.0K | 0.05% | +4,962 | New |
| Oxbow Advisors, LLC | 4,970 | $356.0K | 0.03% | −45−0.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4,975 | $356.0K | 0.00% | +4,309+647.0% | Added |
| First Nebraska Trust Co | 4,979 | $356.4K | 0.04% | −108−2.1% | Reduced |
| Dividend Assets Capital, LLC | 5,000 | $358.0K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,056 | $362.0K | 0.04% | +5,056 | New |
| Opus Capital Group, LLC | 5,070 | $363.0K | 0.08% | +629+14.2% | Added |
| RMR Wealth Builders | 5,053 | $363.0K | 0.10% | +1,682+49.9% | Added |
| Western Wealth Management, LLC | 5,065 | $365.0K | 0.04% | +5,065 | New |
| Allegheny Financial Group LTD | 5,141 | $368.0K | 0.15% | +5,141 | New |
| Mason & Associates Inc | 5,143 | $368.0K | 0.11% | +5,143 | New |
| Financial Advocates Investment Management | 6,107 | $371.0K | 0.03% | −30,844−83.5% | Reduced |
| Quadrant Capital Group LLC | 5,192 | $372.0K | 0.04% | +2,972+133.9% | Added |
| Main Street Financial Solutions, LLC | 5,210 | $373.0K | 0.05% | +5,210 | New |
| First Commonwealth Financial Corp | 5,224 | $374.0K | 0.12% | +28+0.5% | Added |
| Wealthsource Partners, LLC | 5,243 | $375.0K | 0.03% | +244+4.9% | Added |
| Moseley Investment Management Inc | 5,246 | $376.0K | 0.17% | +141+2.8% | Added |
| Heirloom Wealth Management | 5,501 | $376.0K | 0.32% | +5,501 | New |
| Wintrust Investments LLC | 5,266 | $377.0K | 0.04% | +5,266 | New |
| Sentry Investment Management LLC | 5,280 | $378.0K | 0.10% | +2,166+69.6% | Added |
| Visionary Wealth Advisors | 5,302 | $380.0K | 0.03% | −595−10.1% | Reduced |
| Toroso Investments, LLC | 5,311 | $380.0K | 0.01% | +1,412+36.2% | Added |
| Vance Wealth, Inc. | 5,319 | $381.0K | 0.37% | +5,319 | New |
| Wealthcare Advisory Partners LLC | 5,367 | $384.0K | 0.02% | +5,367 | New |
| Aull & Monroe Investment Management Corp | 5,400 | $387.0K | 0.17% | −198−3.5% | Reduced |
| Capital Investment Advisors, LLC | 5,437 | $389.0K | 0.01% | +452+9.1% | Added |
| Avidian Wealth Solutions, LLC | 5,428 | $389.0K | 0.02% | +1,156+27.1% | Added |
| Wetherby Asset Management Inc | 5,482 | $392.0K | 0.02% | +1,839+50.5% | Added |
| Wesbanco Bank Inc | 5,520 | $395.0K | 0.01% | −170−3.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,515 | $395.0K | 0.10% | +138+2.6% | Added |
| SRS Capital Advisors, Inc. | 5,528 | $396.0K | 0.05% | +4,273+340.5% | Added |
| Moneta Group Investment Advisors LLC | 5,545 | $397.0K | 0.02% | +966+21.1% | Added |
| Oak Thistle LLC | 5,536 | $397.0K | 0.31% | +5,536 | New |
| Cohen Investment Advisors LLC | 5,565 | $398.0K | 0.28% | +37+0.7% | Added |
| MBB Public Markets I LLC | 5,575 | $399.0K | 0.01% | +5,575 | New |
| Berger Financial Group, Inc | 5,650 | $404.0K | 0.05% | +5,650 | New |
| Cross Staff Investments Inc | 5,646 | $404.0K | 0.36% | +5,646 | New |
| Johnson Bixby & Associates, LLC | 5,673 | $406.0K | 0.11% | +13+0.2% | Added |
| Eudaimonia Advisors LLC | 5,684 | $407.0K | 0.24% | +5,684 | New |
| Cooper/Haims Advisors, LLC | 5,697 | $408.0K | 0.25% | 00.0% | Unchanged |
| Veritable, L.P. | 5,705 | $408.0K | 0.01% | +726+14.6% | Added |
| Summit Global Investments | 5,817 | $416.0K | 0.03% | +5,817 | New |
| Siemens Fonds Invest GmbH | 5,797 | $417.0K | 0.03% | +1,956+50.9% | Added |
| NFP Retirement, Inc. | 5,857 | $419.4K | 0.15% | +171+3.0% | Added |
| Newbridge Financial Services Group, Inc. | 5,861 | $420.0K | 0.20% | +3,131+114.7% | Added |
| Transcend Wealth Collective, LLC | 5,932 | $425.0K | 0.04% | +2,029+52.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,990 | $429.0K | 0.06% | +570+10.5% | Added |
| Essex Savings Bank | 6,036 | $432.0K | 0.15% | −20−0.3% | Reduced |
| Intersect Capital LLC | 6,084 | $436.0K | 0.08% | +357+6.2% | Added |
| Private Trust Co NA | 6,131 | $439.0K | 0.06% | +1,126+22.5% | Added |
| Whittier Trust Co of Nevada Inc | 6,145 | $440.0K | 0.02% | 00.0% | Unchanged |
| Ellevest, Inc. | 6,151 | $440.0K | 0.04% | +4,323+236.5% | Added |
| Investmark Advisory Group LLC | 6,161 | $441.0K | 0.41% | +6,161 | New |
| First Heartland Consultants, Inc. | 6,239 | $446.0K | 0.06% | +1,120+21.9% | Added |
| Ancora Advisors, LLC | 6,289 | $450.0K | 0.01% | +814+14.9% | Added |
| Ballentine Partners, LLC | 6,308 | $452.0K | 0.01% | +2,150+51.7% | Added |
| Pathstone Family Office, LLC | 6,300 | $455.0K | 0.01% | +1,257+24.9% | Added |
| Colonial River Wealth Management, LLC | 6,350 | $455.0K | 0.24% | +6,350 | New |
| West Paces Advisors Inc. | 6,442 | $461.2K | 0.14% | +347+5.7% | Added |
| Townsend Asset Management Corp | 6,467 | $463.0K | 0.22% | +4+0.1% | Added |
| Cerity Partners LLC | 6,510 | $466.0K | 0.01% | −22,883−77.9% | Reduced |
| IndexIQ Advisors LLC | 6,516 | $466.0K | 0.02% | −215−3.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 6,513 | $466.0K | 0.02% | +390+6.4% | Added |
| Orion Portfolio Solutions, LLC | 6,553 | $469.0K | 0.02% | +614+10.3% | Added |
| Buckingham Strategic Wealth, LLC | 6,579 | $471.0K | 0.01% | +28+0.4% | Added |
| SignalPoint Asset Management, LLC | 6,589 | $471.0K | 0.14% | +151+2.3% | Added |
| Fieldpoint Private Securities, LLC | 6,615 | $474.0K | 0.09% | +239+3.7% | Added |
| Financial Partners Group, Inc | 6,824 | $474.0K | 0.10% | +2,493+57.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6,692 | $479.0K | 0.08% | +4,637+225.6% | Added |
| Altium Wealth Management LLC | 6,772 | $485.0K | 0.03% | +713+11.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,816 | $488.0K | 0.04% | +1,631+31.5% | Added |
| Busey Wealth Management | 6,823 | $489.0K | 0.02% | −811−10.6% | Reduced |
| Benchmark Investment Advisors LLC | 6,900 | $494.0K | 0.41% | +6,900 | New |
| Ausdal Financial Partners, Inc. | 6,986 | $500.0K | 0.07% | +301+4.5% | Added |
| Rollins Financial | 7,000 | $501.0K | 0.14% | +7,000 | New |
| Harbour Investments, Inc. | 7,064 | $506.0K | 0.03% | −6,167−46.6% | Reduced |
| Veriti Management LLC | 7,193 | $515.0K | 0.07% | +1,716+31.3% | Added |
| Coldstream Capital Management Inc | 7,235 | $518.0K | 0.02% | +2,535+53.9% | Added |
| West Family Investments, Inc. | 7,244 | $519.0K | 0.15% | +2,841+64.5% | Added |
| Lido Advisors, LLC | 7,323 | $524.0K | 0.01% | −125−1.7% | Reduced |
| AllSquare Wealth Management LLC | 7,347 | $526.0K | 0.31% | +7,347 | New |
| Teamwork Financial Advisors, LLC | 7,358 | $527.0K | 0.10% | −145−1.9% | Reduced |
| Park Avenue Securities LLC | 7,361 | $527.0K | 0.01% | +3,177+75.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,500 | $539.3K | 0.00% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 7,559 | $541.0K | 0.31% | −300−3.8% | Reduced |
| Checchi Capital Advisers, LLC | 7,578 | $543.0K | 0.06% | +3,464+84.2% | Added |
| IFG Advisory, LLC | 7,602 | $544.0K | 0.05% | +1,455+23.7% | Added |
| Adams Chetwood Wealth Management LLC | 7,609 | $545.0K | 0.37% | +7+0.1% | Added |
| Blue Fin Capital, Inc. | 7,666 | $548.0K | 0.15% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 7,670 | $549.0K | 0.19% | +7,670 | New |
| Change Path, LLC | 7,710 | $552.0K | 0.03% | +2,920+61.0% | Added |
| O'Shaughnessy Asset Management, LLC | 7,732 | $554.0K | 0.01% | +4,499+139.2% | Added |