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 |
|---|---|---|---|---|---|
| BerganKDV Wealth Management, LLC | 21,316 | $1.53M | 0.16% | −594−2.7% | Reduced |
| Profund Advisors LLC | 21,340 | $1.53M | 0.05% | −19,588−47.9% | Reduced |
| Gotham Asset Management, LLC | 21,389 | $1.53M | 0.05% | +21,389 | New |
| Clifford Swan Investment Counsel LLC | 21,397 | $1.53M | 0.05% | +1,720+8.7% | Added |
| LeJeune Puetz Investment Counsel LLC | 21,405 | $1.53M | 0.52% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 21,501 | $1.54M | 0.05% | +814+3.9% | Added |
| Symphony Financial, Ltd. Co. | 21,764 | $1.55M | 0.43% | +9,064+71.4% | Added |
| Roosevelt Investment Group LLC | 21,707 | $1.55M | 0.09% | +9,316+75.2% | Added |
| Virginia Wealth Management Group, Inc. | 21,756 | $1.56M | 1.40% | +21,756 | New |
| First National Trust Co | 21,874 | $1.57M | 0.08% | −2,802−11.4% | Reduced |
| SeaCrest Wealth Management, LLC | 22,068 | $1.58M | 0.17% | +1,675+8.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 22,328 | $1.60M | 1.45% | +22,328 | New |
| Wellington Management Group LLP | 22,371 | $1.60M | 0.00% | +22,371 | New |
| Duncker Streett & Co Inc | 22,416 | $1.60M | 0.28% | +31+0.1% | Added |
| Stonnington Group, LLC | 22,595 | $1.61M | 0.35% | +2,218+10.9% | Added |
| Private Advisory Group LLC | 22,607 | $1.62M | 0.33% | +469+2.1% | Added |
| Redwood Investment Management, LLC | 22,855 | $1.64M | 0.21% | +22,855 | New |
| Pearl River Capital, LLC | 22,912 | $1.64M | 0.44% | +19,435+559.0% | Added |
| Crossmark Global Holdings, Inc. | 22,984 | $1.65M | 0.04% | +2,943+14.7% | Added |
| Lincoln National Corp | 23,134 | $1.66M | 0.03% | +6,915+42.6% | Added |
| Zions Bancorporation, N.A. | 23,218 | $1.66M | 0.15% | +1,588+7.3% | Added |
| Kore Private Wealth LLC | 23,436 | $1.68M | 0.20% | +11,223+91.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 23,598 | $1.69M | 0.02% | +1,993+9.2% | Added |
| IHT Wealth Management, LLC | 23,784 | $1.70M | 0.13% | +15,348+181.9% | Added |
| New Century Advisors, LLC | 24,050 | $1.72M | 1.63% | +24,050 | New |
| Bard Financial Services, Inc. | 24,350 | $1.74M | 0.14% | +3,275+15.5% | Added |
| Tredje AP-fonden | 24,703 | $1.77M | 0.03% | +24,703 | New |
| Cozad Asset Management Inc | 24,743 | $1.77M | 0.25% | −50.0% | Reduced |
| Griffin Asset Management, Inc. | 24,985 | $1.79M | 0.22% | +900+3.7% | Added |
| Confluence Wealth Services, Inc. | 25,319 | $1.81M | 0.58% | +25,319 | New |
| Colonial Trust Advisors | 25,771 | $1.84M | 0.21% | +3,879+17.7% | Added |
| Commerce Bank | 25,792 | $1.85M | 0.01% | +1,794+7.5% | Added |
| Pinebridge Investments, L.P. | 25,853 | $1.85M | 0.02% | +25,853 | New |
| Wedbush Securities Inc | 25,863 | $1.85M | 0.08% | +304+1.2% | Added |
| Regions Financial Corp | 25,942 | $1.86M | 0.01% | +18,105+231.0% | Added |
| People's United Financial, Inc. | 26,081 | $1.87M | 0.04% | +26,081 | New |
| Shufro Rose & Co LLC | 26,350 | $1.89M | 0.14% | +2,430+10.2% | Added |
| ICW Investment Advisors LLC | 26,760 | $1.92M | 1.07% | +1,165+4.6% | Added |
| E. Ohman J:or Asset Management AB | 26,800 | $1.92M | 0.06% | +9,100+51.4% | Added |
| First Manhattan Co | 26,891 | $1.93M | 0.01% | −708−2.6% | Reduced |
| Ethic Inc. | 27,358 | $1.96M | 0.15% | +16,277+146.9% | Added |
| Teachers Retirement System of the State of Kentucky | 27,600 | $1.98M | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 27,605 | $1.98M | 0.04% | +7,108+34.7% | Added |
| Brookstone Capital Management | 28,029 | $2.00M | 0.03% | +2,790+11.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 28,008 | $2.00M | 0.04% | +7,821+38.7% | Added |
| Robeco Institutional Asset Management B.V. | 28,133 | $2.01M | 0.00% | +25,822+1,117.4% | Added |
| Hutner Capital Management Inc | 28,234 | $2.02M | 1.18% | +408+1.5% | Added |
| Terry L. Blaker | 28,272 | $2.02M | 0.16% | +2,034+7.8% | Added |
| Great Lakes Advisors, LLC | 28,549 | $2.04M | 0.03% | −285−1.0% | Reduced |
| Bridgewater Associates, LP | 29,179 | $2.09M | 0.01% | +29,179 | New |
| ExodusPoint Capital Management, LP | 29,301 | $2.10M | 0.03% | −61,991−67.9% | Reduced |
| Beck Capital Management, LLC | 29,302 | $2.10M | 0.65% | +11,984+69.2% | Added |
| Pacer Advisors, Inc. | 29,364 | $2.10M | 0.02% | −25,137−46.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 29,452 | $2.11M | 0.20% | +754+2.6% | Added |
| Rafferty Asset Management, LLC | 29,586 | $2.12M | 0.01% | +5,453+22.6% | Added |
| GWM Advisors LLC | 29,663 | $2.12M | 0.03% | +22,979+343.8% | Added |
| Liberty One Investment Management, LLC | 29,981 | $2.15M | 0.32% | +2,041+7.3% | Added |
| TD Private Client Wealth LLC | 30,276 | $2.17M | 0.09% | −277−0.9% | Reduced |
| Seeyond | 30,320 | $2.17M | 0.20% | +11,417+60.4% | Added |
| Paloma Partners Management Co | 30,654 | $2.19M | 0.07% | +30,654 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 31,300 | $2.25M | 0.03% | +4,620+17.3% | Added |
| Security National Bank of So Dak | 31,690 | $2.27M | 1.53% | +31,690 | New |
| Spirit of America Management Corp | 31,685 | $2.27M | 0.46% | +1,705+5.7% | Added |
| Security National Bank of Sioux City Iowa | 31,710 | $2.27M | 1.56% | +31,710 | New |
| Candriam Luxembourg S.C.A. | 32,252 | $2.31M | 0.01% | +10,351+47.3% | Added |
| Cresset Asset Management, LLC | 33,342 | $2.40M | 0.02% | +9,327+38.8% | Added |
| New Mexico Educational Retirement Board | 33,700 | $2.41M | 0.08% | +9,300+38.1% | Added |
| Proquility Private Wealth Partners, LLC | 35,914 | $2.42M | 0.85% | +9,411+35.5% | Added |
| Texas Yale Capital Corp. | 34,045 | $2.44M | 0.12% | +757+2.3% | Added |
| Dowling & Yahnke LLC | 34,312 | $2.46M | 0.12% | −13,727−28.6% | Reduced |
| Avantax Advisory Services, Inc. | 34,502 | $2.47M | 0.04% | +6,807+24.6% | Added |
| Kentucky Retirement Systems | 34,552 | $2.47M | 0.10% | +11,986+53.1% | Added |
| Atria Investments LLC | 34,654 | $2.48M | 0.04% | +1,579+4.8% | Added |
| Meritage Portfolio Management | 35,080 | $2.51M | 0.14% | −2,032−5.5% | Reduced |
| KBC Group NV | 35,141 | $2.52M | 0.01% | −590−1.7% | Reduced |
| Louisiana State Employees Retirement System | 35,500 | $2.54M | 0.06% | +11,300+46.7% | Added |
| Fifth Third Bancorp | 36,487 | $2.61M | 0.01% | +13,196+56.7% | Added |
| Manning & Napier Group, LLC | 36,506 | $2.61M | 0.02% | −320−0.9% | Reduced |
| Taconic Capital Advisors LP | 37,000 | $2.65M | 0.09% | −80,000−68.4% | Reduced |
| Atticus Wealth Management, LLC | 37,033 | $2.65M | 1.03% | +2,446+7.1% | Added |
| Mutual Advisors, LLC | 37,684 | $2.70M | 0.14% | +6,382+20.4% | Added |
| Corient Capital Partners, LLC | 37,708 | $2.70M | 0.18% | +6,397+20.4% | Added |
| Cowa, LLC | 118,126 | $2.71M | 1.36% | −69,973−37.2% | Reduced |
| Wealthfront Advisers LLC | 37,926 | $2.71M | 0.01% | +2,657+7.5% | Added |
| Davenport & Co LLC | 37,989 | $2.72M | 0.02% | −430−1.1% | Reduced |
| Kinloch Capital, LLC | 38,846 | $2.78M | 1.72% | +4,497+13.1% | Added |
| Synergy Financial Management, LLC | 39,566 | $2.83M | 0.67% | +10,635+36.8% | Added |
| Graham Capital Wealth Management, LLC | 39,511 | $2.84M | 2.32% | +39,511 | New |
| PFG Advisors | 40,058 | $2.87M | 0.29% | +611+1.5% | Added |
| Colony Group LLC | 40,377 | $2.89M | 0.05% | +332+0.8% | Added |
| Community Trust & Investment Co | 40,634 | $2.91M | 0.22% | +2,346+6.1% | Added |
| Platte River Wealth Advisors, LLC | 41,678 | $2.97M | 1.02% | +17,670+73.6% | Added |
| Elo Mutual Pension Insurance Co | 41,847 | $3.00M | 0.08% | +17,191+69.7% | Added |
| Gamco Investors, Inc. Et Al | 42,000 | $3.01M | 0.03% | −500−1.2% | Reduced |
| Icon Wealth Partners, LLC | 42,420 | $3.04M | 0.30% | +6,054+16.6% | Added |
| First National Bank of Omaha | 42,744 | $3.06M | 0.15% | +4,063+10.5% | Added |
| Quadrature Capital Ltd | 42,819 | $3.06M | 0.16% | +8,307+24.1% | Added |
| Ameritas Investment Partners, Inc. | 42,907 | $3.07M | 0.10% | +1,699+4.1% | Added |
| Jane Street Group, LLC | 42,996 | $3.08M | 0.01% | −22,071−33.9% | Reduced |
| Maryland State Retirement & Pension System | 43,407 | $3.11M | 0.08% | +13,720+46.2% | Added |