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 |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 21,764 | $1.55M | 0.43% | +9,064+71.4% | Added |
| Raymond James Trust N.A. | 21,501 | $1.54M | 0.05% | +814+3.9% | Added |
| 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 |
| Gotham Asset Management, LLC | 21,389 | $1.53M | 0.05% | +21,389 | New |
| Profund Advisors LLC | 21,340 | $1.53M | 0.05% | −19,588−47.9% | Reduced |
| BerganKDV Wealth Management, LLC | 21,316 | $1.53M | 0.16% | −594−2.7% | Reduced |
| Trust Investment Advisors | 20,881 | $1.50M | 1.18% | +1,574+8.2% | Added |
| McKinley Carter Wealth Services, Inc. | 20,790 | $1.49M | 0.11% | −522−2.4% | Reduced |
| Farmers National Bank | 20,760 | $1.49M | 0.49% | −2,900−12.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 20,801 | $1.48M | 0.07% | +1,833+9.7% | Added |
| Magnolia Capital Management Ltd | 20,631 | $1.48M | 1.16% | −1,230−5.6% | Reduced |
| Ford Financial Group, LLC | 20,558 | $1.47M | 0.51% | +1,186+6.1% | Added |
| Centaurus Financial, Inc. | 20,490 | $1.47M | 0.11% | +12,728+164.0% | Added |
| Bay Rivers Group | 20,341 | $1.46M | 0.89% | +384+1.9% | Added |
| RDA Financial Network | 20,311 | $1.45M | 0.59% | +20,311 | New |
| Householder Group Estate & Retirement Specialist, LLC | 20,298 | $1.45M | 0.54% | +20,298 | New |
| Alpha Cubed Investments, LLC | 20,258 | $1.45M | 0.09% | +720+3.7% | Added |
| Intrua Financial, LLC | 20,219 | $1.45M | 0.25% | +1,117+5.8% | Added |
| IFP Advisors, Inc | 20,005 | $1.44M | 0.03% | −1,140−5.4% | Reduced |
| Benedict Financial Advisors Inc | 20,098 | $1.44M | 0.38% | +70+0.3% | Added |
| Cascade Investment Advisors, Inc. | 19,846 | $1.42M | 0.83% | +936+4.9% | Added |
| Founders Financial Securities LLC | 19,575 | $1.40M | 0.25% | +91+0.5% | Added |
| RFG Advisory, LLC | 19,511 | $1.40M | 0.10% | −183−0.9% | Reduced |
| JustInvest LLC | 19,513 | $1.40M | 0.08% | +11,469+142.6% | Added |
| WFA of San Diego, LLC | 19,128 | $1.37M | 0.80% | −658−3.3% | Reduced |
| Belpointe Asset Management LLC | 19,125 | $1.37M | 0.09% | +1,003+5.5% | Added |
| Panagora Asset Management Inc | 19,072 | $1.36M | 0.01% | +1,946+11.4% | Added |
| Empirical Finance, LLC | 19,042 | $1.36M | 0.16% | +1,017+5.6% | Added |
| Laurel Wealth Advisors, Inc. | 19,015 | $1.36M | 0.11% | +5,358+39.2% | Added |
| Impax Asset Management Group plc | 18,894 | $1.35M | 0.00% | +18,894 | New |
| Ameritas Advisory Services, LLC | 18,848 | $1.35M | 0.05% | +18,848 | New |
| Hilltop Holdings Inc. | 18,786 | $1.34M | 0.14% | +4,463+31.2% | Added |
| Mosaic Family Wealth, LLC | 18,696 | $1.34M | 0.35% | +339+1.8% | Added |
| Tiemann Investment Advisors, LLC | 18,671 | $1.34M | 0.57% | −1,423−7.1% | Reduced |
| Scotia Capital Inc. | 18,631 | $1.33M | 0.01% | +18,631 | New |
| Mystic Asset Management, Inc. | 18,595 | $1.33M | 0.63% | +18,595 | New |
| Vestcor Inc | 18,572 | $1.33M | 0.05% | +13,067+237.4% | Added |
| Malaga Cove Capital, LLC | 18,423 | $1.32M | 0.52% | 00.0% | Unchanged |
| Blair William & Co | 18,350 | $1.31M | 0.00% | +3,350+22.3% | Added |
| Citadel Advisors LLC | 18,279 | $1.31M | 0.00% | +18,279 | New |
| Stanley-Laman Group, Ltd. | 18,285 | $1.31M | 0.15% | +18,285 | New |
| Moors & Cabot, Inc. | 18,046 | $1.29M | 0.08% | +463+2.6% | Added |
| Allen Capital Group, LLC | 18,010 | $1.29M | 0.18% | 00.0% | Unchanged |
| Private Ocean, LLC | 17,990 | $1.29M | 0.15% | −438−2.4% | Reduced |
| Jefferies Group LLC | 17,981 | $1.29M | 0.02% | −149,454−89.3% | Reduced |
| Harbour Capital Advisors, LLC | 17,861 | $1.28M | 0.31% | +9,395+111.0% | Added |
| Aevitas Wealth Management, Inc. | 17,787 | $1.27M | 0.76% | +3,477+24.3% | Added |
| Trustcore Financial Services, LLC | 17,600 | $1.26M | 0.14% | −864−4.7% | Reduced |
| Verition Fund Management LLC | 17,480 | $1.25M | 0.02% | −64,579−78.7% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 17,481 | $1.25M | 0.54% | 00.0% | Unchanged |
| V2 Financial group LLC | 17,392 | $1.25M | 0.97% | +13,046+300.2% | Added |
| Spire Wealth Management | 17,315 | $1.24M | 0.03% | +4,303+33.1% | Added |
| Azzad Asset Management Inc | 17,229 | $1.23M | 0.17% | +337+2.0% | Added |
| American Portfolios Advisors | 17,173 | $1.23M | 0.04% | −5,572−24.5% | Reduced |
| Strengthening Families & Communities, LLC | 17,027 | $1.22M | 0.93% | +17,027 | New |
| Stephens Inc | 17,013 | $1.22M | 0.02% | −6,779−28.5% | Reduced |
| Naples Global Advisors, LLC | 17,006 | $1.22M | 0.14% | −260−1.5% | Reduced |
| Freedom Day Solutions, LLC | 16,873 | $1.21M | 0.49% | −160−0.9% | Reduced |
| CFS Investment Advisory Services, LLC | 17,303 | $1.20M | 0.16% | −4,000−18.8% | Reduced |
| Level Four Advisory Services, LLC | 16,745 | $1.20M | 0.09% | +12,666+310.5% | Added |
| Derbend Asset Management | 16,652 | $1.19M | 1.16% | −1,184−6.6% | Reduced |
| RB Capital Management, LLC | 16,450 | $1.18M | 0.37% | +1,011+6.5% | Added |
| Equitable Holdings, Inc. | 16,435 | $1.18M | 0.02% | −384−2.3% | Reduced |
| Fulton Bank, N.A. | 16,353 | $1.17M | 0.05% | +5,317+48.2% | Added |
| AdvisorNet Financial, Inc | 16,331 | $1.17M | 0.07% | −2,212−11.9% | Reduced |
| Monument Capital Management | 16,150 | $1.16M | 0.36% | −1,086−6.3% | Reduced |
| Schnieders Capital Management LLC | 16,124 | $1.15M | 0.27% | +1,874+13.2% | Added |
| Essex Financial Services, Inc. | 16,059 | $1.15M | 0.11% | +235+1.5% | Added |
| Gyon Technologies Capital Management, LP | 16,063 | $1.15M | 0.21% | +8,132+102.5% | Added |
| Cahill Financial Advisors Inc | 15,956 | $1.14M | 0.22% | −1,779−10.0% | Reduced |
| Massmutual Trust Co FSB | 15,912 | $1.14M | 0.04% | +11+0.1% | Added |
| Advisory Services Network, LLC | 15,746 | $1.13M | 0.03% | +1,232+8.5% | Added |
| Glen Eagle Advisors, LLC | 15,524 | $1.11M | 0.29% | +477+3.2% | Added |
| Prospera Financial Services Inc | 15,279 | $1.09M | 0.05% | +4,933+47.7% | Added |
| Echo Street Capital Management LLC | 15,197 | $1.09M | 0.01% | −12,672−45.5% | Reduced |
| Black Swift Group, LLC | 15,175 | $1.09M | 0.45% | −100−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,160 | $1.08M | 0.07% | +5,342+54.4% | Added |
| Nwam LLC | 15,122 | $1.08M | 0.09% | −1,160−7.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,130 | $1.08M | 0.10% | +5,044+50.0% | Added |
| Adelante Capital Management LLC | 14,960 | $1.07M | 0.05% | −10,380−41.0% | Reduced |
| Kesler, Norman & Wride, LLC | 14,922 | $1.07M | 0.23% | +195+1.3% | Added |
| Quantitative Investment Management, LLC | 14,017 | $1.00M | 0.14% | +14,017 | New |
| CIBC Private Wealth Group, LLC | 13,963 | $1.00M | 0.00% | +3,834+37.9% | Added |
| Camden Capital, LLC | 13,967 | $1.00M | 0.21% | +4,747+51.5% | Added |
| Citizens National Bank Trust Department | 13,895 | $995.0K | 0.38% | +2,695+24.1% | Added |
| Stevens Capital Management LP | 13,868 | $993.0K | 0.23% | +13,868 | New |
| J.W. Cole Advisors, Inc. | 13,769 | $986.0K | 0.06% | +6,985+103.0% | Added |
| Integrated Wealth Concepts LLC | 13,737 | $983.0K | 0.03% | +3,662+36.3% | Added |
| Baker Tilly Wealth Management, LLC | 13,623 | $975.0K | 0.10% | +2,251+19.8% | Added |
| Patton Albertson Miller Group, LLC | 13,607 | $974.0K | 0.16% | 00.0% | Unchanged |
| First Bank & Trust | 13,553 | $970.0K | 0.41% | +9,994+280.8% | Added |
| Krilogy Financial LLC | 13,528 | $968.0K | 0.10% | +57+0.4% | Added |
| Independent Financial Group, LLC | 13,511 | $967.2K | 0.08% | +1,572+13.2% | Added |
| Retirement Group, LLC | 13,490 | $966.0K | 0.42% | +3,272+32.0% | Added |
| Vestmark Advisory Solutions, Inc. | 13,480 | $965.0K | 0.05% | +1,541+12.9% | Added |
| Coastal Investment Advisors, Inc. | 13,482 | $965.0K | 0.21% | +3,724+38.2% | Added |
| First Midwest Bank Trust Division | 13,470 | $964.0K | 0.12% | +787+6.2% | Added |
| Ingalls & Snyder LLC | 13,400 | $959.0K | 0.04% | −550−3.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,392 | $959.0K | 0.05% | +13,392 | New |