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 |
|---|---|---|---|---|---|
| Metis Global Partners, LLC | 4,906 | $351.0K | 0.10% | +4,906 | New |
| 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 |
| 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 |
| Tokio Marine Asset Management Co Ltd | 4,848 | $347.0K | 0.03% | +26+0.5% | Added |
| Mather Group, LLC. | 4,803 | $344.0K | 0.01% | +4,803 | 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 |
| 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 |
| AMG National Trust Bank | 4,747 | $340.0K | 0.01% | −2,518−34.7% | Reduced |
| LexAurum Advisors, LLC | 4,721 | $338.0K | 0.11% | +1,537+48.3% | Added |
| Guardian Capital LP | 4,709 | $337.0K | 0.01% | +4,709 | New |
| 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 |
| International Assets Investment Management, LLC | 4,665 | $334.0K | 0.06% | +1,014+27.8% | 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 |
| 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 |
| Ieq Capital, LLC | 4,626 | $331.0K | 0.01% | +1,160+33.5% | Added |
| Greenleaf Trust | 4,608 | $330.0K | 0.00% | +1,442+45.5% | Added |
| Beacon Financial Advisory LLC | 4,590 | $329.0K | 0.15% | +4,590 | New |
| Blueprint Investment Partners LLC | 4,586 | $328.4K | 0.08% | +1,594+53.3% | Added |
| Lake Street Financial LLC | 4,514 | $323.0K | 0.06% | +51+1.1% | Added |
| American Investment Services, Inc. | 4,498 | $322.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Koshinski Asset Management, Inc. | 4,417 | $316.2K | 0.03% | +28+0.6% | 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 |
| Accredited Investors Inc. | 4,380 | $314.0K | 0.03% | +30+0.7% | Added |
| Harvest Fund Management Co., Ltd | 4,332 | $311.0K | 0.05% | +2,787+180.4% | Added |
| Boston Private Wealth LLC | 4,315 | $309.0K | 0.01% | +1,223+39.6% | Added |
| Cedar Wealth Management, LLC | 4,300 | $308.0K | 0.12% | +3,500+437.5% | Added |
| Stiles Financial Services Inc | 3,936 | $307.0K | 0.15% | +3,936 | New |
| Campion Asset Management LLC | 4,225 | $302.0K | 0.25% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,203 | $301.0K | 0.04% | +540+14.7% | Added |
| Commons Capital, LLC | 4,187 | $300.0K | 0.30% | +4,187 | New |
| Altman Advisors, Inc. | 4,393 | $298.0K | 0.18% | 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 |
| Pointe Capital Management LLC | 4,094 | $293.0K | 0.19% | 00.0% | Unchanged |
| Greenspring Advisors, LLC | 4,072 | $292.0K | 0.08% | +4,072 | 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 |
| 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 |
| Angeles Investment Advisors, LLC | 4,010 | $288.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| First Hawaiian Bank | 3,972 | $284.0K | 0.01% | +3,972 | New |
| 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 |
| Great Valley Advisor Group, Inc. | 3,963 | $280.0K | 0.02% | +100+2.6% | Added |
| National Bank of Canada | 3,892 | $279.0K | 0.00% | +3,892 | New |
| Engine No. 1 LLC | 3,871 | $277.0K | 0.06% | +3,871 | New |
| Sandbox Financial Partners, LLC | 3,861 | $276.0K | 0.17% | +3,861 | 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 |
| CAPROCK Group, Inc. | 3,809 | $274.0K | 0.02% | +3,809 | New |
| 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 |
| 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 |
| 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 |
| Regal Investment Advisors LLC | 3,752 | $269.0K | 0.02% | +188+5.3% | Added |
| Intrust Bank NA | 3,741 | $268.0K | 0.03% | −67−1.8% | Reduced |
| Zevin Asset Management LLC | 3,730 | $267.0K | 0.05% | −56−1.5% | Reduced |
| 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 |
| 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 |
| 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 |
| Smith, Moore & Co. | 3,673 | $263.0K | 0.04% | +293+8.7% | Added |
| MBA Advisors LLC | 3,660 | $262.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| 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 |
| Silverlake Wealth Management LLC | 3,600 | $257.7K | 0.14% | +3,600 | New |
| Montag A & Associates Inc | 3,590 | $257.0K | 0.01% | −15−0.4% | Reduced |
| Grove Bank & Trust | 3,570 | $256.0K | 0.05% | +133+3.9% | Added |
| Wealth Management Solutions, LLC | 3,568 | $255.0K | 0.13% | +3,568 | New |
| Fiduciary Group LLC | 3,550 | $254.0K | 0.03% | −144−3.9% | Reduced |
| Carroll Financial Associates, Inc. | 3,568 | $253.0K | 0.01% | −7−0.2% | Reduced |