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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 3,538 | $253.0K | 0.01% | +3,538 | New |
| Excalibur Management Corp | 3,515 | $252.0K | 0.10% | +3,515 | 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 |
| Cladis Investment Advisory, LLC | 3,500 | $250.6K | 0.20% | +3,500 | New |
| Gofen & Glossberg LLC | 3,488 | $250.0K | 0.01% | +5+0.1% | Added |
| Leavell Investment Management, Inc. | 3,472 | $249.0K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,482 | $249.0K | 0.01% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,452 | $247.0K | 0.21% | +3,452 | New |
| Cornerstone Wealth Management, LLC | 3,438 | $245.0K | 0.02% | +3,438 | New |
| CWS Financial Advisors, LLC | 3,415 | $244.0K | 0.09% | +3,415 | New |
| TCG Advisory Services, LLC | 3,378 | $242.0K | 0.06% | +4+0.1% | Added |
| Thoroughbred Financial Services, LLC | 3,390 | $242.0K | 0.05% | +3,390 | New |
| Global Wealth Management Investment Advisory, Inc. | 3,372 | $241.0K | 0.07% | +616+22.4% | Added |
| Wealth Management Associates, Inc. | 3,357 | $240.3K | 0.13% | +30+0.9% | Added |
| TCWP LLC | 3,349 | $239.0K | 0.05% | +3,349 | New |
| Perpetual Investment Management Ltd | 3,300 | $236.0K | 0.03% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,298 | $236.0K | 0.14% | +57+1.8% | Added |
| Synovus Financial Corp | 3,272 | $235.0K | 0.00% | +3,272 | New |
| Parsec Financial Management, Inc. | 3,262 | $234.0K | 0.01% | 00.0% | Unchanged |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,208 | $230.0K | 0.04% | +3,208 | New |
| Conning Inc. | 3,188 | $228.0K | 0.01% | +3,188 | New |
| Prelude Capital Management, LLC | 3,179 | $228.0K | 0.01% | +3,179 | New |
| Providence Wealth Advisors, LLC | 3,200 | $227.0K | 0.14% | +3,200 | New |
| Capital Advisors Wealth Management, LLC | 3,161 | $226.0K | 0.07% | +3,161 | New |
| Gradient Investments LLC | 3,137 | $225.0K | 0.01% | +254+8.8% | Added |
| N.E.W. Advisory Services LLC | 3,128 | $224.0K | 0.03% | +3+0.1% | Added |
| Aptus Capital Advisors, LLC | 3,114 | $224.0K | 0.01% | +3,114 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,125 | $223.0K | 0.02% | +7+0.2% | Added |
| Independent Solutions Wealth Management, LLC | 3,103 | $222.1K | 0.05% | +10.0% | Added |
| Linscomb & Williams, Inc. | 3,094 | $221.0K | 0.01% | +3,094 | New |
| CMG Global Holdings, LLC | 3,090 | $221.0K | 0.14% | +3,090 | New |
| Bank of Hawaii | 3,080 | $220.0K | 0.01% | +3,080 | New |
| Chicago Trust Co NA | 3,063 | $220.0K | 0.04% | +3,063 | New |
| Slow Capital, Inc. | 3,067 | $220.0K | 0.04% | +3,067 | New |
| Apeiron RIA LLC | 3,075 | $220.0K | 0.09% | +3,075 | New |
| Evergreen Capital Management LLC | 3,030 | $217.0K | 0.01% | +3,030 | New |
| Transform Wealth, LLC | 3,015 | $216.0K | 0.02% | +3,015 | New |
| Destination Wealth Management | 3,000 | $215.0K | 0.01% | +3,000 | New |
| Bridge Creek Capital Management LLC | 3,000 | $215.0K | 0.07% | +3,000 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 3,000 | $215.0K | 0.01% | +3,000 | New |
| TrueWealth Advisors, LLC | 3,000 | $215.0K | 0.10% | +3,000 | New |
| Flagship Harbor Advisors, LLC | 2,989 | $214.0K | 0.02% | −2,792−48.3% | Reduced |
| Thomasville National Bank | 2,980 | $213.0K | 0.02% | +2,980 | New |
| Simplex Trading, LLC | 2,974 | $212.0K | 0.01% | +2,974 | New |
| SMH Capital Advisors Inc | 2,942 | $211.0K | 0.42% | +2,942 | New |
| Glenview Trust Co | 2,950 | $211.0K | 0.01% | +2,950 | New |
| Charter Oak Capital Management, LLC | 2,933 | $210.0K | 0.02% | 00.0% | Unchanged |
| Ridgecrest Wealth Partners, LLC | 2,929 | $210.0K | 0.10% | +2,929 | New |
| Avantax Planning Partners, Inc. | 2,923 | $209.0K | 0.01% | +2,923 | New |
| RNC Capital Management LLC | 2,908 | $208.0K | 0.01% | −684−19.0% | Reduced |
| Goelzer Investment Management, Inc. | 2,903 | $208.0K | 0.02% | −200−6.4% | Reduced |
| Arete Wealth Advisors, LLC | 2,883 | $208.0K | 0.02% | +2,883 | New |
| WBH Advisory Inc | 2,887 | $207.0K | 0.02% | +2,887 | New |
| Capital Asset Advisory Services LLC | 2,866 | $206.0K | 0.02% | +2,866 | New |
| Genesee Capital Advisors, LLC | 2,867 | $205.0K | 0.10% | +2,867 | New |
| CoreFirst Bank & Trust | 2,850 | $204.0K | 0.13% | +470+19.7% | Added |
| Wagner Wealth Management, LLC | 2,856 | $204.0K | 0.16% | +2,484+667.7% | Added |
| TMD Wealth Management, LLC | 2,846 | $204.0K | 0.08% | +2,846 | New |
| Ridgewood Investments LLC | 2,839 | $203.0K | 0.13% | +2,839 | New |
| Investors Financial Group, LLC | 2,836 | $203.0K | 0.09% | +2,836 | New |
| Renasant Bank | 2,821 | $202.0K | 0.14% | +2,821 | New |
| B. Riley Wealth Management, Inc. | 2,806 | $201.0K | 0.01% | +2,806 | New |
| Abbot Financial Management, Inc. | 2,800 | $200.0K | 0.09% | +2,800 | New |
| We Are One Seven, LLC | 2,790 | $200.0K | 0.02% | +2,790 | New |
| Keystone Wealth Services, LLC | 2,797 | $200.0K | 0.08% | +2,797 | New |
| Benjamin Edwards Inc | 2,759 | $198.0K | 0.06% | −10,572−79.3% | Reduced |
| Widmann Financial Services, Inc. | 2,724 | $195.0K | 0.16% | +2,724 | New |
| DB Wealth Management Group, LLC | 2,652 | $190.0K | 0.11% | 00.0% | Unchanged |
| Exane Derivatives | 2,603 | $186.4K | 0.05% | +2,522+3,113.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,574 | $185.0K | 0.00% | −147−5.4% | Reduced |
| Founders Capital Management | 2,580 | $185.0K | 0.12% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,503 | $179.0K | 0.04% | +26+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 2,483 | $177.7K | 0.00% | +1,287+107.6% | Added |
| Penserra Capital Management LLC | 2,463 | $176.0K | 0.00% | +1,108+81.8% | Added |
| Syverson Strege & Co | 2,437 | $174.0K | 0.13% | +11+0.5% | Added |
| Private Capital Group, LLC | 2,332 | $168.0K | 0.04% | +480+25.9% | Added |
| Ahrens Investment Partners LLC | 2,325 | $166.0K | 0.07% | +2,325 | New |
| Caldwell Trust Co | 2,310 | $165.4K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2,263 | $162.0K | 0.12% | +62+2.8% | Added |
| Clearview Wealth Advisors LLC | 2,233 | $160.0K | 0.10% | +209+10.3% | Added |
| TAP Consulting, LLC | 2,227 | $159.0K | 0.04% | +2,227 | New |
| Washington Trust Advisors, Inc. | 2,187 | $157.0K | 0.01% | +2,187 | New |
| City State Bank | 2,123 | $152.0K | 0.09% | +2,123 | New |
| Clal Insurance Enterprises Holdings Ltd | 2,064 | $148.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 2,074 | $148.0K | 0.00% | +156+8.1% | Added |
| Cornerstone Advisory, LLC | 2,000 | $144.0K | 0.02% | +2,000 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,008 | $144.0K | 0.05% | +2,008 | New |
| Financial Perspectives, Inc | 2,011 | $144.0K | 0.07% | 00.0% | Unchanged |
| Motco | 1,923 | $138.0K | 0.01% | +94+5.1% | Added |
| Sound Income Strategies, LLC | 1,900 | $136.0K | 0.02% | +753+65.6% | Added |
| Front Row Advisors LLC | 1,860 | $134.0K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,862 | $133.0K | 0.04% | +139+8.1% | Added |
| Investment Research & Advisory Group, Inc. | 1,857 | $133.0K | 0.08% | +500+36.8% | Added |
| Union Investments & Development Ltd. | 1,850 | $132.0K | 0.04% | +1,850 | New |
| North Star Investment Management Corp. | 1,825 | $131.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,818 | $130.0K | 0.10% | +1,818 | New |
| Deseret Mutual Benefit Administrators | 1,800 | $129.0K | 0.02% | +695+62.9% | Added |
| Fortitude Advisory Group L.L.C. | 1,740 | $125.0K | 0.06% | +1,740 | New |