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, Q1 2022
Institutional positions in Realty Income Corp as of Mar 31, 2022. 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
- 1,102
- +6 vs. Q4 2021
- Shares held
- 466.3M
- +9.03M (+2.0%) vs. Q4 2021
- Total value
- $32.2B
- −$451.3M (−1.4%) vs. Q4 2021
- New holders
- 111
- 511 more added
- Sold out
- 105
- 302 more reduced
12 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 1,968 | $136.0K | 0.07% | +228+13.1% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,008 | $139.0K | 0.04% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $139.4K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,010 | $140.0K | 0.06% | +150+8.1% | Added |
| Hexagon Capital Partners LLC | 2,050 | $142.0K | 0.04% | +350+20.6% | Added |
| City State Bank | 2,123 | $147.0K | 0.09% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,169 | $150.0K | 0.02% | +2,169 | New |
| Washington Trust Advisors, Inc. | 2,187 | $152.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 2,204 | $153.0K | 0.00% | +130+6.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,268 | $157.7K | 0.00% | +2,268 | New |
| Johnson Midwest Financial, LLC | 2,280 | $158.0K | 0.22% | +17+0.8% | Added |
| Bartlett & Co. LLC | 2,268 | $158.0K | 0.00% | +2,268 | New |
| Federation des caisses Desjardins du Quebec | 2,283 | $158.2K | 0.00% | −200−8.1% | Reduced |
| Private Capital Group, LLC | 2,359 | $164.0K | 0.04% | +27+1.2% | Added |
| National Bank of Canada | 2,405 | $166.0K | 0.00% | −1,487−38.2% | Reduced |
| Syverson Strege & Co | 2,448 | $170.0K | 0.18% | +11+0.5% | Added |
| Caldwell Trust Co | 2,510 | $173.9K | 0.02% | +200+8.7% | Added |
| Ellis Investment Partners, LLC | 2,530 | $175.0K | 0.04% | +27+1.1% | Added |
| Carolinas Wealth Consulting LLC | 2,578 | $179.0K | 0.04% | +2,494+2,969.0% | Added |
| Benjamin Edwards Inc | 2,606 | $181.0K | 0.05% | −153−5.5% | Reduced |
| DB Wealth Management Group, LLC | 2,652 | $184.0K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management | 2,580 | $185.0K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,673 | $185.0K | 0.00% | +210+8.5% | Added |
| CoreFirst Bank & Trust | 2,850 | $198.0K | 0.14% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,899 | $201.0K | 0.00% | +2,899 | New |
| Keystone Wealth Services, LLC | 2,912 | $202.0K | 0.08% | +115+4.1% | Added |
| Wealth Management Solutions, LLC | 2,928 | $203.0K | 0.11% | −640−17.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 2,929 | $203.0K | 0.13% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,929 | $203.0K | 0.01% | +2,929 | New |
| Buckingham Strategic Partners | 2,937 | $203.0K | 0.02% | +2,937 | New |
| Ridgewood Investments LLC | 2,941 | $204.0K | 0.13% | +102+3.6% | Added |
| We Are One Seven, LLC | 2,949 | $204.0K | 0.02% | +159+5.7% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 2,872 | $204.0K | 0.11% | +2,872 | New |
| Capital Advisors Wealth Management, LLC | 2,951 | $205.0K | 0.06% | −210−6.6% | Reduced |
| Linscomb & Williams, Inc. | 2,954 | $205.0K | 0.01% | −140−4.5% | Reduced |
| Transform Wealth, LLC | 2,965 | $205.0K | 0.02% | −50−1.7% | Reduced |
| Thomasville National Bank | 2,980 | $207.0K | 0.02% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 3,000 | $208.0K | 0.07% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 3,000 | $208.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 3,001 | $208.0K | 0.07% | +676+29.1% | Added |
| WBH Advisory Inc | 2,891 | $210.0K | 0.03% | +4+0.1% | Added |
| Wendell David Associates Inc | 3,055 | $212.0K | 0.02% | +3,055 | New |
| Graypoint LLC | 3,061 | $212.0K | 0.02% | +3,061 | New |
| Wealthsource Partners, LLC | 3,093 | $214.0K | 0.01% | −2,150−41.0% | Reduced |
| Charter Oak Capital Management, LLC | 3,087 | $214.0K | 0.03% | +154+5.3% | Added |
| Independent Solutions Wealth Management, LLC | 3,102 | $215.0K | 0.05% | −10.0% | Reduced |
| TrueWealth Advisors, LLC | 3,000 | $215.0K | 0.10% | 00.0% | Unchanged |
| Zevin Asset Management LLC | 3,130 | $217.0K | 0.04% | −600−16.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,133 | $217.0K | 0.02% | +8+0.3% | Added |
| EPG Wealth Management LLC | 3,151 | $218.0K | 0.08% | +3,151 | New |
| MBA Advisors LLC | 3,160 | $219.0K | 0.14% | −500−13.7% | Reduced |
| CMG Global Holdings, LLC | 3,179 | $220.0K | 0.18% | +89+2.9% | Added |
| Apeiron RIA LLC | 3,075 | $220.0K | 0.10% | 00.0% | Unchanged |
| Titus Wealth Management | 3,182 | $221.0K | 0.10% | −610−16.1% | Reduced |
| Ascent Group, LLC | 3,185 | $221.0K | 0.03% | +3,185 | New |
| NewEdge Wealth, LLC | 3,199 | $222.0K | 0.01% | +3,199 | New |
| Fiduciary Group LLC | 3,506 | $224.0K | 0.03% | −44−1.2% | Reduced |
| Conning Inc. | 3,228 | $224.0K | 0.01% | +40+1.3% | Added |
| Brown Miller Wealth Management, LLC | 3,241 | $225.0K | 0.13% | −57−1.7% | Reduced |
| Aptus Capital Advisors, LLC | 3,230 | $225.0K | 0.01% | +116+3.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,250 | $225.0K | 0.02% | +2,000+160.0% | Added |
| Parsec Financial Management, Inc. | 3,262 | $226.0K | 0.01% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 3,200 | $227.0K | 0.15% | 00.0% | Unchanged |
| Bensler, LLC | 3,279 | $227.2K | 0.05% | +3,279 | New |
| Silverlake Wealth Management LLC | 3,301 | $228.8K | 0.13% | −299−8.3% | Reduced |
| Perpetual Investment Management Ltd | 3,300 | $229.0K | 0.03% | 00.0% | Unchanged |
| Jentner Corp | 3,299 | $229.0K | 0.17% | +3,299 | New |
| SMH Capital Advisors Inc | 3,314 | $230.0K | 0.37% | +372+12.6% | Added |
| Truvestments Capital LLC | 3,351 | $232.0K | 0.13% | +3,351 | New |
| Prudent Man Advisors, LLC | 3,431 | $238.0K | 0.10% | +3,431 | New |
| Bennicas & Associates, Inc. | 3,450 | $239.0K | 0.12% | −200−5.5% | Reduced |
| Warner Financial, Inc | 3,452 | $239.0K | 0.19% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,452 | $239.2K | 0.14% | +95+2.8% | Added |
| Leavell Investment Management, Inc. | 3,472 | $241.0K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,482 | $241.0K | 0.01% | 00.0% | Unchanged |
| True North Advisors, LLC | 3,492 | $242.0K | 0.07% | −22−0.6% | Reduced |
| Gofen & Glossberg LLC | 3,494 | $242.0K | 0.01% | +6+0.2% | Added |
| XTX Topco Ltd | 3,490 | $242.0K | 0.11% | +3,490 | New |
| Cladis Investment Advisory, LLC | 3,500 | $242.6K | 0.20% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,526 | $244.0K | 0.03% | +3,526 | New |
| InterOcean Capital Group, LLC | 3,538 | $245.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 3,560 | $246.0K | 0.04% | +211+6.3% | Added |
| Shulman DeMeo Asset Management LLC | 3,561 | $247.0K | 0.07% | −151−4.1% | Reduced |
| Girard Partners Ltd. | 3,578 | $247.0K | 0.03% | −120−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 3,558 | $247.0K | 0.02% | +3,558 | New |
| Greenleaf Trust | 3,584 | $248.0K | 0.00% | −1,024−22.2% | Reduced |
| Shelton Capital Management | 3,599 | $249.0K | 0.01% | −44−1.2% | Reduced |
| Montag A & Associates Inc | 3,590 | $249.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 3,599 | $249.0K | 0.10% | +3,399+1,699.5% | Added |
| MKT Advisors LLC | 3,892 | $251.0K | 0.19% | −17−0.4% | Reduced |
| Pinnacle Bancorp, Inc. | 3,627 | $251.0K | 0.09% | +2,027+126.7% | Added |
| Woodmont Investment Counsel LLC | 3,625 | $251.0K | 0.03% | +3,625 | New |
| Valeo Financial Advisors, LLC | 3,653 | $253.0K | 0.01% | +3,653 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,644 | $253.0K | 0.05% | +3,644 | New |
| Jefferies Group LLC | 3,662 | $253.8K | 0.01% | −14,319−79.6% | Reduced |
| Solidarilty Wealth, LLC | 3,443 | $255.0K | 0.14% | +3,443 | New |
| Silvercrest Asset Management Group LLC | 3,700 | $256.0K | 0.00% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 3,700 | $256.0K | 0.08% | 00.0% | Unchanged |
| Summit Financial Group Inc | 3,700 | $256.0K | 0.09% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 3,707 | $257.0K | 0.03% | −298−7.4% | Reduced |