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 |
|---|---|---|---|---|---|
| Advisors Management Group Inc | 3,705 | $257.0K | 0.09% | +10+0.3% | Added |
| 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 |
| Solidarilty Wealth, LLC | 3,443 | $255.0K | 0.14% | +3,443 | New |
| Jefferies Group LLC | 3,662 | $253.8K | 0.01% | −14,319−79.6% | Reduced |
| 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 |
| 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 |
| 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 |
| Greenleaf Trust | 3,584 | $248.0K | 0.00% | −1,024−22.2% | Reduced |
| 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 |
| TCWP LLC | 3,560 | $246.0K | 0.04% | +211+6.3% | Added |
| InterOcean Capital Group, LLC | 3,538 | $245.0K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 3,526 | $244.0K | 0.03% | +3,526 | New |
| Cladis Investment Advisory, LLC | 3,500 | $242.6K | 0.20% | 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 |
| 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 |
| Wealth Management Associates, Inc. | 3,452 | $239.2K | 0.14% | +95+2.8% | Added |
| 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 |
| Prudent Man Advisors, LLC | 3,431 | $238.0K | 0.10% | +3,431 | New |
| Truvestments Capital LLC | 3,351 | $232.0K | 0.13% | +3,351 | New |
| SMH Capital Advisors Inc | 3,314 | $230.0K | 0.37% | +372+12.6% | Added |
| Perpetual Investment Management Ltd | 3,300 | $229.0K | 0.03% | 00.0% | Unchanged |
| Jentner Corp | 3,299 | $229.0K | 0.17% | +3,299 | New |
| Silverlake Wealth Management LLC | 3,301 | $228.8K | 0.13% | −299−8.3% | Reduced |
| Bensler, LLC | 3,279 | $227.2K | 0.05% | +3,279 | New |
| Providence Wealth Advisors, LLC | 3,200 | $227.0K | 0.15% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 3,262 | $226.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| NewEdge Wealth, LLC | 3,199 | $222.0K | 0.01% | +3,199 | New |
| 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 |
| 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 |
| MBA Advisors LLC | 3,160 | $219.0K | 0.14% | −500−13.7% | Reduced |
| EPG Wealth Management LLC | 3,151 | $218.0K | 0.08% | +3,151 | New |
| 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 |
| TrueWealth Advisors, LLC | 3,000 | $215.0K | 0.10% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,102 | $215.0K | 0.05% | −10.0% | Reduced |
| 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 |
| Wendell David Associates Inc | 3,055 | $212.0K | 0.02% | +3,055 | New |
| Graypoint LLC | 3,061 | $212.0K | 0.02% | +3,061 | New |
| WBH Advisory Inc | 2,891 | $210.0K | 0.03% | +4+0.1% | Added |
| 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 |
| Thomasville National Bank | 2,980 | $207.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Keystone Wealth Services, LLC | 2,912 | $202.0K | 0.08% | +115+4.1% | Added |
| HB Wealth Management, LLC | 2,899 | $201.0K | 0.00% | +2,899 | New |
| CoreFirst Bank & Trust | 2,850 | $198.0K | 0.14% | 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 |
| DB Wealth Management Group, LLC | 2,652 | $184.0K | 0.11% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,606 | $181.0K | 0.05% | −153−5.5% | Reduced |
| Carolinas Wealth Consulting LLC | 2,578 | $179.0K | 0.04% | +2,494+2,969.0% | Added |
| Ellis Investment Partners, LLC | 2,530 | $175.0K | 0.04% | +27+1.1% | Added |
| Caldwell Trust Co | 2,510 | $173.9K | 0.02% | +200+8.7% | Added |
| Syverson Strege & Co | 2,448 | $170.0K | 0.18% | +11+0.5% | Added |
| National Bank of Canada | 2,405 | $166.0K | 0.00% | −1,487−38.2% | Reduced |
| Private Capital Group, LLC | 2,359 | $164.0K | 0.04% | +27+1.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,283 | $158.2K | 0.00% | −200−8.1% | Reduced |
| 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 |
| Bartlett & Co. Wealth Management LLC | 2,268 | $157.7K | 0.00% | +2,268 | New |
| Whittier Trust Co | 2,204 | $153.0K | 0.00% | +130+6.3% | Added |
| Washington Trust Advisors, Inc. | 2,187 | $152.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,169 | $150.0K | 0.02% | +2,169 | New |
| City State Bank | 2,123 | $147.0K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,050 | $142.0K | 0.04% | +350+20.6% | Added |
| Front Row Advisors LLC | 2,010 | $140.0K | 0.06% | +150+8.1% | Added |
| Financial Perspectives, Inc | 2,011 | $139.4K | 0.07% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 2,008 | $139.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,968 | $136.0K | 0.07% | +228+13.1% | Added |