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, Q3 2022
Institutional positions in Realty Income Corp as of Sep 30, 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
- 1,076
- +6 vs. Q2 2022
- Shares held
- 512.7M
- +18.5M (+3.7%) vs. Q2 2022
- Total value
- $29.9B
- −$3.89B (−11.5%) vs. Q2 2022
- New holders
- 102
- 508 more added
- Sold out
- 96
- 304 more reduced
21 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 408 | $24.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 433 | $25.0K | 0.02% | −10−2.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 428 | $25.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 430 | $25.0K | 0.01% | +15+3.6% | Added |
| Princeton Global Asset Management LLC | 440 | $26.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 460 | $26.0K | 0.01% | +154+50.3% | Added |
| Corsicana & Co. | 500 | $29.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 528 | $31.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $32.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 547 | $32.0K | 0.00% | +21+4.0% | Added |
| Parkside Financial Bank & Trust | 576 | $33.0K | 0.01% | −62−9.7% | Reduced |
| Piscataqua Savings Bank | 560 | $33.0K | 0.03% | −44−7.3% | Reduced |
| Larson Financial Group LLC | 572 | $33.0K | 0.00% | +1+0.2% | Added |
| Center for Financial Planning, Inc. | 580 | $34.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 597 | $34.8K | 0.02% | +2+0.3% | Added |
| West Bancorporation Inc | 610 | $36.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 632 | $37.0K | 0.03% | +214+51.2% | Added |
| Missouri Trust & Investment Co | 650 | $38.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 685 | $39.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 672 | $39.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $39.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $39.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 667 | $39.0K | 0.02% | +82+14.0% | Added |
| Altshuler Shaham Ltd | 702 | $41.0K | 0.00% | −48−6.4% | Reduced |
| Orion Capital Management LLC | 700 | $41.0K | 0.03% | 00.0% | Unchanged |
| HWG Holdings LP | 697 | $41.0K | 0.03% | +697 | New |
| NVWM, LLC | 742 | $43.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 776 | $45.1K | 0.03% | +5+0.6% | Added |
| CVA Family Office, LLC | 789 | $46.0K | 0.01% | −380−32.5% | Reduced |
| Cutler Group LP | 800 | $46.0K | 0.01% | +800 | New |
| Silvant Capital Management LLC | 796 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 800 | $47.0K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 806 | $47.0K | 0.00% | +733+1,004.1% | Added |
| Old North State Trust, LLC | 803 | $47.0K | 0.04% | +803 | New |
| Brown Brothers Harriman & Co | 843 | $49.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 720 | $49.0K | 0.02% | −37−4.9% | Reduced |
| Howe & Rusling Inc | 861 | $50.0K | 0.01% | −325−27.4% | Reduced |
| Monetary Management Group Inc | 860 | $50.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 880 | $51.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 924 | $54.0K | 0.05% | +439+90.5% | Added |
| Anchor Investment Management, LLC | 941 | $54.7K | 0.01% | +59+6.7% | Added |
| Tradition Wealth Management, LLC | 953 | $55.0K | 0.01% | +9+1.0% | Added |
| JJJ Advisors Inc. | 985 | $57.0K | 0.02% | −180−15.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,002 | $58.0K | 0.02% | −413−29.2% | Reduced |
| Pacifica Partners Inc. | 881 | $58.0K | 0.04% | −145−14.1% | Reduced |
| Baldwin Brothers Inc | 1,000 | $58.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 993 | $58.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 963 | $58.0K | 0.03% | +5+0.5% | Added |
| Rosenberg Matthew Hamilton | 1,002 | $58.0K | 0.02% | +87+9.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,099 | $64.0K | 0.00% | −2,213−66.8% | Reduced |
| JFS Wealth Advisors, LLC | 1,113 | $65.0K | 0.01% | −101−8.3% | Reduced |
| Bellevue Asset Management, LLC | 1,102 | $65.0K | 0.05% | +75+7.3% | Added |
| Toth Financial Advisory Corp | 1,128 | $66.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,196 | $69.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1,197 | $70.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,226 | $71.0K | 0.05% | +1+0.1% | Added |
| HHM Wealth Advisors, LLC | 1,212 | $71.0K | 0.02% | +762+169.3% | Added |
| TCI Wealth Advisors, Inc. | 1,230 | $72.0K | 0.01% | +23+1.9% | Added |
| Glassman Wealth Services | 1,232 | $72.0K | 0.02% | +106+9.4% | Added |
| Heritage Wealth Advisors | 1,250 | $72.8K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,290 | $75.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,300 | $76.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,300 | $76.0K | 0.06% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,373 | $80.0K | 0.21% | +1,373 | New |
| Gradient Investments LLC | 1,439 | $84.0K | 0.00% | +12+0.8% | Added |
| McIlrath & Eck, LLC | 1,456 | $85.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,500 | $87.0K | 0.03% | −37−2.4% | Reduced |
| Castleview Partners, LLC | 1,535 | $89.0K | 0.09% | +1,476+2,501.7% | Added |
| Central Trust Co | 1,559 | $91.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,571 | $91.0K | 0.01% | +4+0.3% | Added |
| HM Payson & Co | 1,575 | $92.0K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $93.0K | 0.06% | +1,600 | New |
| Quent Capital, LLC | 1,673 | $97.0K | 0.02% | +310+22.7% | Added |
| Capital Analysts, LLC | 1,713 | $99.0K | 0.01% | +504+41.7% | Added |
| Clearview Wealth Advisors LLC | 1,736 | $101.0K | 0.08% | +8+0.5% | Added |
| Syverson Strege & Co | 1,844 | $107.0K | 0.05% | −816−30.7% | Reduced |
| Johnson Midwest Financial, LLC | 1,836 | $107.0K | 0.41% | −569−23.7% | Reduced |
| Rocky Mountain Advisers, LLC | 2,000 | $116.0K | 0.15% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $116.0K | 0.01% | +2,000 | New |
| Financial Perspectives, Inc | 2,011 | $117.0K | 0.07% | 00.0% | Unchanged |
| Front Row Advisors LLC | 2,010 | $118.0K | 0.06% | 00.0% | Unchanged |
| City State Bank | 2,123 | $124.0K | 0.09% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,150 | $125.0K | 0.04% | +100+4.9% | Added |
| Salem Investment Counselors Inc | 2,135 | $125.0K | 0.01% | +578+37.1% | Added |
| Bangor Savings Bank | 2,179 | $127.0K | 0.01% | −56−2.5% | Reduced |
| Whittier Trust Co | 2,204 | $128.0K | 0.00% | −35−1.6% | Reduced |
| Pittenger & Anderson Inc | 2,210 | $129.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,280 | $133.0K | 0.00% | +6+0.3% | Added |
| Tompkins Financial Corp | 2,296 | $133.0K | 0.02% | +127+5.9% | Added |
| Bartlett & Co. Wealth Management LLC | 2,280 | $133.3K | 0.00% | +6+0.3% | Added |
| Benjamin Edwards Inc | 2,350 | $137.0K | 0.04% | +4+0.2% | Added |
| Motco | 2,549 | $148.0K | 0.01% | +644+33.8% | Added |
| Ellis Investment Partners, LLC | 2,586 | $150.0K | 0.04% | +27+1.1% | Added |
| DB Wealth Management Group, LLC | 2,652 | $154.0K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management | 2,715 | $158.0K | 0.13% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,758 | $160.5K | 0.01% | +2,736+12,436.4% | Added |
| CoreFirst Bank & Trust | 2,770 | $161.0K | 0.14% | −80−2.8% | Reduced |
| Caldwell Trust Co | 2,858 | $166.3K | 0.02% | +348+13.9% | Added |
| Penserra Capital Management LLC | 2,872 | $167.0K | 0.00% | +74+2.6% | Added |
| Hudock, Inc. | 2,994 | $174.0K | 0.06% | +1,385+86.1% | Added |