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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 4,662 | $271.0K | 0.02% | −13,598−74.5% | Reduced |
| Oxbow Advisors, LLC | 4,670 | $272.0K | 0.04% | 00.0% | Unchanged |
| Strategic Wealth Designers | 4,670 | $272.0K | 0.08% | +32+0.7% | Added |
| Meridian Wealth Management, LLC | 4,698 | $273.0K | 0.03% | −1,043−18.2% | Reduced |
| International Assets Investment Management, LLC | 4,694 | $273.0K | 0.06% | +556+13.4% | Added |
| Dynamic Advisor Solutions LLC | 4,731 | $275.0K | 0.02% | −2,197−31.7% | Reduced |
| Fiduciary Trust Co | 4,720 | $275.0K | 0.01% | +32+0.7% | Added |
| Transcend Wealth Collective, LLC | 4,758 | $277.0K | 0.03% | +106+2.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,774 | $277.0K | 0.02% | +1,611+50.9% | Added |
| DF Dent & Co Inc | 4,774 | $278.0K | 0.00% | −17−0.4% | Reduced |
| Nations Financial Group Inc, | 4,783 | $278.0K | 0.04% | +51+1.1% | Added |
| Weil Company, Inc. | 4,860 | $283.0K | 0.17% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4,859 | $283.0K | 0.07% | +32+0.7% | Added |
| AlphaCore Capital LLC | 4,860 | $283.0K | 0.13% | +420+9.5% | Added |
| LexAurum Advisors, LLC | 4,894 | $285.0K | 0.11% | +5+0.1% | Added |
| ARGI Investment Services, LLC | 4,908 | $286.0K | 0.01% | −217−4.2% | Reduced |
| Brinker Capital Investments, LLC | 4,922 | $286.0K | 0.01% | +562+12.9% | Added |
| First Horizon Advisors, Inc. | 4,931 | $287.0K | 0.01% | +47+1.0% | Added |
| SMH Capital Advisors Inc | 4,937 | $287.0K | 0.43% | +622+14.4% | Added |
| Atom Investors LP | 4,936 | $287.0K | 0.10% | +4,936 | New |
| BKD Wealth Advisors, LLC | 4,951 | $288.0K | 0.01% | −996−16.7% | Reduced |
| Eudaimonia Advisors LLC | 4,953 | $288.0K | 0.21% | +498+11.2% | Added |
| Ignite Planners, LLC | 4,879 | $289.0K | 0.23% | +4,879 | New |
| Accredited Investors Inc. | 5,002 | $291.0K | 0.03% | +558+12.6% | Added |
| First Nebraska Trust Co | 5,001 | $291.1K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 5,040 | $293.3K | 0.17% | +415+9.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 5,063 | $295.0K | 0.11% | +501+11.0% | Added |
| Stiles Financial Services Inc | 5,090 | $296.0K | 0.18% | +43+0.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,100 | $297.0K | 0.00% | −1,200−19.0% | Reduced |
| Dividend Assets Capital, LLC | 5,120 | $298.0K | 0.07% | +120+2.4% | Added |
| TCWP LLC | 5,170 | $300.0K | 0.06% | +1,046+25.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 5,167 | $301.0K | 0.00% | −5,445−51.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,300 | $308.0K | 0.09% | −762−12.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,312 | $309.0K | 0.08% | −474−8.2% | Reduced |
| Aull & Monroe Investment Management Corp | 5,400 | $314.0K | 0.17% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 5,446 | $317.0K | 0.24% | +42+0.8% | Added |
| Two Sigma Securities, LLC | 5,442 | $317.0K | 0.05% | +5,442 | New |
| Smith, Moore & Co. | 5,466 | $318.0K | 0.05% | +200+3.8% | Added |
| RMR Wealth Builders | 5,459 | $319.0K | 0.08% | +174+3.3% | Added |
| Keystone Financial Group | 5,547 | $323.0K | 0.07% | +84+1.5% | Added |
| Prudent Man Advisors, LLC | 5,612 | $327.0K | 0.15% | +2,181+63.6% | Added |
| Pathstone Family Office, LLC | 5,469 | $328.5K | 0.01% | −3,024−35.6% | Reduced |
| Cross Staff Investments Inc | 5,646 | $329.0K | 0.37% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 5,702 | $332.0K | 0.08% | +8+0.1% | Added |
| Center For Asset Management LLC | 5,716 | $333.0K | 0.33% | +835+17.1% | Added |
| Focused Wealth Management, Inc | 5,746 | $334.0K | 0.07% | +20+0.3% | Added |
| Wealthcare Advisory Partners LLC | 5,754 | $335.0K | 0.02% | +177+3.2% | Added |
| Capital Investment Advisors, LLC | 5,766 | $336.0K | 0.01% | +924+19.1% | Added |
| Bank of Hawaii | 5,793 | $337.0K | 0.02% | +26+0.5% | Added |
| Quadrant Capital Group LLC | 5,827 | $339.0K | 0.04% | −278−4.6% | Reduced |
| 180 Wealth Advisors, LLC | 5,826 | $339.0K | 0.09% | −14−0.2% | Reduced |
| SRS Capital Advisors, Inc. | 5,823 | $339.0K | 0.05% | +193+3.4% | Added |
| VELA Investment Management, LLC | 5,832 | $339.0K | 0.19% | +1,612+38.2% | Added |
| Kovack Advisors, Inc. | 5,838 | $340.0K | 0.05% | −864−12.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,836 | $340.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 5,851 | $341.0K | 0.03% | −2,117−26.6% | Reduced |
| Cohen Investment Advisors LLC | 5,863 | $341.0K | 0.31% | +96+1.7% | Added |
| West Family Investments, Inc. | 5,859 | $341.0K | 0.15% | +901+18.2% | Added |
| Cresset Asset Management, LLC | 5,844 | $342.0K | 0.00% | −3,108−34.7% | Reduced |
| Visionary Wealth Advisors | 5,877 | $342.0K | 0.04% | −173−2.9% | Reduced |
| Strategy Asset Managers LLC | 5,898 | $343.0K | 0.09% | +5,898 | New |
| Fund Management at Engine No. 1 LLC | 5,936 | $345.0K | 0.10% | −139−2.3% | Reduced |
| Siemens Fonds Invest GmbH | 5,967 | $347.0K | 0.04% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 5,969 | $347.4K | 0.09% | +37+0.6% | Added |
| Lindbrook Capital, LLC | 5,981 | $348.0K | 0.06% | +651+12.2% | Added |
| Essex Savings Bank | 6,047 | $352.0K | 0.14% | −76−1.2% | Reduced |
| Great Valley Advisor Group, Inc. | 6,038 | $352.0K | 0.02% | −76−1.2% | Reduced |
| Mason & Associates Inc | 6,043 | $352.0K | 0.12% | 00.0% | Unchanged |
| 55I, LLC | 6,057 | $352.0K | 0.01% | +6,057 | New |
| Sonora Investment Management Group, LLC | 5,176 | $353.0K | 0.05% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,085 | $354.0K | 0.09% | +1,235+25.5% | Added |
| Whittier Trust Co of Nevada Inc | 6,116 | $356.0K | 0.02% | −29−0.5% | Reduced |
| American Investment Services, Inc. | 6,132 | $357.0K | 0.08% | −289−4.5% | Reduced |
| Aspiriant, LLC | 6,146 | $357.0K | 0.02% | −20−0.3% | Reduced |
| Investmark Advisory Group LLC | 6,187 | $360.0K | 0.32% | +28+0.5% | Added |
| Twinbeech Capital LP | 6,196 | $361.0K | 0.01% | +6,196 | New |
| Busey Wealth Management | 6,222 | $362.0K | 0.02% | +227+3.8% | Added |
| Grove Bank & Trust | 6,210 | $362.0K | 0.09% | +851+15.9% | Added |
| Arkadios Wealth Advisors | 6,238 | $363.0K | 0.06% | −884−12.4% | Reduced |
| Greenleaf Trust | 6,230 | $363.0K | 0.01% | −40−0.6% | Reduced |
| Ancora Advisors, LLC | 6,239 | $363.0K | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 6,238 | $363.0K | 0.01% | +582+10.3% | Added |
| PSI Advisors, LLC | 6,286 | $366.0K | 0.19% | −3,782−37.6% | Reduced |
| M&G Investment Management Ltd | 6,303 | $366.0K | 0.00% | +2,756+77.7% | Added |
| Fortis Capital Management LLC | 6,295 | $366.0K | 0.31% | +6,295 | New |
| SeaCrest Wealth Management, LLC | 6,368 | $371.0K | 0.06% | −1,677−20.8% | Reduced |
| Financial Advocates Investment Management | 6,903 | $371.0K | 0.03% | +1,273+22.6% | Added |
| Boothbay Fund Management, LLC | 6,416 | $373.0K | 0.01% | +6,416 | New |
| Townsend Asset Management Corp | 6,426 | $374.0K | 0.21% | +4+0.1% | Added |
| Redhawk Wealth Advisors, Inc. | 6,453 | $376.0K | 0.16% | +650+11.2% | Added |
| Romano Brothers and Company | 6,468 | $376.0K | 0.06% | +6,468 | New |
| Ellevest, Inc. | 6,484 | $377.0K | 0.04% | −1,203−15.6% | Reduced |
| Moseley Investment Management Inc | 6,485 | $377.0K | 0.28% | +390+6.4% | Added |
| Carmel Capital Partners, LLC | 6,625 | $386.0K | 0.37% | +1,003+17.8% | Added |
| Boston Private Wealth LLC | 6,665 | $388.0K | 0.01% | +1,335+25.0% | Added |
| Crane Advisory, LLC | 6,714 | $390.0K | 0.20% | +6,714 | New |
| Harbour Investments, Inc. | 5,728 | $391.0K | 0.03% | 00.0% | Unchanged |
| Sentinus, LLC | 6,758 | $393.0K | 0.25% | +6,758 | New |
| SignalPoint Asset Management, LLC | 6,824 | $397.0K | 0.15% | +130+1.9% | Added |
| Solidarilty Wealth, LLC | 6,328 | $399.0K | 0.23% | +834+15.2% | Added |