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Livermore
Livermore
ZHEN

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 2022

Institutional positions in Realty Income Corp as of Dec 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
1,118
+69 vs. Q3 2022
Shares held
537.6M
+25.4M (+5.0%) vs. Q3 2022
Total value
$34.1B
+$4.28B (+14.4%) vs. Q3 2022
New holders
160
497 more added
Sold out
91
324 more reduced

27 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 1,118 institutions
Q1 2021: 878 institutionsQ2 2021: 934 institutionsQ3 2021: 956 institutionsQ4 2021: 1,108 institutionsQ1 2022: 1,102 institutionsQ2 2022: 1,091 institutionsQ3 2022: 1,076 institutionsQ4 2022: 1,118 institutionsQ1 2023: 1,116 institutionsQ2 2023: 1,100 institutionsQ3 2023: 1,063 institutionsQ4 2023: 1,156 institutionsQ1 2024: 1,190 institutionsQ2 2024: 1,182 institutionsQ3 2024: 1,245 institutionsQ4 2024: 1,267 institutionsQ1 2025: 1,279 institutionsQ2 2025: 1,288 institutionsQ3 2025: 1,341 institutionsQ4 2025: 1,371 institutionsQ1 2026: 1,448 institutionsQ2 2026: 1,465 institutions
Value heldQ4 2022: $34.1B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $19.6BQ4 2021: $32.7BQ1 2022: $32.2BQ2 2022: $33.8BQ3 2022: $29.9BQ4 2022: $34.1BQ1 2023: $34.8BQ2 2023: $33.9BQ3 2023: $28.6BQ4 2023: $34.9BQ1 2024: $36.9BQ2 2024: $35.5BQ3 2024: $44.2BQ4 2024: $36.6BQ1 2025: $40.6BQ2 2025: $41.0BQ3 2025: $43.1BQ4 2025: $41.1BQ1 2026: $43.5BQ2 2026: $46.2B
Institutions holding O and their total value by quarter
QuarterHoldersValue
Q2 20261,465$46.2B
Q1 20261,448$43.5B
Q4 20251,371$41.1B
Q3 20251,341$43.1B
Q2 20251,288$41.0B
Q1 20251,279$40.6B
Q4 20241,267$36.6B
Q3 20241,245$44.2B
Q2 20241,182$35.5B
Q1 20241,190$36.9B
Q4 20231,156$34.9B
Q3 20231,063$28.6B
Q2 20231,100$33.9B
Q1 20231,116$34.8B
Q4 20221,118$34.1B
Q3 20221,076$29.9B
Q2 20221,091$33.8B
Q1 20221,102$32.2B
Q4 20211,108$32.7B
Q3 2021956$19.6B
Q2 2021934$18.6B
Q1 2021878$16.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q3 2022.

Institutions holding O in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
TSFG, LLC3$00.00%00.0%Unchanged
Leonteq Securities AG4$2540.00%−2,754−99.9%Reduced
Addison Advisors LLC6$3810.00%00.0%Unchanged
RFP Financial Group LLC7$4630.00%+7New
Live Oak Investment Partners–$6750.00%–New
CIBC Private Wealth Group, LLC13,759$8730.00%+1,300+10.4%Added
Y.D. More Investments Ltd15$9600.00%+15New
TFC Financial Management18$1.15K0.00%00.0%Unchanged
Rise Advisors, LLC19$1.23K0.00%00.0%Unchanged
Johnson Financial Group, Inc.22$1.40K0.00%00.0%Unchanged
M&R Capital Management Inc25$1.62K0.00%+25New
Financial Synergies Wealth Advisors, Inc.26$1.65K0.00%+19+271.4%Added
Atlas Capital Advisors LLC27$1.71K0.00%00.0%Unchanged
MCF Advisors LLC27$1.71K0.00%+27New
Delta Asset Management LLC31$1.97K0.00%+31New
American National Bank30$2.00K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.34$2.00K0.00%00.0%Unchanged
KB Financial Partners, LLC25$2.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC35$2.23K0.00%00.0%Unchanged
Freedom Wealth Alliance, LLC42$2.66K0.00%+42New
Cornerstone Planning Group LLC43$2.81K0.00%+43New
Pinnacle Financial Partners Inc45$2.85K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC47$2.98K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.50$3.00K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC51$3.00K0.00%00.0%Unchanged
Eagle Bay Advisors LLC48$3.04K0.00%−15−23.8%Reduced
Raffa Wealth Management, LLC57$3.62K0.00%−44−43.6%Reduced
Red Tortoise LLC59$3.74K0.00%+59New
Abound Wealth Management61$3.88K0.00%+34+125.9%Added
Lee Financial Co62$3.93K0.00%+7+12.7%Added
Farmers & Merchants Trust Co of Chambersburg PA63$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.68$4.00K0.00%+14+25.9%Added
PrairieView Partners, LLC74$4.00K0.00%+74New
MinichMacGregor Wealth Management, LLC64$4.11K0.00%+64New
Crewe Advisors LLC66$4.19K0.00%−258−79.6%Reduced
My Personal CFO, LLC69$4.35K0.00%+69New
Pacifica Partners Inc.70$4.49K0.00%−811−92.1%Reduced
Tucker Asset Management LLC80$5.12K0.00%00.0%Unchanged
Optimum Investment Advisors83$5.26K0.00%00.0%Unchanged
Register Financial Advisors LLC90$5.71K0.00%+90New
Semmax Financial Advisors Inc.95$6.00K0.00%00.0%Unchanged
RE Dickinson Investment Advisors, LLC100$6.00K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.95$6.03K0.00%+74+352.4%Added
West Branch Capital LLC100$6.34K0.00%00.0%Unchanged
Manchester Capital Management LLC100$6.34K0.00%+100New
Aua Capital Management, LLC106$6.72K0.00%00.0%Unchanged
Country Trust Bank108$6.85K0.00%+46+74.2%Added
Costello Asset Management, INC122$7.74K0.01%+42+52.5%Added
Piershale Financial Group, Inc.123$7.80K0.01%+123New
Evermay Wealth Management LLC125$7.96K0.00%00.0%Unchanged
Horan Securities, Inc.126$7.99K0.00%+55+77.5%Added
FNY Investment Advisers, LLC140$8.00K0.01%+120+600.0%Added
Horizon Bancorp Inc125$8.00K0.00%+125New
MV Capital Management, Inc.132$8.37K0.00%−173−56.7%Reduced
Carmichael Hill & Associates, Inc.140$8.88K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC142$9.01K0.00%+61+75.3%Added
Moisand Fitzgerald Tamayo, LLC146$9.26K0.00%+10+7.4%Added
NewSquare Capital LLC150$9.52K0.00%+150New
GoalVest Advisory LLC150$9.52K0.01%+150New
Livforsakringsbolaget Skandia, Omsesidigt150$9.54K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.156$9.89K0.00%00.0%Unchanged
Insight Financial Services159$10.1K0.02%00.0%Unchanged
Richard W. Paul & Associates, LLC162$10.3K0.01%+162New
Sofos Investments, Inc.63$10.7K0.11%−923−93.6%Reduced
Operose Advisors LLC173$11.0K0.01%00.0%Unchanged
Castleview Partners, LLC181$11.5K0.01%−1,354−88.2%Reduced
Ameliora Wealth Management Ltd.188$11.9K0.01%00.0%Unchanged
Field & Main Bank200$12.7K0.01%00.0%Unchanged
AlphaMark Advisors, LLC200$13.0K0.01%−140−41.2%Reduced
Capital Advisors, Ltd. LLC206$13.0K0.00%+5+2.5%Added
Hoese & Co LLP200$13.0K0.01%00.0%Unchanged
Retirement Financial Solutions, LLC218$13.8K0.01%+218New
BDO Wealth Advisors, LLC223$14.1K0.00%00.0%Unchanged
Accel Wealth Management230$14.6K0.01%−733−76.1%Reduced
Kozak & Associates, Inc.236$15.0K0.01%+3+1.3%Added
Earnest Partners LLC239$15.2K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC242$15.3K0.00%−11−4.3%Reduced
Grey Fox Wealth Advisors, LLC252$16.0K0.01%+252New
Belvedere Trading LLC256$16.2K0.01%+256New
Prestige Wealth Management Group LLC256$16.3K0.00%+226+753.3%Added
SOA Wealth Advisors, LLC.267$16.9K0.00%+4+1.5%Added
Centerpoint Advisors, LLC270$17.0K0.01%00.0%Unchanged
First Command Bank265$17.0K0.00%00.0%Unchanged
First Command Financial Services, Inc.265$17.0K0.00%00.0%Unchanged
Barrett & Company, Inc.284$18.0K0.01%00.0%Unchanged
Macroview Investment Management LLC284$18.0K0.03%+3+1.1%Added
Core Wealth Advisors, Inc.286$18.1K0.01%+37+14.9%Added
Seldon Capital LP294$18.6K0.02%00.0%Unchanged
PSI Advisors, LLC297$18.8K0.01%−5,989−95.3%Reduced
Aspire Private Capital, LLC308$19.5K0.01%00.0%Unchanged
Iron Horse Wealth Management, LLC313$20.0K0.01%+313New
Washington Trust Co318$20.2K0.00%00.0%Unchanged
Luken Investment Analytics, LLC327$20.7K0.01%+327New
Baystate Wealth Management LLC334$21.0K0.00%+3+0.9%Added
Community Bank, N.A.334$21.2K0.00%00.0%Unchanged
Albion Financial Group334$21.2K0.00%+4+1.2%Added
Baker Avenue Asset Management, LP346$22.0K0.00%+346New
Kistler-Tiffany Companies, LLC366$23.2K0.00%+3+0.8%Added
Mascoma Wealth Management LLC376$23.9K0.01%00.0%Unchanged
Strengthening Families & Communities, LLC372$24.0K0.01%00.0%Unchanged