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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 380 | $25.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 400 | $25.4K | 0.03% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 400 | $25.4K | 0.01% | +400 | New |
| Plante Moran Financial Advisors, LLC | 406 | $25.8K | 0.00% | +5+1.2% | Added |
| Tortoise Investment Management, LLC | 408 | $25.9K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 415 | $26.3K | 0.01% | −21,491−98.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 417 | $26.4K | 0.02% | +87+26.4% | Added |
| Hazlett, Burt & Watson, Inc. | 428 | $27.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 440 | $28.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 437 | $28.0K | 0.02% | +437 | New |
| Zullo Investment Group, Inc. | 447 | $28.4K | 0.02% | +14+3.2% | Added |
| TD Waterhouse Canada Inc. | 449 | $28.6K | 0.00% | −79−15.0% | Reduced |
| MB, Levis & Associates, LLC | 455 | $28.9K | 0.02% | +455 | New |
| Bell Investment Advisors, Inc | 489 | $31.0K | 0.01% | +59+13.7% | Added |
| Phocas Financial Corp. | 500 | $31.7K | 0.00% | +500 | New |
| Pinnacle Holdings, LLC | 526 | $33.4K | 0.01% | +526 | New |
| Clearstead Advisors, LLC | 541 | $34.3K | 0.00% | +221+69.1% | Added |
| Deseret Mutual Benefit Administrators | 549 | $34.8K | 0.01% | −453−45.2% | Reduced |
| Bank of New Hampshire | 550 | $35.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 560 | $35.5K | 0.03% | 00.0% | Unchanged |
| Investors Research Corp | 570 | $36.2K | 0.01% | −423−42.6% | Reduced |
| Center for Financial Planning, Inc. | 580 | $36.8K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 601 | $38.1K | 0.02% | +4+0.7% | Added |
| Key Financial Inc | 667 | $38.8K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 634 | $40.0K | 0.01% | −3,509−84.7% | Reduced |
| Missouri Trust & Investment Co | 650 | $41.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 647 | $41.1K | 0.00% | +100+18.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $42.2K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $42.2K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 672 | $42.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 689 | $43.7K | 0.01% | −100−12.7% | Reduced |
| Smithfield Trust Co | 685 | $44.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 696 | $44.2K | 0.02% | −24−3.3% | Reduced |
| Orion Capital Management LLC | 700 | $44.4K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 727 | $46.1K | 0.01% | +155+27.1% | Added |
| Altshuler Shaham Ltd | 734 | $46.6K | 0.00% | +32+4.6% | Added |
| NVWM, LLC | 742 | $47.2K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 780 | $49.5K | 0.03% | +4+0.5% | Added |
| Silvant Capital Management LLC | 796 | $50.7K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 803 | $51.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 806 | $51.1K | 0.02% | +411+104.1% | Added |
| Global Wealth Strategies & Associates | 829 | $52.6K | 0.03% | +829 | New |
| Fiduciary Alliance LLC | 834 | $52.9K | 0.01% | +834 | New |
| Glassman Wealth Services | 843 | $53.5K | 0.01% | −389−31.6% | Reduced |
| Brown Brothers Harriman & Co | 843 | $53.5K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 860 | $54.5K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 880 | $55.8K | 0.03% | 00.0% | Unchanged |
| EWG Elevate Inc. | 918 | $58.3K | 0.03% | +918 | New |
| Godsey & Gibb Associates | 920 | $58.4K | 0.01% | +920 | New |
| Anchor Investment Management, LLC | 927 | $58.8K | 0.01% | −14−1.5% | Reduced |
| Tradition Wealth Management, LLC | 969 | $61.0K | 0.01% | +16+1.7% | Added |
| Hollencrest Capital Management | 962 | $61.0K | 0.01% | +962 | New |
| Rosenberg Matthew Hamilton | 998 | $63.3K | 0.02% | −4−0.4% | Reduced |
| Toth Financial Advisory Corp | 1,071 | $67.9K | 0.01% | −57−5.1% | Reduced |
| Parkside Financial Bank & Trust | 1,083 | $68.7K | 0.02% | +507+88.0% | Added |
| Bellevue Asset Management, LLC | 1,102 | $69.3K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 1,098 | $70.0K | 0.06% | +466+73.7% | Added |
| Boyd Watterson Asset Management LLC | 1,106 | $70.2K | 0.03% | +1,106 | New |
| JFS Wealth Advisors, LLC | 1,113 | $70.6K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,150 | $72.9K | 0.01% | +150+15.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,143 | $73.0K | 0.00% | +44+4.0% | Added |
| Gradient Investments LLC | 1,220 | $77.4K | 0.00% | −219−15.2% | Reduced |
| Affiance Financial, LLC | 1,234 | $78.3K | 0.03% | +1,234 | New |
| Elequin Capital LP | 1,239 | $78.6K | 0.02% | +1,239 | New |
| Heritage Wealth Advisors | 1,250 | $79.3K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,227 | $81.7K | 0.02% | +242+24.6% | Added |
| JNBA Financial Advisors | 1,290 | $81.8K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,300 | $82.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,293 | $82.0K | 0.02% | +81+6.7% | Added |
| Investment Research & Advisory Group, Inc. | 1,300 | $82.5K | 0.05% | 00.0% | Unchanged |
| Trust Co | 1,331 | $84.0K | 0.01% | +134+11.2% | Added |
| CoreCap Advisors, LLC | 1,333 | $84.6K | 0.01% | +1,333 | New |
| EverSource Wealth Advisors, LLC | 1,338 | $84.9K | 0.01% | +878+190.9% | Added |
| Sandy Spring Bank | 1,346 | $85.4K | 0.01% | +150+12.5% | Added |
| Twin Tree Management, LP | 1,383 | $87.7K | 0.00% | −51,600−97.4% | Reduced |
| Cutler Group LP | 1,420 | $90.0K | 0.01% | +620+77.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,438 | $91.2K | 0.05% | +212+17.3% | Added |
| One Wealth Advisors, LLC | 1,500 | $95.1K | 0.02% | +1,500 | New |
| Concord Wealth Partners | 1,500 | $95.1K | 0.03% | +1,500 | New |
| Versant Capital Management, Inc | 1,510 | $95.8K | 0.03% | +10+0.7% | Added |
| McIlrath & Eck, LLC | 1,519 | $96.3K | 0.02% | +63+4.3% | Added |
| Syverson Strege & Co | 1,541 | $97.7K | 0.04% | −303−16.4% | Reduced |
| Sound Income Strategies, LLC | 1,550 | $98.3K | 0.01% | −21−1.3% | Reduced |
| Sentry Investment Management LLC | 1,558 | $99.0K | 0.04% | −2,558−62.1% | Reduced |
| Alta Advisers Ltd | 1,600 | $101.0K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 1,640 | $104.0K | 0.00% | +81+5.2% | Added |
| HM Payson & Co | 1,660 | $105.3K | 0.00% | +85+5.4% | Added |
| Farther Finance Advisors, LLC | 1,682 | $106.7K | 0.04% | +1,682 | New |
| Paloma Partners Management Co | 1,688 | $107.1K | 0.02% | +1,688 | New |
| Capital Analysts, LLC | 1,723 | $109.0K | 0.01% | +10+0.6% | Added |
| Ci Investments Inc. | 1,735 | $110.0K | 0.00% | +929+115.3% | Added |
| Clearview Wealth Advisors LLC | 1,786 | $113.3K | 0.09% | +50+2.9% | Added |
| TCI Wealth Advisors, Inc. | 1,814 | $115.1K | 0.02% | +584+47.5% | Added |
| Carolinas Wealth Consulting LLC | 1,825 | $116.2K | 0.03% | −1,233−40.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 1,848 | $117.2K | 0.01% | +1,848 | New |
| Front Row Advisors LLC | 1,885 | $120.0K | 0.06% | −125−6.2% | Reduced |
| Johnson Midwest Financial, LLC | 1,885 | $120.0K | 0.44% | +49+2.7% | Added |
| Quent Capital, LLC | 1,895 | $120.3K | 0.02% | +222+13.3% | Added |
| Bangor Savings Bank | 1,913 | $122.0K | 0.01% | −266−12.2% | Reduced |
| Centennial Bank | 1,932 | $122.5K | 0.07% | +1,932 | New |