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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1,950 | $123.7K | 0.04% | −200−9.3% | Reduced |
| Osterweis Capital Management Inc | 2,000 | $126.9K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,000 | $127.0K | 0.07% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $127.6K | 0.07% | 00.0% | Unchanged |
| Motco | 2,113 | $134.0K | 0.01% | −436−17.1% | Reduced |
| City State Bank | 2,123 | $135.0K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,122 | $135.1K | 0.01% | −13−0.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,290 | $145.3K | 0.07% | +2,290 | New |
| Bartlett & Co. Wealth Management LLC | 2,287 | $145.6K | 0.00% | +7+0.3% | Added |
| Bartlett & Co. LLC | 2,287 | $146.0K | 0.00% | +7+0.3% | Added |
| Caldwell Trust Co | 2,389 | $151.5K | 0.02% | −469−16.4% | Reduced |
| CoreFirst Bank & Trust | 2,440 | $154.8K | 0.12% | −330−11.9% | Reduced |
| Westwood Holdings Group Inc. | 2,550 | $162.0K | 0.00% | +2,550 | New |
| DB Wealth Management Group, LLC | 2,652 | $168.2K | 0.11% | 00.0% | Unchanged |
| Founders Capital Management | 2,715 | $172.0K | 0.13% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,776 | $176.0K | 0.05% | +426+18.1% | Added |
| Ninepoint Partners LP | 2,880 | $183.0K | 0.03% | −339−10.5% | Reduced |
| Armstrong Advisory Group, Inc | 2,887 | $183.1K | 0.02% | +2,887 | New |
| MBA Advisors LLC | 3,160 | $200.4K | 0.13% | +3,160 | New |
| Gofen & Glossberg LLC | 3,171 | $201.0K | 0.01% | +3,171 | New |
| Core Wealth Partners LLC | 25,909 | $201.5K | 0.25% | +25,909 | New |
| Hudock, Inc. | 3,176 | $201.5K | 0.07% | +182+6.1% | Added |
| Thrive Capital Management, LLC | 3,212 | $203.8K | 0.13% | +3,212 | New |
| Scott Capital Advisors, LLC | 3,215 | $204.0K | 0.12% | +3,215 | New |
| Brown Miller Wealth Management, LLC | 3,241 | $205.6K | 0.13% | +3,241 | New |
| Capital Advisors Wealth Management, LLC | 3,256 | $206.5K | 0.06% | +3,256 | New |
| Diversified, LLC | 3,267 | $207.2K | 0.08% | +3,267 | New |
| Fiduciary Group LLC | 3,275 | $207.7K | 0.03% | −82−2.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,279 | $208.0K | 0.02% | +3,279 | New |
| Glenview Trust Co | 3,297 | $209.1K | 0.01% | −458−12.2% | Reduced |
| Perpetual Investment Management Ltd | 3,300 | $209.3K | 0.02% | +3,300 | New |
| Principle Wealth Partners LLC | 3,301 | $209.4K | 0.02% | −250−7.0% | Reduced |
| Bensler, LLC | 3,307 | $209.7K | 0.05% | +3,307 | New |
| Quantinno Capital Management LP | 3,305 | $210.0K | 0.02% | +3,305 | New |
| Los Angeles Capital Management LLC | 3,323 | $210.8K | 0.00% | +3,323 | New |
| Wrapmanager Inc | 3,319 | $211.0K | 0.07% | −1,128−25.4% | Reduced |
| Zacks Investment Management | 3,339 | $211.8K | 0.00% | +3,339 | New |
| RMR Wealth Builders | 3,345 | $212.2K | 0.05% | −2,114−38.7% | Reduced |
| Apeiron RIA LLC | 3,358 | $213.0K | 0.08% | +3,358 | New |
| Resurgent Financial Advisors LLC | 3,368 | $213.6K | 0.11% | −295−8.1% | Reduced |
| RW Investment Management LLC | 3,378 | $214.3K | 0.08% | +3,378 | New |
| Lazard Asset Management LLC | 3,421 | $216.0K | 0.00% | −7,398−68.4% | Reduced |
| Jentner Corp | 3,412 | $216.4K | 0.16% | +3,412 | New |
| Focus Financial Network, Inc. | 3,404 | $216.7K | 0.02% | −193−5.4% | Reduced |
| Wolverine Trading, LLC | 3,427 | $217.0K | 0.00% | −37,078−91.5% | Reduced |
| Bennicas & Associates, Inc. | 3,450 | $218.8K | 0.13% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,451 | $218.9K | 0.02% | +3,451 | New |
| Aptus Capital Advisors, LLC | 3,452 | $219.0K | 0.01% | +3,452 | New |
| Warner Financial, Inc | 3,452 | $219.0K | 0.17% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,482 | $220.9K | 0.01% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,472 | $221.0K | 0.02% | −49−1.4% | Reduced |
| Shelton Capital Management | 3,496 | $221.8K | 0.02% | −103−2.9% | Reduced |
| Morningstar Investment Management LLC | 3,512 | $223.0K | 0.04% | +3,512 | New |
| Wealth Management Associates, Inc. | 3,517 | $223.1K | 0.15% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 3,522 | $223.4K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,533 | $224.1K | 0.14% | +3,533 | New |
| Westside Investment Management, Inc. | 3,560 | $225.0K | 0.00% | −100−2.7% | Reduced |
| Cresset Asset Management, LLC | 3,565 | $227.0K | 0.00% | −2,279−39.0% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 3,600 | $228.3K | 0.22% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,590 | $228.6K | 0.02% | 00.0% | Unchanged |
| Hoylecohen, LLC | 3,621 | $229.7K | 0.02% | −140−3.7% | Reduced |
| Per Stirling Capital Management, LLC. | 3,633 | $230.4K | 0.04% | +3,633 | New |
| TD Ameritrade Investment Management, LLC | 3,636 | $231.0K | 0.00% | +3,437+1,727.1% | Added |
| Pinnacle Bancorp, Inc. | 3,669 | $233.0K | 0.09% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,700 | $234.7K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,098 | $235.3K | 0.03% | +4,098 | New |
| Federation des caisses Desjardins du Quebec | 3,725 | $236.3K | 0.00% | 00.0% | Unchanged |
| Wendell David Associates Inc | 3,755 | $238.0K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,764 | $239.0K | 0.16% | −3−0.1% | Reduced |
| Lumature Wealth Partners, LLC | 3,768 | $239.0K | 0.13% | −90−2.3% | Reduced |
| Mattern Wealth Management LLC | 3,798 | $240.9K | 0.10% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,795 | $241.0K | 0.09% | +72+1.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,803 | $241.3K | 0.18% | +3,803 | New |
| ProVise Management Group, LLC | 3,804 | $241.3K | 0.02% | −37−1.0% | Reduced |
| Semus Wealth Partners LLC | 3,810 | $241.7K | 0.29% | +3,810 | New |
| Neo Ivy Capital Management | 3,810 | $242.0K | 0.16% | +2,437+177.5% | Added |
| MKT Advisors LLC | 3,674 | $242.5K | 0.18% | −6−0.2% | Reduced |
| Argent Trust Co | 3,827 | $242.7K | 0.02% | −538−12.3% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 3,835 | $243.3K | 0.01% | +198+5.4% | Added |
| Sandbox Financial Partners, LLC | 3,847 | $244.0K | 0.17% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 3,885 | $246.4K | 0.04% | +3,885 | New |
| Rollins Financial | 3,903 | $247.6K | 0.09% | −4,511−53.6% | Reduced |
| First Horizon Advisors, Inc. | 3,964 | $251.4K | 0.01% | −967−19.6% | Reduced |
| Girard Partners Ltd. | 3,965 | $251.5K | 0.03% | +353+9.8% | Added |
| Tobam | 3,971 | $252.0K | 0.02% | 00.0% | Unchanged |
| SPC Financial, Inc. | 3,975 | $252.1K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,975 | $252.1K | 0.25% | +3,975 | New |
| First National Bank of Mount Dora, Trust Investment Services | 3,988 | $253.0K | 0.08% | +3,988 | New |
| Berger Financial Group, Inc | 4,006 | $254.1K | 0.03% | +69+1.8% | Added |
| Crescent Sterling, Ltd. | 4,006 | $254.1K | 0.27% | +4,006 | New |
| Raub Brock Capital Management LP | 4,025 | $255.3K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Group | 11,862 | $256.0K | 0.03% | +11,862 | New |
| Koshinski Asset Management, Inc. | 4,061 | $257.6K | 0.02% | −234−5.4% | Reduced |
| Silverlake Wealth Management LLC | 4,061 | $257.6K | 0.16% | +173+4.4% | Added |
| Jones Financial Companies LLLP | 4,100 | $260.0K | 0.00% | −148−3.5% | Reduced |
| Harvest Fund Management Co., Ltd | 4,102 | $260.0K | 0.07% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,094 | $260.0K | 0.20% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,100 | $260.1K | 0.03% | +625+18.0% | Added |
| Northstar Advisory Group, LLC | 4,102 | $260.2K | 0.21% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 4,106 | $260.5K | 0.02% | −1,745−29.8% | Reduced |