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 |
|---|---|---|---|---|---|
| Pittenger & Anderson Inc | 4,110 | $260.7K | 0.01% | +1,900+86.0% | Added |
| Insigneo Advisory Services, LLC | 4,095 | $261.0K | 0.10% | +4,095 | New |
| Wolff Wiese Magana LLC | 4,120 | $261.4K | 0.22% | −4−0.1% | Reduced |
| Beacon Financial Advisory LLC | 4,121 | $261.4K | 0.19% | +10.0% | Added |
| Colonial River Wealth Management, LLC | 4,141 | $262.7K | 0.17% | −225−5.2% | Reduced |
| Intrust Bank NA | 4,147 | $263.0K | 0.04% | −381−8.4% | Reduced |
| Whittier Trust Co | 4,162 | $264.0K | 0.01% | +1,958+88.8% | Added |
| Aull & Monroe Investment Management Corp | 4,200 | $266.4K | 0.13% | −1,200−22.2% | Reduced |
| Sunbelt Securities, Inc. | 4,238 | $268.8K | 0.05% | +97+2.3% | Added |
| Cedar Wealth Management, LLC | 4,300 | $272.7K | 0.13% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 4,316 | $273.8K | 0.02% | +751+21.1% | Added |
| Trust Co of Toledo NA | 4,331 | $275.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 4,347 | $276.0K | 0.02% | +263+6.4% | Added |
| Sovereign Financial Group, Inc. | 4,356 | $276.3K | 0.11% | +52+1.2% | Added |
| Sugarloaf Wealth Management, LLC | 4,365 | $276.9K | 0.07% | −494−10.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,376 | $277.6K | 0.02% | +4,376 | New |
| DFPG Investments, LLC | 4,286 | $282.9K | 0.05% | +4,286 | New |
| Johnson Bixby & Associates, LLC | 4,462 | $283.0K | 0.07% | −1,240−21.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,480 | $284.2K | 0.11% | +4,480 | New |
| Lindbrook Capital, LLC | 4,484 | $284.4K | 0.04% | −1,497−25.0% | Reduced |
| Foundations Investment Advisors, LLC | 4,489 | $284.7K | 0.01% | +4,489 | New |
| Creative Financial Designs Inc | 4,496 | $285.2K | 0.04% | −13,067−74.4% | Reduced |
| Catalyst Wealth Management, LLC | 4,552 | $288.7K | 0.27% | +4,552 | New |
| Fulton Breakefield Broenniman LLC | 4,560 | $289.2K | 0.03% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 4,566 | $289.6K | 0.04% | +200+4.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 4,567 | $289.7K | 0.21% | +4,567 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,568 | $289.7K | 0.01% | −2,905−38.9% | Reduced |
| Inspire Advisors, LLC | 4,577 | $290.3K | 0.07% | +4,577 | New |
| Angeles Investment Advisors, LLC | 4,567 | $290.7K | 0.02% | +4,567 | New |
| Caliber Wealth Management, LLC | 4,597 | $291.6K | 0.22% | +4,597 | New |
| Accredited Investors Inc. | 4,611 | $292.5K | 0.02% | −391−7.8% | Reduced |
| Commons Capital, LLC | 4,614 | $292.7K | 0.48% | +36+0.8% | Added |
| Goodwin Daniel L | 4,653 | $295.1K | 0.15% | 00.0% | Unchanged |
| West Family Investments, Inc. | 4,658 | $295.5K | 0.10% | −1,201−20.5% | Reduced |
| LexAurum Advisors, LLC | 4,665 | $295.9K | 0.11% | −229−4.7% | Reduced |
| Excalibur Management Corp | 4,665 | $295.9K | 0.15% | +474+11.3% | Added |
| Lake Street Financial LLC | 4,665 | $296.0K | 0.06% | +80+1.7% | Added |
| Oxbow Advisors, LLC | 4,670 | $296.2K | 0.06% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,678 | $296.7K | 0.04% | −1,145−19.7% | Reduced |
| M&G Investment Management Ltd | 4,732 | $298.1K | 0.00% | −1,571−24.9% | Reduced |
| Nations Financial Group Inc, | 4,708 | $298.6K | 0.03% | −75−1.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,711 | $298.8K | 0.06% | +428+10.0% | Added |
| Fiduciary Trust Co | 4,718 | $299.3K | 0.01% | −20.0% | Reduced |
| Wealthcare Advisory Partners LLC | 4,743 | $300.9K | 0.01% | −1,011−17.6% | Reduced |
| Main Street Financial Solutions, LLC | 4,749 | $301.3K | 0.05% | +578+13.9% | Added |
| Eudaimonia Advisors LLC | 4,753 | $301.5K | 0.20% | −200−4.0% | Reduced |
| Meridian Wealth Management, LLC | 4,754 | $301.6K | 0.03% | +56+1.2% | Added |
| DF Dent & Co Inc | 4,760 | $301.9K | 0.00% | −14−0.3% | Reduced |
| Mayflower Financial Advisors, LLC | 4,761 | $302.0K | 0.04% | +479+11.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,783 | $303.4K | 0.02% | +9+0.2% | Added |
| Campion Asset Management LLC | 4,790 | $303.8K | 0.30% | +405+9.2% | Added |
| Wealth Alliance Advisory Group, LLC | 4,837 | $306.8K | 0.12% | +4,837 | New |
| Congress Wealth Management LLC | 4,848 | $307.6K | 0.01% | +276+6.0% | Added |
| Sonora Investment Management Group, LLC | 4,859 | $308.2K | 0.03% | −317−6.1% | Reduced |
| Weil Company, Inc. | 4,860 | $308.3K | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,887 | $310.0K | 0.04% | −1,351−21.7% | Reduced |
| Cullinan Associates Inc | 4,889 | $310.0K | 0.02% | +4,889 | New |
| Beverly Hills Private Wealth, LLC | 4,921 | $312.1K | 0.14% | +4,921 | New |
| Strategic Wealth Designers | 4,743 | $313.2K | 0.07% | +73+1.6% | Added |
| N.E.W. Advisory Services LLC | 4,967 | $315.1K | 0.05% | +429+9.5% | Added |
| Caxton Associates LP | 4,968 | $315.1K | 0.02% | +4,968 | New |
| ARGI Investment Services, LLC | 4,989 | $316.0K | 0.01% | +81+1.7% | Added |
| First Nebraska Trust Co | 5,001 | $317.2K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,002 | $317.3K | 0.01% | +51+1.0% | Added |
| Brown, Lisle/Cummings, Inc. | 5,040 | $319.7K | 0.17% | 00.0% | Unchanged |
| New Hampshire Trust | 5,075 | $321.9K | 0.09% | +5,075 | New |
| Dividend Assets Capital, LLC | 5,120 | $325.0K | 0.07% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 5,139 | $326.0K | 0.19% | +49+1.0% | Added |
| Brinker Capital Investments, LLC | 5,175 | $328.2K | 0.01% | +253+5.1% | Added |
| Beacon Investment Advisory Services, Inc. | 5,184 | $328.8K | 0.02% | −652−11.2% | Reduced |
| Dynamic Advisor Solutions LLC | 5,211 | $330.6K | 0.02% | +480+10.1% | Added |
| Castle Rock Wealth Management, LLC | 4,886 | $332.1K | 0.15% | +611+14.3% | Added |
| Bridgewealth Advisory Group, LLC | 5,278 | $334.8K | 0.66% | +5,278 | New |
| Community Capital Management, Inc. | 5,300 | $336.2K | 0.44% | −1,700−24.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,326 | $337.9K | 0.08% | +14+0.3% | Added |
| Siemens Fonds Invest GmbH | 5,327 | $337.9K | 0.03% | −640−10.7% | Reduced |
| Essex Savings Bank | 5,368 | $340.5K | 0.12% | −679−11.2% | Reduced |
| Transcend Wealth Collective, LLC | 5,373 | $340.8K | 0.04% | +615+12.9% | Added |
| Ieq Capital, LLC | 5,382 | $341.4K | 0.01% | −4,743−46.8% | Reduced |
| Graypoint LLC | 5,388 | $341.8K | 0.04% | +1,179+28.0% | Added |
| AlphaCore Capital LLC | 5,396 | $342.3K | 0.13% | +536+11.0% | Added |
| DRW Securities, LLC | 5,458 | $346.0K | 0.07% | +5,458 | New |
| Vance Wealth, Inc. | 5,494 | $348.5K | 0.22% | +48+0.9% | Added |
| Keystone Financial Group | 5,500 | $348.9K | 0.07% | −47−0.8% | Reduced |
| TCWP LLC | 5,503 | $349.1K | 0.07% | +333+6.4% | Added |
| Fortis Capital Management LLC | 5,557 | $352.5K | 0.26% | −738−11.7% | Reduced |
| Smith, Moore & Co. | 5,567 | $353.1K | 0.05% | +101+1.8% | Added |
| Visionary Wealth Advisors | 5,575 | $354.0K | 0.03% | −302−5.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,596 | $355.0K | 0.09% | +296+5.6% | Added |
| Bessemer Group Inc | 5,607 | $355.0K | 0.00% | −7,184−56.2% | Reduced |
| Wesbanco Bank Inc | 5,645 | $358.0K | 0.02% | +5,645 | New |
| Cross Staff Investments Inc | 5,646 | $358.1K | 0.38% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 5,675 | $360.0K | 0.18% | −751−11.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,689 | $361.0K | 0.00% | +522+10.1% | Added |
| Capital Investment Advisors, LLC | 5,713 | $362.0K | 0.01% | −53−0.9% | Reduced |
| Focused Wealth Management, Inc | 5,716 | $362.6K | 0.07% | −30−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,725 | $363.1K | 0.11% | −1,825−24.2% | Reduced |
| Center For Asset Management LLC | 5,742 | $364.2K | 0.34% | +26+0.5% | Added |
| Busey Wealth Management | 5,795 | $367.6K | 0.02% | −427−6.9% | Reduced |
| HB Wealth Management, LLC | 5,808 | $368.4K | 0.01% | +1,235+27.0% | Added |