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 |
|---|---|---|---|---|---|
| Armstrong Advisory Group, Inc | 2,887 | $183.1K | 0.02% | +2,887 | New |
| Ninepoint Partners LP | 2,880 | $183.0K | 0.03% | −339−10.5% | Reduced |
| Benjamin Edwards Inc | 2,776 | $176.0K | 0.05% | +426+18.1% | Added |
| Founders Capital Management | 2,715 | $172.0K | 0.13% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,652 | $168.2K | 0.11% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 2,550 | $162.0K | 0.00% | +2,550 | New |
| CoreFirst Bank & Trust | 2,440 | $154.8K | 0.12% | −330−11.9% | Reduced |
| Caldwell Trust Co | 2,389 | $151.5K | 0.02% | −469−16.4% | Reduced |
| Bartlett & Co. LLC | 2,287 | $146.0K | 0.00% | +7+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,287 | $145.6K | 0.00% | +7+0.3% | Added |
| Glass Jacobson Investment Advisors llc | 2,290 | $145.3K | 0.07% | +2,290 | New |
| Salem Investment Counselors Inc | 2,122 | $135.1K | 0.01% | −13−0.6% | Reduced |
| City State Bank | 2,123 | $135.0K | 0.08% | 00.0% | Unchanged |
| Motco | 2,113 | $134.0K | 0.01% | −436−17.1% | Reduced |
| Financial Perspectives, Inc | 2,011 | $127.6K | 0.07% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,000 | $127.0K | 0.07% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $126.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,950 | $123.7K | 0.04% | −200−9.3% | Reduced |
| Centennial Bank | 1,932 | $122.5K | 0.07% | +1,932 | New |
| Bangor Savings Bank | 1,913 | $122.0K | 0.01% | −266−12.2% | Reduced |
| Quent Capital, LLC | 1,895 | $120.3K | 0.02% | +222+13.3% | Added |
| 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 |
| U.S. Capital Wealth Advisors, LLC | 1,848 | $117.2K | 0.01% | +1,848 | New |
| Carolinas Wealth Consulting LLC | 1,825 | $116.2K | 0.03% | −1,233−40.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,814 | $115.1K | 0.02% | +584+47.5% | Added |
| Clearview Wealth Advisors LLC | 1,786 | $113.3K | 0.09% | +50+2.9% | Added |
| Ci Investments Inc. | 1,735 | $110.0K | 0.00% | +929+115.3% | Added |
| Capital Analysts, LLC | 1,723 | $109.0K | 0.01% | +10+0.6% | Added |
| Paloma Partners Management Co | 1,688 | $107.1K | 0.02% | +1,688 | New |
| Farther Finance Advisors, LLC | 1,682 | $106.7K | 0.04% | +1,682 | New |
| HM Payson & Co | 1,660 | $105.3K | 0.00% | +85+5.4% | Added |
| Central Trust Co | 1,640 | $104.0K | 0.00% | +81+5.2% | Added |
| Alta Advisers Ltd | 1,600 | $101.0K | 0.06% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,558 | $99.0K | 0.04% | −2,558−62.1% | Reduced |
| Sound Income Strategies, LLC | 1,550 | $98.3K | 0.01% | −21−1.3% | Reduced |
| Syverson Strege & Co | 1,541 | $97.7K | 0.04% | −303−16.4% | Reduced |
| McIlrath & Eck, LLC | 1,519 | $96.3K | 0.02% | +63+4.3% | Added |
| Versant Capital Management, Inc | 1,510 | $95.8K | 0.03% | +10+0.7% | 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 |
| Oliver Lagore Vanvalin Investment Group | 1,438 | $91.2K | 0.05% | +212+17.3% | Added |
| Cutler Group LP | 1,420 | $90.0K | 0.01% | +620+77.5% | Added |
| Twin Tree Management, LP | 1,383 | $87.7K | 0.00% | −51,600−97.4% | Reduced |
| Sandy Spring Bank | 1,346 | $85.4K | 0.01% | +150+12.5% | Added |
| EverSource Wealth Advisors, LLC | 1,338 | $84.9K | 0.01% | +878+190.9% | Added |
| CoreCap Advisors, LLC | 1,333 | $84.6K | 0.01% | +1,333 | New |
| Trust Co | 1,331 | $84.0K | 0.01% | +134+11.2% | Added |
| Investment Research & Advisory Group, Inc. | 1,300 | $82.5K | 0.05% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,293 | $82.0K | 0.02% | +81+6.7% | Added |
| Sawyer & Company, Inc | 1,300 | $82.0K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,290 | $81.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,227 | $81.7K | 0.02% | +242+24.6% | Added |
| Heritage Wealth Advisors | 1,250 | $79.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,239 | $78.6K | 0.02% | +1,239 | New |
| Affiance Financial, LLC | 1,234 | $78.3K | 0.03% | +1,234 | New |
| Gradient Investments LLC | 1,220 | $77.4K | 0.00% | −219−15.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,143 | $73.0K | 0.00% | +44+4.0% | Added |
| Baldwin Brothers Inc | 1,150 | $72.9K | 0.01% | +150+15.0% | Added |
| JFS Wealth Advisors, LLC | 1,113 | $70.6K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,106 | $70.2K | 0.03% | +1,106 | New |
| Covestor Ltd | 1,098 | $70.0K | 0.06% | +466+73.7% | Added |
| Bellevue Asset Management, LLC | 1,102 | $69.3K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,083 | $68.7K | 0.02% | +507+88.0% | Added |
| Toth Financial Advisory Corp | 1,071 | $67.9K | 0.01% | −57−5.1% | Reduced |
| Rosenberg Matthew Hamilton | 998 | $63.3K | 0.02% | −4−0.4% | Reduced |
| Hollencrest Capital Management | 962 | $61.0K | 0.01% | +962 | New |
| Tradition Wealth Management, LLC | 969 | $61.0K | 0.01% | +16+1.7% | Added |
| Anchor Investment Management, LLC | 927 | $58.8K | 0.01% | −14−1.5% | Reduced |
| Godsey & Gibb Associates | 920 | $58.4K | 0.01% | +920 | New |
| EWG Elevate Inc. | 918 | $58.3K | 0.03% | +918 | New |
| Disciplined Investments, LLC | 880 | $55.8K | 0.03% | 00.0% | Unchanged |
| Monetary Management Group Inc | 860 | $54.5K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 843 | $53.5K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 843 | $53.5K | 0.01% | −389−31.6% | Reduced |
| Fiduciary Alliance LLC | 834 | $52.9K | 0.01% | +834 | New |
| Global Wealth Strategies & Associates | 829 | $52.6K | 0.03% | +829 | New |
| Sutton Wealth Advisors Inc. | 806 | $51.1K | 0.02% | +411+104.1% | Added |
| Old North State Trust, LLC | 803 | $51.0K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 796 | $50.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 780 | $49.5K | 0.03% | +4+0.5% | Added |
| NVWM, LLC | 742 | $47.2K | 0.02% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 734 | $46.6K | 0.00% | +32+4.6% | Added |
| Larson Financial Group LLC | 727 | $46.1K | 0.01% | +155+27.1% | Added |
| Orion Capital Management LLC | 700 | $44.4K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 696 | $44.2K | 0.02% | −24−3.3% | Reduced |
| Smithfield Trust Co | 685 | $44.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 689 | $43.7K | 0.01% | −100−12.7% | Reduced |
| Hartford Financial Management Inc. | 672 | $42.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| Bogart Wealth, LLC | 647 | $41.1K | 0.00% | +100+18.3% | Added |
| Missouri Trust & Investment Co | 650 | $41.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 634 | $40.0K | 0.01% | −3,509−84.7% | Reduced |
| Key Financial Inc | 667 | $38.8K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 601 | $38.1K | 0.02% | +4+0.7% | Added |
| Center for Financial Planning, Inc. | 580 | $36.8K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 570 | $36.2K | 0.01% | −423−42.6% | Reduced |
| Piscataqua Savings Bank | 560 | $35.5K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $35.0K | 0.01% | 00.0% | Unchanged |