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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 24,719 | $1.59M | 0.58% | −21,390−46.4% | Reduced |
| Advisory Services Network, LLC | 24,977 | $1.58M | 0.05% | −2,021−7.5% | Reduced |
| Truvestments Capital LLC | 24,860 | $1.58M | 0.89% | +15,987+180.2% | Added |
| Commerce Bank | 24,559 | $1.56M | 0.01% | −945−3.7% | Reduced |
| Alpha Cubed Investments, LLC | 24,472 | $1.55M | 0.12% | +1,870+8.3% | Added |
| Jefferies Financial Group Inc. | 24,471 | $1.55M | 0.03% | +24,471 | New |
| Moors & Cabot, Inc. | 24,418 | $1.55M | 0.11% | +2,096+9.4% | Added |
| Quantbot Technologies LP | 24,369 | $1.55M | 0.11% | −30,838−55.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 24,326 | $1.54M | 0.79% | +24,326 | New |
| Bleakley Financial Group, LLC | 24,122 | $1.53M | 0.05% | +24,122 | New |
| Raymond James Trust N.A. | 24,082 | $1.53M | 0.05% | −1,666−6.5% | Reduced |
| Trustcore Financial Services, LLC | 23,639 | $1.50M | 0.13% | +96+0.4% | Added |
| Core Alternative Capital | 23,585 | $1.50M | 0.19% | −9,315−28.3% | Reduced |
| Naviter Wealth, LLC | 22,171 | $1.49M | 0.41% | +5,949+36.7% | Added |
| GWM Advisors LLC | 36,569 | $1.48M | 0.04% | +1,240+3.5% | Added |
| Aevitas Wealth Management, Inc. | 23,174 | $1.47M | 0.87% | −449−1.9% | Reduced |
| Bokf, NA | 22,865 | $1.45M | 0.03% | −1,097−4.6% | Reduced |
| RFG Advisory, LLC | 21,262 | $1.44M | 0.07% | +305+1.5% | Added |
| Prospera Financial Services Inc | 22,629 | $1.44M | 0.07% | −839−3.6% | Reduced |
| Shufro Rose & Co LLC | 22,450 | $1.42M | 0.12% | −1,100−4.7% | Reduced |
| North Star Investment Management Corp. | 22,423 | $1.42M | 0.13% | +372+1.7% | Added |
| Stonnington Group, LLC | 21,939 | $1.41M | 0.39% | −2,395−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 22,124 | $1.40M | 0.06% | −23,878−51.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 22,132 | $1.40M | 0.12% | 00.0% | Unchanged |
| RB Capital Management, LLC | 22,072 | $1.40M | 0.51% | +1,273+6.1% | Added |
| Benedict Financial Advisors Inc | 21,490 | $1.36M | 0.40% | +320+1.5% | Added |
| Ashton Thomas Private Wealth, LLC | 21,424 | $1.36M | 0.14% | +821+4.0% | Added |
| Good Life Advisors, LLC | 21,361 | $1.35M | 0.19% | +21,361 | New |
| IHT Wealth Management, LLC | 21,348 | $1.35M | 0.09% | −7,134−25.0% | Reduced |
| Griffin Asset Management, Inc. | 21,281 | $1.35M | 0.20% | −3,986−15.8% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 21,245 | $1.35M | 0.50% | −160−0.7% | Reduced |
| Altman Advisors, Inc. | 20,254 | $1.34M | 0.82% | −1,602−7.3% | Reduced |
| Naples Global Advisors, LLC | 20,928 | $1.33M | 0.17% | +687+3.4% | Added |
| Meiji Yasuda Life Insurance Co | 20,997 | $1.33M | 0.03% | +900+4.5% | Added |
| Achmea Investment Management B.V. | 22,028 | $1.31M | 0.04% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 20,623 | $1.31M | 0.00% | +5,940+40.5% | Added |
| Malaga Cove Capital, LLC | 20,607 | $1.31M | 0.71% | −268−1.3% | Reduced |
| Schnieders Capital Management LLC | 20,424 | $1.30M | 0.30% | +1,100+5.7% | Added |
| Magnolia Capital Management Ltd | 20,406 | $1.29M | 1.26% | +130+0.6% | Added |
| Virtus ETF Advisers LLC | 20,242 | $1.28M | 0.67% | −12,445−38.1% | Reduced |
| RDA Financial Network | 20,164 | $1.28M | 0.64% | −72−0.4% | Reduced |
| Cerity Partners LLC | 20,141 | $1.28M | 0.01% | +5,862+41.1% | Added |
| Duncker Streett & Co Inc | 20,139 | $1.28M | 0.31% | +14+0.1% | Added |
| Everence Capital Management Inc | 20,130 | $1.28M | 0.11% | +10,640+112.1% | Added |
| Trust Investment Advisors | 20,014 | $1.27M | 1.20% | −905−4.3% | Reduced |
| Ziegler Capital Management, LLC | 19,972 | $1.27M | 0.05% | +19,972 | New |
| Cascade Investment Advisors, Inc. | 19,926 | $1.26M | 1.05% | −485−2.4% | Reduced |
| Regions Financial Corp | 19,889 | $1.26M | 0.01% | +689+3.6% | Added |
| Harbour Capital Advisors, LLC | 19,649 | $1.25M | 0.42% | −380−1.9% | Reduced |
| Equitable Holdings, Inc. | 19,742 | $1.25M | 0.02% | +3,063+18.4% | Added |
| Mystic Asset Management, Inc. | 19,740 | $1.25M | 0.71% | +520+2.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,656 | $1.25M | 0.03% | −3,281−14.3% | Reduced |
| Farmers National Bank | 19,651 | $1.25M | 0.44% | −500−2.5% | Reduced |
| AdvisorNet Financial, Inc | 19,578 | $1.24M | 0.12% | +670+3.5% | Added |
| Clifford Swan Investment Counsel LLC | 19,424 | $1.23M | 0.05% | −444−2.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 19,312 | $1.22M | 0.35% | +19,312 | New |
| FORA Capital, LLC | 19,291 | $1.22M | 0.20% | −10,968−36.2% | Reduced |
| Bay Rivers Group | 19,242 | $1.22M | 1.24% | +499+2.7% | Added |
| Tiemann Investment Advisors, LLC | 19,068 | $1.21M | 0.71% | +217+1.2% | Added |
| Linden Thomas Advisory Services, LLC | 18,950 | $1.20M | 0.34% | +18,950 | New |
| First National Trust Co | 18,861 | $1.20M | 0.06% | −100−0.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 18,801 | $1.19M | 0.03% | +5,817+44.8% | Added |
| Level Four Advisory Services, LLC | 18,467 | $1.17M | 0.09% | +2,480+15.5% | Added |
| Stanley-Laman Group, Ltd. | 18,285 | $1.16M | 0.22% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 18,178 | $1.15M | 0.22% | −948−5.0% | Reduced |
| Blair William & Co | 17,880 | $1.13M | 0.00% | −48−0.3% | Reduced |
| Monument Capital Management | 17,717 | $1.12M | 0.38% | +41+0.2% | Added |
| Citizens National Bank Trust Department | 17,674 | $1.12M | 0.32% | +372+2.2% | Added |
| Prime Capital Investment Advisors, LLC | 17,607 | $1.12M | 0.04% | +13,505+329.2% | Added |
| Private Ocean, LLC | 17,133 | $1.09M | 0.13% | 00.0% | Unchanged |
| Winton Group Ltd | 17,002 | $1.08M | 0.07% | −2,094−11.0% | Reduced |
| Founders Financial Securities LLC | 16,931 | $1.07M | 0.17% | −2,038−10.7% | Reduced |
| Pendal Group Limited | 16,788 | $1.06M | 0.01% | −590−3.4% | Reduced |
| United Services Automobile Association | 16,753 | $1.06M | 0.02% | −12,731−43.2% | Reduced |
| First Bank & Trust | 16,707 | $1.06M | 0.29% | −954−5.4% | Reduced |
| WFA of San Diego, LLC | 16,619 | $1.05M | 0.81% | −323−1.9% | Reduced |
| Orion Portfolio Solutions, LLC | 16,588 | $1.05M | 0.04% | +9,400+130.8% | Added |
| Glen Eagle Advisors, LLC | 16,516 | $1.05M | 0.29% | +214+1.3% | Added |
| Asset Dedication, LLC | 16,481 | $1.05M | 0.11% | +1,948+13.4% | Added |
| Caldwell Sutter Capital, Inc. | 16,377 | $1.04M | 0.92% | +16,377 | New |
| Ford Financial Group, LLC | 16,329 | $1.04M | 0.41% | −98−0.6% | Reduced |
| Jeppson Wealth Management, LLC | 16,324 | $1.04M | 0.44% | −443−2.6% | Reduced |
| Brown Advisory Inc | 16,287 | $1.03M | 0.00% | +323+2.0% | Added |
| Essex Financial Services, Inc. | 16,284 | $1.03M | 0.11% | −579−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 16,121 | $1.02M | 0.02% | +3,807+30.9% | Added |
| International Assets Investment Management, LLC | 16,088 | $1.02M | 0.11% | +11,394+242.7% | Added |
| Fulton Bank, N.A. | 16,046 | $1.02M | 0.06% | −1,046−6.1% | Reduced |
| Centaurus Financial, Inc. | 15,997 | $1.01M | 0.10% | −4,708−22.7% | Reduced |
| IFG Advisory, LLC | 15,776 | $1.00M | 0.10% | +333+2.2% | Added |
| Vawter Financial, Ltd. | 15,701 | $995.9K | 1.16% | +15,701 | New |
| Richard Bernstein Advisors LLC | 15,659 | $993.3K | 0.02% | +15,659 | New |
| Cahill Financial Advisors Inc | 15,595 | $989.2K | 0.19% | −639−3.9% | Reduced |
| Commerzbank Aktiengesellschaft | 15,386 | $976.0K | 0.06% | +3,194+26.2% | Added |
| Ascent Wealth Partners, LLC | 15,369 | $974.9K | 0.21% | +1,323+9.4% | Added |
| Independent Financial Group, LLC | 15,329 | $972.4K | 0.08% | −3,888−20.2% | Reduced |
| Nwam LLC | 15,264 | $968.2K | 0.09% | +1,244+8.9% | Added |
| Capital Investment Advisory Services, LLC | 15,113 | $958.6K | 0.11% | +261+1.8% | Added |
| Wealth Alliance | 15,070 | $955.9K | 0.17% | +685+4.8% | Added |
| First County Bank | 15,014 | $952.3K | 0.46% | +15,014 | New |
| Parsons Capital Management Inc | 15,000 | $951.5K | 0.08% | −25−0.2% | Reduced |