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 |
|---|---|---|---|---|---|
| Reuter James Wealth Management, LLC | 9,097 | $577.0K | 0.42% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 9,044 | $573.7K | 0.07% | +9,044 | New |
| Renaissance Technologies LLC | 9,000 | $571.0K | 0.00% | +9,000 | New |
| Krane Funds Advisors LLC | 8,939 | $567.0K | 0.02% | −205−2.2% | Reduced |
| Sterling Financial Planning, Inc. | 8,928 | $566.3K | 0.34% | +30.0% | Added |
| First Heartland Consultants, Inc. | 8,923 | $566.0K | 0.09% | −286−3.1% | Reduced |
| Barry Investment Advisors, LLC | 8,876 | $563.0K | 0.18% | −10−0.1% | Reduced |
| AMG National Trust Bank | 8,799 | $558.1K | 0.02% | −6,231−41.5% | Reduced |
| Moody National Bank Trust Division | 8,774 | $557.0K | 0.05% | +24+0.3% | Added |
| Ausdal Financial Partners, Inc. | 8,773 | $556.5K | 0.08% | +55+0.6% | Added |
| Barber Financial Group, Inc. | 8,710 | $552.5K | 0.15% | −355−3.9% | Reduced |
| Court Place Advisors, LLC | 8,648 | $548.6K | 0.20% | +20.0% | Added |
| Wolverine Asset Management LLC | 8,546 | $542.1K | 0.01% | −8,365−49.5% | Reduced |
| Private Trust Co NA | 8,550 | $542.0K | 0.08% | +73+0.9% | Added |
| Acas, LLC | 8,543 | $541.9K | 0.84% | +8,543 | New |
| Powers Advisory Group, LLC | 8,457 | $536.4K | 0.40% | +119+1.4% | Added |
| Guyasuta Investment Advisors Inc | 8,388 | $532.1K | 0.04% | +13+0.2% | Added |
| Gamble Jones Investment Counsel | 8,346 | $529.4K | 0.04% | −263−3.1% | Reduced |
| Moneta Group Investment Advisors LLC | 7,732 | $524.4K | 0.01% | −859−10.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,151 | $517.0K | 0.01% | −350−4.1% | Reduced |
| Evergreen Capital Management LLC | 8,122 | $516.8K | 0.02% | +4,677+135.8% | Added |
| Two Sigma Investments, LP | 8,120 | $515.1K | 0.00% | −692,852−98.8% | Reduced |
| Patton Albertson Miller Group, LLC | 8,102 | $513.9K | 0.09% | −2,565−24.0% | Reduced |
| Ignite Planners, LLC | 7,481 | $511.0K | 0.21% | +2,602+53.3% | Added |
| Kestra Advisory Services, LLC | 8,021 | $508.8K | 0.00% | +8,021 | New |
| GYL Financial Synergies, LLC | 7,996 | $507.2K | 0.11% | +434+5.7% | Added |
| Perigon Wealth Management, LLC | 7,979 | $506.1K | 0.03% | +7,979 | New |
| Great Valley Advisor Group, Inc. | 7,938 | $503.7K | 0.03% | +1,900+31.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,909 | $501.7K | 0.17% | −605−7.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,836 | $497.0K | 0.01% | +3,590+84.6% | Added |
| Vident Investment Advisory, LLC | 7,821 | $496.1K | 0.02% | +7,821 | New |
| Stamos Capital Partners, L.P. | 7,820 | $496.0K | 0.16% | −7,840−50.1% | Reduced |
| Kennedy Investment Group | 7,804 | $495.0K | 0.32% | +7,804 | New |
| Private Advisor Group, LLC | 73,651 | $494.1K | 0.02% | +6,696+10.0% | Added |
| Mather Group, LLC. | 7,779 | $493.4K | 0.01% | +508+7.0% | Added |
| Gyroscope Capital Management Group, LLC | 7,750 | $491.6K | 0.15% | +7,750 | New |
| Cigna Investments Inc | 7,736 | $491.0K | 0.10% | +122+1.6% | Added |
| Bailard, Inc. | 7,700 | $488.4K | 0.02% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 7,696 | $488.2K | 0.16% | −99−1.3% | Reduced |
| Pathstone Family Office, LLC | 15,073 | $486.5K | 0.01% | +9,604+175.6% | Added |
| Kalos Management, Inc. | 7,666 | $486.3K | 1.10% | −95−1.2% | Reduced |
| Blue Fin Capital, Inc. | 7,666 | $486.3K | 0.18% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 7,644 | $484.9K | 0.00% | +7,644 | New |
| Ronald Blue Trust, Inc. | 8,272 | $482.0K | 0.01% | +1,155+16.2% | Added |
| Teamwork Financial Advisors, LLC | 7,591 | $481.5K | 0.10% | +335+4.6% | Added |
| Change Path, LLC | 7,595 | $481.0K | 0.03% | −413−5.2% | Reduced |
| D. E. Shaw & Co., Inc. | 7,549 | $478.8K | 0.00% | +7,549 | New |
| Jump Financial, LLC | 7,519 | $476.9K | 0.03% | +69+0.9% | Added |
| Stratos Wealth Advisors, LLC | 7,475 | $474.2K | 0.04% | −378−4.8% | Reduced |
| Southland Equity Partners LLC | 7,459 | $473.1K | 0.18% | +10.0% | Added |
| Domani Wealth, LLC | 7,455 | $473.0K | 0.12% | +479+6.9% | Added |
| Coldstream Capital Management Inc | 7,440 | $471.9K | 0.02% | +7,440 | New |
| Boston Private Wealth LLC | 7,436 | $471.7K | 0.01% | +771+11.6% | Added |
| Heartland Bank & Trust Co | 7,413 | $470.2K | 0.35% | +7,413 | New |
| AllSquare Wealth Management LLC | 7,397 | $469.2K | 0.32% | +150+2.1% | Added |
| Hudson Valley Investment Advisors Inc | 7,380 | $468.1K | 0.07% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 7,221 | $458.0K | 0.32% | +596+9.0% | Added |
| SS&H Financial Advisors, Inc. | 7,200 | $456.7K | 0.22% | 00.0% | Unchanged |
| Derbend Asset Management | 7,150 | $453.5K | 0.36% | −3,512−32.9% | Reduced |
| Ballentine Partners, LLC | 7,150 | $453.5K | 0.01% | −594−7.7% | Reduced |
| Sentinus, LLC | 7,106 | $451.1K | 0.26% | +348+5.1% | Added |
| Dudley Capital Management, LLC | 7,095 | $450.0K | 0.33% | +7,095 | New |
| Certified Advisory Corp | 7,086 | $449.5K | 0.09% | −274−3.7% | Reduced |
| First Affirmative Financial Network | 7,071 | $448.5K | 0.54% | −468−6.2% | Reduced |
| Ellevest, Inc. | 7,063 | $448.0K | 0.04% | +579+8.9% | Added |
| Quadrant Capital Group LLC | 7,045 | $447.0K | 0.05% | +1,218+20.9% | Added |
| Csenge Advisory Group | 7,018 | $445.2K | 0.03% | −7,587−51.9% | Reduced |
| Opus Capital Group, LLC | 7,010 | $445.0K | 0.09% | −194−2.7% | Reduced |
| Greenleaf Trust | 7,022 | $445.0K | 0.01% | +792+12.7% | Added |
| Spreng Capital Management, Inc. | 7,009 | $444.6K | 0.38% | −400−5.4% | Reduced |
| Grove Bank & Trust | 6,978 | $443.0K | 0.10% | +768+12.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,982 | $442.9K | 0.14% | +1,919+37.9% | Added |
| Veritable, L.P. | 6,968 | $442.0K | 0.01% | −2,313−24.9% | Reduced |
| Park Place Capital Corp | 6,952 | $441.0K | 0.12% | +6,952 | New |
| SignalPoint Asset Management, LLC | 6,922 | $439.0K | 0.15% | +98+1.4% | Added |
| Fund Management at Engine No. 1 LLC | 6,904 | $437.9K | 0.11% | +968+16.3% | Added |
| Benchmark Investment Advisors LLC | 6,900 | $437.7K | 0.46% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,888 | $436.9K | 0.08% | +803+13.2% | Added |
| Wintrust Investments LLC | 6,868 | $436.0K | 0.06% | +10.0% | Added |
| Verdence Capital Advisors LLC | 6,872 | $435.9K | 0.05% | −1,899−21.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,852 | $434.6K | 0.05% | +6,852 | New |
| We Are One Seven, LLC | 6,772 | $429.5K | 0.04% | +2,919+75.8% | Added |
| Financial Partners Group, Inc | 6,393 | $429.3K | 0.09% | −837−11.6% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,750 | $428.2K | 0.08% | −420−5.9% | Reduced |
| Nomura Holdings Inc | 6,743 | $427.0K | 0.00% | −9,130−57.5% | Reduced |
| 180 Wealth Advisors, LLC | 6,267 | $426.0K | 0.10% | +441+7.6% | Added |
| Crane Advisory, LLC | 6,714 | $425.9K | 0.17% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6,653 | $422.0K | 0.24% | −401−5.7% | Reduced |
| BLB&B Advisors, LLC | 6,646 | $421.6K | 0.03% | +6,646 | New |
| Cypress Capital Group | 6,471 | $410.5K | 0.06% | +1,895+41.4% | Added |
| Romano Brothers and Company | 6,468 | $410.3K | 0.06% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 6,412 | $406.7K | 0.24% | +6,412 | New |
| Acadian Asset Management LLC | 6,413 | $406.0K | 0.00% | +6,413 | New |
| Redhawk Wealth Advisors, Inc. | 6,365 | $403.8K | 0.16% | −88−1.4% | Reduced |
| Prudent Man Advisors, LLC | 6,349 | $403.0K | 0.16% | +737+13.1% | Added |
| Financial Advocates Investment Management | 6,345 | $402.4K | 0.03% | −558−8.1% | Reduced |
| Investmark Advisory Group LLC | 6,335 | $401.8K | 0.30% | +148+2.4% | Added |
| MQS Management LLC | 6,309 | $400.2K | 0.27% | −8,016−56.0% | Reduced |
| Western Wealth Management, LLC | 6,289 | $398.9K | 0.04% | −7,713−55.1% | Reduced |
| Ancora Advisors, LLC | 6,239 | $396.0K | 0.01% | 00.0% | Unchanged |