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 |
|---|---|---|---|---|---|
| Beacon Investment Advisors LLC | 6,241 | $395.9K | 0.33% | +6,241 | New |
| Moseley Investment Management Inc | 6,223 | $394.7K | 0.28% | −262−4.0% | Reduced |
| Cohen Investment Advisors LLC | 6,216 | $394.3K | 0.33% | +353+6.0% | Added |
| Kinneret Advisory, LLC | 6,163 | $392.5K | 0.05% | +6,163 | New |
| Panoramic Investment Advisors, LLC | 6,177 | $391.8K | 0.40% | +6,177 | New |
| Aspiriant, LLC | 6,166 | $391.1K | 0.02% | +20+0.3% | Added |
| Whittier Trust Co of Nevada Inc | 6,145 | $389.8K | 0.02% | +29+0.5% | Added |
| Financial Counselors Inc | 6,138 | $389.0K | 0.01% | −100−1.6% | Reduced |
| American Investment Services, Inc. | 6,132 | $389.0K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,104 | $387.2K | 0.06% | −264−4.1% | Reduced |
| Mason & Associates Inc | 6,043 | $383.3K | 0.12% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,011 | $381.3K | 0.08% | +42+0.7% | Added |
| Strategy Asset Managers LLC | 6,003 | $381.0K | 0.10% | +105+1.8% | Added |
| FLC Capital Advisors | 5,966 | $378.4K | 0.12% | −1,550−20.6% | Reduced |
| Harbour Investments, Inc. | 5,888 | $373.5K | 0.02% | +160+2.8% | Added |
| VELA Investment Management, LLC | 5,832 | $369.9K | 0.18% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,819 | $369.1K | 0.05% | −19−0.3% | Reduced |
| Bank of Hawaii | 5,818 | $369.0K | 0.02% | +25+0.4% | Added |
| HB Wealth Management, LLC | 5,808 | $368.4K | 0.01% | +1,235+27.0% | Added |
| Busey Wealth Management | 5,795 | $367.6K | 0.02% | −427−6.9% | Reduced |
| Center For Asset Management LLC | 5,742 | $364.2K | 0.34% | +26+0.5% | Added |
| Independent Solutions Wealth Management, LLC | 5,725 | $363.1K | 0.11% | −1,825−24.2% | Reduced |
| Focused Wealth Management, Inc | 5,716 | $362.6K | 0.07% | −30−0.5% | Reduced |
| Capital Investment Advisors, LLC | 5,713 | $362.0K | 0.01% | −53−0.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,689 | $361.0K | 0.00% | +522+10.1% | Added |
| Townsend Asset Management Corp | 5,675 | $360.0K | 0.18% | −751−11.7% | Reduced |
| Cross Staff Investments Inc | 5,646 | $358.1K | 0.38% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 5,645 | $358.0K | 0.02% | +5,645 | New |
| Bessemer Group Inc | 5,607 | $355.0K | 0.00% | −7,184−56.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,596 | $355.0K | 0.09% | +296+5.6% | Added |
| Visionary Wealth Advisors | 5,575 | $354.0K | 0.03% | −302−5.1% | Reduced |
| Smith, Moore & Co. | 5,567 | $353.1K | 0.05% | +101+1.8% | Added |
| Fortis Capital Management LLC | 5,557 | $352.5K | 0.26% | −738−11.7% | Reduced |
| TCWP LLC | 5,503 | $349.1K | 0.07% | +333+6.4% | Added |
| Keystone Financial Group | 5,500 | $348.9K | 0.07% | −47−0.8% | Reduced |
| Vance Wealth, Inc. | 5,494 | $348.5K | 0.22% | +48+0.9% | Added |
| DRW Securities, LLC | 5,458 | $346.0K | 0.07% | +5,458 | New |
| AlphaCore Capital LLC | 5,396 | $342.3K | 0.13% | +536+11.0% | Added |
| Graypoint LLC | 5,388 | $341.8K | 0.04% | +1,179+28.0% | Added |
| Ieq Capital, LLC | 5,382 | $341.4K | 0.01% | −4,743−46.8% | Reduced |
| Transcend Wealth Collective, LLC | 5,373 | $340.8K | 0.04% | +615+12.9% | Added |
| Essex Savings Bank | 5,368 | $340.5K | 0.12% | −679−11.2% | Reduced |
| Siemens Fonds Invest GmbH | 5,327 | $337.9K | 0.03% | −640−10.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 5,326 | $337.9K | 0.08% | +14+0.3% | Added |
| Community Capital Management, Inc. | 5,300 | $336.2K | 0.44% | −1,700−24.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,278 | $334.8K | 0.66% | +5,278 | New |
| Castle Rock Wealth Management, LLC | 4,886 | $332.1K | 0.15% | +611+14.3% | Added |
| Dynamic Advisor Solutions LLC | 5,211 | $330.6K | 0.02% | +480+10.1% | Added |
| Beacon Investment Advisory Services, Inc. | 5,184 | $328.8K | 0.02% | −652−11.2% | Reduced |
| Brinker Capital Investments, LLC | 5,175 | $328.2K | 0.01% | +253+5.1% | Added |
| Stiles Financial Services Inc | 5,139 | $326.0K | 0.19% | +49+1.0% | Added |
| Dividend Assets Capital, LLC | 5,120 | $325.0K | 0.07% | 00.0% | Unchanged |
| New Hampshire Trust | 5,075 | $321.9K | 0.09% | +5,075 | New |
| Brown, Lisle/Cummings, Inc. | 5,040 | $319.7K | 0.17% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,002 | $317.3K | 0.01% | +51+1.0% | Added |
| First Nebraska Trust Co | 5,001 | $317.2K | 0.04% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 4,989 | $316.0K | 0.01% | +81+1.7% | Added |
| Caxton Associates LP | 4,968 | $315.1K | 0.02% | +4,968 | New |
| N.E.W. Advisory Services LLC | 4,967 | $315.1K | 0.05% | +429+9.5% | Added |
| Strategic Wealth Designers | 4,743 | $313.2K | 0.07% | +73+1.6% | Added |
| Beverly Hills Private Wealth, LLC | 4,921 | $312.1K | 0.14% | +4,921 | New |
| Cullinan Associates Inc | 4,889 | $310.0K | 0.02% | +4,889 | New |
| Arkadios Wealth Advisors | 4,887 | $310.0K | 0.04% | −1,351−21.7% | Reduced |
| Weil Company, Inc. | 4,860 | $308.3K | 0.14% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 4,859 | $308.2K | 0.03% | −317−6.1% | Reduced |
| Congress Wealth Management LLC | 4,848 | $307.6K | 0.01% | +276+6.0% | Added |
| Wealth Alliance Advisory Group, LLC | 4,837 | $306.8K | 0.12% | +4,837 | New |
| Campion Asset Management LLC | 4,790 | $303.8K | 0.30% | +405+9.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,783 | $303.4K | 0.02% | +9+0.2% | Added |
| Mayflower Financial Advisors, LLC | 4,761 | $302.0K | 0.04% | +479+11.2% | Added |
| DF Dent & Co Inc | 4,760 | $301.9K | 0.00% | −14−0.3% | Reduced |
| Meridian Wealth Management, LLC | 4,754 | $301.6K | 0.03% | +56+1.2% | Added |
| Eudaimonia Advisors LLC | 4,753 | $301.5K | 0.20% | −200−4.0% | Reduced |
| Main Street Financial Solutions, LLC | 4,749 | $301.3K | 0.05% | +578+13.9% | Added |
| Wealthcare Advisory Partners LLC | 4,743 | $300.9K | 0.01% | −1,011−17.6% | Reduced |
| Fiduciary Trust Co | 4,718 | $299.3K | 0.01% | −20.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 4,711 | $298.8K | 0.06% | +428+10.0% | Added |
| Nations Financial Group Inc, | 4,708 | $298.6K | 0.03% | −75−1.6% | Reduced |
| M&G Investment Management Ltd | 4,732 | $298.1K | 0.00% | −1,571−24.9% | Reduced |
| SRS Capital Advisors, Inc. | 4,678 | $296.7K | 0.04% | −1,145−19.7% | Reduced |
| Oxbow Advisors, LLC | 4,670 | $296.2K | 0.06% | 00.0% | Unchanged |
| Lake Street Financial LLC | 4,665 | $296.0K | 0.06% | +80+1.7% | Added |
| Excalibur Management Corp | 4,665 | $295.9K | 0.15% | +474+11.3% | Added |
| LexAurum Advisors, LLC | 4,665 | $295.9K | 0.11% | −229−4.7% | Reduced |
| West Family Investments, Inc. | 4,658 | $295.5K | 0.10% | −1,201−20.5% | Reduced |
| Goodwin Daniel L | 4,653 | $295.1K | 0.15% | 00.0% | Unchanged |
| Commons Capital, LLC | 4,614 | $292.7K | 0.48% | +36+0.8% | Added |
| Accredited Investors Inc. | 4,611 | $292.5K | 0.02% | −391−7.8% | Reduced |
| Caliber Wealth Management, LLC | 4,597 | $291.6K | 0.22% | +4,597 | New |
| Angeles Investment Advisors, LLC | 4,567 | $290.7K | 0.02% | +4,567 | New |
| Inspire Advisors, LLC | 4,577 | $290.3K | 0.07% | +4,577 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,568 | $289.7K | 0.01% | −2,905−38.9% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 4,567 | $289.7K | 0.21% | +4,567 | New |
| Soltis Investment Advisors LLC | 4,566 | $289.6K | 0.04% | +200+4.6% | Added |
| Fulton Breakefield Broenniman LLC | 4,560 | $289.2K | 0.03% | 00.0% | Unchanged |
| Catalyst Wealth Management, LLC | 4,552 | $288.7K | 0.27% | +4,552 | New |
| Creative Financial Designs Inc | 4,496 | $285.2K | 0.04% | −13,067−74.4% | Reduced |
| Foundations Investment Advisors, LLC | 4,489 | $284.7K | 0.01% | +4,489 | New |
| Lindbrook Capital, LLC | 4,484 | $284.4K | 0.04% | −1,497−25.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 4,480 | $284.2K | 0.11% | +4,480 | New |