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 |
|---|---|---|---|---|---|
| Johnson Bixby & Associates, LLC | 4,462 | $283.0K | 0.07% | −1,240−21.7% | Reduced |
| DFPG Investments, LLC | 4,286 | $282.9K | 0.05% | +4,286 | New |
| Valeo Financial Advisors, LLC | 4,376 | $277.6K | 0.02% | +4,376 | New |
| Sugarloaf Wealth Management, LLC | 4,365 | $276.9K | 0.07% | −494−10.2% | Reduced |
| Sovereign Financial Group, Inc. | 4,356 | $276.3K | 0.11% | +52+1.2% | Added |
| Clarius Group, LLC | 4,347 | $276.0K | 0.02% | +263+6.4% | Added |
| Trust Co of Toledo NA | 4,331 | $275.0K | 0.05% | 00.0% | Unchanged |
| Zeke Capital Advisors, LLC | 4,316 | $273.8K | 0.02% | +751+21.1% | Added |
| Cedar Wealth Management, LLC | 4,300 | $272.7K | 0.13% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,238 | $268.8K | 0.05% | +97+2.3% | Added |
| Aull & Monroe Investment Management Corp | 4,200 | $266.4K | 0.13% | −1,200−22.2% | Reduced |
| Whittier Trust Co | 4,162 | $264.0K | 0.01% | +1,958+88.8% | Added |
| Intrust Bank NA | 4,147 | $263.0K | 0.04% | −381−8.4% | Reduced |
| Colonial River Wealth Management, LLC | 4,141 | $262.7K | 0.17% | −225−5.2% | Reduced |
| Beacon Financial Advisory LLC | 4,121 | $261.4K | 0.19% | +10.0% | Added |
| Wolff Wiese Magana LLC | 4,120 | $261.4K | 0.22% | −4−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 4,095 | $261.0K | 0.10% | +4,095 | New |
| Pittenger & Anderson Inc | 4,110 | $260.7K | 0.01% | +1,900+86.0% | Added |
| McKinley Carter Wealth Services, Inc. | 4,106 | $260.5K | 0.02% | −1,745−29.8% | Reduced |
| Northstar Advisory Group, LLC | 4,102 | $260.2K | 0.21% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 4,100 | $260.1K | 0.03% | +625+18.0% | Added |
| Jones Financial Companies LLLP | 4,100 | $260.0K | 0.00% | −148−3.5% | Reduced |
| Harvest Fund Management Co., Ltd | 4,102 | $260.0K | 0.07% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,094 | $260.0K | 0.20% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,061 | $257.6K | 0.16% | +173+4.4% | Added |
| Koshinski Asset Management, Inc. | 4,061 | $257.6K | 0.02% | −234−5.4% | Reduced |
| Beacon Financial Group | 11,862 | $256.0K | 0.03% | +11,862 | New |
| Raub Brock Capital Management LP | 4,025 | $255.3K | 0.05% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 4,006 | $254.1K | 0.27% | +4,006 | New |
| Berger Financial Group, Inc | 4,006 | $254.1K | 0.03% | +69+1.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 3,988 | $253.0K | 0.08% | +3,988 | New |
| SPC Financial, Inc. | 3,975 | $252.1K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 3,975 | $252.1K | 0.25% | +3,975 | New |
| Tobam | 3,971 | $252.0K | 0.02% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,965 | $251.5K | 0.03% | +353+9.8% | Added |
| First Horizon Advisors, Inc. | 3,964 | $251.4K | 0.01% | −967−19.6% | Reduced |
| Rollins Financial | 3,903 | $247.6K | 0.09% | −4,511−53.6% | Reduced |
| Gateway Wealth Partners, LLC | 3,885 | $246.4K | 0.04% | +3,885 | New |
| Sandbox Financial Partners, LLC | 3,847 | $244.0K | 0.17% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 3,835 | $243.3K | 0.01% | +198+5.4% | Added |
| Argent Trust Co | 3,827 | $242.7K | 0.02% | −538−12.3% | Reduced |
| MKT Advisors LLC | 3,674 | $242.5K | 0.18% | −6−0.2% | Reduced |
| Neo Ivy Capital Management | 3,810 | $242.0K | 0.16% | +2,437+177.5% | Added |
| Semus Wealth Partners LLC | 3,810 | $241.7K | 0.29% | +3,810 | New |
| ProVise Management Group, LLC | 3,804 | $241.3K | 0.02% | −37−1.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,803 | $241.3K | 0.18% | +3,803 | New |
| Advisors Management Group Inc | 3,795 | $241.0K | 0.09% | +72+1.9% | Added |
| Mattern Wealth Management LLC | 3,798 | $240.9K | 0.10% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 3,768 | $239.0K | 0.13% | −90−2.3% | Reduced |
| Successful Portfolios LLC | 3,764 | $239.0K | 0.16% | −3−0.1% | Reduced |
| Wendell David Associates Inc | 3,755 | $238.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,725 | $236.3K | 0.00% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,098 | $235.3K | 0.03% | +4,098 | New |
| Silvercrest Asset Management Group LLC | 3,700 | $234.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 3,669 | $233.0K | 0.09% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 3,636 | $231.0K | 0.00% | +3,437+1,727.1% | Added |
| Per Stirling Capital Management, LLC. | 3,633 | $230.4K | 0.04% | +3,633 | New |
| Hoylecohen, LLC | 3,621 | $229.7K | 0.02% | −140−3.7% | Reduced |
| Montag A & Associates Inc | 3,590 | $228.6K | 0.02% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 3,600 | $228.3K | 0.22% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 3,565 | $227.0K | 0.00% | −2,279−39.0% | Reduced |
| Westside Investment Management, Inc. | 3,560 | $225.0K | 0.00% | −100−2.7% | Reduced |
| Samalin Investment Counsel, LLC | 3,533 | $224.1K | 0.14% | +3,533 | New |
| Parsec Financial Management, Inc. | 3,522 | $223.4K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,517 | $223.1K | 0.15% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,512 | $223.0K | 0.04% | +3,512 | New |
| Shelton Capital Management | 3,496 | $221.8K | 0.02% | −103−2.9% | Reduced |
| Leavell Investment Management, Inc. | 3,472 | $221.0K | 0.02% | −49−1.4% | Reduced |
| Sand Hill Global Advisors, LLC | 3,482 | $220.9K | 0.01% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,452 | $219.0K | 0.17% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 3,452 | $219.0K | 0.01% | +3,452 | New |
| Schechter Investment Advisors, LLC | 3,451 | $218.9K | 0.02% | +3,451 | New |
| Bennicas & Associates, Inc. | 3,450 | $218.8K | 0.13% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 3,427 | $217.0K | 0.00% | −37,078−91.5% | Reduced |
| Focus Financial Network, Inc. | 3,404 | $216.7K | 0.02% | −193−5.4% | Reduced |
| Jentner Corp | 3,412 | $216.4K | 0.16% | +3,412 | New |
| Lazard Asset Management LLC | 3,421 | $216.0K | 0.00% | −7,398−68.4% | Reduced |
| RW Investment Management LLC | 3,378 | $214.3K | 0.08% | +3,378 | New |
| Resurgent Financial Advisors LLC | 3,368 | $213.6K | 0.11% | −295−8.1% | Reduced |
| Apeiron RIA LLC | 3,358 | $213.0K | 0.08% | +3,358 | New |
| RMR Wealth Builders | 3,345 | $212.2K | 0.05% | −2,114−38.7% | Reduced |
| Zacks Investment Management | 3,339 | $211.8K | 0.00% | +3,339 | New |
| Wrapmanager Inc | 3,319 | $211.0K | 0.07% | −1,128−25.4% | Reduced |
| Los Angeles Capital Management LLC | 3,323 | $210.8K | 0.00% | +3,323 | New |
| Quantinno Capital Management LP | 3,305 | $210.0K | 0.02% | +3,305 | New |
| Bensler, LLC | 3,307 | $209.7K | 0.05% | +3,307 | New |
| Principle Wealth Partners LLC | 3,301 | $209.4K | 0.02% | −250−7.0% | Reduced |
| Perpetual Investment Management Ltd | 3,300 | $209.3K | 0.02% | +3,300 | New |
| Glenview Trust Co | 3,297 | $209.1K | 0.01% | −458−12.2% | Reduced |
| Axxcess Wealth Management, LLC | 3,279 | $208.0K | 0.02% | +3,279 | New |
| Fiduciary Group LLC | 3,275 | $207.7K | 0.03% | −82−2.4% | Reduced |
| Diversified, LLC | 3,267 | $207.2K | 0.08% | +3,267 | New |
| Capital Advisors Wealth Management, LLC | 3,256 | $206.5K | 0.06% | +3,256 | New |
| Brown Miller Wealth Management, LLC | 3,241 | $205.6K | 0.13% | +3,241 | New |
| Scott Capital Advisors, LLC | 3,215 | $204.0K | 0.12% | +3,215 | New |
| Thrive Capital Management, LLC | 3,212 | $203.8K | 0.13% | +3,212 | New |
| Hudock, Inc. | 3,176 | $201.5K | 0.07% | +182+6.1% | Added |
| Core Wealth Partners LLC | 25,909 | $201.5K | 0.25% | +25,909 | New |
| Gofen & Glossberg LLC | 3,171 | $201.0K | 0.01% | +3,171 | New |
| MBA Advisors LLC | 3,160 | $200.4K | 0.13% | +3,160 | New |