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, Q1 2023
Institutional positions in Realty Income Corp as of Mar 31, 2023. 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
- 1,116
- +23 vs. Q4 2022
- Shares held
- 550.6M
- +13.7M (+2.6%) vs. Q4 2022
- Total value
- $34.8B
- +$767.5M (+2.3%) vs. Q4 2022
- New holders
- 93
- 542 more added
- Sold out
- 70
- 331 more reduced
25 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 2,137 | $135.9K | 0.01% | +15+0.7% | Added |
| Motco | 2,164 | $137.0K | 0.01% | +51+2.4% | Added |
| Carolinas Wealth Consulting LLC | 2,166 | $137.7K | 0.03% | +341+18.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,201 | $139.9K | 0.00% | −86−3.8% | Reduced |
| Bartlett & Co. LLC | 2,201 | $140.0K | 0.00% | −86−3.8% | Reduced |
| Quent Capital, LLC | 2,272 | $143.6K | 0.02% | +377+19.9% | Added |
| City State Bank | 2,297 | $145.0K | 0.08% | +174+8.2% | Added |
| Caldwell Trust Co | 2,389 | $151.3K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 2,652 | $168.0K | 0.11% | 00.0% | Unchanged |
| Whittier Trust Co | 2,707 | $171.4K | 0.00% | −1,455−35.0% | Reduced |
| Founders Capital Management | 2,715 | $172.0K | 0.13% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,733 | $173.1K | 0.02% | −147−5.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 2,764 | $175.0K | 0.00% | −872−24.0% | Reduced |
| Benjamin Edwards Inc | 2,877 | $182.0K | 0.04% | +101+3.6% | Added |
| Armstrong Advisory Group, Inc | 2,894 | $183.3K | 0.02% | +7+0.2% | Added |
| Tradition Wealth Management, LLC | 3,021 | $191.0K | 0.02% | +2,052+211.8% | Added |
| Penserra Capital Management LLC | 3,149 | $199.0K | 0.00% | −52,127−94.3% | Reduced |
| MBA Advisors LLC | 3,160 | $200.1K | 0.12% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,176 | $201.1K | 0.01% | −54,942−94.5% | Reduced |
| Mitchell Sinkler & Starr | 3,180 | $201.4K | 0.06% | +3,180 | New |
| Fiduciary Group LLC | 3,187 | $201.8K | 0.03% | −88−2.7% | Reduced |
| Stratos Wealth Advisors, LLC | 3,201 | $202.7K | 0.02% | −4,274−57.2% | Reduced |
| Bath Savings Trust Co | 3,215 | $203.6K | 0.03% | +3,215 | New |
| Kestra Private Wealth Services, LLC | 3,226 | $204.3K | 0.01% | +3,226 | New |
| Scott Capital Advisors, LLC | 3,238 | $205.0K | 0.10% | +23+0.7% | Added |
| Brown Miller Wealth Management, LLC | 3,241 | $205.2K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,269 | $207.0K | 0.02% | +3,269 | New |
| Diversified, LLC | 3,289 | $208.2K | 0.07% | +22+0.7% | Added |
| Astoria Portfolio Advisors LLC. | 3,316 | $208.4K | 0.09% | +3,316 | New |
| Glenview Trust Co | 3,297 | $208.8K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3,297 | $208.8K | 0.00% | +3,297 | New |
| RMR Wealth Builders | 3,300 | $208.9K | 0.04% | −45−1.3% | Reduced |
| Principle Wealth Partners LLC | 3,301 | $209.0K | 0.02% | 00.0% | Unchanged |
| Bensler, LLC | 3,316 | $210.0K | 0.04% | +9+0.3% | Added |
| Apeiron RIA LLC | 3,360 | $212.7K | 0.07% | +2+0.1% | Added |
| Ridgewood Investments LLC | 3,361 | $212.8K | 0.13% | +3,361 | New |
| RW Investment Management LLC | 3,378 | $213.9K | 0.06% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,409 | $215.9K | 0.00% | +3,409 | New |
| Savant Capital, LLC | 3,451 | $218.5K | 0.00% | +3,451 | New |
| Jentner Corp | 3,451 | $218.5K | 0.15% | +39+1.1% | Added |
| Focus Financial Network, Inc. | 3,440 | $218.7K | 0.01% | +36+1.1% | Added |
| Sand Hill Global Advisors, LLC | 3,482 | $220.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,488 | $220.9K | 0.00% | +165+5.0% | Added |
| McKinley Carter Wealth Services, Inc. | 3,489 | $220.9K | 0.02% | −617−15.0% | Reduced |
| Leavell Investment Management, Inc. | 3,472 | $221.0K | 0.02% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,500 | $221.6K | 0.00% | −200−5.4% | Reduced |
| Morningstar Investment Management LLC | 3,512 | $222.0K | 0.03% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,517 | $222.7K | 0.14% | 00.0% | Unchanged |
| Parsec Financial Management, Inc. | 3,522 | $223.0K | 0.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,560 | $225.0K | 0.07% | −235−6.2% | Reduced |
| Westside Investment Management, Inc. | 3,560 | $225.4K | 0.07% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,561 | $225.5K | 0.09% | +3,561 | New |
| Desjardins Global Asset Management Inc. | 3,576 | $226.0K | 0.03% | +3,576 | New |
| Nomura Holdings Inc | 3,572 | $226.2K | 0.00% | −3,171−47.0% | Reduced |
| Chicago Trust Co NA | 3,588 | $227.2K | 0.06% | +3,588 | New |
| Kellett Schaffner Wealth Advisors LLC | 3,600 | $228.0K | 0.22% | 00.0% | Unchanged |
| Shelton Capital Management | 3,604 | $228.2K | 0.01% | +108+3.1% | Added |
| Hoylecohen, LLC | 3,621 | $229.3K | 0.02% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,674 | $230.4K | 0.17% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 3,645 | $230.8K | 0.03% | −453−11.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,670 | $232.0K | 0.09% | +3,670 | New |
| Creative Financial Designs Inc | 3,708 | $234.8K | 0.03% | −788−17.5% | Reduced |
| Valeo Financial Advisors, LLC | 3,715 | $235.2K | 0.01% | −661−15.1% | Reduced |
| Truadvice, LLC | 3,757 | $236.1K | 0.09% | +3,757 | New |
| Spreng Capital Management, Inc. | 6,709 | $237.1K | 0.20% | −300−4.3% | Reduced |
| Montag A & Associates Inc | 3,737 | $237.6K | 0.02% | +147+4.1% | Added |
| Wendell David Associates Inc | 3,755 | $238.0K | 0.03% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 3,795 | $240.3K | 0.02% | −9−0.2% | Reduced |
| Mattern Wealth Management LLC | 3,798 | $240.5K | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,824 | $242.1K | 0.02% | +545+16.6% | Added |
| Mission Wealth Management, LP | 3,827 | $242.3K | 0.01% | +3,827 | New |
| Sandbox Financial Partners, LLC | 3,847 | $243.6K | 0.15% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,866 | $244.8K | 0.07% | −1,859−32.5% | Reduced |
| Catalyst Wealth Management, LLC | 3,870 | $245.0K | 0.23% | −682−15.0% | Reduced |
| Koshinski Asset Management, Inc. | 3,883 | $245.9K | 0.02% | −178−4.4% | Reduced |
| West Family Investments, Inc. | 3,888 | $246.2K | 0.10% | −770−16.5% | Reduced |
| Pinnacle Bancorp, Inc. | 3,917 | $248.0K | 0.09% | +248+6.8% | Added |
| Lumature Wealth Partners, LLC | 3,926 | $248.6K | 0.14% | +158+4.2% | Added |
| Gateway Wealth Partners, LLC | 3,939 | $249.4K | 0.04% | +54+1.4% | Added |
| Prosperity Wealth Management, Inc. | 3,975 | $251.7K | 0.20% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 3,976 | $251.8K | 0.29% | +3,976 | New |
| Quantinno Capital Management LP | 4,003 | $254.0K | 0.02% | +698+21.1% | Added |
| Crescent Sterling, Ltd. | 4,017 | $254.4K | 0.25% | +11+0.3% | Added |
| WBH Advisory Inc | 4,017 | $254.4K | 0.03% | +4,017 | New |
| Raub Brock Capital Management LP | 4,025 | $254.9K | 0.05% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,044 | $256.0K | 0.03% | +38+0.9% | Added |
| Beacon Financial Advisory LLC | 4,047 | $256.2K | 0.16% | −74−1.8% | Reduced |
| Pointe Capital Management LLC | 4,094 | $259.2K | 0.19% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 4,100 | $259.6K | 0.34% | −1,200−22.6% | Reduced |
| Northstar Advisory Group, LLC | 4,102 | $259.7K | 0.19% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,102 | $260.0K | 0.06% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 4,110 | $260.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,114 | $260.5K | 0.01% | +150+3.8% | Added |
| Wolff Wiese Magana LLC | 4,172 | $264.2K | 0.21% | +52+1.3% | Added |
| Silverlake Wealth Management LLC | 4,191 | $265.4K | 0.16% | +130+3.2% | Added |
| Aull & Monroe Investment Management Corp | 4,200 | $265.9K | 0.14% | 00.0% | Unchanged |
| Girard Partners Ltd. | 4,204 | $266.2K | 0.03% | +239+6.0% | Added |
| Beacon Investment Advisory Services, Inc. | 4,209 | $266.5K | 0.01% | −975−18.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,220 | $267.2K | 0.01% | +385+10.0% | Added |
| Cresset Asset Management, LLC | 4,221 | $268.2K | 0.01% | +656+18.4% | Added |