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 |
|---|---|---|---|---|---|
| Hutchens & Kramer Investment Management Group, LLC | 4,235 | $268.2K | 0.23% | +432+11.4% | Added |
| Nations Financial Group Inc, | 4,246 | $268.9K | 0.03% | −462−9.8% | Reduced |
| Excalibur Management Corp | 4,251 | $269.2K | 0.14% | −414−8.9% | Reduced |
| Graypoint LLC | 4,256 | $269.5K | 0.03% | −1,132−21.0% | Reduced |
| Jones Financial Companies LLLP | 4,277 | $270.8K | 0.00% | +177+4.3% | Added |
| Sunbelt Securities, Inc. | 4,339 | $271.7K | 0.04% | +101+2.4% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,292 | $271.8K | 0.08% | +304+7.6% | Added |
| Beacon Bridge Wealth Partners, LLC | 4,296 | $272.0K | 0.16% | −271−5.9% | Reduced |
| Cedar Wealth Management, LLC | 4,300 | $272.3K | 0.11% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 4,301 | $272.3K | 0.16% | +160+3.9% | Added |
| Sovereign Financial Group, Inc. | 4,310 | $272.9K | 0.10% | −46−1.1% | Reduced |
| Revisor Wealth Management LLC | 4,315 | $273.2K | 0.25% | +4,315 | New |
| Machina Capital S.A.S. | 4,329 | $274.1K | 0.24% | +4,329 | New |
| Marcum Wealth, LLC | 4,368 | $276.6K | 0.03% | +4,368 | New |
| Goodwin Daniel L | 4,371 | $276.8K | 0.14% | −282−6.1% | Reduced |
| Kovack Advisors, Inc. | 4,390 | $278.0K | 0.04% | −1,429−24.6% | Reduced |
| EP Wealth Advisors, LLC | 5,200 | $278.3K | 0.01% | −7,804−60.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,395 | $278.3K | 0.07% | +30+0.7% | Added |
| Eudaimonia Advisors LLC | 4,413 | $279.4K | 0.19% | −340−7.2% | Reduced |
| Garda Capital Partners LP | 4,425 | $280.2K | 0.25% | +4,425 | New |
| Intrust Bank NA | 4,454 | $282.0K | 0.04% | +307+7.4% | Added |
| Fulton Breakefield Broenniman LLC | 4,460 | $282.4K | 0.02% | −100−2.2% | Reduced |
| Commons Capital, LLC | 4,460 | $282.4K | 0.45% | −154−3.3% | Reduced |
| Schechter Investment Advisors, LLC | 4,468 | $282.9K | 0.03% | +1,017+29.5% | Added |
| Trust Co of Toledo NA | 4,481 | $283.7K | 0.05% | +150+3.5% | Added |
| Tobam | 4,496 | $285.0K | 0.02% | +525+13.2% | Added |
| DRW Securities, LLC | 4,523 | $286.0K | 0.04% | −935−17.1% | Reduced |
| Soltis Investment Advisors LLC | 4,566 | $289.1K | 0.04% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 4,571 | $289.5K | 0.01% | −277−5.7% | Reduced |
| Johnson Bixby & Associates, LLC | 4,579 | $289.9K | 0.06% | +117+2.6% | Added |
| M&G Investment Management Ltd | 4,603 | $290.0K | 0.00% | −129−2.7% | Reduced |
| International Assets Investment Management, LLC | 4,581 | $290.1K | 0.04% | −11,507−71.5% | Reduced |
| New Hampshire Trust | 4,593 | $290.8K | 0.08% | −482−9.5% | Reduced |
| SPC Financial, Inc. | 4,606 | $291.7K | 0.03% | +631+15.9% | Added |
| Abundance Wealth Counselors | 4,621 | $293.0K | 0.07% | +4,621 | New |
| Main Street Financial Solutions, LLC | 4,634 | $293.4K | 0.04% | −115−2.4% | Reduced |
| Accredited Investors Inc. | 4,646 | $294.2K | 0.02% | +35+0.8% | Added |
| Lake Street Financial LLC | 4,671 | $295.8K | 0.06% | +6+0.1% | Added |
| LexAurum Advisors, LLC | 4,683 | $296.5K | 0.10% | +18+0.4% | Added |
| Semus Wealth Partners LLC | 4,690 | $297.0K | 0.32% | +880+23.1% | Added |
| SRS Capital Advisors, Inc. | 4,712 | $298.4K | 0.04% | +34+0.7% | Added |
| CAPROCK Group, Inc. | 4,709 | $299.4K | 0.02% | +4,709 | New |
| Meridian Wealth Management, LLC | 4,737 | $300.0K | 0.03% | −17−0.4% | Reduced |
| Sonora Investment Management Group, LLC | 4,743 | $300.3K | 0.03% | −116−2.4% | Reduced |
| Clarius Group, LLC | 4,769 | $302.0K | 0.03% | +422+9.7% | Added |
| Strategic Wealth Designers | 4,780 | $302.7K | 0.06% | +37+0.8% | Added |
| Laidlaw Wealth Management LLC | 4,809 | $304.5K | 0.06% | +4,809 | New |
| Wrapmanager Inc | 4,811 | $304.6K | 0.09% | +1,492+45.0% | Added |
| Transcend Wealth Collective, LLC | 4,812 | $304.7K | 0.03% | −561−10.4% | Reduced |
| TCWP LLC | 4,813 | $304.8K | 0.06% | −690−12.5% | Reduced |
| Mayflower Financial Advisors, LLC | 4,829 | $305.8K | 0.04% | +68+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,849 | $307.0K | 0.06% | −477−9.0% | Reduced |
| Townsend Asset Management Corp | 4,857 | $307.5K | 0.16% | −818−14.4% | Reduced |
| Weil Company, Inc. | 4,860 | $307.7K | 0.14% | 00.0% | Unchanged |
| Argent Trust Co | 4,910 | $310.9K | 0.02% | +1,083+28.3% | Added |
| Fiduciary Trust Co | 4,926 | $311.9K | 0.01% | +208+4.4% | Added |
| Bessemer Group Inc | 4,938 | $313.0K | 0.00% | −669−11.9% | Reduced |
| Samalin Investment Counsel, LLC | 4,963 | $314.3K | 0.19% | +1,430+40.5% | Added |
| Wintrust Investments LLC | 4,969 | $315.0K | 0.04% | −1,899−27.6% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,000 | $316.6K | 0.00% | −4,200−45.7% | Reduced |
| HBK Sorce Advisory LLC | 5,024 | $318.1K | 0.01% | +5,024 | New |
| Woodmont Investment Counsel LLC | 5,043 | $319.3K | 0.03% | +943+23.0% | Added |
| Campion Asset Management LLC | 5,055 | $320.1K | 0.30% | +265+5.5% | Added |
| World Equity Group, Inc. | 31,001 | $324.0K | 0.06% | +31,001 | New |
| Dividend Assets Capital, LLC | 5,120 | $325.0K | 0.07% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,147 | $325.9K | 0.04% | +260+5.3% | Added |
| First Nebraska Trust Co | 5,161 | $326.8K | 0.04% | +160+3.2% | Added |
| DF Dent & Co Inc | 5,164 | $327.0K | 0.00% | +404+8.5% | Added |
| Stiles Financial Services Inc | 5,169 | $327.3K | 0.18% | +30+0.6% | Added |
| First Heartland Consultants, Inc. | 5,188 | $328.6K | 0.05% | −3,735−41.9% | Reduced |
| Lazard Asset Management LLC | 5,209 | $329.0K | 0.00% | +1,788+52.3% | Added |
| Dynamic Advisor Solutions LLC | 5,199 | $329.2K | 0.02% | −12−0.2% | Reduced |
| Siemens Fonds Invest GmbH | 5,255 | $332.7K | 0.03% | −72−1.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,348 | $334.8K | 0.09% | −248−4.4% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,316 | $336.6K | 0.62% | +38+0.7% | Added |
| BKD Wealth Advisors, LLC | 5,358 | $339.2K | 0.01% | +356+7.1% | Added |
| Brown, Lisle/Cummings, Inc. | 5,390 | $341.3K | 0.17% | +350+6.9% | Added |
| BFSG, LLC | 5,400 | $342.0K | 0.06% | +5,400 | New |
| DFPG Investments, LLC | 5,433 | $344.0K | 0.04% | +1,147+26.8% | Added |
| Harbour Investments, Inc. | 5,449 | $345.0K | 0.02% | −439−7.5% | Reduced |
| AlphaCore Capital LLC | 5,496 | $348.0K | 0.09% | +100+1.9% | Added |
| Wealthcare Advisory Partners LLC | 5,504 | $348.5K | 0.01% | +761+16.0% | Added |
| Beverly Hills Private Wealth, LLC | 5,509 | $348.8K | 0.11% | +588+11.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,520 | $349.5K | 0.02% | +952+20.8% | Added |
| Fortis Capital Management LLC | 5,557 | $351.9K | 0.14% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 5,540 | $352.2K | 0.19% | +46+0.8% | Added |
| Castle Rock Wealth Management, LLC | 5,689 | $354.0K | 0.13% | +803+16.4% | Added |
| Financial Counselors Inc | 5,639 | $357.0K | 0.01% | −499−8.1% | Reduced |
| Wesbanco Bank Inc | 5,645 | $357.0K | 0.02% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,646 | $357.5K | 0.35% | 00.0% | Unchanged |
| Center For Asset Management LLC | 5,668 | $358.9K | 0.35% | −74−1.3% | Reduced |
| All Season Financial Advisors, Inc. | 5,676 | $359.4K | 0.33% | +5,676 | New |
| Insigneo Advisory Services, LLC | 5,700 | $360.1K | 0.11% | +1,605+39.2% | Added |
| Essex Savings Bank | 5,689 | $360.2K | 0.13% | +321+6.0% | Added |
| Focused Wealth Management, Inc | 5,738 | $363.4K | 0.07% | +22+0.4% | Added |
| Redhawk Wealth Advisors, Inc. | 5,776 | $365.8K | 0.12% | −589−9.3% | Reduced |
| Busey Wealth Management | 5,805 | $367.6K | 0.02% | +10+0.2% | Added |
| Strategy Asset Managers LLC | 5,812 | $368.0K | 0.09% | −191−3.2% | Reduced |
| Bank of Hawaii | 5,815 | $368.2K | 0.02% | −3−0.1% | Reduced |
| Csenge Advisory Group | 5,837 | $369.6K | 0.03% | −1,181−16.8% | Reduced |