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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 5,849 | $371.9K | 0.05% | −314−5.1% | Reduced |
| N.E.W. Advisory Services LLC | 5,971 | $378.1K | 0.06% | +1,004+20.2% | Added |
| Smith, Moore & Co. | 6,028 | $381.7K | 0.05% | +461+8.3% | Added |
| Mason & Associates Inc | 6,043 | $382.6K | 0.12% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,050 | $383.1K | 0.03% | −295−4.6% | Reduced |
| Visionary Wealth Advisors | 6,076 | $384.7K | 0.03% | +501+9.0% | Added |
| Channel Wealth LLC | 6,092 | $385.7K | 0.25% | +6,092 | New |
| Atomi Financial Group, Inc. | 6,106 | $386.6K | 0.22% | +6,106 | New |
| NFP Retirement, Inc. | 6,117 | $387.3K | 0.08% | +106+1.8% | Added |
| American Investment Services, Inc. | 6,132 | $389.0K | 0.08% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 6,200 | $392.6K | 0.18% | −1,000−13.9% | Reduced |
| Aspiriant, LLC | 6,211 | $393.3K | 0.02% | +45+0.7% | Added |
| Ancora Advisors, LLC | 6,239 | $395.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 6,251 | $395.7K | 0.01% | +106+1.7% | Added |
| HB Wealth Management, LLC | 6,288 | $398.2K | 0.01% | +480+8.3% | Added |
| Capital Investment Advisors, LLC | 6,295 | $398.6K | 0.01% | +582+10.2% | Added |
| Foundations Investment Advisors, LLC | 6,315 | $399.9K | 0.01% | +1,826+40.7% | Added |
| VELA Investment Management, LLC | 6,331 | $400.9K | 0.18% | +499+8.6% | Added |
| Prudent Man Advisors, LLC | 6,349 | $402.0K | 0.16% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,361 | $402.8K | 0.09% | +94+1.5% | Added |
| Financial Partners Group, Inc | 6,399 | $405.2K | 0.09% | +6+0.1% | Added |
| Teamwork Financial Advisors, LLC | 6,400 | $405.3K | 0.07% | −1,191−15.7% | Reduced |
| Acadian Asset Management LLC | 6,413 | $406.0K | 0.00% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 6,399 | $406.8K | 0.18% | +6,399 | New |
| Atom Investors LP | 6,450 | $408.4K | 0.22% | −25,121−79.6% | Reduced |
| SeaCrest Wealth Management, LLC | 6,465 | $409.4K | 0.06% | +361+5.9% | Added |
| Romano Brothers and Company | 6,468 | $409.6K | 0.06% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,507 | $412.0K | 0.33% | +291+4.7% | Added |
| Barry Investment Advisors, LLC | 6,516 | $414.3K | 0.14% | −2,360−26.6% | Reduced |
| Beacon Investment Advisors LLC | 6,556 | $415.1K | 0.30% | +315+5.0% | Added |
| Boston Private Wealth LLC | 6,560 | $415.4K | 0.01% | −876−11.8% | Reduced |
| Ossiam | 6,568 | $415.9K | 0.01% | −5,692−46.4% | Reduced |
| Investmark Advisory Group LLC | 6,621 | $419.3K | 0.31% | +286+4.5% | Added |
| RSM US Wealth Management LLC | 6,747 | $427.2K | 0.02% | +6,747 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,750 | $427.4K | 0.07% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 6,767 | $428.5K | 0.08% | −1,335−16.5% | Reduced |
| Park Place Capital Corp | 6,774 | $428.9K | 0.12% | −178−2.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,838 | $433.0K | 0.05% | −14−0.2% | Reduced |
| Benchmark Investment Advisors LLC | 6,900 | $436.9K | 0.45% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 6,912 | $437.7K | 0.23% | +500+7.8% | Added |
| Rollins Financial | 6,913 | $437.7K | 0.14% | +3,010+77.1% | Added |
| Opus Capital Group, LLC | 6,931 | $439.0K | 0.08% | −79−1.1% | Reduced |
| Quadrant Capital Group LLC | 6,937 | $439.4K | 0.05% | −108−1.5% | Reduced |
| SignalPoint Asset Management, LLC | 6,945 | $440.0K | 0.14% | +23+0.3% | Added |
| Domani Wealth, LLC | 7,005 | $443.5K | 0.10% | −450−6.0% | Reduced |
| Grove Bank & Trust | 7,013 | $444.1K | 0.09% | +35+0.5% | Added |
| Dudley Capital Management, LLC | 7,025 | $444.8K | 0.31% | −70−1.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,031 | $445.2K | 0.24% | +378+5.7% | Added |
| Ignite Planners, LLC | 7,113 | $445.6K | 0.18% | −368−4.9% | Reduced |
| Chilton Capital Management LLC | 7,020 | $446.3K | 0.03% | +7,020 | New |
| Procyon Private Wealth Partners, LLC | 7,058 | $446.9K | 0.07% | +170+2.5% | Added |
| We Are One Seven, LLC | 7,061 | $447.1K | 0.03% | +289+4.3% | Added |
| Crane Advisory, LLC | 7,247 | $448.7K | 0.15% | +533+7.9% | Added |
| Derbend Asset Management | 7,147 | $452.5K | 0.34% | −30.0% | Reduced |
| BLB&B Advisors, LLC | 7,158 | $453.2K | 0.03% | +512+7.7% | Added |
| Harfst & Associates, Inc. | 7,160 | $453.4K | 0.13% | +7,160 | New |
| Versor Investments LP | 7,246 | $458.8K | 0.06% | +7,246 | New |
| Kennedy Investment Group | 7,277 | $460.8K | 0.28% | −527−6.8% | Reduced |
| AllSquare Wealth Management LLC | 7,297 | $462.0K | 0.30% | −100−1.4% | Reduced |
| Certified Advisory Corp | 7,303 | $462.4K | 0.08% | +217+3.1% | Added |
| Hudson Valley Investment Advisors Inc | 7,308 | $462.7K | 0.06% | −72−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 7,342 | $464.9K | 0.01% | −494−6.3% | Reduced |
| Fiera Capital Corp | 7,400 | $468.6K | 0.00% | +7,400 | New |
| Global Wealth Management Investment Advisory, Inc. | 7,444 | $471.4K | 0.14% | +462+6.6% | Added |
| Cyndeo Wealth Partners, LLC | 7,476 | $473.3K | 0.05% | −1,568−17.3% | Reduced |
| Blue Fin Capital, Inc. | 7,666 | $474.6K | 0.15% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 7,508 | $475.4K | 0.05% | −4,074−35.2% | Reduced |
| Cigna Investments Inc | 7,552 | $477.0K | 0.10% | −184−2.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 7,606 | $481.6K | 0.10% | +702+10.2% | Added |
| Veritable, L.P. | 7,624 | $482.7K | 0.01% | +656+9.4% | Added |
| Mather Group, LLC. | 7,636 | $483.5K | 0.01% | −143−1.8% | Reduced |
| Kalos Management, Inc. | 7,652 | $484.5K | 0.97% | −14−0.2% | Reduced |
| Bailard, Inc. | 7,725 | $489.1K | 0.02% | +25+0.3% | Added |
| Heartland Bank & Trust Co | 7,867 | $498.1K | 0.38% | +454+6.1% | Added |
| Court Place Advisors, LLC | 7,891 | $499.6K | 0.18% | −757−8.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,905 | $500.6K | 0.03% | +3,122+65.3% | Added |
| Change Path, LLC | 7,912 | $501.0K | 0.02% | +317+4.2% | Added |
| Pathstone Family Office, LLC | 7,755 | $502.3K | 0.01% | −7,318−48.6% | Reduced |
| Ellevest, Inc. | 7,950 | $503.4K | 0.04% | +887+12.6% | Added |
| GYL Financial Synergies, LLC | 8,004 | $506.8K | 0.06% | +8+0.1% | Added |
| Moseley Investment Management Inc | 8,075 | $511.3K | 0.33% | +1,852+29.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,089 | $512.2K | 0.16% | +180+2.3% | Added |
| Sterling Financial Planning, Inc. | 8,101 | $513.0K | 0.28% | −827−9.3% | Reduced |
| United Asset Strategies, Inc. | 8,114 | $513.8K | 0.07% | −1,782−18.0% | Reduced |
| Guyasuta Investment Advisors Inc | 8,138 | $515.3K | 0.04% | −250−3.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,151 | $517.0K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 8,231 | $521.2K | 0.03% | +252+3.2% | Added |
| Infrastructure Capital Advisors, LLC | 8,242 | $521.9K | 0.10% | +3,531+75.0% | Added |
| Moody National Bank Trust Division | 8,270 | $523.7K | 0.04% | −504−5.7% | Reduced |
| Ronald Blue Trust, Inc. | 8,252 | $524.0K | 0.01% | −20−0.2% | Reduced |
| Barber Financial Group, Inc. | 8,320 | $526.8K | 0.09% | −390−4.5% | Reduced |
| Acas, LLC | 8,357 | $529.2K | 0.76% | −186−2.2% | Reduced |
| Southland Equity Partners LLC | 8,397 | $531.7K | 0.21% | +938+12.6% | Added |
| Wealth Alliance Advisory Group, LLC | 8,455 | $535.4K | 0.20% | +3,618+74.8% | Added |
| Carmel Capital Partners, LLC | 8,487 | $537.4K | 0.32% | +1,266+17.5% | Added |
| Sentinus, LLC | 8,497 | $538.0K | 0.18% | +1,391+19.6% | Added |
| Powers Advisory Group, LLC | 8,513 | $539.1K | 0.38% | +56+0.7% | Added |
| Greenleaf Trust | 8,529 | $540.1K | 0.01% | +1,507+21.5% | Added |
| Gyroscope Capital Management Group, LLC | 8,538 | $540.6K | 0.14% | +788+10.2% | Added |
| Private Trust Co NA | 8,601 | $544.6K | 0.07% | +51+0.6% | Added |