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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 8,619 | $545.8K | 0.07% | +1,747+25.4% | Added |
| Coldstream Capital Management Inc | 8,645 | $547.4K | 0.02% | +1,205+16.2% | Added |
| First Affirmative Financial Network | 8,667 | $548.8K | 0.63% | +1,596+22.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 8,752 | $554.0K | 0.00% | +3,063+53.8% | Added |
| First Commonwealth Financial Corp | 8,778 | $555.8K | 0.20% | −656−7.0% | Reduced |
| Ausdal Financial Partners, Inc. | 8,798 | $557.1K | 0.08% | +25+0.3% | Added |
| Apollon Wealth Management, LLC | 8,862 | $561.2K | 0.03% | −1,247−12.3% | Reduced |
| Cypress Capital Group | 8,895 | $563.2K | 0.09% | +2,424+37.5% | Added |
| Community Bank & Trust, Waco, Texas | 8,914 | $564.0K | 0.18% | −315−3.4% | Reduced |
| Johnson Investment Counsel Inc | 8,940 | $566.1K | 0.01% | −245−2.7% | Reduced |
| Moneta Group Investment Advisors LLC | 8,978 | $568.5K | 0.01% | +1,246+16.1% | Added |
| Reuter James Wealth Management, LLC | 8,990 | $569.3K | 0.40% | −107−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 9,108 | $576.7K | 0.03% | −432−4.5% | Reduced |
| Horizon Investments, LLC | 9,157 | $577.4K | 0.02% | −2,596−22.1% | Reduced |
| Evergreen Capital Management LLC | 9,268 | $588.8K | 0.03% | +1,146+14.1% | Added |
| Geneos Wealth Management Inc. | 9,341 | $591.5K | 0.04% | −83−0.9% | Reduced |
| Angeles Investment Advisors, LLC | 9,350 | $593.1K | 0.05% | +4,783+104.7% | Added |
| Quad-Cities Investment Group, LLC | 9,423 | $596.6K | 0.41% | −523−5.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,423 | $596.7K | 0.36% | +63+0.7% | Added |
| Ieq Capital, LLC | 9,436 | $597.5K | 0.01% | +4,054+75.3% | Added |
| Holderness Investments Co | 9,453 | $598.6K | 0.24% | −900−8.7% | Reduced |
| Blueprint Investment Partners LLC | 9,477 | $600.1K | 0.14% | +9,477 | New |
| Loudon Investment Management, LLC | 9,605 | $608.2K | 0.42% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 9,616 | $608.9K | 0.06% | +3,327+52.9% | Added |
| Hendershot Investments Inc. | 9,650 | $611.1K | 0.10% | −300−3.0% | Reduced |
| Signaturefd, LLC | 9,661 | $611.7K | 0.02% | +90+0.9% | Added |
| Profund Advisors LLC | 9,663 | $611.9K | 0.04% | −2,967−23.5% | Reduced |
| Founders Financial Alliance, LLC | 9,769 | $616.3K | 0.31% | −766−7.3% | Reduced |
| IFP Advisors, Inc | 14,801 | $619.6K | 0.03% | −5,945−28.7% | Reduced |
| Family Legacy, Inc. | 9,793 | $620.1K | 0.27% | +500+5.4% | Added |
| Stephens Inc | 9,826 | $622.2K | 0.01% | −273−2.7% | Reduced |
| Northcape Wealth Management, LLC | 9,926 | $628.5K | 0.23% | +9,926 | New |
| Old National Bancorp | 9,951 | $630.1K | 0.02% | −871−8.0% | Reduced |
| Associated Banc-Corp | 9,995 | $632.9K | 0.03% | −700−6.5% | Reduced |
| Freedom Day Solutions, LLC | 10,372 | $633.2K | 0.30% | −670−6.1% | Reduced |
| Buckley Wealth Management, LLC | 10,091 | $639.0K | 0.24% | +560+5.9% | Added |
| Archford Capital Strategies, LLC | 10,396 | $651.9K | 0.14% | −224−2.1% | Reduced |
| Financial Alternatives, Inc | 10,310 | $652.9K | 0.63% | −1,043−9.2% | Reduced |
| Monument Capital Management | 10,385 | $657.6K | 0.22% | −7,332−41.4% | Reduced |
| AMG National Trust Bank | 10,445 | $661.4K | 0.02% | +1,646+18.7% | Added |
| Aptus Capital Advisors, LLC | 10,420 | $662.4K | 0.02% | +6,968+201.9% | Added |
| Swedbank AB | 10,538 | $667.3K | 0.00% | +65+0.6% | Added |
| Greenwood Capital Associates LLC | 10,544 | $667.6K | 0.10% | +933+9.7% | Added |
| Sowell Financial Services LLC | 10,595 | $671.0K | 0.05% | −494−4.5% | Reduced |
| Adams Wealth Management | 10,673 | $675.8K | 0.22% | +1,562+17.1% | Added |
| Spire Wealth Management | 10,686 | $676.6K | 0.03% | +459+4.5% | Added |
| Comerica Securities,inc. | 10,654 | $677.3K | 0.05% | +310+3.0% | Added |
| Flputnam Investment Management Co | 10,710 | $678.2K | 0.02% | +48+0.5% | Added |
| Ballentine Partners, LLC | 10,847 | $686.8K | 0.02% | +3,697+51.7% | Added |
| Ted Buchan & Co | 10,858 | $687.5K | 0.57% | +390+3.7% | Added |
| Tokio Marine Asset Management Co Ltd | 10,942 | $692.8K | 0.05% | +1,474+15.6% | Added |
| Caldwell Sutter Capital, Inc. | 11,070 | $701.0K | 0.51% | −5,307−32.4% | Reduced |
| West Paces Advisors Inc. | 11,077 | $701.4K | 0.22% | +215+2.0% | Added |
| Asset Planning Corporation | 11,154 | $706.3K | 0.57% | +23+0.2% | Added |
| William Allan, LLC | 11,170 | $707.3K | 0.56% | +190+1.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 11,255 | $712.7K | 0.42% | +11,255 | New |
| NovaPoint Capital, LLC | 11,305 | $715.8K | 0.29% | −249−2.2% | Reduced |
| Veriti Management LLC | 11,313 | $716.3K | 0.09% | +984+9.5% | Added |
| Resources Investment Advisors, LLC. | 11,396 | $721.6K | 0.02% | +524+4.8% | Added |
| Quantitative Investment Management, LLC | 11,548 | $731.0K | 0.15% | +11,548 | New |
| CIBC Private Wealth Group, LLC | 11,559 | $731.9K | 0.00% | −2,200−16.0% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 11,679 | $739.5K | 0.39% | −91−0.8% | Reduced |
| Van Hulzen Asset Management, LLC | 11,687 | $740.0K | 0.07% | +2,327+24.9% | Added |
| Chicago Partners Investment Group LLC | 11,954 | $742.2K | 0.04% | −10.0% | Reduced |
| Prosperity Planning, Inc. | 11,999 | $759.8K | 0.33% | +11,999 | New |
| Park Avenue Securities LLC | 12,016 | $761.0K | 0.01% | +1,058+9.7% | Added |
| Wetherby Asset Management Inc | 12,046 | $762.8K | 0.04% | +2,447+25.5% | Added |
| PFG Investments, LLC | 12,261 | $776.4K | 0.16% | +12,261 | New |
| Patron Partners Advisors, LLC | 12,282 | $777.7K | 0.57% | −264−2.1% | Reduced |
| Banque Cantonale Vaudoise | 12,300 | $779.0K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 12,424 | $786.7K | 0.09% | +360+3.0% | Added |
| Ingalls & Snyder LLC | 12,450 | $788.0K | 0.04% | −400−3.1% | Reduced |
| Checchi Capital Advisers, LLC | 12,531 | $793.5K | 0.08% | +106+0.9% | Added |
| National Asset Management, Inc. | 12,484 | $793.5K | 0.02% | +2,006+19.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,566 | $796.0K | 0.02% | −6,235−33.2% | Reduced |
| Chesapeake Asset Management LLC | 12,624 | $799.4K | 0.73% | +12,624 | New |
| O'Shaughnessy Asset Management, LLC | 12,833 | $812.6K | 0.01% | −3,288−20.4% | Reduced |
| Beck Bode, LLC | 12,883 | $815.7K | 0.20% | −1,924−13.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,999 | $823.1K | 0.01% | 00.0% | Unchanged |
| United Services Automobile Association | 13,158 | $833.2K | 0.03% | −3,595−21.5% | Reduced |
| Virtus ETF Advisers LLC | 13,260 | $839.6K | 0.46% | −6,982−34.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 13,264 | $839.9K | 0.33% | −119−0.9% | Reduced |
| My Legacy Advisors, LLC | 13,451 | $842.7K | 0.36% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 13,311 | $842.9K | 0.88% | −3,308−19.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 13,362 | $846.1K | 0.06% | −993−6.9% | Reduced |
| Strategic Blueprint, LLC | 13,392 | $848.0K | 0.09% | −298−2.2% | Reduced |
| Stockman Wealth Management, Inc. | 13,401 | $848.6K | 0.19% | +28+0.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 13,535 | $857.0K | 0.09% | −125−0.9% | Reduced |
| TFG Advisers LLC | 13,590 | $860.5K | 0.42% | +605+4.7% | Added |
| Vanderbilt University | 13,618 | $862.3K | 0.21% | +2,226+19.5% | Added |
| Arete Wealth Advisors, LLC | 13,628 | $863.0K | 0.07% | +985+7.8% | Added |
| Advisor Partners II, LLC | 13,641 | $863.7K | 0.05% | +519+4.0% | Added |
| Retirement Group, LLC | 13,717 | $869.0K | 0.40% | +285+2.1% | Added |
| Capital Investment Advisory Services, LLC | 13,728 | $869.3K | 0.10% | −1,385−9.2% | Reduced |
| Applied Capital LLC | 13,779 | $872.5K | 0.87% | +865+6.7% | Added |
| HighTower Trust Services, LTA | 14,282 | $876.7K | 0.09% | +185+1.3% | Added |
| Denver Wealth Management, Inc. | 13,862 | $877.7K | 0.61% | −36−0.3% | Reduced |
| Panagora Asset Management Inc | 13,917 | $881.2K | 0.01% | −11,652−45.6% | Reduced |
| Brown Advisory Inc | 14,004 | $886.8K | 0.00% | −2,283−14.0% | Reduced |
| Massmutual Trust Co FSB | 14,149 | $895.9K | 0.03% | +386+2.8% | Added |