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 |
|---|---|---|---|---|---|
| Proequities, Inc. | 14,193 | $902.3K | 0.07% | +1,160+8.9% | Added |
| L.M. Kohn & Company | 14,327 | $907.2K | 0.38% | −208−1.4% | Reduced |
| Ontario Teachers Pension Plan Board | 14,408 | $912.3K | 0.01% | −16,314−53.1% | Reduced |
| Perkins Coie Trust Co | 14,418 | $912.7K | 0.27% | +1,918+15.3% | Added |
| Harbor Investment Advisory, LLC | 14,502 | $918.3K | 0.14% | +4,645+47.1% | Added |
| Coastal Investment Advisors, Inc. | 14,563 | $922.1K | 0.22% | +70+0.5% | Added |
| Global Retirement Partners, LLC | 15,137 | $922.9K | 0.05% | +1,301+9.4% | Added |
| Hilltop Holdings Inc. | 14,632 | $926.4K | 0.13% | −111−0.8% | Reduced |
| Alberta Investment Management Corp | 14,800 | $937.1K | 0.01% | +14,800 | New |
| Citizens National Bank Trust Department | 14,966 | $947.6K | 0.26% | −2,708−15.3% | Reduced |
| Nwam LLC | 15,044 | $952.6K | 0.10% | −220−1.4% | Reduced |
| Colonial Trust Co | 15,058 | $953.5K | 0.24% | +199+1.3% | Added |
| Financial Management Network Inc | 15,287 | $960.6K | 0.39% | +3,059+25.0% | Added |
| Commerzbank Aktiengesellschaft | 15,386 | $975.0K | 0.05% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15,507 | $981.9K | 0.49% | +848+5.8% | Added |
| AdvisorNet Financial, Inc | 15,653 | $991.1K | 0.09% | −3,925−20.0% | Reduced |
| Richard Bernstein Advisors LLC | 15,659 | $991.5K | 0.02% | 00.0% | Unchanged |
| Vawter Financial, Ltd. | 15,777 | $999.0K | 1.01% | +76+0.5% | Added |
| Fulton Bank, N.A. | 15,803 | $1.00M | 0.05% | −243−1.5% | Reduced |
| Holocene Advisors, LP | 15,855 | $1.00M | 0.01% | −16,020−50.3% | Reduced |
| Allen Capital Group, LLC | 15,873 | $1.01M | 0.19% | +15,873 | New |
| Independent Financial Group, LLC | 15,904 | $1.01M | 0.08% | +575+3.8% | Added |
| Great Valley Advisor Group, Inc. | 15,943 | $1.01M | 0.05% | +8,005+100.8% | Added |
| Private Ocean, LLC | 16,033 | $1.02M | 0.14% | −1,100−6.4% | Reduced |
| Wealth Alliance | 16,054 | $1.02M | 0.16% | +984+6.5% | Added |
| Ascent Wealth Partners, LLC | 16,084 | $1.02M | 0.20% | +715+4.7% | Added |
| Impax Asset Management Group plc | 16,148 | $1.02M | 0.00% | +1,829+12.8% | Added |
| Founders Financial Securities LLC | 16,395 | $1.04M | 0.15% | −536−3.2% | Reduced |
| Bokf, NA | 16,572 | $1.05M | 0.02% | −6,293−27.5% | Reduced |
| Glen Eagle Advisors, LLC | 16,581 | $1.05M | 0.26% | +65+0.4% | Added |
| Centaurus Financial, Inc. | 16,684 | $1.06M | 0.08% | +687+4.3% | Added |
| Essex Financial Services, Inc. | 16,752 | $1.06M | 0.11% | +468+2.9% | Added |
| Altman Advisors, Inc. | 21,374 | $1.06M | 0.97% | +1,120+5.5% | Added |
| Jeppson Wealth Management, LLC | 16,841 | $1.07M | 0.46% | +517+3.2% | Added |
| First County Bank | 16,876 | $1.07M | 0.52% | +1,862+12.4% | Added |
| Red Cedar Investment Management, LLC | 17,146 | $1.09M | 0.17% | +5,870+52.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,149 | $1.09M | 0.01% | +17,149 | New |
| Perennial Investment Advisors, LLC | 17,180 | $1.09M | 0.20% | +17,180 | New |
| Point72 Middle East FZE | 17,223 | $1.09M | 0.06% | +17,223 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,231 | $1.09M | 0.01% | +3,475+25.3% | Added |
| Duncker Streett & Co Inc | 17,591 | $1.11M | 0.27% | −2,548−12.7% | Reduced |
| Verus Capital Partners, LLC | 17,616 | $1.12M | 0.17% | −562−3.1% | Reduced |
| Tiemann Investment Advisors, LLC | 18,070 | $1.14M | 0.63% | −998−5.2% | Reduced |
| Stanley-Laman Group, Ltd. | 18,285 | $1.16M | 0.21% | 00.0% | Unchanged |
| Blair William & Co | 18,303 | $1.16M | 0.00% | +423+2.4% | Added |
| Glenmede Trust Co NA | 18,308 | $1.16M | 0.01% | +4,056+28.5% | Added |
| Mystic Asset Management, Inc. | 18,430 | $1.17M | 0.64% | −1,310−6.6% | Reduced |
| First National Trust Co | 18,455 | $1.17M | 0.06% | −406−2.2% | Reduced |
| First Bank & Trust | 18,874 | $1.20M | 0.32% | +2,167+13.0% | Added |
| Cascade Investment Advisors, Inc. | 18,931 | $1.20M | 0.95% | −995−5.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 19,012 | $1.20M | 0.25% | −300−1.6% | Reduced |
| Alpha Cubed Investments, LLC | 19,171 | $1.21M | 0.09% | −5,301−21.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 19,414 | $1.23M | 0.05% | −10−0.1% | Reduced |
| Farmers National Bank | 19,521 | $1.24M | 0.44% | −130−0.7% | Reduced |
| Asset Dedication, LLC | 19,604 | $1.24M | 0.12% | +3,123+18.9% | Added |
| Two Sigma Securities, LLC | 19,633 | $1.24M | 0.10% | +19,633 | New |
| Northwestern Mutual Investment Management Company, LLC | 19,714 | $1.25M | 0.03% | +58+0.3% | Added |
| Bay Rivers Group | 19,755 | $1.25M | 1.09% | +513+2.7% | Added |
| IFG Advisory, LLC | 19,963 | $1.26M | 0.12% | +4,187+26.5% | Added |
| Ameritas Advisory Services, LLC | 20,061 | $1.27M | 0.06% | −12,230−37.9% | Reduced |
| RDA Financial Network | 20,017 | $1.27M | 0.58% | −147−0.7% | Reduced |
| Simplex Trading, LLC | 20,053 | $1.27M | 0.06% | −5,559−21.7% | Reduced |
| Everence Capital Management Inc | 20,130 | $1.27M | 0.10% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 20,406 | $1.29M | 1.21% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 20,424 | $1.29M | 0.29% | 00.0% | Unchanged |
| Stonnington Group, LLC | 21,039 | $1.29M | 0.34% | −900−4.1% | Reduced |
| Trust Investment Advisors | 20,577 | $1.30M | 1.17% | +563+2.8% | Added |
| Malaga Cove Capital, LLC | 20,581 | $1.30M | 0.64% | −26−0.1% | Reduced |
| Naples Global Advisors, LLC | 20,934 | $1.33M | 0.17% | +60.0% | Added |
| Orion Portfolio Solutions, LLC | 21,183 | $1.34M | 0.02% | +4,595+27.7% | Added |
| Brinker Capital Investments, LLC | 21,183 | $1.34M | 0.02% | +16,008+309.3% | Added |
| LeJeune Puetz Investment Counsel LLC | 21,245 | $1.35M | 0.48% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 21,275 | $1.35M | 0.68% | −3,051−12.5% | Reduced |
| Benedict Financial Advisors Inc | 21,439 | $1.36M | 0.38% | −51−0.2% | Reduced |
| Good Life Advisors, LLC | 21,442 | $1.36M | 0.17% | +81+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 21,491 | $1.36M | 0.34% | +2,541+13.4% | Added |
| Schonfeld Strategic Advisors LLC | 21,500 | $1.36M | 0.01% | −366,582−94.5% | Reduced |
| RFG Advisory, LLC | 21,544 | $1.36M | 0.07% | +282+1.3% | Added |
| Harbour Capital Advisors, LLC | 21,594 | $1.37M | 0.41% | +1,945+9.9% | Added |
| Gateway Investment Advisers LLC | 21,606 | $1.37M | 0.02% | +6,988+47.8% | Added |
| Winton Group Ltd | 21,636 | $1.37M | 0.08% | +4,634+27.3% | Added |
| IHT Wealth Management, LLC | 21,823 | $1.38M | 0.08% | +475+2.2% | Added |
| North Star Investment Management Corp. | 22,035 | $1.40M | 0.12% | −388−1.7% | Reduced |
| Griffin Asset Management, Inc. | 22,267 | $1.41M | 0.20% | +986+4.6% | Added |
| Regions Financial Corp | 22,307 | $1.41M | 0.01% | +2,418+12.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,316 | $1.41M | 0.12% | +184+0.8% | Added |
| Shufro Rose & Co LLC | 22,350 | $1.42M | 0.13% | −100−0.4% | Reduced |
| Vident Investment Advisory, LLC | 22,422 | $1.42M | 0.05% | +14,601+186.7% | Added |
| First Manhattan Co | 22,577 | $1.43M | 0.01% | −3,277−12.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 22,647 | $1.43M | 0.03% | +1,650+7.9% | Added |
| Achmea Investment Management B.V. | 22,661 | $1.44M | 0.04% | +633+2.9% | Added |
| APG Asset Management N.V. | 24,816 | $1.45M | 0.00% | −39,957−61.7% | Reduced |
| Parsons Capital Management Inc | 23,000 | $1.46M | 0.12% | +8,000+53.3% | Added |
| RB Capital Management, LLC | 23,015 | $1.46M | 0.48% | +943+4.3% | Added |
| Prospera Financial Services Inc | 23,315 | $1.48M | 0.06% | +686+3.0% | Added |
| United Capital Financial Advisers, LLC | 23,341 | $1.48M | 0.01% | −27,941−54.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,420 | $1.48M | 0.13% | +1,996+9.3% | Added |
| Wedbush Securities Inc | 23,662 | $1.50M | 0.07% | −2,489−9.5% | Reduced |
| Advisory Services Network, LLC | 23,735 | $1.50M | 0.04% | −1,242−5.0% | Reduced |
| Tower Research Capital LLC (TRC) | 23,739 | $1.50M | 0.05% | +1,615+7.3% | Added |