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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 24,046 | $1.52M | 0.06% | +6,439+36.6% | Added |
| FORA Capital, LLC | 24,170 | $1.53M | 0.15% | +4,879+25.3% | Added |
| Bleakley Financial Group, LLC | 24,543 | $1.55M | 0.05% | +421+1.7% | Added |
| Sawtooth Solutions, LLC | 24,548 | $1.55M | 0.04% | +11,314+85.5% | Added |
| Kingsview Wealth Management, LLC | 24,697 | $1.56M | 0.07% | −734−2.9% | Reduced |
| Cipher Capital LP | 24,752 | $1.57M | 0.29% | +24,752 | New |
| Moors & Cabot, Inc. | 24,887 | $1.58M | 0.11% | +469+1.9% | Added |
| BerganKDV Wealth Management, LLC | 24,895 | $1.58M | 0.16% | −429−1.7% | Reduced |
| Raymond James Trust N.A. | 24,912 | $1.58M | 0.05% | +830+3.4% | Added |
| Heirloom Wealth Management | 25,796 | $1.63M | 0.78% | −301−1.2% | Reduced |
| Jane Street Group, LLC | 25,850 | $1.64M | 0.00% | +25,850 | New |
| Eqis Capital Management, Inc. | 26,141 | $1.66M | 0.19% | −1,162−4.3% | Reduced |
| Equitable Holdings, Inc. | 26,323 | $1.67M | 0.03% | +6,581+33.3% | Added |
| Intech Investment Management LLC | 26,342 | $1.67M | 0.01% | −884−3.2% | Reduced |
| M Holdings Securities, Inc. | 26,388 | $1.67M | 0.17% | −21,702−45.1% | Reduced |
| E. Ohman J:or Asset Management AB | 26,400 | $1.67M | 0.07% | 00.0% | Unchanged |
| Prudential PLC | 26,593 | $1.68M | 0.02% | +146+0.6% | Added |
| Independent Advisor Alliance | 26,597 | $1.68M | 0.08% | −14,471−35.2% | Reduced |
| Commerce Bank | 26,715 | $1.69M | 0.01% | +2,156+8.8% | Added |
| Kesler, Norman & Wride, LLC | 26,893 | $1.70M | 0.43% | +811+3.1% | Added |
| Belpointe Asset Management LLC | 26,915 | $1.70M | 0.09% | −1,352−4.8% | Reduced |
| Alliance Wealth Advisors, LLC | 26,921 | $1.70M | 0.69% | +584+2.2% | Added |
| Investment Advisory Group, LLC | 27,387 | $1.73M | 1.00% | +60.0% | Added |
| Ensign Peak Advisors, Inc | 27,478 | $1.74M | 0.00% | +6,855+33.2% | Added |
| Intact Investment Management Inc. | 27,500 | $1.74M | 0.07% | +27,500 | New |
| Tredje AP-fonden | 27,503 | $1.74M | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 27,625 | $1.75M | 0.14% | −250−0.9% | Reduced |
| Accurate Wealth Management, LLC | 28,472 | $1.78M | 0.61% | +3,753+15.2% | Added |
| ICW Investment Advisors LLC | 28,513 | $1.81M | 1.03% | +341+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 28,573 | $1.81M | 0.19% | +827+3.0% | Added |
| Naviter Wealth, LLC | 28,755 | $1.83M | 0.64% | +6,584+29.7% | Added |
| Black Swift Group, LLC | 30,700 | $1.83M | 0.64% | +3,860+14.4% | Added |
| Azzad Asset Management Inc | 28,975 | $1.83M | 0.26% | +564+2.0% | Added |
| New Mexico Educational Retirement Board | 29,000 | $1.84M | 0.09% | −900−3.0% | Reduced |
| Lincoln National Corp | 29,111 | $1.84M | 0.04% | +1,502+5.4% | Added |
| NewEdge Wealth, LLC | 29,113 | $1.84M | 0.07% | +306+1.1% | Added |
| DuPont Capital Management Corp | 29,334 | $1.86M | 0.09% | −19,122−39.5% | Reduced |
| J.W. Cole Advisors, Inc. | 29,906 | $1.89M | 0.13% | −2,494−7.7% | Reduced |
| Truvestments Capital LLC | 30,069 | $1.90M | 1.01% | +5,209+21.0% | Added |
| Cozad Asset Management Inc | 30,853 | $1.95M | 0.26% | +1,210+4.1% | Added |
| 1832 Asset Management L.P. | 30,990 | $1.96M | 0.00% | +4,767+18.2% | Added |
| Symphony Financial, Ltd. Co. | 31,734 | $1.99M | 0.51% | +1,151+3.8% | Added |
| Metis Global Partners, LLC | 31,453 | $1.99M | 0.13% | +6,397+25.5% | Added |
| Spirit of America Management Corp | 31,485 | $1.99M | 0.45% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 31,567 | $2.00M | 0.85% | +3,766+13.5% | Added |
| Magnetar Financial LLC | 31,629 | $2.00M | 0.04% | +31,629 | New |
| Weaver C. Barksdale & Associates, Inc. | 31,823 | $2.02M | 1.88% | −1,543−4.6% | Reduced |
| Crossmark Global Holdings, Inc. | 32,328 | $2.05M | 0.05% | −164−0.5% | Reduced |
| Beck Capital Management, LLC | 32,839 | $2.08M | 0.88% | +1,844+5.9% | Added |
| Jaffetilchin Investment Partners, LLC | 32,923 | $2.08M | 0.24% | −228−0.7% | Reduced |
| Level Four Advisory Services, LLC | 33,094 | $2.10M | 0.14% | +14,627+79.2% | Added |
| Coppell Advisory Solutions LLC | 33,574 | $2.10M | 0.72% | +442+1.3% | Added |
| Coppell Advisory Solutions Corp. | 33,574 | $2.10M | 0.72% | +442+1.3% | Added |
| Hutner Capital Management Inc | 33,569 | $2.13M | 1.29% | +1,446+4.5% | Added |
| Toroso Investments, LLC | 33,794 | $2.14M | 0.07% | +320+1.0% | Added |
| Assetmark, Inc | 33,875 | $2.14M | 0.01% | +4,918+17.0% | Added |
| JustInvest LLC | 34,744 | $2.20M | 0.08% | +682+2.0% | Added |
| Terry L. Blaker | 36,242 | $2.29M | 0.20% | −1,144−3.1% | Reduced |
| Texas Yale Capital Corp. | 36,490 | $2.31M | 0.12% | +90.0% | Added |
| GWM Advisors LLC | 36,671 | $2.31M | 0.03% | +102+0.3% | Added |
| Liberty One Investment Management, LLC | 38,136 | $2.41M | 0.33% | +3,412+9.8% | Added |
| Pacer Advisors, Inc. | 38,307 | $2.43M | 0.01% | −141,845−78.7% | Reduced |
| Synergy Financial Management, LLC | 38,644 | $2.45M | 0.60% | +732+1.9% | Added |
| Beacon Pointe Advisors, LLC | 38,800 | $2.46M | 0.04% | −15,050−27.9% | Reduced |
| Presima Inc. | 39,500 | $2.50M | 0.71% | +600+1.5% | Added |
| Proquility Private Wealth Partners, LLC | 39,509 | $2.50M | 0.99% | +7,847+24.8% | Added |
| Gamco Investors, Inc. Et Al | 39,700 | $2.51M | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 39,772 | $2.52M | 0.10% | −200−0.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 40,060 | $2.54M | 1.74% | +2,983+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 40,162 | $2.54M | 0.04% | −7,708−16.1% | Reduced |
| Louisiana State Employees Retirement System | 40,800 | $2.58M | 0.07% | +300+0.7% | Added |
| TD Private Client Wealth LLC | 40,994 | $2.60M | 0.12% | +5,674+16.1% | Added |
| BlueCrest Capital Management Ltd | 41,081 | $2.60M | 0.28% | +41,081 | New |
| Colonial Trust Advisors | 41,182 | $2.61M | 0.31% | +1,149+2.9% | Added |
| SG Americas Securities, LLC | 41,695 | $2.64M | 0.04% | −9,334−18.3% | Reduced |
| Great Lakes Advisors, LLC | 42,001 | $2.66M | 0.02% | +13,380+46.7% | Added |
| Colony Group LLC | 42,572 | $2.70M | 0.04% | −4,557−9.7% | Reduced |
| Riverstone Advisors, LLC | 42,973 | $2.72M | 1.74% | +403+0.9% | Added |
| Tectonic Advisors LLC | 43,224 | $2.74M | 0.37% | +9,068+26.5% | Added |
| Platte River Wealth Advisors, LLC | 43,924 | $2.78M | 1.07% | +1,729+4.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 44,519 | $2.82M | 0.06% | 00.0% | Unchanged |
| Community Trust & Investment Co | 44,561 | $2.82M | 0.24% | −492−1.1% | Reduced |
| Mutual Advisors, LLC | 45,211 | $2.86M | 0.12% | +3,134+7.4% | Added |
| Lockheed Martin Investment Management Co | 45,855 | $2.90M | 0.16% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 45,893 | $2.91M | 1.11% | −4,078−8.2% | Reduced |
| Core Alternative Capital | 46,044 | $2.92M | 0.39% | +22,459+95.2% | Added |
| Zions Bancorporation, N.A. | 46,074 | $2.92M | 0.25% | +11,472+33.2% | Added |
| Ethic Inc. | 46,215 | $2.93M | 0.12% | +5,293+12.9% | Added |
| Capital Square, LLC | 46,797 | $2.93M | 2.71% | −2,301−4.7% | Reduced |
| Integrated Wealth Concepts LLC | 46,574 | $2.95M | 0.06% | +33,418+254.0% | Added |
| Fifth Third Bancorp | 47,015 | $2.98M | 0.01% | +3,931+9.1% | Added |
| Metropolitan Life Insurance Co | 47,388 | $3.00M | 0.15% | −8,302−14.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 47,423 | $3.00M | 0.13% | +3,612+8.2% | Added |
| PFG Advisors | 47,435 | $3.00M | 0.25% | −1,062−2.2% | Reduced |
| Vestcor Inc | 47,930 | $3.04M | 0.11% | +18,331+61.9% | Added |
| Ibex Wealth Advisors | 48,072 | $3.04M | 0.79% | +2,967+6.6% | Added |
| Oregon Public Employees Retirement Fund | 48,107 | $3.05M | 0.04% | +700+1.5% | Added |
| Pearl River Capital, LLC | 48,331 | $3.06M | 0.49% | +22,743+88.9% | Added |
| Maryland State Retirement & Pension System | 49,352 | $3.12M | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 49,453 | $3.13M | 0.10% | +11,236+29.4% | Added |