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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 3,021 | $191.0K | 0.02% | +2,052+211.8% | Added |
| Armstrong Advisory Group, Inc | 2,894 | $183.3K | 0.02% | +7+0.2% | Added |
| Benjamin Edwards Inc | 2,877 | $182.0K | 0.04% | +101+3.6% | Added |
| TD Ameritrade Investment Management, LLC | 2,764 | $175.0K | 0.00% | −872−24.0% | Reduced |
| Ninepoint Partners LP | 2,733 | $173.1K | 0.02% | −147−5.1% | Reduced |
| Founders Capital Management | 2,715 | $172.0K | 0.13% | 00.0% | Unchanged |
| Whittier Trust Co | 2,707 | $171.4K | 0.00% | −1,455−35.0% | Reduced |
| DB Wealth Management Group, LLC | 2,652 | $168.0K | 0.11% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,389 | $151.3K | 0.02% | 00.0% | Unchanged |
| City State Bank | 2,297 | $145.0K | 0.08% | +174+8.2% | Added |
| Quent Capital, LLC | 2,272 | $143.6K | 0.02% | +377+19.9% | Added |
| Bartlett & Co. LLC | 2,201 | $140.0K | 0.00% | −86−3.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,201 | $139.9K | 0.00% | −86−3.8% | Reduced |
| Carolinas Wealth Consulting LLC | 2,166 | $137.7K | 0.03% | +341+18.7% | Added |
| Motco | 2,164 | $137.0K | 0.01% | +51+2.4% | Added |
| Salem Investment Counselors Inc | 2,137 | $135.9K | 0.01% | +15+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 2,106 | $133.4K | 0.00% | −1,619−43.5% | Reduced |
| Capstone Investment Advisors, LLC | 2,081 | $131.8K | 0.00% | −656,218−99.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,096 | $131.0K | 0.00% | +953+83.4% | Added |
| Financial Perspectives, Inc | 2,011 | $127.3K | 0.06% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,000 | $127.0K | 0.07% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $126.6K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,000 | $126.6K | 0.02% | +2,000 | New |
| Hexagon Capital Partners LLC | 1,950 | $123.5K | 0.03% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,931 | $122.3K | 0.02% | +117+6.4% | Added |
| Johnson Midwest Financial, LLC | 1,926 | $122.0K | 0.18% | +41+2.2% | Added |
| Lindbrook Capital, LLC | 1,926 | $122.0K | 0.01% | −2,558−57.0% | Reduced |
| Bangor Savings Bank | 1,913 | $121.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,885 | $120.0K | 0.06% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,861 | $117.8K | 0.03% | +179+10.6% | Added |
| Clearview Wealth Advisors LLC | 1,795 | $113.7K | 0.12% | +9+0.5% | Added |
| Leonteq Securities AG | 1,727 | $109.4K | 0.01% | +1,723+43,075.0% | Added |
| EverSource Wealth Advisors, LLC | 1,686 | $106.8K | 0.01% | +348+26.0% | Added |
| Ci Investments Inc. | 1,658 | $105.0K | 0.00% | −77−4.4% | Reduced |
| Central Trust Co | 1,630 | $103.2K | 0.00% | −10−0.6% | Reduced |
| Kelly Financial Services LLC | 1,623 | $102.8K | 0.05% | +843+108.1% | Added |
| Alta Advisers Ltd | 1,600 | $101.3K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,599 | $101.2K | 0.03% | +89+5.9% | Added |
| Hollencrest Capital Management | 1,596 | $101.1K | 0.01% | +634+65.9% | Added |
| Syverson Strege & Co | 1,583 | $100.2K | 0.04% | +42+2.7% | Added |
| Capital Analysts, LLC | 1,465 | $93.0K | 0.01% | −258−15.0% | Reduced |
| McIlrath & Eck, LLC | 1,456 | $92.2K | 0.02% | −63−4.1% | Reduced |
| Bank of New Hampshire | 1,442 | $91.3K | 0.03% | +892+162.2% | Added |
| CoreFirst Bank & Trust | 1,440 | $91.2K | 0.07% | −1,000−41.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,438 | $91.1K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,401 | $88.7K | 0.02% | +108+8.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,366 | $86.5K | 0.02% | +1,366 | New |
| Covestor Ltd | 1,356 | $86.0K | 0.07% | +258+23.5% | Added |
| JNBA Financial Advisors | 1,358 | $86.0K | 0.01% | +68+5.3% | Added |
| Parkside Financial Bank & Trust | 1,337 | $84.7K | 0.02% | +254+23.5% | Added |
| Baldwin Brothers Inc | 1,330 | $84.2K | 0.01% | +180+15.7% | Added |
| Investment Research & Advisory Group, Inc. | 1,300 | $82.3K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,300 | $81.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,320 | $80.2K | 0.02% | +93+7.6% | Added |
| Gradient Investments LLC | 1,253 | $79.3K | 0.00% | +33+2.7% | Added |
| Heritage Wealth Advisors | 1,250 | $79.2K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,231 | $78.0K | 0.02% | +597+94.2% | Added |
| Trust Co | 1,197 | $75.8K | 0.01% | −134−10.1% | Reduced |
| Sandy Spring Bank | 1,196 | $75.7K | 0.00% | −150−11.1% | Reduced |
| HM Payson & Co | 1,190 | $75.4K | 0.00% | −470−28.3% | Reduced |
| Sutton Wealth Advisors Inc. | 1,172 | $74.2K | 0.04% | +366+45.4% | Added |
| Centennial Bank | 1,119 | $70.7K | 0.05% | −813−42.1% | Reduced |
| JFS Wealth Advisors, LLC | 1,113 | $70.5K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,106 | $70.0K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,102 | $69.8K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,086 | $68.7K | 0.01% | −464−29.9% | Reduced |
| Toth Financial Advisory Corp | 1,071 | $67.8K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,050 | $66.5K | 0.03% | +1,050 | New |
| M&R Capital Management Inc | 1,033 | $65.5K | 0.02% | +1,008+4,032.0% | Added |
| Anchor Investment Management, LLC | 1,015 | $64.3K | 0.01% | +88+9.5% | Added |
| Lido Advisors, LLC | 14,094 | $63.3K | 0.00% | +962+7.3% | Added |
| Rosenberg Matthew Hamilton | 998 | $63.2K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 968 | $60.6K | 0.00% | +968 | New |
| Godsey & Gibb Associates | 920 | $58.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 895 | $55.8K | 0.03% | +825+1,178.6% | Added |
| Disciplined Investments, LLC | 880 | $55.7K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 843 | $53.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 833 | $52.7K | 0.02% | +232+38.6% | Added |
| Global Wealth Strategies & Associates | 829 | $52.5K | 0.03% | 00.0% | Unchanged |
| Old North State Trust, LLC | 803 | $51.0K | 0.04% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 796 | $50.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 787 | $49.8K | 0.01% | +91+13.1% | Added |
| Activest Wealth Management | 782 | $49.5K | 0.03% | +782 | New |
| ICA Group Wealth Management, LLC | 749 | $47.5K | 0.01% | +334+80.5% | Added |
| Larson Financial Group LLC | 744 | $47.1K | 0.01% | +17+2.3% | Added |
| Orion Capital Management LLC | 700 | $44.3K | 0.03% | 00.0% | Unchanged |
| Sageworth Trust Co | 698 | $44.2K | 0.00% | +698 | New |
| Smithfield Trust Co | 685 | $44.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 672 | $42.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 668 | $42.3K | 0.01% | −832−55.5% | Reduced |
| Key Financial Inc | 667 | $42.2K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $42.2K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $42.2K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 644 | $40.8K | 0.02% | +347+116.8% | Added |
| Altshuler Shaham Ltd | 643 | $40.7K | 0.00% | −91−12.4% | Reduced |
| Missouri Trust & Investment Co | 640 | $40.5K | 0.03% | −10−1.5% | Reduced |
| Quarry LP | 635 | $40.2K | 0.02% | +635 | New |
| Dark Forest Capital Management LP | 616 | $39.0K | 0.01% | −10,832−94.6% | Reduced |
| NVWM, LLC | 605 | $38.5K | 0.01% | −137−18.5% | Reduced |
| Bogart Wealth, LLC | 598 | $37.9K | 0.00% | −49−7.6% | Reduced |