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 |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 9,341 | $591.5K | 0.04% | −83−0.9% | Reduced |
| Evergreen Capital Management LLC | 9,268 | $588.8K | 0.03% | +1,146+14.1% | Added |
| Horizon Investments, LLC | 9,157 | $577.4K | 0.02% | −2,596−22.1% | Reduced |
| Avidian Wealth Solutions, LLC | 9,108 | $576.7K | 0.03% | −432−4.5% | Reduced |
| Reuter James Wealth Management, LLC | 8,990 | $569.3K | 0.40% | −107−1.2% | Reduced |
| Moneta Group Investment Advisors LLC | 8,978 | $568.5K | 0.01% | +1,246+16.1% | Added |
| Johnson Investment Counsel Inc | 8,940 | $566.1K | 0.01% | −245−2.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,914 | $564.0K | 0.18% | −315−3.4% | Reduced |
| Cypress Capital Group | 8,895 | $563.2K | 0.09% | +2,424+37.5% | Added |
| Apollon Wealth Management, LLC | 8,862 | $561.2K | 0.03% | −1,247−12.3% | Reduced |
| Ausdal Financial Partners, Inc. | 8,798 | $557.1K | 0.08% | +25+0.3% | Added |
| First Commonwealth Financial Corp | 8,778 | $555.8K | 0.20% | −656−7.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,752 | $554.0K | 0.00% | +3,063+53.8% | Added |
| First Affirmative Financial Network | 8,667 | $548.8K | 0.63% | +1,596+22.6% | Added |
| Coldstream Capital Management Inc | 8,645 | $547.4K | 0.02% | +1,205+16.2% | Added |
| Verdence Capital Advisors LLC | 8,619 | $545.8K | 0.07% | +1,747+25.4% | Added |
| Private Trust Co NA | 8,601 | $544.6K | 0.07% | +51+0.6% | Added |
| Gyroscope Capital Management Group, LLC | 8,538 | $540.6K | 0.14% | +788+10.2% | Added |
| Greenleaf Trust | 8,529 | $540.1K | 0.01% | +1,507+21.5% | Added |
| Powers Advisory Group, LLC | 8,513 | $539.1K | 0.38% | +56+0.7% | Added |
| Sentinus, LLC | 8,497 | $538.0K | 0.18% | +1,391+19.6% | Added |
| Carmel Capital Partners, LLC | 8,487 | $537.4K | 0.32% | +1,266+17.5% | Added |
| Wealth Alliance Advisory Group, LLC | 8,455 | $535.4K | 0.20% | +3,618+74.8% | Added |
| Southland Equity Partners LLC | 8,397 | $531.7K | 0.21% | +938+12.6% | Added |
| Acas, LLC | 8,357 | $529.2K | 0.76% | −186−2.2% | Reduced |
| Barber Financial Group, Inc. | 8,320 | $526.8K | 0.09% | −390−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 8,252 | $524.0K | 0.01% | −20−0.2% | Reduced |
| Moody National Bank Trust Division | 8,270 | $523.7K | 0.04% | −504−5.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,242 | $521.9K | 0.10% | +3,531+75.0% | Added |
| Perigon Wealth Management, LLC | 8,231 | $521.2K | 0.03% | +252+3.2% | Added |
| Buckingham Strategic Wealth, LLC | 8,151 | $517.0K | 0.01% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 8,138 | $515.3K | 0.04% | −250−3.0% | Reduced |
| United Asset Strategies, Inc. | 8,114 | $513.8K | 0.07% | −1,782−18.0% | Reduced |
| Sterling Financial Planning, Inc. | 8,101 | $513.0K | 0.28% | −827−9.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,089 | $512.2K | 0.16% | +180+2.3% | Added |
| Moseley Investment Management Inc | 8,075 | $511.3K | 0.33% | +1,852+29.8% | Added |
| GYL Financial Synergies, LLC | 8,004 | $506.8K | 0.06% | +8+0.1% | Added |
| Ellevest, Inc. | 7,950 | $503.4K | 0.04% | +887+12.6% | Added |
| Pathstone Family Office, LLC | 7,755 | $502.3K | 0.01% | −7,318−48.6% | Reduced |
| Change Path, LLC | 7,912 | $501.0K | 0.02% | +317+4.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,905 | $500.6K | 0.03% | +3,122+65.3% | Added |
| Court Place Advisors, LLC | 7,891 | $499.6K | 0.18% | −757−8.8% | Reduced |
| Heartland Bank & Trust Co | 7,867 | $498.1K | 0.38% | +454+6.1% | Added |
| Bailard, Inc. | 7,725 | $489.1K | 0.02% | +25+0.3% | Added |
| Kalos Management, Inc. | 7,652 | $484.5K | 0.97% | −14−0.2% | Reduced |
| Mather Group, LLC. | 7,636 | $483.5K | 0.01% | −143−1.8% | Reduced |
| Veritable, L.P. | 7,624 | $482.7K | 0.01% | +656+9.4% | Added |
| Fund Management at Engine No. 1 LLC | 7,606 | $481.6K | 0.10% | +702+10.2% | Added |
| Cigna Investments Inc | 7,552 | $477.0K | 0.10% | −184−2.4% | Reduced |
| Meeder Advisory Services, Inc. | 7,508 | $475.4K | 0.05% | −4,074−35.2% | Reduced |
| Blue Fin Capital, Inc. | 7,666 | $474.6K | 0.15% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 7,476 | $473.3K | 0.05% | −1,568−17.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 7,444 | $471.4K | 0.14% | +462+6.6% | Added |
| Fiera Capital Corp | 7,400 | $468.6K | 0.00% | +7,400 | New |
| Cullen/Frost Bankers, Inc. | 7,342 | $464.9K | 0.01% | −494−6.3% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,308 | $462.7K | 0.06% | −72−1.0% | Reduced |
| Certified Advisory Corp | 7,303 | $462.4K | 0.08% | +217+3.1% | Added |
| AllSquare Wealth Management LLC | 7,297 | $462.0K | 0.30% | −100−1.4% | Reduced |
| Kennedy Investment Group | 7,277 | $460.8K | 0.28% | −527−6.8% | Reduced |
| Versor Investments LP | 7,246 | $458.8K | 0.06% | +7,246 | New |
| Harfst & Associates, Inc. | 7,160 | $453.4K | 0.13% | +7,160 | New |
| BLB&B Advisors, LLC | 7,158 | $453.2K | 0.03% | +512+7.7% | Added |
| Derbend Asset Management | 7,147 | $452.5K | 0.34% | −30.0% | Reduced |
| Crane Advisory, LLC | 7,247 | $448.7K | 0.15% | +533+7.9% | Added |
| We Are One Seven, LLC | 7,061 | $447.1K | 0.03% | +289+4.3% | Added |
| Procyon Private Wealth Partners, LLC | 7,058 | $446.9K | 0.07% | +170+2.5% | Added |
| Chilton Capital Management LLC | 7,020 | $446.3K | 0.03% | +7,020 | New |
| Ignite Planners, LLC | 7,113 | $445.6K | 0.18% | −368−4.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,031 | $445.2K | 0.24% | +378+5.7% | Added |
| Dudley Capital Management, LLC | 7,025 | $444.8K | 0.31% | −70−1.0% | Reduced |
| Grove Bank & Trust | 7,013 | $444.1K | 0.09% | +35+0.5% | Added |
| Domani Wealth, LLC | 7,005 | $443.5K | 0.10% | −450−6.0% | Reduced |
| SignalPoint Asset Management, LLC | 6,945 | $440.0K | 0.14% | +23+0.3% | Added |
| Quadrant Capital Group LLC | 6,937 | $439.4K | 0.05% | −108−1.5% | Reduced |
| Opus Capital Group, LLC | 6,931 | $439.0K | 0.08% | −79−1.1% | Reduced |
| Rollins Financial | 6,913 | $437.7K | 0.14% | +3,010+77.1% | Added |
| Fortis Capital Advisors, LLC | 6,912 | $437.7K | 0.23% | +500+7.8% | Added |
| Benchmark Investment Advisors LLC | 6,900 | $436.9K | 0.45% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 6,838 | $433.0K | 0.05% | −14−0.2% | Reduced |
| Park Place Capital Corp | 6,774 | $428.9K | 0.12% | −178−2.6% | Reduced |
| Patton Albertson Miller Group, LLC | 6,767 | $428.5K | 0.08% | −1,335−16.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,750 | $427.4K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,747 | $427.2K | 0.02% | +6,747 | New |
| Investmark Advisory Group LLC | 6,621 | $419.3K | 0.31% | +286+4.5% | Added |
| Ossiam | 6,568 | $415.9K | 0.01% | −5,692−46.4% | Reduced |
| Boston Private Wealth LLC | 6,560 | $415.4K | 0.01% | −876−11.8% | Reduced |
| Beacon Investment Advisors LLC | 6,556 | $415.1K | 0.30% | +315+5.0% | Added |
| Barry Investment Advisors, LLC | 6,516 | $414.3K | 0.14% | −2,360−26.6% | Reduced |
| Cohen Investment Advisors LLC | 6,507 | $412.0K | 0.33% | +291+4.7% | Added |
| Romano Brothers and Company | 6,468 | $409.6K | 0.06% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 6,465 | $409.4K | 0.06% | +361+5.9% | Added |
| Atom Investors LP | 6,450 | $408.4K | 0.22% | −25,121−79.6% | Reduced |
| Solidarilty Wealth, LLC | 6,399 | $406.8K | 0.18% | +6,399 | New |
| Acadian Asset Management LLC | 6,413 | $406.0K | 0.00% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 6,400 | $405.3K | 0.07% | −1,191−15.7% | Reduced |
| Financial Partners Group, Inc | 6,399 | $405.2K | 0.09% | +6+0.1% | Added |
| 180 Wealth Advisors, LLC | 6,361 | $402.8K | 0.09% | +94+1.5% | Added |
| Prudent Man Advisors, LLC | 6,349 | $402.0K | 0.16% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 6,331 | $400.9K | 0.18% | +499+8.6% | Added |
| Foundations Investment Advisors, LLC | 6,315 | $399.9K | 0.01% | +1,826+40.7% | Added |