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 |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | 6,295 | $398.6K | 0.01% | +582+10.2% | Added |
| HB Wealth Management, LLC | 6,288 | $398.2K | 0.01% | +480+8.3% | Added |
| Whittier Trust Co of Nevada Inc | 6,251 | $395.7K | 0.01% | +106+1.7% | Added |
| Ancora Advisors, LLC | 6,239 | $395.1K | 0.01% | 00.0% | Unchanged |
| Aspiriant, LLC | 6,211 | $393.3K | 0.02% | +45+0.7% | Added |
| SS&H Financial Advisors, Inc. | 6,200 | $392.6K | 0.18% | −1,000−13.9% | Reduced |
| American Investment Services, Inc. | 6,132 | $389.0K | 0.08% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 6,117 | $387.3K | 0.08% | +106+1.8% | Added |
| Atomi Financial Group, Inc. | 6,106 | $386.6K | 0.22% | +6,106 | New |
| Channel Wealth LLC | 6,092 | $385.7K | 0.25% | +6,092 | New |
| Visionary Wealth Advisors | 6,076 | $384.7K | 0.03% | +501+9.0% | Added |
| Financial Advocates Investment Management | 6,050 | $383.1K | 0.03% | −295−4.6% | Reduced |
| Mason & Associates Inc | 6,043 | $382.6K | 0.12% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,028 | $381.7K | 0.05% | +461+8.3% | Added |
| N.E.W. Advisory Services LLC | 5,971 | $378.1K | 0.06% | +1,004+20.2% | Added |
| Kinneret Advisory, LLC | 5,849 | $371.9K | 0.05% | −314−5.1% | Reduced |
| Csenge Advisory Group | 5,837 | $369.6K | 0.03% | −1,181−16.8% | Reduced |
| Bank of Hawaii | 5,815 | $368.2K | 0.02% | −3−0.1% | Reduced |
| Strategy Asset Managers LLC | 5,812 | $368.0K | 0.09% | −191−3.2% | Reduced |
| Busey Wealth Management | 5,805 | $367.6K | 0.02% | +10+0.2% | Added |
| Redhawk Wealth Advisors, Inc. | 5,776 | $365.8K | 0.12% | −589−9.3% | Reduced |
| Focused Wealth Management, Inc | 5,738 | $363.4K | 0.07% | +22+0.4% | Added |
| Essex Savings Bank | 5,689 | $360.2K | 0.13% | +321+6.0% | Added |
| Insigneo Advisory Services, LLC | 5,700 | $360.1K | 0.11% | +1,605+39.2% | Added |
| All Season Financial Advisors, Inc. | 5,676 | $359.4K | 0.33% | +5,676 | New |
| Center For Asset Management LLC | 5,668 | $358.9K | 0.35% | −74−1.3% | Reduced |
| Cross Staff Investments Inc | 5,646 | $357.5K | 0.35% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,639 | $357.0K | 0.01% | −499−8.1% | Reduced |
| Wesbanco Bank Inc | 5,645 | $357.0K | 0.02% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 5,689 | $354.0K | 0.13% | +803+16.4% | Added |
| Vance Wealth, Inc. | 5,540 | $352.2K | 0.19% | +46+0.8% | Added |
| Fortis Capital Management LLC | 5,557 | $351.9K | 0.14% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,520 | $349.5K | 0.02% | +952+20.8% | Added |
| Beverly Hills Private Wealth, LLC | 5,509 | $348.8K | 0.11% | +588+11.9% | Added |
| Wealthcare Advisory Partners LLC | 5,504 | $348.5K | 0.01% | +761+16.0% | Added |
| AlphaCore Capital LLC | 5,496 | $348.0K | 0.09% | +100+1.9% | Added |
| Harbour Investments, Inc. | 5,449 | $345.0K | 0.02% | −439−7.5% | Reduced |
| DFPG Investments, LLC | 5,433 | $344.0K | 0.04% | +1,147+26.8% | Added |
| BFSG, LLC | 5,400 | $342.0K | 0.06% | +5,400 | New |
| Brown, Lisle/Cummings, Inc. | 5,390 | $341.3K | 0.17% | +350+6.9% | Added |
| BKD Wealth Advisors, LLC | 5,358 | $339.2K | 0.01% | +356+7.1% | Added |
| Bridgewealth Advisory Group, LLC | 5,316 | $336.6K | 0.62% | +38+0.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,348 | $334.8K | 0.09% | −248−4.4% | Reduced |
| Siemens Fonds Invest GmbH | 5,255 | $332.7K | 0.03% | −72−1.4% | Reduced |
| Dynamic Advisor Solutions LLC | 5,199 | $329.2K | 0.02% | −12−0.2% | Reduced |
| Lazard Asset Management LLC | 5,209 | $329.0K | 0.00% | +1,788+52.3% | Added |
| First Heartland Consultants, Inc. | 5,188 | $328.6K | 0.05% | −3,735−41.9% | Reduced |
| Stiles Financial Services Inc | 5,169 | $327.3K | 0.18% | +30+0.6% | Added |
| DF Dent & Co Inc | 5,164 | $327.0K | 0.00% | +404+8.5% | Added |
| First Nebraska Trust Co | 5,161 | $326.8K | 0.04% | +160+3.2% | Added |
| Arkadios Wealth Advisors | 5,147 | $325.9K | 0.04% | +260+5.3% | Added |
| Dividend Assets Capital, LLC | 5,120 | $325.0K | 0.07% | 00.0% | Unchanged |
| World Equity Group, Inc. | 31,001 | $324.0K | 0.06% | +31,001 | New |
| Campion Asset Management LLC | 5,055 | $320.1K | 0.30% | +265+5.5% | Added |
| Woodmont Investment Counsel LLC | 5,043 | $319.3K | 0.03% | +943+23.0% | Added |
| HBK Sorce Advisory LLC | 5,024 | $318.1K | 0.01% | +5,024 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,000 | $316.6K | 0.00% | −4,200−45.7% | Reduced |
| Wintrust Investments LLC | 4,969 | $315.0K | 0.04% | −1,899−27.6% | Reduced |
| Samalin Investment Counsel, LLC | 4,963 | $314.3K | 0.19% | +1,430+40.5% | Added |
| Bessemer Group Inc | 4,938 | $313.0K | 0.00% | −669−11.9% | Reduced |
| Fiduciary Trust Co | 4,926 | $311.9K | 0.01% | +208+4.4% | Added |
| Argent Trust Co | 4,910 | $310.9K | 0.02% | +1,083+28.3% | Added |
| Weil Company, Inc. | 4,860 | $307.7K | 0.14% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 4,857 | $307.5K | 0.16% | −818−14.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,849 | $307.0K | 0.06% | −477−9.0% | Reduced |
| Mayflower Financial Advisors, LLC | 4,829 | $305.8K | 0.04% | +68+1.4% | Added |
| TCWP LLC | 4,813 | $304.8K | 0.06% | −690−12.5% | Reduced |
| Transcend Wealth Collective, LLC | 4,812 | $304.7K | 0.03% | −561−10.4% | Reduced |
| Wrapmanager Inc | 4,811 | $304.6K | 0.09% | +1,492+45.0% | Added |
| Laidlaw Wealth Management LLC | 4,809 | $304.5K | 0.06% | +4,809 | New |
| Strategic Wealth Designers | 4,780 | $302.7K | 0.06% | +37+0.8% | Added |
| Clarius Group, LLC | 4,769 | $302.0K | 0.03% | +422+9.7% | Added |
| Sonora Investment Management Group, LLC | 4,743 | $300.3K | 0.03% | −116−2.4% | Reduced |
| Meridian Wealth Management, LLC | 4,737 | $300.0K | 0.03% | −17−0.4% | Reduced |
| CAPROCK Group, Inc. | 4,709 | $299.4K | 0.02% | +4,709 | New |
| SRS Capital Advisors, Inc. | 4,712 | $298.4K | 0.04% | +34+0.7% | Added |
| Semus Wealth Partners LLC | 4,690 | $297.0K | 0.32% | +880+23.1% | Added |
| LexAurum Advisors, LLC | 4,683 | $296.5K | 0.10% | +18+0.4% | Added |
| Lake Street Financial LLC | 4,671 | $295.8K | 0.06% | +6+0.1% | Added |
| Accredited Investors Inc. | 4,646 | $294.2K | 0.02% | +35+0.8% | Added |
| Main Street Financial Solutions, LLC | 4,634 | $293.4K | 0.04% | −115−2.4% | Reduced |
| Abundance Wealth Counselors | 4,621 | $293.0K | 0.07% | +4,621 | New |
| SPC Financial, Inc. | 4,606 | $291.7K | 0.03% | +631+15.9% | Added |
| New Hampshire Trust | 4,593 | $290.8K | 0.08% | −482−9.5% | Reduced |
| International Assets Investment Management, LLC | 4,581 | $290.1K | 0.04% | −11,507−71.5% | Reduced |
| M&G Investment Management Ltd | 4,603 | $290.0K | 0.00% | −129−2.7% | Reduced |
| Johnson Bixby & Associates, LLC | 4,579 | $289.9K | 0.06% | +117+2.6% | Added |
| Congress Wealth Management LLC | 4,571 | $289.5K | 0.01% | −277−5.7% | Reduced |
| Soltis Investment Advisors LLC | 4,566 | $289.1K | 0.04% | 00.0% | Unchanged |
| DRW Securities, LLC | 4,523 | $286.0K | 0.04% | −935−17.1% | Reduced |
| Tobam | 4,496 | $285.0K | 0.02% | +525+13.2% | Added |
| Trust Co of Toledo NA | 4,481 | $283.7K | 0.05% | +150+3.5% | Added |
| Schechter Investment Advisors, LLC | 4,468 | $282.9K | 0.03% | +1,017+29.5% | Added |
| Commons Capital, LLC | 4,460 | $282.4K | 0.45% | −154−3.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,460 | $282.4K | 0.02% | −100−2.2% | Reduced |
| Intrust Bank NA | 4,454 | $282.0K | 0.04% | +307+7.4% | Added |
| Garda Capital Partners LP | 4,425 | $280.2K | 0.25% | +4,425 | New |
| Eudaimonia Advisors LLC | 4,413 | $279.4K | 0.19% | −340−7.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,395 | $278.3K | 0.07% | +30+0.7% | Added |
| EP Wealth Advisors, LLC | 5,200 | $278.3K | 0.01% | −7,804−60.0% | Reduced |