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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 4,390 | $278.0K | 0.04% | −1,429−24.6% | Reduced |
| Goodwin Daniel L | 4,371 | $276.8K | 0.14% | −282−6.1% | Reduced |
| Marcum Wealth, LLC | 4,368 | $276.6K | 0.03% | +4,368 | New |
| Machina Capital S.A.S. | 4,329 | $274.1K | 0.24% | +4,329 | New |
| Revisor Wealth Management LLC | 4,315 | $273.2K | 0.25% | +4,315 | New |
| Sovereign Financial Group, Inc. | 4,310 | $272.9K | 0.10% | −46−1.1% | Reduced |
| Colonial River Wealth Management, LLC | 4,301 | $272.3K | 0.16% | +160+3.9% | Added |
| Cedar Wealth Management, LLC | 4,300 | $272.3K | 0.11% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 4,296 | $272.0K | 0.16% | −271−5.9% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 4,292 | $271.8K | 0.08% | +304+7.6% | Added |
| Sunbelt Securities, Inc. | 4,339 | $271.7K | 0.04% | +101+2.4% | Added |
| Jones Financial Companies LLLP | 4,277 | $270.8K | 0.00% | +177+4.3% | Added |
| Graypoint LLC | 4,256 | $269.5K | 0.03% | −1,132−21.0% | Reduced |
| Excalibur Management Corp | 4,251 | $269.2K | 0.14% | −414−8.9% | Reduced |
| Nations Financial Group Inc, | 4,246 | $268.9K | 0.03% | −462−9.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,235 | $268.2K | 0.23% | +432+11.4% | Added |
| Cresset Asset Management, LLC | 4,221 | $268.2K | 0.01% | +656+18.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,220 | $267.2K | 0.01% | +385+10.0% | Added |
| Beacon Investment Advisory Services, Inc. | 4,209 | $266.5K | 0.01% | −975−18.8% | Reduced |
| Girard Partners Ltd. | 4,204 | $266.2K | 0.03% | +239+6.0% | Added |
| Aull & Monroe Investment Management Corp | 4,200 | $265.9K | 0.14% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,191 | $265.4K | 0.16% | +130+3.2% | Added |
| Wolff Wiese Magana LLC | 4,172 | $264.2K | 0.21% | +52+1.3% | Added |
| First Horizon Advisors, Inc. | 4,114 | $260.5K | 0.01% | +150+3.8% | Added |
| Pittenger & Anderson Inc | 4,110 | $260.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,102 | $260.0K | 0.06% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 4,102 | $259.7K | 0.19% | 00.0% | Unchanged |
| Community Capital Management, Inc. | 4,100 | $259.6K | 0.34% | −1,200−22.6% | Reduced |
| Pointe Capital Management LLC | 4,094 | $259.2K | 0.19% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 4,047 | $256.2K | 0.16% | −74−1.8% | Reduced |
| Berger Financial Group, Inc | 4,044 | $256.0K | 0.03% | +38+0.9% | Added |
| Raub Brock Capital Management LP | 4,025 | $254.9K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 4,017 | $254.4K | 0.03% | +4,017 | New |
| Crescent Sterling, Ltd. | 4,017 | $254.4K | 0.25% | +11+0.3% | Added |
| Quantinno Capital Management LP | 4,003 | $254.0K | 0.02% | +698+21.1% | Added |
| Coastwise Capital Group, LLC | 3,976 | $251.8K | 0.29% | +3,976 | New |
| Prosperity Wealth Management, Inc. | 3,975 | $251.7K | 0.20% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 3,939 | $249.4K | 0.04% | +54+1.4% | Added |
| Lumature Wealth Partners, LLC | 3,926 | $248.6K | 0.14% | +158+4.2% | Added |
| Pinnacle Bancorp, Inc. | 3,917 | $248.0K | 0.09% | +248+6.8% | Added |
| West Family Investments, Inc. | 3,888 | $246.2K | 0.10% | −770−16.5% | Reduced |
| Koshinski Asset Management, Inc. | 3,883 | $245.9K | 0.02% | −178−4.4% | Reduced |
| Catalyst Wealth Management, LLC | 3,870 | $245.0K | 0.23% | −682−15.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,866 | $244.8K | 0.07% | −1,859−32.5% | Reduced |
| Sandbox Financial Partners, LLC | 3,847 | $243.6K | 0.15% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 3,827 | $242.3K | 0.01% | +3,827 | New |
| Axxcess Wealth Management, LLC | 3,824 | $242.1K | 0.02% | +545+16.6% | Added |
| Mattern Wealth Management LLC | 3,798 | $240.5K | 0.08% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 3,795 | $240.3K | 0.02% | −9−0.2% | Reduced |
| Wendell David Associates Inc | 3,755 | $238.0K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,737 | $237.6K | 0.02% | +147+4.1% | Added |
| Spreng Capital Management, Inc. | 6,709 | $237.1K | 0.20% | −300−4.3% | Reduced |
| Truadvice, LLC | 3,757 | $236.1K | 0.09% | +3,757 | New |
| Valeo Financial Advisors, LLC | 3,715 | $235.2K | 0.01% | −661−15.1% | Reduced |
| Creative Financial Designs Inc | 3,708 | $234.8K | 0.03% | −788−17.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 3,670 | $232.0K | 0.09% | +3,670 | New |
| Sound View Wealth Advisors Group, LLC | 3,645 | $230.8K | 0.03% | −453−11.1% | Reduced |
| MKT Advisors LLC | 3,674 | $230.4K | 0.17% | 00.0% | Unchanged |
| Hoylecohen, LLC | 3,621 | $229.3K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 3,604 | $228.2K | 0.01% | +108+3.1% | Added |
| Kellett Schaffner Wealth Advisors LLC | 3,600 | $228.0K | 0.22% | 00.0% | Unchanged |
| Chicago Trust Co NA | 3,588 | $227.2K | 0.06% | +3,588 | New |
| Nomura Holdings Inc | 3,572 | $226.2K | 0.00% | −3,171−47.0% | Reduced |
| Desjardins Global Asset Management Inc. | 3,576 | $226.0K | 0.03% | +3,576 | New |
| Keystone Wealth Services, LLC | 3,561 | $225.5K | 0.09% | +3,561 | New |
| Westside Investment Management, Inc. | 3,560 | $225.4K | 0.07% | 00.0% | Unchanged |
| Advisors Management Group Inc | 3,560 | $225.0K | 0.07% | −235−6.2% | Reduced |
| Parsec Financial Management, Inc. | 3,522 | $223.0K | 0.01% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 3,517 | $222.7K | 0.14% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 3,512 | $222.0K | 0.03% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 3,500 | $221.6K | 0.00% | −200−5.4% | Reduced |
| Leavell Investment Management, Inc. | 3,472 | $221.0K | 0.02% | 00.0% | Unchanged |
| McKinley Carter Wealth Services, Inc. | 3,489 | $220.9K | 0.02% | −617−15.0% | Reduced |
| Los Angeles Capital Management LLC | 3,488 | $220.9K | 0.00% | +165+5.0% | Added |
| Sand Hill Global Advisors, LLC | 3,482 | $220.5K | 0.01% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,440 | $218.7K | 0.01% | +36+1.1% | Added |
| Jentner Corp | 3,451 | $218.5K | 0.15% | +39+1.1% | Added |
| Savant Capital, LLC | 3,451 | $218.5K | 0.00% | +3,451 | New |
| Fisher Asset Management, LLC | 3,409 | $215.9K | 0.00% | +3,409 | New |
| RW Investment Management LLC | 3,378 | $213.9K | 0.06% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 3,361 | $212.8K | 0.13% | +3,361 | New |
| Apeiron RIA LLC | 3,360 | $212.7K | 0.07% | +2+0.1% | Added |
| Bensler, LLC | 3,316 | $210.0K | 0.04% | +9+0.3% | Added |
| Principle Wealth Partners LLC | 3,301 | $209.0K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 3,300 | $208.9K | 0.04% | −45−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,297 | $208.8K | 0.00% | +3,297 | New |
| Glenview Trust Co | 3,297 | $208.8K | 0.01% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 3,316 | $208.4K | 0.09% | +3,316 | New |
| Diversified, LLC | 3,289 | $208.2K | 0.07% | +22+0.7% | Added |
| Cornerstone Wealth Management, LLC | 3,269 | $207.0K | 0.02% | +3,269 | New |
| Brown Miller Wealth Management, LLC | 3,241 | $205.2K | 0.12% | 00.0% | Unchanged |
| Scott Capital Advisors, LLC | 3,238 | $205.0K | 0.10% | +23+0.7% | Added |
| Kestra Private Wealth Services, LLC | 3,226 | $204.3K | 0.01% | +3,226 | New |
| Bath Savings Trust Co | 3,215 | $203.6K | 0.03% | +3,215 | New |
| Stratos Wealth Advisors, LLC | 3,201 | $202.7K | 0.02% | −4,274−57.2% | Reduced |
| Fiduciary Group LLC | 3,187 | $201.8K | 0.03% | −88−2.7% | Reduced |
| Mitchell Sinkler & Starr | 3,180 | $201.4K | 0.06% | +3,180 | New |
| Integrated Advisors Network LLC | 3,176 | $201.1K | 0.01% | −54,942−94.5% | Reduced |
| MBA Advisors LLC | 3,160 | $200.1K | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,149 | $199.0K | 0.00% | −52,127−94.3% | Reduced |