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, Q2 2023
Institutional positions in Realty Income Corp as of Jun 30, 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
- 1,100
- −2 vs. Q1 2023
- Shares held
- 566.3M
- +15.9M (+2.9%) vs. Q1 2023
- Total value
- $33.9B
- −$930.4M (−2.7%) vs. Q1 2023
- New holders
- 94
- 463 more added
- Sold out
- 96
- 413 more reduced
14 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hazlett, Burt & Watson, Inc. | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 390 | $24.0K | 0.00% | +10+2.6% | Added |
| Bell Investment Advisors, Inc | 407 | $24.3K | 0.01% | −124−23.4% | Reduced |
| Tortoise Investment Management, LLC | 408 | $24.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 410 | $24.5K | 0.02% | +410 | New |
| Plante Moran Financial Advisors, LLC | 411 | $24.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 413 | $24.7K | 0.00% | −331−44.5% | Reduced |
| TD Waterhouse Canada Inc. | 415 | $25.0K | 0.00% | −49−10.6% | Reduced |
| Robinswood Financial LLC | 433 | $25.9K | 0.01% | +433 | New |
| Resurgent Financial Advisors LLC | 437 | $26.1K | 0.02% | −80−15.5% | Reduced |
| Rosenberg Matthew Hamilton | 441 | $26.4K | 0.01% | −557−55.8% | Reduced |
| Strengthening Families & Communities, LLC | 449 | $27.0K | 0.01% | +77+20.7% | Added |
| MB, Levis & Associates, LLC | 465 | $27.8K | 0.02% | +4+0.9% | Added |
| Stonebridge Capital Advisors LLC | 478 | $28.6K | 0.00% | +235+96.7% | Added |
| GoalVest Advisory LLC | 480 | $28.7K | 0.01% | +330+220.0% | Added |
| Piscataqua Savings Bank | 490 | $29.3K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 497 | $29.7K | 0.00% | −18−3.5% | Reduced |
| Clearstead Advisors, LLC | 501 | $30.0K | 0.00% | −53−9.6% | Reduced |
| SOA Wealth Advisors, LLC. | 547 | $32.7K | 0.01% | +3+0.6% | Added |
| Deseret Mutual Benefit Administrators | 549 | $32.8K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 575 | $33.0K | 0.00% | −110−16.1% | Reduced |
| Investors Research Corp | 570 | $34.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 576 | $34.4K | 0.01% | −173−23.1% | Reduced |
| Center for Financial Planning, Inc. | 580 | $34.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 583 | $34.8K | 0.00% | −15−2.5% | Reduced |
| Altshuler Shaham Ltd | 598 | $35.8K | 0.00% | −45−7.0% | Reduced |
| Missouri Trust & Investment Co | 610 | $36.5K | 0.02% | −30−4.7% | Reduced |
| Centennial Bank | 617 | $36.9K | 0.02% | −502−44.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $39.8K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $39.8K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 667 | $39.9K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 672 | $40.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 700 | $41.9K | 0.01% | +300+75.0% | Added |
| Optimum Investment Advisors | 700 | $41.9K | 0.02% | +500+250.0% | Added |
| Brown Brothers Harriman & Co | 711 | $42.5K | 0.00% | −132−15.7% | Reduced |
| Glassman Wealth Services | 715 | $42.8K | 0.01% | +133+22.9% | Added |
| Kistler-Tiffany Companies, LLC | 771 | $46.1K | 0.01% | +402+108.9% | Added |
| Silvant Capital Management LLC | 796 | $47.8K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 795 | $47.8K | 0.00% | −173−17.9% | Reduced |
| Activest Wealth Management | 782 | $48.8K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 829 | $49.6K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 836 | $50.0K | 0.02% | +3+0.4% | Added |
| Disciplined Investments, LLC | 880 | $52.6K | 0.03% | 00.0% | Unchanged |
| Clear Street Markets LLC | 881 | $53.0K | 0.02% | −350−28.4% | Reduced |
| Bank of New Hampshire | 892 | $53.3K | 0.02% | −550−38.1% | Reduced |
| Beacon Capital Management, LLC | 899 | $53.8K | 0.01% | +112+14.2% | Added |
| Godsey & Gibb Associates | 920 | $55.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 922 | $55.1K | 0.01% | +254+38.0% | Added |
| Capital Analysts, LLC | 954 | $57.0K | 0.00% | −511−34.9% | Reduced |
| Alaska Permanent Fund Corp | 1,007 | $60.2K | 0.00% | +1,007 | New |
| EverSource Wealth Advisors, LLC | 1,019 | $60.9K | 0.01% | −667−39.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,016 | $61.0K | 0.00% | −1,080−51.5% | Reduced |
| M&R Capital Management Inc | 1,038 | $62.1K | 0.02% | +5+0.5% | Added |
| Toth Financial Advisory Corp | 1,071 | $64.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,102 | $65.9K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,113 | $66.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,141 | $68.2K | 0.01% | +126+12.4% | Added |
| Whittier Trust Co | 1,195 | $71.4K | 0.00% | −1,512−55.9% | Reduced |
| Trust Co | 1,197 | $71.6K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,300 | $77.7K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,300 | $78.0K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,304 | $78.1K | 0.02% | −16−1.2% | Reduced |
| HHM Wealth Advisors, LLC | 1,327 | $79.3K | 0.01% | −74−5.3% | Reduced |
| JNBA Financial Advisors | 1,337 | $79.9K | 0.01% | −21−1.5% | Reduced |
| HM Payson & Co | 1,346 | $80.5K | 0.00% | +156+13.1% | Added |
| CoreFirst Bank & Trust | 1,360 | $81.3K | 0.06% | −80−5.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,366 | $81.7K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,400 | $83.7K | 0.00% | +150+12.0% | Added |
| Carolinas Wealth Consulting LLC | 1,421 | $85.3K | 0.02% | −745−34.4% | Reduced |
| McIlrath & Eck, LLC | 1,456 | $87.0K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,467 | $87.7K | 0.04% | +295+25.2% | Added |
| Baldwin Brothers Inc | 1,480 | $88.5K | 0.01% | +150+11.3% | Added |
| Parkside Financial Bank & Trust | 1,522 | $91.0K | 0.02% | +185+13.8% | Added |
| Fiduciary Alliance LLC | 1,539 | $92.0K | 0.02% | +1,539 | New |
| Clearview Wealth Advisors LLC | 1,556 | $93.0K | 0.09% | −239−13.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 1,563 | $93.5K | 0.04% | +125+8.7% | Added |
| Versant Capital Management, Inc | 1,599 | $95.6K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $95.7K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 1,600 | $96.0K | 0.00% | −601−27.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,600 | $96.1K | 0.00% | −601−27.3% | Reduced |
| Kelly Financial Services LLC | 1,628 | $97.3K | 0.05% | +5+0.3% | Added |
| Central Trust Co | 1,672 | $100.0K | 0.00% | +42+2.6% | Added |
| Covestor Ltd | 1,731 | $104.0K | 0.08% | +375+27.7% | Added |
| Lindbrook Capital, LLC | 1,815 | $108.5K | 0.01% | −111−5.8% | Reduced |
| Ci Investments Inc. | 1,842 | $110.0K | 0.00% | +184+11.1% | Added |
| PCA Investment Advisory Services Inc. | 1,847 | $110.4K | 0.07% | +1,847 | New |
| V-Square Quantitative Management LLC | 1,864 | $111.4K | 0.08% | +1,864 | New |
| Front Row Advisors LLC | 1,885 | $113.0K | 0.05% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,900 | $113.6K | 0.03% | −50−2.6% | Reduced |
| Bangor Savings Bank | 1,913 | $114.4K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,919 | $114.7K | 0.10% | −7−0.4% | Reduced |
| Salem Investment Counselors Inc | 1,919 | $115.2K | 0.00% | −218−10.2% | Reduced |
| Cutler Group LP | 1,955 | $116.0K | 0.03% | +1,955 | New |
| City State Bank | 1,973 | $118.0K | 0.06% | −324−14.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,983 | $118.6K | 0.03% | +1,983 | New |
| Tompkins Financial Corp | 2,000 | $119.6K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $119.6K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $120.2K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,066 | $123.5K | 0.03% | +205+11.0% | Added |
| Ninepoint Partners LP | 2,090 | $125.0K | 0.02% | −643−23.5% | Reduced |