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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 2,106 | $125.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 2,000 | $126.6K | 0.07% | 00.0% | Unchanged |
| Motco | 2,167 | $129.6K | 0.01% | +3+0.1% | Added |
| Sound Income Strategies, LLC | 2,204 | $131.8K | 0.01% | +1,118+102.9% | Added |
| Quent Capital, LLC | 2,287 | $136.7K | 0.02% | +15+0.7% | Added |
| Glass Jacobson Investment Advisors llc | 2,290 | $136.9K | 0.06% | +2,290 | New |
| TD Ameritrade Investment Management, LLC | 2,400 | $143.0K | 0.00% | −364−13.2% | Reduced |
| Caldwell Trust Co | 2,551 | $152.5K | 0.02% | +162+6.8% | Added |
| Creative Financial Designs Inc | 2,564 | $153.3K | 0.02% | −1,144−30.9% | Reduced |
| Tradition Wealth Management, LLC | 2,584 | $155.0K | 0.02% | −437−14.5% | Reduced |
| DB Wealth Management Group, LLC | 2,652 | $158.6K | 0.10% | 00.0% | Unchanged |
| Founders Capital Management | 2,715 | $162.3K | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,865 | $171.0K | 0.04% | −12−0.4% | Reduced |
| Gradient Investments LLC | 2,987 | $178.6K | 0.00% | +1,734+138.4% | Added |
| Wolff Wiese Magana LLC | 3,299 | $197.3K | 0.15% | −873−20.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,305 | $197.6K | 0.00% | +8+0.2% | Added |
| Bath Savings Trust Co | 3,365 | $201.2K | 0.02% | +150+4.7% | Added |
| RW Investment Management LLC | 3,378 | $202.0K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,397 | $203.1K | 0.02% | +3,397 | New |
| Shulman DeMeo Asset Management LLC | 3,405 | $203.6K | 0.06% | +3,405 | New |
| Leavell Investment Management, Inc. | 3,472 | $208.0K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 3,482 | $208.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 3,483 | $208.3K | 0.02% | +589+20.4% | Added |
| Capital Advisors Wealth Management, LLC | 3,486 | $208.5K | 0.05% | +3,486 | New |
| Ridgewood Investments LLC | 3,490 | $208.7K | 0.12% | +129+3.8% | Added |
| Jentner Corp | 3,494 | $208.9K | 0.13% | +43+1.2% | Added |
| Northstar Advisory Group, LLC | 3,500 | $209.3K | 0.14% | −602−14.7% | Reduced |
| Shelton Capital Management | 3,502 | $209.4K | 0.01% | −102−2.8% | Reduced |
| Morningstar Investment Management LLC | 3,512 | $210.0K | 0.03% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,498 | $210.0K | 0.01% | +58+1.7% | Added |
| Goodwin Daniel L | 3,525 | $210.8K | 0.10% | −846−19.4% | Reduced |
| Thrive Capital Management, LLC | 3,556 | $212.6K | 0.12% | +3,556 | New |
| Baader Bank INC | 4,589 | $213.0K | 0.02% | +4,589 | New |
| Jacobsen Capital Management | 3,577 | $213.8K | 0.11% | +3,577 | New |
| Advisors Management Group Inc | 3,571 | $214.0K | 0.06% | +11+0.3% | Added |
| KLCM Advisors, Inc. | 3,587 | $214.5K | 0.04% | +3,587 | New |
| Kellett Schaffner Wealth Advisors LLC | 3,600 | $215.2K | 0.20% | 00.0% | Unchanged |
| Truadvice, LLC | 3,672 | $215.9K | 0.08% | −85−2.3% | Reduced |
| Avidian Wealth Solutions, LLC | 3,611 | $215.9K | 0.01% | −5,497−60.4% | Reduced |
| First Heartland Consultants, Inc. | 3,610 | $215.9K | 0.03% | −1,578−30.4% | Reduced |
| Hoylecohen, LLC | 3,621 | $216.5K | 0.02% | 00.0% | Unchanged |
| Girard Partners Ltd. | 3,633 | $217.2K | 0.02% | −571−13.6% | Reduced |
| Westside Investment Management, Inc. | 3,660 | $218.8K | 0.06% | +100+2.8% | Added |
| ProVise Management Group, LLC | 3,662 | $219.0K | 0.02% | −133−3.5% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 3,692 | $220.7K | 0.00% | +3,692 | New |
| Colonial River Wealth Management, LLC | 3,696 | $221.0K | 0.15% | −605−14.1% | Reduced |
| DRW Securities, LLC | 3,700 | $221.0K | 0.02% | −823−18.2% | Reduced |
| Kovack Advisors, Inc. | 3,697 | $221.0K | 0.03% | −693−15.8% | Reduced |
| Atwater Malick LLC | 3,700 | $221.2K | 0.09% | +3,700 | New |
| Busey Wealth Management | 3,715 | $222.1K | 0.01% | −2,090−36.0% | Reduced |
| Los Angeles Capital Management LLC | 3,718 | $222.3K | 0.00% | +230+6.6% | Added |
| Montag A & Associates Inc | 3,738 | $224.5K | 0.01% | +10.0% | Added |
| Sound View Wealth Advisors Group, LLC | 3,756 | $224.6K | 0.03% | +111+3.0% | Added |
| Wendell David Associates Inc | 3,755 | $225.0K | 0.03% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 3,821 | $228.5K | 0.00% | +3,821 | New |
| First National Bank of Mount Dora, Trust Investment Services | 3,824 | $228.6K | 0.07% | −468−10.9% | Reduced |
| Sandbox Financial Partners, LLC | 3,846 | $230.0K | 0.12% | −10.0% | Reduced |
| First Horizon Advisors, Inc. | 3,867 | $231.2K | 0.01% | −247−6.0% | Reduced |
| CX Institutional | 3,889 | $232.5K | 0.01% | +3,889 | New |
| Nomura Holdings Inc | 3,895 | $232.9K | 0.00% | +323+9.0% | Added |
| Lumature Wealth Partners, LLC | 3,917 | $234.2K | 0.14% | −9−0.2% | Reduced |
| Pinnacle Bancorp, Inc. | 3,917 | $234.2K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 3,923 | $234.5K | 0.13% | −124−3.1% | Reduced |
| Tobam | 3,930 | $235.0K | 0.02% | −566−12.6% | Reduced |
| Westwood Holdings Group Inc. | 3,934 | $235.0K | 0.00% | +3,934 | New |
| Mission Wealth Management, LP | 3,973 | $237.6K | 0.01% | +146+3.8% | Added |
| Arkadios Wealth Advisors | 4,007 | $239.6K | 0.03% | −1,140−22.1% | Reduced |
| Prosperity Wealth Management, Inc. | 4,019 | $240.3K | 0.16% | +44+1.1% | Added |
| Berger Financial Group, Inc | 4,044 | $241.8K | 0.03% | 00.0% | Unchanged |
| Excalibur Management Corp | 4,069 | $243.3K | 0.12% | −182−4.3% | Reduced |
| Coastwise Capital Group, LLC | 4,093 | $244.7K | 0.28% | +117+2.9% | Added |
| Pointe Capital Management LLC | 4,094 | $244.8K | 0.18% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,102 | $245.0K | 0.05% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 4,110 | $245.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4,120 | $246.3K | 0.04% | −361−8.1% | Reduced |
| Gateway Wealth Partners, LLC | 4,129 | $246.9K | 0.04% | +190+4.8% | Added |
| Rollins Financial | 4,139 | $247.5K | 0.07% | −2,774−40.1% | Reduced |
| Crescent Sterling, Ltd. | 4,177 | $249.7K | 0.24% | +160+4.0% | Added |
| Sonora Investment Management Group, LLC | 4,184 | $250.2K | 0.02% | −559−11.8% | Reduced |
| Aull & Monroe Investment Management Corp | 4,200 | $251.1K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,207 | $251.5K | 0.14% | +16+0.4% | Added |
| Beacon Investment Advisory Services, Inc. | 4,209 | $251.6K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 4,217 | $252.0K | 0.01% | +214+5.3% | Added |
| Graypoint LLC | 4,252 | $254.2K | 0.03% | −4−0.1% | Reduced |
| First Nebraska Trust Co | 4,271 | $255.4K | 0.03% | −890−17.2% | Reduced |
| Desjardins Global Asset Management Inc. | 4,287 | $256.2K | 0.03% | +711+19.9% | Added |
| Cornerstone Wealth Management, LLC | 4,294 | $256.7K | 0.02% | +1,025+31.4% | Added |
| Cedar Wealth Management, LLC | 4,300 | $257.1K | 0.10% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 4,308 | $257.6K | 0.24% | −382−8.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,314 | $257.9K | 0.01% | −1,206−21.8% | Reduced |
| Townsend Asset Management Corp | 4,332 | $259.0K | 0.12% | −525−10.8% | Reduced |
| Sovereign Financial Group, Inc. | 4,337 | $259.3K | 0.08% | +27+0.6% | Added |
| Commons Capital, LLC | 4,342 | $259.6K | 0.39% | −118−2.6% | Reduced |
| Eudaimonia Advisors LLC | 4,358 | $260.6K | 0.17% | −55−1.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 4,358 | $260.6K | 0.13% | +62+1.4% | Added |
| Marcum Wealth, LLC | 4,389 | $262.4K | 0.03% | +21+0.5% | Added |
| New Hampshire Trust | 4,393 | $262.7K | 0.07% | −200−4.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 4,427 | $264.7K | 0.06% | +32+0.7% | Added |
| LexAurum Advisors, LLC | 4,439 | $265.4K | 0.08% | −244−5.2% | Reduced |
| TCG Advisory Services, LLC | 4,452 | $266.2K | 0.05% | +4,452 | New |