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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 4,452 | $266.2K | 0.08% | −359−7.5% | Reduced |
| Strategy Asset Managers LLC | 4,477 | $267.7K | 0.06% | −1,335−23.0% | Reduced |
| Revisor Wealth Management LLC | 4,480 | $267.9K | 0.24% | +165+3.8% | Added |
| AMG National Trust Bank | 4,485 | $268.2K | 0.01% | −5,960−57.1% | Reduced |
| Lake Street Financial LLC | 4,485 | $268.2K | 0.05% | −186−4.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,516 | $270.0K | 0.02% | +56+1.3% | Added |
| Jones Financial Companies LLLP | 4,566 | $273.0K | 0.00% | +289+6.8% | Added |
| Laidlaw Wealth Management LLC | 4,567 | $273.1K | 0.05% | −242−5.0% | Reduced |
| Clarius Group, LLC | 4,568 | $273.1K | 0.02% | −201−4.2% | Reduced |
| Congress Wealth Management LLC | 4,571 | $273.3K | 0.01% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 4,589 | $274.4K | 0.06% | +10+0.2% | Added |
| SPC Financial, Inc. | 4,606 | $275.4K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,617 | $276.0K | 0.04% | −95−2.0% | Reduced |
| Patton Albertson Miller Group, LLC | 4,624 | $276.5K | 0.05% | −2,143−31.7% | Reduced |
| XTX Topco Ltd | 4,646 | $277.8K | 0.05% | +4,646 | New |
| Hutchens & Kramer Investment Management Group, LLC | 4,650 | $278.0K | 0.22% | +415+9.8% | Added |
| Valeo Financial Advisors, LLC | 4,659 | $278.6K | 0.01% | +944+25.4% | Added |
| Empowered Funds, LLC | 4,670 | $279.2K | 0.01% | +4,670 | New |
| EA Series Trust | 4,670 | $279.2K | 0.01% | +4,670 | New |
| Accredited Investors Inc. | 4,684 | $280.0K | 0.02% | +38+0.8% | Added |
| Modera Wealth Management, LLC | 4,701 | $281.1K | 0.01% | +4,701 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,710 | $281.6K | 0.07% | −638−11.9% | Reduced |
| Fiduciary Trust Co | 4,715 | $281.9K | 0.00% | −211−4.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,725 | $282.5K | 0.04% | +91+2.0% | Added |
| Edmp, Inc. | 4,739 | $283.3K | 0.27% | +4,739 | New |
| Intrust Bank NA | 4,751 | $284.1K | 0.03% | +297+6.7% | Added |
| Mayflower Financial Advisors, LLC | 4,754 | $284.2K | 0.04% | −75−1.6% | Reduced |
| Argent Trust Co | 4,764 | $284.8K | 0.02% | −146−3.0% | Reduced |
| Strategic Wealth Designers | 4,840 | $289.4K | 0.05% | +60+1.3% | Added |
| Weil Company, Inc. | 4,860 | $290.6K | 0.13% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4,873 | $291.4K | 0.04% | +292+6.4% | Added |
| Transcend Wealth Collective, LLC | 4,882 | $291.9K | 0.03% | +70+1.5% | Added |
| Slagle Financial, LLC | 4,888 | $292.3K | 0.18% | +4,888 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,937 | $295.2K | 0.06% | +88+1.8% | Added |
| Wintrust Investments LLC | 4,969 | $297.0K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 4,967 | $297.0K | 0.09% | +4,967 | New |
| DFPG Investments, LLC | 4,816 | $297.3K | 0.03% | −617−11.4% | Reduced |
| Petix & Botte Co | 4,998 | $298.8K | 0.09% | +4,998 | New |
| Channel Wealth LLC | 5,086 | $304.1K | 0.17% | −1,006−16.5% | Reduced |
| Boston Private Wealth LLC | 5,095 | $304.7K | 0.01% | −1,465−22.3% | Reduced |
| ORG Partners LLC | 5,094 | $305.3K | 0.05% | +5,094 | New |
| Dividend Assets Capital, LLC | 5,120 | $306.0K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,128 | $306.6K | 0.01% | −1,111−17.8% | Reduced |
| Mason & Associates Inc | 5,143 | $307.5K | 0.09% | −900−14.9% | Reduced |
| HBK Sorce Advisory LLC | 5,182 | $309.8K | 0.01% | +158+3.1% | Added |
| Fox Run Management, L.L.C. | 5,184 | $310.0K | 0.09% | +5,184 | New |
| Csenge Advisory Group | 5,187 | $310.1K | 0.02% | −650−11.1% | Reduced |
| Stiles Financial Services Inc | 5,191 | $310.4K | 0.15% | +22+0.4% | Added |
| Keystone Financial Group | 5,247 | $313.7K | 0.05% | +5,247 | New |
| Meridian Wealth Management, LLC | 5,250 | $313.9K | 0.03% | +513+10.8% | Added |
| GTS Securities LLC | 5,307 | $317.3K | 0.01% | +5,307 | New |
| DF Dent & Co Inc | 5,316 | $317.9K | 0.00% | +152+2.9% | Added |
| Prairie Sky Financial Group LLC | 5,332 | $318.8K | 0.22% | +5,332 | New |
| BKD Wealth Advisors, LLC | 5,362 | $320.6K | 0.01% | +4+0.1% | Added |
| Visionary Wealth Advisors | 5,375 | $321.4K | 0.03% | −701−11.5% | Reduced |
| Teamwork Financial Advisors, LLC | 5,376 | $321.4K | 0.05% | −1,024−16.0% | Reduced |
| HB Wealth Management, LLC | 5,378 | $321.5K | 0.01% | −910−14.5% | Reduced |
| Campion Asset Management LLC | 5,385 | $322.0K | 0.29% | +330+6.5% | Added |
| Hilltop Holdings Inc. | 5,386 | $322.0K | 0.04% | −9,246−63.2% | Reduced |
| Bank of Hawaii | 5,392 | $322.4K | 0.02% | −423−7.3% | Reduced |
| Financial Counselors Inc | 5,414 | $324.0K | 0.01% | −225−4.0% | Reduced |
| Siemens Fonds Invest GmbH | 5,460 | $324.9K | 0.03% | +205+3.9% | Added |
| Dynamic Technology Lab Private Ltd | 5,432 | $325.0K | 0.04% | +5,432 | New |
| Barry Investment Advisors, LLC | 5,431 | $326.1K | 0.11% | −1,085−16.7% | Reduced |
| Carlsbad Wealth Advisory Group, Inc. | 5,500 | $328.9K | 0.21% | +5,500 | New |
| Derbend Asset Management | 5,506 | $329.2K | 0.22% | −1,641−23.0% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,529 | $330.6K | 0.54% | +213+4.0% | Added |
| Fortis Capital Management LLC | 5,580 | $333.6K | 0.12% | +23+0.4% | Added |
| Vance Wealth, Inc. | 5,591 | $334.3K | 0.15% | +51+0.9% | Added |
| Sunbelt Securities, Inc. | 5,613 | $335.6K | 0.05% | +1,274+29.4% | Added |
| Cross Staff Investments Inc | 5,646 | $337.6K | 0.31% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,662 | $338.5K | 0.06% | −76−1.3% | Reduced |
| AlphaCore Capital LLC | 5,646 | $339.0K | 0.05% | +150+2.7% | Added |
| SeaCrest Wealth Management, LLC | 5,708 | $341.3K | 0.04% | −757−11.7% | Reduced |
| Essex Savings Bank | 5,728 | $342.5K | 0.11% | +39+0.7% | Added |
| Ignite Planners, LLC | 5,790 | $344.9K | 0.13% | −1,323−18.6% | Reduced |
| Castle Rock Wealth Management, LLC | 5,693 | $344.9K | 0.12% | +4+0.1% | Added |
| Park Place Capital Corp | 5,777 | $345.4K | 0.10% | −997−14.7% | Reduced |
| Smith, Moore & Co. | 5,783 | $345.7K | 0.04% | −245−4.1% | Reduced |
| M&G Investment Management Ltd | 5,770 | $346.2K | 0.00% | +1,167+25.4% | Added |
| Capital Investment Advisors, LLC | 5,831 | $348.7K | 0.01% | −464−7.4% | Reduced |
| Wesbanco Bank Inc | 5,845 | $349.0K | 0.01% | +200+3.5% | Added |
| Capstone Investment Advisors, LLC | 5,868 | $350.8K | 0.01% | +3,787+182.0% | Added |
| Kinneret Advisory, LLC | 5,849 | $351.2K | 0.04% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 5,914 | $353.6K | 0.24% | −1,111−15.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,932 | $354.7K | 0.11% | +156+2.7% | Added |
| Dynamic Advisor Solutions LLC | 5,936 | $354.9K | 0.02% | +737+14.2% | Added |
| Brown, Lisle/Cummings, Inc. | 5,980 | $357.5K | 0.16% | +590+10.9% | Added |
| Beacon Investment Advisors LLC | 6,064 | $362.6K | 0.25% | −492−7.5% | Reduced |
| Financial Advocates Investment Management | 6,069 | $362.8K | 0.03% | +19+0.3% | Added |
| Neo Ivy Capital Management | 6,075 | $363.0K | 0.19% | +6,075 | New |
| Raub Brock Capital Management LP | 6,075 | $363.2K | 0.07% | +2,050+50.9% | Added |
| Meeder Advisory Services, Inc. | 6,132 | $366.6K | 0.04% | −1,376−18.3% | Reduced |
| Harbour Investments, Inc. | 6,178 | $369.4K | 0.02% | +729+13.4% | Added |
| Aspiriant, LLC | 6,191 | $370.2K | 0.02% | −20−0.3% | Reduced |
| Investmark Advisory Group LLC | 6,203 | $370.9K | 0.25% | −418−6.3% | Reduced |
| N.E.W. Advisory Services LLC | 6,242 | $373.2K | 0.05% | +271+4.5% | Added |
| Financial Partners Group, Inc | 6,375 | $377.5K | 0.08% | −24−0.4% | Reduced |
| Kennedy Investment Group | 6,330 | $378.5K | 0.22% | −947−13.0% | Reduced |
| VELA Investment Management, LLC | 6,331 | $378.5K | 0.17% | 00.0% | Unchanged |