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 |
|---|---|---|---|---|---|
| Solidarilty Wealth, LLC | 6,322 | $379.6K | 0.16% | −77−1.2% | Reduced |
| Spreng Capital Management, Inc. | 6,359 | $380.0K | 0.30% | −350−5.2% | Reduced |
| Prudent Man Advisors, LLC | 6,368 | $381.0K | 0.14% | +19+0.3% | Added |
| BancorpSouth Bank | 6,395 | $382.4K | 0.03% | +6,395 | New |
| Fortis Capital Advisors, LLC | 6,412 | $383.4K | 0.22% | −500−7.2% | Reduced |
| Consolidated Planning Corp | 6,429 | $384.4K | 0.08% | +6,429 | New |
| Romano Brothers and Company | 6,468 | $386.7K | 0.06% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 6,491 | $388.1K | 0.03% | −3,125−32.5% | Reduced |
| 180 Wealth Advisors, LLC | 6,453 | $388.5K | 0.09% | +92+1.4% | Added |
| Certified Advisory Corp | 6,521 | $389.9K | 0.07% | −782−10.7% | Reduced |
| Court Place Advisors, LLC | 6,598 | $394.5K | 0.14% | −1,293−16.4% | Reduced |
| We Are One Seven, LLC | 6,613 | $395.4K | 0.04% | −448−6.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,629 | $396.4K | 0.05% | −429−6.1% | Reduced |
| Cohen Investment Advisors LLC | 6,634 | $396.6K | 0.32% | +127+2.0% | Added |
| Pathstone Family Office, LLC | 6,542 | $399.6K | 0.01% | −1,213−15.6% | Reduced |
| Greenleaf Trust | 6,704 | $400.8K | 0.00% | −1,825−21.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,750 | $403.6K | 0.06% | 00.0% | Unchanged |
| Grove Bank & Trust | 6,770 | $404.8K | 0.08% | −243−3.5% | Reduced |
| SignalPoint Asset Management, LLC | 6,783 | $405.5K | 0.12% | −162−2.3% | Reduced |
| Freedom Day Solutions, LLC | 6,815 | $407.5K | 0.18% | −3,557−34.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,826 | $408.2K | 0.04% | −12−0.2% | Reduced |
| Ieq Capital, LLC | 6,847 | $409.4K | 0.01% | −2,589−27.4% | Reduced |
| BLB&B Advisors, LLC | 6,861 | $410.2K | 0.03% | −297−4.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,871 | $410.8K | 0.04% | +6,871 | New |
| Bessemer Group Inc | 6,873 | $412.0K | 0.00% | +1,935+39.2% | Added |
| Quadrant Capital Group LLC | 6,890 | $412.1K | 0.04% | −47−0.7% | Reduced |
| Opus Capital Group, LLC | 6,931 | $414.0K | 0.07% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,932 | $416.2K | 0.01% | +185+2.7% | Added |
| Heartland Bank & Trust Co | 7,100 | $424.5K | 0.33% | −767−9.7% | Reduced |
| Samalin Investment Counsel, LLC | 7,113 | $425.3K | 0.23% | +2,150+43.3% | Added |
| Guyasuta Investment Advisors Inc | 7,128 | $426.2K | 0.03% | −1,010−12.4% | Reduced |
| American Investment Services, Inc. | 7,132 | $426.4K | 0.09% | +1,000+16.3% | Added |
| Lazard Asset Management LLC | 7,205 | $429.0K | 0.00% | +1,996+38.3% | Added |
| Mather Group, LLC. | 7,181 | $429.4K | 0.01% | −455−6.0% | Reduced |
| AllSquare Wealth Management LLC | 7,297 | $429.9K | 0.28% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 7,198 | $430.4K | 0.01% | −3,649−33.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 7,214 | $431.3K | 0.05% | −262−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,254 | $433.7K | 0.01% | +1,003+16.0% | Added |
| Kalos Management, Inc. | 7,302 | $436.6K | 0.94% | −350−4.6% | Reduced |
| Benchmark Investment Advisors LLC | 7,356 | $439.8K | 0.41% | +456+6.6% | Added |
| CAPROCK Group, Inc. | 7,328 | $440.1K | 0.03% | +2,619+55.6% | Added |
| Chilton Capital Management LLC | 7,345 | $441.0K | 0.02% | +325+4.6% | Added |
| Quantamental Technologies LLC | 7,434 | $444.5K | 0.19% | +7,434 | New |
| Hudson Valley Investment Advisors Inc | 7,446 | $445.2K | 0.06% | +138+1.9% | Added |
| Stockman Wealth Management, Inc. | 7,521 | $449.7K | 0.10% | −5,880−43.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,568 | $452.5K | 0.22% | +537+7.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,570 | $452.7K | 0.03% | −335−4.2% | Reduced |
| Blue Fin Capital, Inc. | 7,599 | $454.3K | 0.13% | −67−0.9% | Reduced |
| Penserra Capital Management LLC | 7,641 | $456.0K | 0.01% | +4,492+142.6% | Added |
| Bailard, Inc. | 7,700 | $460.4K | 0.02% | −25−0.3% | Reduced |
| Sentinus, LLC | 7,739 | $462.7K | 0.15% | −758−8.9% | Reduced |
| National Asset Management, Inc. | 7,844 | $470.9K | 0.01% | −4,640−37.2% | Reduced |
| Ellevest, Inc. | 7,882 | $471.3K | 0.04% | −68−0.9% | Reduced |
| Cigna Investments Inc | 7,927 | $473.0K | 0.09% | +375+5.0% | Added |
| Westpac Banking Corp | 7,931 | $474.2K | 0.03% | −51,243−86.6% | Reduced |
| Cozad Asset Management Inc | 7,932 | $474.3K | 0.06% | −22,921−74.3% | Reduced |
| GYL Financial Synergies, LLC | 7,962 | $476.0K | 0.04% | −42−0.5% | Reduced |
| Acas, LLC | 7,975 | $476.8K | 0.64% | −382−4.6% | Reduced |
| FORA Capital, LLC | 7,991 | $477.8K | 0.07% | −16,179−66.9% | Reduced |
| Moneta Group Investment Advisors LLC | 7,996 | $478.1K | 0.01% | −982−10.9% | Reduced |
| Foundations Investment Advisors, LLC | 8,016 | $479.3K | 0.02% | +1,701+26.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,016 | $479.3K | 0.13% | +572+7.7% | Added |
| Johnson Investment Counsel Inc | 8,044 | $480.9K | 0.01% | −896−10.0% | Reduced |
| Loudon Investment Management, LLC | 8,055 | $481.6K | 0.32% | −1,550−16.1% | Reduced |
| First Commonwealth Financial Corp | 8,089 | $483.6K | 0.16% | −689−7.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,089 | $483.6K | 0.14% | 00.0% | Unchanged |
| Summit Financial, LLC | 8,056 | $483.7K | 0.04% | +8,056 | New |
| Perigon Wealth Management, LLC | 8,091 | $483.8K | 0.02% | −140−1.7% | Reduced |
| Sterling Financial Planning, Inc. | 8,104 | $484.5K | 0.24% | +30.0% | Added |
| Insigneo Advisory Services, LLC | 8,074 | $484.8K | 0.09% | +2,374+41.6% | Added |
| Carmel Capital Partners, LLC | 8,118 | $485.4K | 0.25% | −369−4.3% | Reduced |
| Aptus Capital Advisors, LLC | 8,217 | $491.3K | 0.01% | −2,203−21.1% | Reduced |
| Horizon Investments, LLC | 8,319 | $495.3K | 0.01% | −838−9.2% | Reduced |
| Centaurus Financial, Inc. | 8,345 | $499.0K | 0.04% | −8,339−50.0% | Reduced |
| BFSG, LLC | 8,344 | $499.0K | 0.08% | +2,944+54.5% | Added |
| Brown Miller Wealth Management, LLC | 8,356 | $499.6K | 0.27% | +5,115+157.8% | Added |
| Holderness Investments Co | 8,379 | $501.0K | 0.19% | −1,074−11.4% | Reduced |
| Ronald Blue Trust, Inc. | 7,917 | $501.0K | 0.01% | −335−4.1% | Reduced |
| United Asset Strategies, Inc. | 8,409 | $502.8K | 0.06% | +295+3.6% | Added |
| Buckingham Strategic Wealth, LLC | 8,478 | $506.9K | 0.01% | +327+4.0% | Added |
| Crane Advisory, LLC | 8,362 | $507.0K | 0.15% | +1,115+15.4% | Added |
| Moody National Bank Trust Division | 8,669 | $518.3K | 0.04% | +399+4.8% | Added |
| Infrastructure Capital Advisors, LLC | 8,670 | $518.4K | 0.09% | +428+5.2% | Added |
| Wealth Alliance Advisory Group, LLC | 8,684 | $519.2K | 0.18% | +229+2.7% | Added |
| Geneos Wealth Management Inc. | 8,685 | $519.3K | 0.03% | −656−7.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 8,704 | $520.0K | 0.00% | −48−0.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,716 | $521.0K | 0.16% | −198−2.2% | Reduced |
| Verdence Capital Advisors LLC | 8,722 | $521.5K | 0.06% | +103+1.2% | Added |
| Powers Advisory Group, LLC | 8,740 | $522.6K | 0.35% | +227+2.7% | Added |
| Fund Management at Engine No. 1 LLC | 8,757 | $523.6K | 0.10% | +1,151+15.1% | Added |
| Gyroscope Capital Management Group, LLC | 8,762 | $523.9K | 0.12% | +224+2.6% | Added |
| Private Trust Co NA | 8,776 | $524.7K | 0.07% | +175+2.0% | Added |
| Campbell & CO Investment Adviser LLC | 8,778 | $524.8K | 0.09% | +8,778 | New |
| Ausdal Financial Partners, Inc. | 8,807 | $526.6K | 0.07% | +9+0.1% | Added |
| Veritable, L.P. | 8,819 | $527.3K | 0.01% | +1,195+15.7% | Added |
| Retirement Planning Co of New England, Inc. | 8,988 | $537.4K | 0.31% | −435−4.6% | Reduced |
| Hamel Associates, Inc. | 9,030 | $539.9K | 0.19% | −48,815−84.4% | Reduced |
| Sherbrooke Park Advisers LLC | 9,052 | $541.2K | 0.28% | +9,052 | New |
| Citizens National Bank Trust Department | 9,071 | $542.4K | 0.14% | −5,895−39.4% | Reduced |
| Cypress Capital Group | 9,129 | $545.8K | 0.08% | +234+2.6% | Added |