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 |
|---|---|---|---|---|---|
| Ninepoint Partners LP | 2,090 | $125.0K | 0.02% | −643−23.5% | Reduced |
| Farther Finance Advisors, LLC | 2,066 | $123.5K | 0.03% | +205+11.0% | Added |
| Financial Perspectives, Inc | 2,011 | $120.2K | 0.05% | 00.0% | Unchanged |
| 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 |
| Cherry Tree Wealth Management, LLC | 1,983 | $118.6K | 0.03% | +1,983 | New |
| City State Bank | 1,973 | $118.0K | 0.06% | −324−14.1% | Reduced |
| Cutler Group LP | 1,955 | $116.0K | 0.03% | +1,955 | New |
| Salem Investment Counselors Inc | 1,919 | $115.2K | 0.00% | −218−10.2% | Reduced |
| Johnson Midwest Financial, LLC | 1,919 | $114.7K | 0.10% | −7−0.4% | Reduced |
| Bangor Savings Bank | 1,913 | $114.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,900 | $113.6K | 0.03% | −50−2.6% | Reduced |
| Front Row Advisors LLC | 1,885 | $113.0K | 0.05% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,864 | $111.4K | 0.08% | +1,864 | New |
| PCA Investment Advisory Services Inc. | 1,847 | $110.4K | 0.07% | +1,847 | New |
| Ci Investments Inc. | 1,842 | $110.0K | 0.00% | +184+11.1% | Added |
| Lindbrook Capital, LLC | 1,815 | $108.5K | 0.01% | −111−5.8% | Reduced |
| Covestor Ltd | 1,731 | $104.0K | 0.08% | +375+27.7% | Added |
| Central Trust Co | 1,672 | $100.0K | 0.00% | +42+2.6% | Added |
| Kelly Financial Services LLC | 1,628 | $97.3K | 0.05% | +5+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,600 | $96.1K | 0.00% | −601−27.3% | Reduced |
| Bartlett & Co. LLC | 1,600 | $96.0K | 0.00% | −601−27.3% | Reduced |
| Alta Advisers Ltd | 1,600 | $95.7K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,599 | $95.6K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,563 | $93.5K | 0.04% | +125+8.7% | Added |
| Clearview Wealth Advisors LLC | 1,556 | $93.0K | 0.09% | −239−13.3% | Reduced |
| Fiduciary Alliance LLC | 1,539 | $92.0K | 0.02% | +1,539 | New |
| Parkside Financial Bank & Trust | 1,522 | $91.0K | 0.02% | +185+13.8% | Added |
| Baldwin Brothers Inc | 1,480 | $88.5K | 0.01% | +150+11.3% | Added |
| Sutton Wealth Advisors Inc. | 1,467 | $87.7K | 0.04% | +295+25.2% | Added |
| McIlrath & Eck, LLC | 1,456 | $87.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,421 | $85.3K | 0.02% | −745−34.4% | Reduced |
| Heritage Wealth Advisors | 1,400 | $83.7K | 0.00% | +150+12.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,366 | $81.7K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,360 | $81.3K | 0.06% | −80−5.6% | Reduced |
| HM Payson & Co | 1,346 | $80.5K | 0.00% | +156+13.1% | Added |
| JNBA Financial Advisors | 1,337 | $79.9K | 0.01% | −21−1.5% | Reduced |
| HHM Wealth Advisors, LLC | 1,327 | $79.3K | 0.01% | −74−5.3% | Reduced |
| JJJ Advisors Inc. | 1,304 | $78.1K | 0.02% | −16−1.2% | Reduced |
| Sawyer & Company, Inc | 1,300 | $78.0K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,300 | $77.7K | 0.05% | 00.0% | Unchanged |
| Trust Co | 1,197 | $71.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,195 | $71.4K | 0.00% | −1,512−55.9% | Reduced |
| Anchor Investment Management, LLC | 1,141 | $68.2K | 0.01% | +126+12.4% | Added |
| JFS Wealth Advisors, LLC | 1,113 | $66.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,102 | $65.9K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,071 | $64.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,038 | $62.1K | 0.02% | +5+0.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,016 | $61.0K | 0.00% | −1,080−51.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,019 | $60.9K | 0.01% | −667−39.6% | Reduced |
| Alaska Permanent Fund Corp | 1,007 | $60.2K | 0.00% | +1,007 | New |
| Capital Analysts, LLC | 954 | $57.0K | 0.00% | −511−34.9% | Reduced |
| Concord Wealth Partners | 922 | $55.1K | 0.01% | +254+38.0% | Added |
| Godsey & Gibb Associates | 920 | $55.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 899 | $53.8K | 0.01% | +112+14.2% | Added |
| Bank of New Hampshire | 892 | $53.3K | 0.02% | −550−38.1% | Reduced |
| Clear Street Markets LLC | 881 | $53.0K | 0.02% | −350−28.4% | Reduced |
| Disciplined Investments, LLC | 880 | $52.6K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 836 | $50.0K | 0.02% | +3+0.4% | Added |
| Global Wealth Strategies & Associates | 829 | $49.6K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 782 | $48.8K | 0.03% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 795 | $47.8K | 0.00% | −173−17.9% | Reduced |
| Silvant Capital Management LLC | 796 | $47.8K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 771 | $46.1K | 0.01% | +402+108.9% | Added |
| Glassman Wealth Services | 715 | $42.8K | 0.01% | +133+22.9% | Added |
| Brown Brothers Harriman & Co | 711 | $42.5K | 0.00% | −132−15.7% | Reduced |
| 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 |
| Hartford Financial Management Inc. | 672 | $40.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 667 | $39.9K | 0.01% | 00.0% | Unchanged |
| 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 |
| Centennial Bank | 617 | $36.9K | 0.02% | −502−44.9% | Reduced |
| Missouri Trust & Investment Co | 610 | $36.5K | 0.02% | −30−4.7% | Reduced |
| Altshuler Shaham Ltd | 598 | $35.8K | 0.00% | −45−7.0% | Reduced |
| Bogart Wealth, LLC | 583 | $34.8K | 0.00% | −15−2.5% | Reduced |
| Center for Financial Planning, Inc. | 580 | $34.7K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 576 | $34.4K | 0.01% | −173−23.1% | Reduced |
| Investors Research Corp | 570 | $34.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 575 | $33.0K | 0.00% | −110−16.1% | Reduced |
| Deseret Mutual Benefit Administrators | 549 | $32.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 547 | $32.7K | 0.01% | +3+0.6% | Added |
| Clearstead Advisors, LLC | 501 | $30.0K | 0.00% | −53−9.6% | Reduced |
| Baker Avenue Asset Management, LP | 497 | $29.7K | 0.00% | −18−3.5% | Reduced |
| Piscataqua Savings Bank | 490 | $29.3K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 480 | $28.7K | 0.01% | +330+220.0% | Added |
| Stonebridge Capital Advisors LLC | 478 | $28.6K | 0.00% | +235+96.7% | Added |
| MB, Levis & Associates, LLC | 465 | $27.8K | 0.02% | +4+0.9% | Added |
| Strengthening Families & Communities, LLC | 449 | $27.0K | 0.01% | +77+20.7% | Added |
| Rosenberg Matthew Hamilton | 441 | $26.4K | 0.01% | −557−55.8% | Reduced |
| Resurgent Financial Advisors LLC | 437 | $26.1K | 0.02% | −80−15.5% | Reduced |
| Robinswood Financial LLC | 433 | $25.9K | 0.01% | +433 | New |
| TD Waterhouse Canada Inc. | 415 | $25.0K | 0.00% | −49−10.6% | Reduced |
| Larson Financial Group LLC | 413 | $24.7K | 0.00% | −331−44.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 411 | $24.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 410 | $24.5K | 0.02% | +410 | New |
| Tortoise Investment Management, LLC | 408 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 407 | $24.3K | 0.01% | −124−23.4% | Reduced |
| 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 |