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