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