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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.

Q3 2023 vs. Q2 2023

How the institutions holding Realty Income Corp changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of O: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,100121,063−25
Shares566.3M488.3K573.0M+7.26M (+1.3%)
Value$33.9B$29.2M$28.6B−$5.22B (−15.4%)

12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (104)

Institutions that held Realty Income Corp at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 104 by value.

Institutions new to O in Q3 2023
InstitutionSharesValue% of portfolio
Scharf Investments, LLC2,453,471$122.5M3.66%
Qube Research & Technologies Ltd1,306,993$65.3M0.19%
Balyasny Asset Management LLC811,551$40.5M0.11%
Ceredex Value Advisors LLC760,850$38.2M0.67%
Natixis627,955$31.4M0.25%
Pictet Asset Management Holding SA401,211$20.0M0.02%
Verition Fund Management LLC209,488$10.5M0.14%
Point72 Asset Management, L.P.110,244$5.51M0.02%
Investment Management Corp of Ontario91,600$4.57M0.18%
ING Groep NV88,882$4.44M0.04%
PEAK6 Investments LLC81,936$4.09M0.20%
Pathway Financial Advisers, LLC77,702$3.88M1.60%
Magnetar Financial LLC72,265$3.61M0.09%
Wolverine Asset Management LLC70,036$3.50M0.06%
Prevail Innovative Wealth Advisors, LLC66,524$3.32M1.72%
Waratah Capital Advisors Ltd.63,908$3.19M0.15%
Y-Intercept (Hong Kong) Ltd63,455$3.17M0.31%
Old Mission Capital LLC58,424$2.92M0.10%
Mizuho Markets Americas LLC51,916$2.59M0.10%
Fort Pitt Capital Group, LLC45,685$2.28M0.09%
Duality Advisers, LP44,140$2.20M0.27%
Envestnet Portfolio Solutions, Inc.42,131$2.10M0.01%
Ibex Wealth Advisors40,442$2.02M0.51%
Ascent Group, LLC29,125$1.46M0.16%
Altman Advisors, Inc.26,032$1.30M0.81%
QRG Capital Management, Inc.23,995$1.20M0.02%
Adams Asset Advisors, LLC23,144$1.16M0.16%
M Holdings Securities, Inc.20,881$1.04M0.14%
Garda Capital Partners LP19,918$994.7K0.63%
Miracle Mile Advisors, LLC19,674$982.5K0.03%
Group One Trading, L.P.19,418$969.7K0.04%
Jamison Private Wealth Management, Inc.18,832$940.5K0.19%
Compass Ion Advisors, LLC17,934$895.6K0.15%
Wade G W & Inc17,893$894.0K0.03%
Toews Corp15,600$779.1K0.47%
Chiron Capital Management, LLC14,700$734.1K0.63%
Kapitalo Investimentos Ltda13,654$681.9K0.09%
Banco Santander, S.A.13,194$658.9K0.01%
Diligent Investors, LLC12,628$630.6K0.19%
Prelude Capital Management, LLC11,235$561.1K0.05%
Texas Capital Bank Wealth Management Services Inc10,784$538.6K0.07%
First Hawaiian Bank10,446$521.7K0.02%
Oak Thistle LLC10,416$520.2K0.15%
Empirical Asset Management, LLC9,744$486.6K0.42%
Intellectus Partners, LLC9,147$459.1K0.15%
Reuter James Wealth Management, LLC8,903$444.6K0.33%
NBC Securities, Inc.8,703$434.0K0.05%
Exencial Wealth Advisors, LLC8,651$432.0K0.02%
Credit Capital Investments LLC8,600$429.5K0.57%
Cornercap Investment Counsel Inc7,951$397.1K0.07%
Tiaa Trust, National Association7,930$396.0K0.00%
Householder Group Estate & Retirement Specialist, LLC7,929$396.0K0.14%
Balboa Wealth Partners7,300$364.6K0.14%
Tactive Advisors, LLC7,122$355.7K0.31%
Credit Agricole S A6,656$332.4K0.01%
Panoramic Investment Advisors, LLC6,374$318.3K0.29%
Rodgers Brothers Inc.6,250$312.1K0.05%
Marathon Capital Management6,153$307.3K0.08%
Vident Advisory, LLC6,133$306.3K0.01%
NEOS Investment Management LLC5,990$299.1K0.04%
Flow Traders U.S. LLC5,362$268.0K0.01%
Abundance Wealth Counselors5,302$265.0K0.08%
First National Advisers, LLC5,303$264.8K0.12%
Signet Financial Management, LLC5,262$262.8K0.04%
Mirabella Financial Services LLP5,109$255.1K0.04%
SS&H Financial Advisors, Inc.5,050$252.0K0.12%
Connor, Clark & Lunn Investment Management Ltd.4,861$242.8K0.00%
Evanson Asset Management, LLC4,535$226.5K0.02%
Integrated Advisors Network LLC4,512$225.3K0.01%
Gratus Capital LLC4,238$211.6K0.01%
Kestra Private Wealth Services, LLC4,235$211.5K0.01%
Winton Group Ltd4,221$210.8K0.02%
Sentry Investment Management LLC4,115$206.0K0.10%
Abn Amro Investment Solutions4,021$200.8K0.00%
Indiana Trust & Investment Management CO2,916$145.6K0.07%
Flaharty Asset Management, LLC2,336$116.7K0.02%
RVW Wealth, LLC1,938$96.8K0.01%
Fortis Group Advisors, LLC950$47.4K0.01%
Orion Capital Management LLC700$35.0K0.02%
Operose Advisors LLC605$30.2K0.01%
Semmax Financial Advisors Inc.600$29.9K0.01%
LGT Financial Advisors LLC569$28.4K0.04%
Headinvest, LLC500$24.5K0.01%
HBC Financial Services, PLLC500$24.0K0.02%
Ofi Invest Asset Management507$23.9K0.00%
Provence Wealth Management Group418$20.9K0.01%
Annis Gardner Whiting Capital Advisors, LLC351$17.6K0.01%
Salomon & Ludwin, LLC254$12.7K0.00%
Picton Mahoney Asset Management200$10.0K0.00%
FSC Wealth Advisors, LLC167$8.34K0.01%
HighMark Wealth Management LLC104$5.22K0.00%
Koesten, Hirschmann & Crabtree, INC.102$5.09K0.00%
Hall Laurie J Trustee100$5.00K0.00%
Global Trust Asset Management, LLC100$4.99K0.00%
NewSquare Capital LLC99$4.94K0.00%
Hoey Investments, Inc77$3.85K0.00%
RE Dickinson Investment Advisors, LLC48$2.00K0.00%
DecisionPoint Financial, LLC33$1.65K0.00%
Authentikos Wealth Advisory, LLC31$1.55K0.00%
Foster Dykema Cabot & Co Inc25$1.00K0.00%

Sold out (129)

Institutions that held Realty Income Corp at the end of Q2 2023 and filed for Q3 2023 without it.

Showing the largest 100 of 129 by value.

Institutions that sold out of O in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Renaissance Technologies LLC386,625$23.1M
Zimmer Partners, LP325,000$19.4M
Tudor Investment Corp Et Al197,756$11.8M
Bridgewater Associates, LP90,124$5.39M
Andra AP-fonden76,384$4.57M
Bayesian Capital Management, LP38,500$2.30M
Machina Capital S.A.S.31,086$1.86M
Parallax Volatility Advisers, L.P.28,171$1.68M
DuPont Capital Management Corp27,210$1.63M
Virtu Financial LLC27,054$1.62M
Achmea Investment Management B.V.23,726$1.42M
Argonautica Private Wealth Management, Inc21,671$1.30M
Vident Investment Advisory, LLC21,367$1.28M
Harbour Capital Advisors, LLC21,084$1.27M
Red Cedar Investment Management, LLC17,146$1.03M
Arete Wealth Advisors, LLC13,065$781.0K
CFS Investment Advisory Services, LLC13,068$781.0K
Engineers Gate Manager LP12,531$749.2K
Virtus ETF Advisers LLC12,486$746.5K
Adams Wealth Management11,142$666.2K
Kestra Advisory Services, LLC10,669$640.6K
Nebula Research & Development LLC10,637$636.0K
CTC Alternative Strategies, Ltd.10,555$631.1K
Greenwood Capital Associates LLC10,396$621.6K
McElhenny Sheffield Capital Management, LLC10,191$609.3K
Monument Capital Management10,042$600.4K
Accurate Wealth Management, LLC9,360$569.3K
Hamel Associates, Inc.9,030$539.9K
Veritable, L.P.8,819$527.3K
Campbell & CO Investment Adviser LLC8,778$524.8K
Infrastructure Capital Advisors, LLC8,670$518.4K
Quantamental Technologies LLC7,434$444.5K
Kalos Management, Inc.7,302$436.6K
BLB&B Advisors, LLC6,861$410.2K
Freedom Day Solutions, LLC6,815$407.5K
Raub Brock Capital Management LP6,075$363.2K
Neo Ivy Capital Management6,075$363.0K
Fortis Capital Management LLC5,580$333.6K
Derbend Asset Management5,506$329.2K
Barry Investment Advisors, LLC5,431$326.1K
Dynamic Technology Lab Private Ltd5,432$325.0K
Bank of Hawaii5,392$322.4K
Fox Run Management, L.L.C.5,184$310.0K
Patriot Financial Group Insurance Agency, LLC4,937$295.2K
Strategic Wealth Designers4,840$289.4K
Argent Trust Co4,764$284.8K
Intrust Bank NA4,751$284.1K
Modera Wealth Management, LLC4,701$281.1K
Accredited Investors Inc.4,684$280.0K
Patton Albertson Miller Group, LLC4,624$276.5K
SPC Financial, Inc.4,606$275.4K
Clarius Group, LLC4,568$273.1K
Laidlaw Wealth Management LLC4,567$273.1K
Lake Street Financial LLC4,485$268.2K
Wrapmanager Inc4,452$266.2K
LexAurum Advisors, LLC4,439$265.4K
Eudaimonia Advisors LLC4,358$260.6K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management4,314$257.9K
Cornerstone Wealth Management, LLC4,294$256.7K
Quantinno Capital Management LP4,217$252.0K
Beacon Investment Advisory Services, Inc.4,209$251.6K
Berger Financial Group, Inc4,044$241.8K
Beacon Financial Advisory LLC3,923$234.5K
Nomura Holdings Inc3,895$232.9K
CX Institutional3,889$232.5K
Sandbox Financial Partners, LLC3,846$230.0K
First National Bank of Mount Dora, Trust Investment Services3,824$228.6K
Kovitz Investment Group Partners, LLC3,821$228.5K
Wendell David Associates Inc3,755$225.0K
Los Angeles Capital Management LLC3,718$222.3K
Busey Wealth Management3,715$222.1K
Atwater Malick LLC3,700$221.2K
Kovack Advisors, Inc.3,697$221.0K
Colonial River Wealth Management, LLC3,696$221.0K
Maverick Capital LtdSuperinvestorMaverick Capital3,692$220.7K
ProVise Management Group, LLC3,662$219.0K
Girard Partners Ltd.3,633$217.2K
Hoylecohen, LLC3,621$216.5K
First Heartland Consultants, Inc.3,610$215.9K
Truadvice, LLC3,672$215.9K
Kellett Schaffner Wealth Advisors LLC3,600$215.2K
KLCM Advisors, Inc.3,587$214.5K
Advisors Management Group Inc3,571$214.0K
Jacobsen Capital Management3,577$213.8K
Thrive Capital Management, LLC3,556$212.6K
Goodwin Daniel L3,525$210.8K
Focus Financial Network, Inc.3,498$210.0K
Shelton Capital Management3,502$209.4K
Northstar Advisory Group, LLC3,500$209.3K
Jentner Corp3,494$208.9K
Ridgewood Investments LLC3,490$208.7K
Capital Advisors Wealth Management, LLC3,486$208.5K
Sand Hill Global Advisors, LLC3,482$208.2K
Leavell Investment Management, Inc.3,472$208.0K
Shulman DeMeo Asset Management LLC3,405$203.6K
RW Investment Management LLC3,378$202.0K
TD Ameritrade Investment Management, LLC2,400$143.0K
PCA Investment Advisory Services Inc.1,847$110.4K
Clearview Wealth Advisors LLC1,556$93.0K
Fiduciary Alliance LLC1,539$92.0K

Not filed for Q3 2023 yet (12)

Institutions that held Realty Income Corp at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding O in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA379,901$22.7M
Signature Wealth Management Group59,797$3.58M
BerganKDV Wealth Management, LLC25,324$1.51M
Sentinus, LLC7,739$462.7K
Carlsbad Wealth Advisory Group, Inc.5,500$328.9K
EA Series Trust4,670$279.2K
Lumature Wealth Partners, LLC3,917$234.2K
Kistler-Tiffany Companies, LLC771$46.1K
BDO Wealth Advisors, LLC269$16.1K
First Capital Advisors Group, LLC.191$11.4K
Piershale Financial Group, Inc.123$7.35K
Endurance Wealth Management, Inc.50$3.00K