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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.

13F holders, Q3 2023

Institutional positions in Realty Income Corp as of Sep 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
1,063
−25 vs. Q2 2023
Shares held
573.0M
+7.26M (+1.3%) vs. Q2 2023
Total value
$28.6B
−$5.22B (−15.4%) vs. Q2 2023
New holders
104
465 more added
Sold out
129
386 more reduced

12 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 1,063 institutions
Q1 2021: 878 institutionsQ2 2021: 934 institutionsQ3 2021: 956 institutionsQ4 2021: 1,108 institutionsQ1 2022: 1,102 institutionsQ2 2022: 1,091 institutionsQ3 2022: 1,076 institutionsQ4 2022: 1,118 institutionsQ1 2023: 1,116 institutionsQ2 2023: 1,100 institutionsQ3 2023: 1,063 institutionsQ4 2023: 1,156 institutionsQ1 2024: 1,190 institutionsQ2 2024: 1,182 institutionsQ3 2024: 1,245 institutionsQ4 2024: 1,267 institutionsQ1 2025: 1,279 institutionsQ2 2025: 1,288 institutionsQ3 2025: 1,341 institutionsQ4 2025: 1,371 institutionsQ1 2026: 1,448 institutionsQ2 2026: 1,465 institutions
Value heldQ3 2023: $28.6B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $19.6BQ4 2021: $32.7BQ1 2022: $32.2BQ2 2022: $33.8BQ3 2022: $29.9BQ4 2022: $34.1BQ1 2023: $34.8BQ2 2023: $33.9BQ3 2023: $28.6BQ4 2023: $34.9BQ1 2024: $36.9BQ2 2024: $35.5BQ3 2024: $44.2BQ4 2024: $36.6BQ1 2025: $40.6BQ2 2025: $41.0BQ3 2025: $43.1BQ4 2025: $41.1BQ1 2026: $43.5BQ2 2026: $46.2B
Institutions holding O and their total value by quarter
QuarterHoldersValue
Q2 20261,465$46.2B
Q1 20261,448$43.5B
Q4 20251,371$41.1B
Q3 20251,341$43.1B
Q2 20251,288$41.0B
Q1 20251,279$40.6B
Q4 20241,267$36.6B
Q3 20241,245$44.2B
Q2 20241,182$35.5B
Q1 20241,190$36.9B
Q4 20231,156$34.9B
Q3 20231,063$28.6B
Q2 20231,100$33.9B
Q1 20231,116$34.8B
Q4 20221,118$34.1B
Q3 20221,076$29.9B
Q2 20221,091$33.8B
Q1 20221,102$32.2B
Q4 20211,108$32.7B
Q3 2021956$19.6B
Q2 2021934$18.6B
Q1 2021878$16.9B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2023.

Institutions holding O in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Psagot Value Holdings Ltd. / (Israel)6$00.00%−4−40.0%Reduced
RFP Financial Group LLC7$3650.00%00.0%Unchanged
Laurel Wealth Advisors LLC10$5000.00%+10New
Lee Financial Co15$7530.00%00.0%Unchanged
City Holding Co18$8980.00%+18New
Financial Management Professionals, Inc.16$1.00K0.00%−134−89.3%Reduced
FNY Investment Advisers, LLC40$1.00K0.00%−60−60.0%Reduced
Foster Dykema Cabot & Co Inc25$1.00K0.00%+25New
ClariVest Asset Management LLC11$1.00K0.00%+11New
VitalStone Financial, LLC20$1.00K0.00%+20New
Jackson, Grant Investment Advisers, Inc.27$1.35K0.00%00.0%Unchanged
MCF Advisors LLC27$1.35K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC31$1.55K0.00%+31New
DecisionPoint Financial, LLC33$1.65K0.00%+33New
Providence Capital Advisors, LLC35$1.75K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.35$1.79K0.00%00.0%Unchanged
TFC Financial Management39$1.96K0.00%−2−4.9%Reduced
RE Dickinson Investment Advisors, LLC48$2.00K0.00%+48New
Cornerstone Planning Group LLC42$2.12K0.00%−27−39.1%Reduced
USA Financial Portformulas Corp45$2.25K0.00%−6−11.8%Reduced
Pinnacle Financial Partners Inc45$2.25K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC47$2.35K0.00%00.0%Unchanged
Eagle Bay Advisors LLC48$2.40K0.00%00.0%Unchanged
Raffa Wealth Management, LLC57$2.85K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC61$2.89K0.00%−1,360−95.7%Reduced
Abound Wealth Management61$3.05K0.00%−27−30.7%Reduced
Country Trust Bank62$3.10K0.00%−46−42.6%Reduced
Hoey Investments, Inc77$3.85K0.00%+77New
Avion Wealth108$4.00K0.00%+20+22.7%Added
Crewe Advisors LLC88$4.39K0.00%+48+120.0%Added
Pacifica Partners Inc.90$4.50K0.00%+20+28.6%Added
Buck Wealth Strategies, LLC95$4.74K0.00%+85+850.0%Added
NewSquare Capital LLC99$4.94K0.00%+99New
Nemes Rush Group LLC100$4.99K0.00%−12−10.7%Reduced
West Branch Capital LLC100$4.99K0.00%00.0%Unchanged
Global Trust Asset Management, LLC100$4.99K0.00%+100New
Hall Laurie J Trustee100$5.00K0.00%+100New
Koesten, Hirschmann & Crabtree, INC.102$5.09K0.00%+102New
Boyd Watterson Asset Management LLC103$5.14K0.00%00.0%Unchanged
HighMark Wealth Management LLC104$5.22K0.00%+104New
GHP Investment Advisors, Inc.121$6.12K0.00%+95+365.4%Added
Prestige Wealth Management Group LLC125$6.28K0.00%−130−51.0%Reduced
Mascoma Wealth Management LLC128$6.39K0.00%00.0%Unchanged
Sandy Spring Bank128$6.40K0.00%−53−29.3%Reduced
Moisand Fitzgerald Tamayo, LLC136$6.79K0.00%−10−6.8%Reduced
Aspire Private Capital, LLC136$6.81K0.00%−3−2.2%Reduced
Northwest Capital Management Inc150$7.49K0.00%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt150$7.52K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.156$7.79K0.00%00.0%Unchanged
Insight Financial Services159$7.94K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC160$7.99K0.00%−7−4.2%Reduced
Sittner & Nelson, LLC163$8.14K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC167$8.34K0.01%+167New
Core Wealth Advisors, Inc.179$8.94K0.00%00.0%Unchanged
St Germain D J Co Inc185$9.24K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.188$9.39K0.01%00.0%Unchanged
Hoese & Co LLP200$9.99K0.01%00.0%Unchanged
GW&K Investment Management, LLC209$10.0K0.00%−22−9.5%Reduced
AlphaMark Advisors, LLC200$10.0K0.00%00.0%Unchanged
Picton Mahoney Asset Management200$10.0K0.00%+200New
Headlands Technologies LLC203$10.1K0.00%+32+18.7%Added
Creative Capital Management Investments LLC225$11.2K0.01%00.0%Unchanged
CGC Financial Services, LLC236$11.8K0.01%−174−42.4%Reduced
Earnest Partners LLC239$11.9K0.00%00.0%Unchanged
Evermay Wealth Management LLC238$11.9K0.00%00.0%Unchanged
Pittenger & Anderson Inc240$12.0K0.00%−3,870−94.2%Reduced
Stonebridge Capital Advisors LLC245$12.2K0.00%−233−48.7%Reduced
Kozak & Associates, Inc.245$12.3K0.00%+3+1.2%Added
Salomon & Ludwin, LLC254$12.7K0.00%+254New
EverSource Wealth Advisors, LLC267$13.3K0.00%−752−73.8%Reduced
Archer Investment Corp275$13.8K0.00%+86+45.5%Added
Antonetti Capital Management LLC275$13.8K0.02%00.0%Unchanged
Barrett & Company, Inc.284$14.2K0.01%00.0%Unchanged
PSI Advisors, LLC297$14.8K0.01%00.0%Unchanged
Washington Trust Co300$15.0K0.00%−18−5.7%Reduced
Capital Advisors, Ltd. LLC296$15.0K0.00%+95+47.3%Added
Baystate Wealth Management LLC303$15.2K0.00%+3+1.0%Added
Luken Investment Analytics, LLC327$16.3K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC330$16.5K0.01%00.0%Unchanged
Community Bank, N.A.334$16.7K0.00%00.0%Unchanged
Albion Financial Group347$17.3K0.00%+5+1.5%Added
Hartford Financial Management Inc.350$17.5K0.00%−322−47.9%Reduced
Clearstead Advisors, LLC350$17.5K0.00%−151−30.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC351$17.6K0.01%+351New
Rosenberg Matthew Hamilton357$17.8K0.01%−84−19.0%Reduced
Monetary Management Group Inc360$18.0K0.01%00.0%Unchanged
Carmichael Hill & Associates, Inc.392$19.6K0.01%+200+104.2%Added
Hazlett, Burt & Watson, Inc.400$20.0K0.01%00.0%Unchanged
MV Capital Management, Inc.401$20.0K0.00%+85+26.9%Added
Tortoise Investment Management, LLC408$20.4K0.00%00.0%Unchanged
Sofos Investments, Inc.446$20.6K0.00%+386+643.3%Added
Provence Wealth Management Group418$20.9K0.01%+418New
TD Waterhouse Canada Inc.413$21.9K0.00%−2−0.5%Reduced
Robinswood Financial LLC439$22.0K0.01%+6+1.4%Added
Valley National Advisers Inc440$22.0K0.00%+50+12.8%Added
Resurgent Financial Advisors LLC444$22.2K0.02%+7+1.6%Added
Strengthening Families & Communities, LLC453$23.0K0.01%+4+0.9%Added
MB, Levis & Associates, LLC468$23.4K0.02%+3+0.6%Added
Glassman Wealth Services470$23.5K0.00%−245−34.3%Reduced
Tucker Asset Management LLC476$23.8K0.01%+396+495.0%Added