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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 1,100,310 | $54.9M | 0.15% | −99,510−8.3% | Reduced |
| Epoch Investment Partners, Inc. | 1,100,604 | $55.0M | 0.35% | −73,626−6.3% | Reduced |
| Standard Life Aberdeen plc | 1,131,554 | $56.5M | 0.14% | +29,133+2.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,155,955 | $57.7M | 0.12% | +84,199+7.9% | Added |
| FMR LLC | 1,205,792 | $60.2M | 0.01% | −276,611−18.7% | Reduced |
| Alliancebernstein L.P. | 1,228,071 | $61.3M | 0.03% | −9,103−0.7% | Reduced |
| Raymond James & Associates | 1,258,860 | $62.9M | 0.05% | −11,259−0.9% | Reduced |
| Great West Life Assurance Co | 1,265,397 | $63.2M | 0.15% | +64,553+5.4% | Added |
| Barclays PLC | 1,268,966 | $63.4M | 0.04% | +146,517+13.1% | Added |
| Public Employees Retirement System of Ohio | 1,291,585 | $64.5M | 0.29% | +49,892+4.0% | Added |
| Qube Research & Technologies Ltd | 1,306,993 | $65.3M | 0.19% | +1,306,993 | New |
| LPL Financial LLC | 1,307,767 | $65.3M | 0.05% | +75,476+6.1% | Added |
| Prudential Financial Inc | 1,322,470 | $66.0M | 0.10% | −505,107−27.6% | Reduced |
| Canada Pension Plan Investment Board | 1,357,107 | $67.8M | 0.10% | +160,000+13.4% | Added |
| Nomura Asset Management Co Ltd | 1,365,161 | $68.2M | 0.32% | +137,801+11.2% | Added |
| Neuberger Berman Group LLC | 1,389,751 | $69.4M | 0.06% | −88,761−6.0% | Reduced |
| UBS Group AG | 1,415,849 | $70.7M | 0.03% | +508,933+56.1% | Added |
| Asset Management One Co.,Ltd. | 1,426,989 | $71.3M | 0.32% | −10,561−0.7% | Reduced |
| Royal Bank of Canada | 1,441,016 | $72.0M | 0.02% | −153,918−9.7% | Reduced |
| National Pension Service | 1,458,846 | $73.3M | 0.12% | +81,539+5.9% | Added |
| Rhumbline Advisers | 1,527,770 | $76.3M | 0.09% | +11,815+0.8% | Added |
| Bank of Montreal | 1,402,619 | $76.4M | 0.05% | −1,248,242−47.1% | Reduced |
| PGGM Investments | 1,554,969 | $77.7M | 1.34% | −101,587−6.1% | Reduced |
| Lasalle Investment Management Securities LLC | 1,727,791 | $86.3M | 3.86% | −229,802−11.7% | Reduced |
| Macquarie Group Ltd | 1,801,345 | $90.0M | 0.11% | −3,611−0.2% | Reduced |
| Envestnet Asset Management Inc | 1,922,207 | $96.0M | 0.04% | +785,476+69.1% | Added |
| HSBC Holdings PLC | 1,996,768 | $99.7M | 0.11% | +202,120+11.3% | Added |
| Swiss National Bank | 2,165,413 | $108.1M | 0.08% | −220,300−9.2% | Reduced |
| Principal Financial Group Inc | 2,390,423 | $119.4M | 0.09% | −4,416−0.2% | Reduced |
| Duff & Phelps Investment Management Co | 2,412,208 | $120.5M | 1.59% | +186,835+8.4% | Added |
| Russell Investments Group, Ltd. | 2,438,387 | $121.7M | 0.24% | +170,207+7.5% | Added |
| SEI Investments Co | 2,439,357 | $121.8M | 0.22% | −53,799−2.2% | Reduced |
| Scharf Investments, LLC | 2,453,471 | $122.5M | 3.66% | +2,453,471 | New |
| Goldman Sachs Group Inc | 2,540,776 | $126.9M | 0.03% | −1,563,700−38.1% | Reduced |
| ProShare Advisors LLC | 2,965,159 | $148.1M | 0.46% | +90,172+3.1% | Added |
| California Public Employees Retirement System | 2,984,686 | $149.1M | 0.13% | +430,880+16.9% | Added |
| Nuveen Asset Management, LLC | 3,306,314 | $165.1M | 0.06% | −307,562−8.5% | Reduced |
| Bahl & Gaynor Inc | 3,413,029 | $170.4M | 1.09% | +377,135+12.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,655,115 | $182.5M | 0.15% | −129,537−3.4% | Reduced |
| American Century Companies Inc | 3,850,235 | $192.3M | 0.15% | −117,370−3.0% | Reduced |
| Ameriprise Financial Inc | 3,887,142 | $193.2M | 0.06% | +23,172+0.6% | Added |
| Wells Fargo & Company | 4,708,104 | $235.1M | 0.07% | +110,450+2.4% | Added |
| Resolution Capital Ltd | 5,041,780 | $251.8M | 4.99% | −2,050,581−28.9% | Reduced |
| UBS Asset Management Americas Inc | 5,193,485 | $259.4M | 0.12% | +657,188+14.5% | Added |
| Bank of New York Mellon Corp | 5,435,062 | $271.4M | 0.06% | +135,249+2.6% | Added |
| Centersquare Investment Management LLC | 6,051,826 | $302.2M | 3.81% | −77,894−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 7,153,228 | $357.2M | 0.10% | +407,538+6.0% | Added |
| APG Asset Management US Inc. | 7,450,262 | $372.1M | 3.28% | +190,465+2.6% | Added |
| Norges Bank | 7,502,673 | $374.7M | 0.08% | +106,590+1.4% | Added |
| Legal & General Group Plc | 8,882,413 | $443.6M | 0.15% | +47,437+0.5% | Added |
| Northern Trust Corp | 9,163,663 | $457.6M | 0.09% | +452,046+5.2% | Added |
| Daiwa Securities Group Inc. | 9,271,278 | $463.0M | 3.30% | +117,313+1.3% | Added |
| Dimensional Fund Advisors LP | 9,314,539 | $465.2M | 0.15% | +326,347+3.6% | Added |
| JPMorgan Chase & Co | 9,425,107 | $470.7M | 0.05% | −1,623,374−14.7% | Reduced |
| Morgan Stanley | 11,117,029 | $555.2M | 0.06% | −476,891−4.1% | Reduced |
| Invesco Ltd. | 11,588,683 | $578.7M | 0.16% | −82,143−0.7% | Reduced |
| Bank of America Corp | 16,427,346 | $820.4M | 0.10% | −7,473,879−31.3% | Reduced |
| Geode Capital Management, LLC | 16,702,275 | $832.5M | 0.10% | +1,056,311+6.8% | Added |
| Cohen & Steers, Inc. | 43,050,999 | $2.15B | 4.94% | −2,256,934−5.0% | Reduced |
| State Street Corp | 55,941,425 | $2.81B | 0.16% | +4,298,850+8.3% | Added |
| BlackRock Inc. | 64,768,951 | $3.23B | 0.09% | +2,928,409+4.7% | Added |
| Vanguard Group Inc | 110,873,424 | $5.54B | 0.14% | +4,172,231+3.9% | Added |
| TSFG, LLC | 3 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −386,625−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −197,756−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −90,124−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −76,384−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −38,500−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −31,086−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −28,171−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −27,210−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −27,054−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −23,726−100.0% | Sold out |
| Argonautica Private Wealth Management, Inc | 0 | $0 | 0.00% | −21,671−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −21,367−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −21,084−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −17,146−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,065−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −13,068−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,531−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −11,142−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −10,669−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,637−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −10,555−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −10,396−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −10,191−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −10,042−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −9,360−100.0% | Sold out |
| Hamel Associates, Inc. | 0 | $0 | 0.00% | −9,030−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,819−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −8,778−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −8,670−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,434−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |
| BLB&B Advisors, LLC | 0 | $0 | 0.00% | −6,861−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −6,815−100.0% | Sold out |