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 |
|---|---|---|---|---|---|
| Ofi Invest Asset Management | 507 | $23.9K | 0.00% | +507 | New |
| HBC Financial Services, PLLC | 500 | $24.0K | 0.02% | +500 | New |
| Plante Moran Financial Advisors, LLC | 484 | $24.2K | 0.00% | +73+17.8% | Added |
| Piscataqua Savings Bank | 490 | $24.5K | 0.02% | 00.0% | Unchanged |
| Headinvest, LLC | 500 | $24.5K | 0.01% | +500 | New |
| Altshuler Shaham Ltd | 493 | $24.6K | 0.00% | −105−17.6% | Reduced |
| Baker Avenue Asset Management, LP | 505 | $25.2K | 0.00% | +8+1.6% | Added |
| Bell Investment Advisors, Inc | 510 | $25.5K | 0.01% | +103+25.3% | Added |
| Manchester Capital Management LLC | 523 | $26.1K | 0.00% | +423+423.0% | Added |
| Smithfield Trust Co | 575 | $27.0K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 546 | $27.3K | 0.00% | −461−45.8% | Reduced |
| Deseret Mutual Benefit Administrators | 551 | $27.5K | 0.01% | +2+0.4% | Added |
| SOA Wealth Advisors, LLC. | 551 | $27.5K | 0.01% | +4+0.7% | Added |
| LGT Financial Advisors LLC | 569 | $28.4K | 0.04% | +569 | New |
| FinTrust Capital Advisors, LLC | 571 | $28.5K | 0.01% | +429+302.1% | Added |
| Center for Financial Planning, Inc. | 580 | $29.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 600 | $29.9K | 0.01% | +600 | New |
| Operose Advisors LLC | 605 | $30.2K | 0.01% | +605 | New |
| Hoertkorn Richard Charles | 666 | $33.3K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 667 | $33.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $33.3K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 670 | $33.5K | 0.02% | +60+9.8% | Added |
| Quent Capital, LLC | 675 | $33.7K | 0.01% | −1,612−70.5% | Reduced |
| Compass Wealth Management LLC | 700 | $35.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $35.0K | 0.02% | +700 | New |
| Bogart Wealth, LLC | 734 | $36.6K | 0.00% | +151+25.9% | Added |
| ORG Partners LLC | 748 | $37.3K | 0.01% | −4,346−85.3% | Reduced |
| Concord Wealth Partners | 782 | $39.1K | 0.01% | −140−15.2% | Reduced |
| Activest Wealth Management | 782 | $39.1K | 0.02% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 800 | $39.9K | 0.00% | +5+0.6% | Added |
| Silvant Capital Management LLC | 796 | $40.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 835 | $41.0K | 0.00% | −181−17.8% | Reduced |
| WR Wealth Planners, LLC | 839 | $41.9K | 0.02% | +3+0.4% | Added |
| Parkside Financial Bank & Trust | 850 | $42.5K | 0.01% | −672−44.2% | Reduced |
| Bank of New Hampshire | 892 | $44.5K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 950 | $47.4K | 0.02% | +250+35.7% | Added |
| Fortis Group Advisors, LLC | 950 | $47.4K | 0.01% | +950 | New |
| HHM Wealth Advisors, LLC | 1,018 | $50.8K | 0.01% | −309−23.3% | Reduced |
| Capital Analysts, LLC | 1,052 | $53.0K | 0.00% | +98+10.3% | Added |
| Toth Financial Advisory Corp | 1,071 | $53.5K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 899 | $53.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,113 | $55.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,145 | $57.2K | 0.01% | +4+0.4% | Added |
| Bellevue Asset Management, LLC | 1,171 | $58.5K | 0.04% | +69+6.3% | Added |
| HM Payson & Co | 1,190 | $59.4K | 0.00% | −156−11.6% | Reduced |
| Trust Co | 1,197 | $59.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,230 | $61.4K | 0.00% | −170−12.1% | Reduced |
| Whittier Trust Co | 1,259 | $62.9K | 0.00% | +64+5.4% | Added |
| Brown Brothers Harriman & Co | 1,266 | $63.2K | 0.00% | +555+78.1% | Added |
| Baldwin Brothers Inc | 1,280 | $63.9K | 0.01% | −200−13.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 1,300 | $64.9K | 0.04% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,300 | $65.0K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,312 | $65.5K | 0.01% | −25−1.9% | Reduced |
| Register Financial Advisors LLC | 1,341 | $67.0K | 0.05% | +1,251+1,390.0% | Added |
| CoreFirst Bank & Trust | 1,360 | $67.9K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,379 | $68.9K | 0.02% | +341+32.9% | Added |
| Hollencrest Capital Management | 1,416 | $70.7K | 0.01% | +1,275+904.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,433 | $71.6K | 0.03% | −130−8.3% | Reduced |
| Riverview Trust Co | 1,441 | $72.0K | 0.06% | +1,219+549.1% | Added |
| Sutton Wealth Advisors Inc. | 1,450 | $72.4K | 0.04% | −17−1.2% | Reduced |
| McIlrath & Eck, LLC | 1,456 | $72.7K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $79.9K | 0.05% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,633 | $81.6K | 0.04% | +5+0.3% | Added |
| Versant Capital Management, Inc | 1,645 | $82.2K | 0.03% | +46+2.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,646 | $82.2K | 0.00% | −460−21.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 1,652 | $82.9K | 0.00% | +52+3.3% | Added |
| Bartlett & Co. LLC | 1,652 | $83.0K | 0.00% | +52+3.3% | Added |
| Godsey & Gibb Associates | 1,667 | $83.3K | 0.01% | +747+81.2% | Added |
| Central Trust Co | 1,673 | $83.5K | 0.00% | +1+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,707 | $85.2K | 0.02% | +341+25.0% | Added |
| Front Row Advisors LLC | 1,760 | $88.3K | 0.04% | −125−6.6% | Reduced |
| Covestor Ltd | 1,801 | $90.0K | 0.07% | +70+4.0% | Added |
| Cape Investment Advisory, Inc. | 1,803 | $90.0K | 0.05% | +1,605+810.6% | Added |
| Tompkins Financial Corp | 1,825 | $91.1K | 0.01% | −175−8.8% | Reduced |
| City State Bank | 1,873 | $94.0K | 0.05% | −100−5.1% | Reduced |
| Hexagon Capital Partners LLC | 1,900 | $94.9K | 0.02% | 00.0% | Unchanged |
| RVW Wealth, LLC | 1,938 | $96.8K | 0.01% | +1,938 | New |
| Johnson Midwest Financial, LLC | 1,950 | $97.4K | 0.22% | +31+1.6% | Added |
| Lindbrook Capital, LLC | 1,958 | $97.8K | 0.01% | +143+7.9% | Added |
| Ci Investments Inc. | 1,959 | $98.0K | 0.00% | +117+6.4% | Added |
| Cherry Tree Wealth Management, LLC | 1,983 | $99.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,992 | $99.5K | 0.01% | +79+4.1% | Added |
| Osterweis Capital Management Inc | 2,000 | $99.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,006 | $100.2K | 0.01% | +1,880+1,492.1% | Added |
| Financial Perspectives, Inc | 2,011 | $100.4K | 0.05% | 00.0% | Unchanged |
| Ninepoint Partners LP | 2,090 | $104.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,117 | $105.9K | 0.03% | +813+62.3% | Added |
| Motco | 2,164 | $108.1K | 0.01% | −3−0.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,205 | $110.0K | 0.00% | −6,499−74.7% | Reduced |
| Sound Income Strategies, LLC | 2,208 | $110.3K | 0.01% | +4+0.2% | Added |
| Founders Capital Management | 2,280 | $113.9K | 0.09% | −435−16.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,290 | $114.4K | 0.05% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,291 | $115.0K | 0.00% | +372+19.4% | Added |
| Tradition Wealth Management, LLC | 2,319 | $116.0K | 0.01% | −265−10.3% | Reduced |
| Flaharty Asset Management, LLC | 2,336 | $116.7K | 0.02% | +2,336 | New |
| Larson Financial Group LLC | 2,364 | $118.0K | 0.01% | +1,951+472.4% | Added |
| Rocky Mountain Advisers, LLC | 2,500 | $124.8K | 0.06% | +500+25.0% | Added |
| Caldwell Trust Co | 2,513 | $125.5K | 0.02% | −38−1.5% | Reduced |
| Creative Financial Designs Inc | 2,579 | $128.8K | 0.02% | +15+0.6% | Added |
| Impact Partnership Wealth, LLC | 2,587 | $129.2K | 0.04% | +2,359+1,034.6% | Added |