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 |
|---|---|---|---|---|---|
| DB Wealth Management Group, LLC | 2,652 | $132.5K | 0.08% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,780 | $139.0K | 0.03% | −85−3.0% | Reduced |
| Indiana Trust & Investment Management CO | 2,916 | $145.6K | 0.07% | +2,916 | New |
| Gradient Investments LLC | 2,987 | $149.2K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $150.0K | 0.03% | −2,120−41.4% | Reduced |
| Wolff Wiese Magana LLC | 3,027 | $151.2K | 0.12% | −272−8.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,305 | $165.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,374 | $168.5K | 0.03% | +1,308+63.3% | Added |
| Sugarloaf Wealth Management, LLC | 3,422 | $170.9K | 0.04% | −1,005−22.7% | Reduced |
| Armstrong Advisory Group, Inc | 3,488 | $174.2K | 0.02% | +5+0.1% | Added |
| Kempen Capital Management N.V. | 3,500 | $174.8K | 0.00% | −30,500−89.7% | Reduced |
| Cedar Wealth Management, LLC | 3,500 | $174.8K | 0.07% | −800−18.6% | Reduced |
| Westside Investment Management, Inc. | 3,660 | $182.8K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,923 | $195.9K | 0.00% | −643−14.1% | Reduced |
| Semus Wealth Partners LLC | 4,012 | $200.4K | 0.19% | −296−6.9% | Reduced |
| Prosperity Wealth Management, Inc. | 4,019 | $200.7K | 0.13% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 4,021 | $200.8K | 0.00% | +4,021 | New |
| Morningstar Investment Management LLC | 4,031 | $201.0K | 0.03% | +519+14.8% | Added |
| Townsend Asset Management Corp | 4,057 | $202.6K | 0.10% | −275−6.3% | Reduced |
| Marcum Wealth, LLC | 4,065 | $203.0K | 0.02% | −324−7.4% | Reduced |
| Pointe Capital Management LLC | 4,094 | $204.5K | 0.16% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,096 | $204.6K | 0.04% | −33−0.8% | Reduced |
| Harvest Fund Management Co., Ltd | 4,102 | $205.0K | 0.04% | 00.0% | Unchanged |
| Beacon Bridge Wealth Partners, LLC | 4,109 | $205.2K | 0.11% | −249−5.7% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,194 | $205.5K | 0.16% | −456−9.8% | Reduced |
| Sonora Investment Management Group, LLC | 4,116 | $205.6K | 0.02% | −68−1.6% | Reduced |
| Pinnacle Bancorp, Inc. | 4,119 | $205.7K | 0.07% | +202+5.2% | Added |
| Sentry Investment Management LLC | 4,115 | $206.0K | 0.10% | +4,115 | New |
| Commons Capital, LLC | 4,143 | $206.9K | 0.36% | −199−4.6% | Reduced |
| AMG National Trust Bank | 4,157 | $207.6K | 0.01% | −328−7.3% | Reduced |
| Aull & Monroe Investment Management Corp | 4,200 | $209.7K | 0.11% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,208 | $210.1K | 0.05% | −502−10.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 4,214 | $210.4K | 0.03% | +458+12.2% | Added |
| Winton Group Ltd | 4,221 | $210.8K | 0.02% | +4,221 | New |
| Silverlake Wealth Management LLC | 4,222 | $210.8K | 0.12% | +15+0.4% | Added |
| Excalibur Management Corp | 4,229 | $211.2K | 0.11% | +160+3.9% | Added |
| Kestra Private Wealth Services, LLC | 4,235 | $211.5K | 0.01% | +4,235 | New |
| Gratus Capital LLC | 4,238 | $211.6K | 0.01% | +4,238 | New |
| Brown, Lisle/Cummings, Inc. | 4,240 | $211.7K | 0.10% | −1,740−29.1% | Reduced |
| Ancora Advisors, LLC | 4,284 | $214.0K | 0.01% | −844−16.5% | Reduced |
| Mission Wealth Management, LP | 4,288 | $214.1K | 0.01% | +315+7.9% | Added |
| First Nebraska Trust Co | 4,296 | $214.5K | 0.03% | +25+0.6% | Added |
| New Hampshire Trust | 4,303 | $214.9K | 0.06% | −90−2.0% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,330 | $216.2K | 0.02% | −186−4.1% | Reduced |
| Bath Savings Trust Co | 4,335 | $216.5K | 0.03% | +970+28.8% | Added |
| Csenge Advisory Group | 4,335 | $216.5K | 0.01% | −852−16.4% | Reduced |
| Sovereign Financial Group, Inc. | 4,363 | $217.9K | 0.08% | +26+0.6% | Added |
| Desjardins Global Asset Management Inc. | 4,373 | $218.3K | 0.02% | +86+2.0% | Added |
| Slagle Financial, LLC | 4,443 | $221.9K | 0.14% | −445−9.1% | Reduced |
| TCG Advisory Services, LLC | 4,447 | $222.1K | 0.03% | −5−0.1% | Reduced |
| Strategy Asset Managers LLC | 4,482 | $223.8K | 0.06% | +5+0.1% | Added |
| Integrated Advisors Network LLC | 4,512 | $225.3K | 0.01% | +4,512 | New |
| Montag A & Associates Inc | 4,490 | $225.4K | 0.01% | +752+20.1% | Added |
| Main Street Financial Solutions, LLC | 4,529 | $226.2K | 0.03% | −196−4.1% | Reduced |
| DFPG Investments, LLC | 4,511 | $226.3K | 0.02% | −305−6.3% | Reduced |
| Evanson Asset Management, LLC | 4,535 | $226.5K | 0.02% | +4,535 | New |
| Fiduciary Trust Co | 4,555 | $227.5K | 0.00% | −160−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,584 | $228.9K | 0.03% | −33−0.7% | Reduced |
| Tobam | 4,588 | $229.0K | 0.02% | +658+16.7% | Added |
| Cozad Asset Management Inc | 4,587 | $229.1K | 0.03% | −3,345−42.2% | Reduced |
| Johnson Bixby & Associates, LLC | 4,600 | $229.7K | 0.05% | +11+0.2% | Added |
| Rollins Financial | 4,720 | $235.7K | 0.06% | +581+14.0% | Added |
| Edmp, Inc. | 4,739 | $236.7K | 0.24% | 00.0% | Unchanged |
| Graypoint LLC | 4,749 | $237.2K | 0.02% | +497+11.7% | Added |
| Crescent Sterling, Ltd. | 4,758 | $237.6K | 0.25% | +581+13.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,861 | $242.8K | 0.00% | +4,861 | New |
| Weil Company, Inc. | 4,863 | $242.9K | 0.12% | +3+0.1% | Added |
| Congress Wealth Management LLC | 4,907 | $245.1K | 0.01% | +336+7.4% | Added |
| Coastwise Capital Group, LLC | 4,934 | $246.4K | 0.28% | +841+20.5% | Added |
| Wintrust Investments LLC | 4,970 | $248.0K | 0.03% | +10.0% | Added |
| Boston Private Wealth LLC | 4,979 | $248.6K | 0.01% | −116−2.3% | Reduced |
| Stiles Financial Services Inc | 4,998 | $249.6K | 0.13% | −193−3.7% | Reduced |
| SS&H Financial Advisors, Inc. | 5,050 | $252.0K | 0.12% | +5,050 | New |
| Stockman Wealth Management, Inc. | 5,063 | $252.8K | 0.06% | −2,458−32.7% | Reduced |
| Channel Wealth LLC | 5,063 | $252.8K | 0.14% | −23−0.5% | Reduced |
| Mirabella Financial Services LLP | 5,109 | $255.1K | 0.04% | +5,109 | New |
| Mason & Associates Inc | 5,143 | $256.8K | 0.08% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,177 | $258.5K | 0.02% | −198−3.7% | Reduced |
| Mayflower Financial Advisors, LLC | 5,229 | $261.1K | 0.04% | +475+10.0% | Added |
| Financial Counselors Inc | 5,262 | $262.8K | 0.01% | −152−2.8% | Reduced |
| Signet Financial Management, LLC | 5,262 | $262.8K | 0.04% | +5,262 | New |
| Greenleaf Trust | 5,266 | $263.0K | 0.00% | −1,438−21.4% | Reduced |
| Consolidated Planning Corp | 5,268 | $263.1K | 0.06% | −1,161−18.1% | Reduced |
| Transcend Wealth Collective, LLC | 5,275 | $263.4K | 0.03% | +393+8.0% | Added |
| First National Advisers, LLC | 5,303 | $264.8K | 0.12% | +5,303 | New |
| Abundance Wealth Counselors | 5,302 | $265.0K | 0.08% | +5,302 | New |
| V-Square Quantitative Management LLC | 5,315 | $265.4K | 0.12% | +3,451+185.1% | Added |
| Prairie Sky Financial Group LLC | 5,332 | $266.3K | 0.19% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,356 | $267.5K | 0.01% | −6−0.1% | Reduced |
| Flow Traders U.S. LLC | 5,362 | $268.0K | 0.01% | +5,362 | New |
| Smith, Moore & Co. | 5,416 | $270.5K | 0.04% | −367−6.3% | Reduced |
| SeaCrest Wealth Management, LLC | 5,459 | $272.6K | 0.04% | −249−4.4% | Reduced |
| Siemens Fonds Invest GmbH | 5,460 | $272.7K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,519 | $275.6K | 0.09% | −413−7.0% | Reduced |
| DF Dent & Co Inc | 5,563 | $277.8K | 0.00% | +247+4.6% | Added |
| Spreng Capital Management, Inc. | 5,584 | $278.9K | 0.20% | −775−12.2% | Reduced |
| Westwood Holdings Group Inc. | 5,588 | $279.0K | 0.00% | +1,654+42.0% | Added |
| Sunbelt Securities, Inc. | 5,599 | $279.6K | 0.04% | −14−0.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,618 | $280.6K | 0.08% | −5,067−47.4% | Reduced |
| Vance Wealth, Inc. | 5,626 | $281.0K | 0.13% | +35+0.6% | Added |