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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 5,642 | $281.8K | 0.08% | −135−2.3% | Reduced |
| Cross Staff Investments Inc | 5,646 | $282.0K | 0.28% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,654 | $282.4K | 0.01% | −177−3.0% | Reduced |
| Dudley Capital Management, LLC | 5,664 | $282.9K | 0.20% | −250−4.2% | Reduced |
| Focused Wealth Management, Inc | 5,679 | $283.6K | 0.05% | +17+0.3% | Added |
| Essex Savings Bank | 5,681 | $283.6K | 0.10% | −47−0.8% | Reduced |
| Keystone Financial Group | 5,699 | $284.6K | 0.05% | +452+8.6% | Added |
| Mather Group, LLC. | 5,715 | $285.4K | 0.01% | −1,466−20.4% | Reduced |
| M&G Investment Management Ltd | 5,770 | $288.5K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,824 | $289.2K | 0.04% | +951+19.5% | Added |
| Revisor Wealth Management LLC | 5,805 | $289.9K | 0.25% | +1,325+29.6% | Added |
| Wesbanco Bank Inc | 5,825 | $290.9K | 0.01% | −20−0.3% | Reduced |
| Good Life Advisors, LLC | 5,841 | $291.7K | 0.03% | −18,387−75.9% | Reduced |
| Campion Asset Management LLC | 5,865 | $292.9K | 0.27% | +480+8.9% | Added |
| Kinneret Advisory, LLC | 5,846 | $293.4K | 0.04% | −3−0.1% | Reduced |
| Empowered Funds, LLC | 5,893 | $294.3K | 0.01% | +1,223+26.2% | Added |
| Ignite Planners, LLC | 5,892 | $294.9K | 0.09% | +102+1.8% | Added |
| Valeo Financial Advisors, LLC | 5,944 | $296.9K | 0.01% | +1,285+27.6% | Added |
| Financial Partners Group, Inc | 5,929 | $297.5K | 0.06% | −446−7.0% | Reduced |
| Quadrant Capital Group LLC | 5,958 | $297.6K | 0.03% | −932−13.5% | Reduced |
| First Horizon Advisors, Inc. | 5,965 | $297.9K | 0.01% | +2,098+54.3% | Added |
| Castle Rock Wealth Management, LLC | 5,930 | $298.2K | 0.10% | +237+4.2% | Added |
| Arkadios Wealth Advisors | 5,972 | $298.2K | 0.03% | +1,965+49.0% | Added |
| NEOS Investment Management LLC | 5,990 | $299.1K | 0.04% | +5,990 | New |
| Procyon Private Wealth Partners, LLC | 5,999 | $299.6K | 0.03% | −630−9.5% | Reduced |
| Petix & Botte Co | 6,002 | $299.7K | 0.09% | +1,004+20.1% | Added |
| BancorpSouth Bank | 6,034 | $301.3K | 0.03% | −361−5.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 6,076 | $303.4K | 0.37% | +547+9.9% | Added |
| Kennedy Investment Group | 6,105 | $304.9K | 0.18% | −225−3.6% | Reduced |
| Vident Advisory, LLC | 6,133 | $306.3K | 0.01% | +6,133 | New |
| Financial Advocates Investment Management | 6,133 | $306.3K | 0.02% | +64+1.1% | Added |
| Solidarilty Wealth, LLC | 6,119 | $307.2K | 0.11% | −203−3.2% | Reduced |
| Marathon Capital Management | 6,153 | $307.3K | 0.08% | +6,153 | New |
| Aspiriant, LLC | 6,173 | $308.3K | 0.02% | −18−0.3% | Reduced |
| Certified Advisory Corp | 6,234 | $311.3K | 0.06% | −287−4.4% | Reduced |
| Rodgers Brothers Inc. | 6,250 | $312.1K | 0.05% | +6,250 | New |
| Investmark Advisory Group LLC | 6,324 | $315.8K | 0.21% | +121+2.0% | Added |
| Dynamic Advisor Solutions LLC | 6,339 | $316.6K | 0.01% | +403+6.8% | Added |
| Prudent Man Advisors, LLC | 6,368 | $318.0K | 0.13% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 6,374 | $318.3K | 0.29% | +6,374 | New |
| Fortis Capital Advisors, LLC | 6,405 | $319.9K | 0.21% | −7−0.1% | Reduced |
| Beacon Investment Advisors LLC | 6,406 | $319.9K | 0.23% | +342+5.6% | Added |
| SignalPoint Asset Management, LLC | 6,407 | $320.0K | 0.10% | −376−5.5% | Reduced |
| Cohen Investment Advisors LLC | 6,445 | $321.9K | 0.26% | −189−2.8% | Reduced |
| Romano Brothers and Company | 6,468 | $323.0K | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 6,855 | $324.8K | 0.01% | −9,597−58.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,576 | $328.4K | 0.03% | +3,179+93.6% | Added |
| Mount Yale Investment Advisors, LLC | 6,598 | $329.5K | 0.04% | −228−3.3% | Reduced |
| Western Wealth Management, LLC | 6,598 | $329.5K | 0.03% | +107+1.6% | Added |
| Court Place Advisors, LLC | 6,606 | $329.9K | 0.12% | +8+0.1% | Added |
| Credit Agricole S A | 6,656 | $332.4K | 0.01% | +6,656 | New |
| Meeder Advisory Services, Inc. | 6,683 | $333.7K | 0.04% | +551+9.0% | Added |
| 180 Wealth Advisors, LLC | 6,705 | $334.8K | 0.08% | +252+3.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,750 | $337.1K | 0.05% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 6,752 | $337.2K | 0.06% | +1,376+25.6% | Added |
| Hilltop Holdings Inc. | 6,755 | $337.3K | 0.04% | +1,369+25.4% | Added |
| CAPROCK Group, Inc. | 6,733 | $338.0K | 0.03% | −595−8.1% | Reduced |
| Change Path, LLC | 6,876 | $343.0K | 0.02% | −3,258−32.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,871 | $343.1K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 6,973 | $348.2K | 0.00% | −1,071−13.3% | Reduced |
| Trust Co of Toledo NA | 6,998 | $349.5K | 0.07% | +2,878+69.9% | Added |
| RSM US Wealth Management LLC | 7,000 | $351.4K | 0.01% | +68+1.0% | Added |
| VELA Investment Management, LLC | 7,037 | $351.4K | 0.15% | +706+11.2% | Added |
| Tactive Advisors, LLC | 7,122 | $355.7K | 0.31% | +7,122 | New |
| Opus Capital Group, LLC | 7,144 | $357.0K | 0.06% | +213+3.1% | Added |
| PFG Advisors | 7,160 | $357.6K | 0.03% | −38,911−84.5% | Reduced |
| Cigna Investments Inc | 7,189 | $359.0K | 0.08% | −738−9.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 7,196 | $359.3K | 0.01% | −58−0.8% | Reduced |
| Heartland Bank & Trust Co | 7,209 | $360.0K | 0.28% | +109+1.5% | Added |
| Resources Investment Advisors, LLC. | 7,219 | $360.5K | 0.01% | −4,423−38.0% | Reduced |
| Stephens Inc | 7,239 | $361.5K | 0.01% | −2,575−26.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 7,259 | $362.5K | 0.18% | −309−4.1% | Reduced |
| AllSquare Wealth Management LLC | 7,297 | $364.4K | 0.24% | 00.0% | Unchanged |
| Balboa Wealth Partners | 7,300 | $364.6K | 0.14% | +7,300 | New |
| Hudson Valley Investment Advisors Inc | 7,308 | $365.0K | 0.05% | −138−1.9% | Reduced |
| DRW Securities, LLC | 7,301 | $365.0K | 0.03% | +3,601+97.3% | Added |
| Benchmark Investment Advisors LLC | 7,356 | $367.4K | 0.37% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,361 | $367.6K | 0.02% | −209−2.8% | Reduced |
| Guyasuta Investment Advisors Inc | 7,374 | $368.3K | 0.03% | +246+3.5% | Added |
| Penserra Capital Management LLC | 7,417 | $369.0K | 0.01% | −224−2.9% | Reduced |
| Blue Fin Capital, Inc. | 7,455 | $372.3K | 0.11% | −144−1.9% | Reduced |
| Avidian Wealth Solutions, LLC | 7,467 | $372.9K | 0.03% | +3,856+106.8% | Added |
| Buckingham Strategic Wealth, LLC | 7,484 | $373.8K | 0.01% | −994−11.7% | Reduced |
| Ballentine Partners, LLC | 7,522 | $375.7K | 0.01% | +324+4.5% | Added |
| Grove Bank & Trust | 7,552 | $377.1K | 0.08% | +782+11.6% | Added |
| Loudon Investment Management, LLC | 7,680 | $383.5K | 0.26% | −375−4.7% | Reduced |
| Bailard, Inc. | 7,700 | $384.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 7,665 | $384.8K | 0.02% | +320+4.4% | Added |
| HB Wealth Management, LLC | 7,712 | $385.1K | 0.01% | +2,334+43.4% | Added |
| American Investment Services, Inc. | 7,755 | $387.3K | 0.08% | +623+8.7% | Added |
| Regions Financial Corp | 7,757 | $387.4K | 0.00% | −2,040−20.8% | Reduced |
| Summit Financial, LLC | 7,727 | $387.9K | 0.03% | −329−4.1% | Reduced |
| N.E.W. Advisory Services LLC | 7,772 | $388.2K | 0.06% | +1,530+24.5% | Added |
| Sterling Financial Planning, Inc. | 7,878 | $393.4K | 0.20% | −226−2.8% | Reduced |
| Acas, LLC | 7,893 | $394.2K | 0.49% | −82−1.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,909 | $395.0K | 0.07% | +2,942+59.2% | Added |
| Perigon Wealth Management, LLC | 7,928 | $395.9K | 0.02% | −163−2.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7,929 | $396.0K | 0.14% | +7,929 | New |
| Tiaa Trust, National Association | 7,930 | $396.0K | 0.00% | +7,930 | New |
| Cornercap Investment Counsel Inc | 7,951 | $397.1K | 0.07% | +7,951 | New |