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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 7,988 | $399.0K | 0.03% | −357−4.3% | Reduced |
| GYL Financial Synergies, LLC | 8,062 | $402.6K | 0.04% | +100+1.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 8,089 | $404.0K | 0.12% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,139 | $406.0K | 0.01% | −7,356−47.5% | Reduced |
| Harbour Investments, Inc. | 8,156 | $407.3K | 0.02% | +1,978+32.0% | Added |
| AlphaCore Capital LLC | 8,167 | $409.9K | 0.06% | +2,521+44.7% | Added |
| First Commonwealth Financial Corp | 8,211 | $410.1K | 0.14% | +122+1.5% | Added |
| Geneos Wealth Management Inc. | 8,282 | $413.6K | 0.02% | −403−4.6% | Reduced |
| Holderness Investments Co | 8,294 | $414.2K | 0.16% | −85−1.0% | Reduced |
| Westpac Banking Corp | 8,457 | $422.3K | 0.03% | +526+6.6% | Added |
| Ellevest, Inc. | 8,474 | $423.2K | 0.03% | +592+7.5% | Added |
| Comerica Securities,inc. | 8,463 | $424.8K | 0.04% | −1,466−14.8% | Reduced |
| Brown Miller Wealth Management, LLC | 8,550 | $427.0K | 0.24% | +194+2.3% | Added |
| Cyndeo Wealth Partners, LLC | 8,573 | $428.1K | 0.04% | +1,359+18.8% | Added |
| Credit Capital Investments LLC | 8,600 | $429.5K | 0.57% | +8,600 | New |
| Exencial Wealth Advisors, LLC | 8,651 | $432.0K | 0.02% | +8,651 | New |
| Ieq Capital, LLC | 8,653 | $432.1K | 0.01% | +1,806+26.4% | Added |
| Private Trust Co NA | 8,670 | $433.0K | 0.06% | −106−1.2% | Reduced |
| Bessemer Group Inc | 8,698 | $434.0K | 0.00% | +1,825+26.6% | Added |
| NBC Securities, Inc. | 8,703 | $434.0K | 0.05% | +8,703 | New |
| Brinker Capital Investments, LLC | 8,701 | $434.5K | 0.01% | −8,379−49.1% | Reduced |
| Orion Portfolio Solutions, LLC | 8,701 | $434.5K | 0.01% | −8,379−49.1% | Reduced |
| Spire Wealth Management | 8,726 | $435.8K | 0.02% | −2,315−21.0% | Reduced |
| National Asset Management, Inc. | 8,738 | $438.6K | 0.01% | +894+11.4% | Added |
| Insigneo Advisory Services, LLC | 8,768 | $440.1K | 0.09% | +694+8.6% | Added |
| Ausdal Financial Partners, Inc. | 8,843 | $441.6K | 0.06% | +36+0.4% | Added |
| Citizens National Bank Trust Department | 8,858 | $442.4K | 0.12% | −213−2.3% | Reduced |
| Reuter James Wealth Management, LLC | 8,903 | $444.6K | 0.33% | +8,903 | New |
| Quad-Cities Investment Group, LLC | 8,988 | $448.9K | 0.30% | −210−2.3% | Reduced |
| Moneta Group Investment Advisors LLC | 9,003 | $449.6K | 0.01% | +1,007+12.6% | Added |
| Hendershot Investments Inc. | 9,022 | $450.6K | 0.08% | −530−5.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,033 | $451.1K | 0.13% | +1,017+12.7% | Added |
| Aptus Capital Advisors, LLC | 9,046 | $451.8K | 0.01% | +829+10.1% | Added |
| Gyroscope Capital Management Group, LLC | 9,090 | $454.0K | 0.10% | +328+3.7% | Added |
| Cypress Capital Group | 9,175 | $458.2K | 0.07% | +46+0.5% | Added |
| Moody National Bank Trust Division | 9,189 | $458.9K | 0.03% | +520+6.0% | Added |
| Intellectus Partners, LLC | 9,147 | $459.1K | 0.15% | +9,147 | New |
| Financial Alternatives, Inc | 9,214 | $460.2K | 0.43% | −341−3.6% | Reduced |
| Flputnam Investment Management Co | 9,245 | $461.7K | 0.01% | −984−9.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 9,261 | $462.5K | 0.14% | +577+6.6% | Added |
| Founders Financial Alliance, LLC | 9,348 | $466.8K | 0.20% | −39−0.4% | Reduced |
| NFP Retirement, Inc. | 9,383 | $468.6K | 0.09% | +25+0.3% | Added |
| Retirement Planning Co of New England, Inc. | 9,419 | $470.4K | 0.26% | +431+4.8% | Added |
| Northcape Wealth Management, LLC | 9,445 | $471.7K | 0.18% | −325−3.3% | Reduced |
| Archford Capital Strategies, LLC | 9,448 | $471.8K | 0.09% | −707−7.0% | Reduced |
| Horizon Investments, LLC | 9,504 | $472.0K | 0.01% | +1,185+14.2% | Added |
| Powers Advisory Group, LLC | 9,518 | $475.3K | 0.32% | +778+8.9% | Added |
| Ronald Blue Trust, Inc. | 7,986 | $477.0K | 0.01% | +69+0.9% | Added |
| Crane Advisory, LLC | 9,538 | $482.1K | 0.12% | +1,176+14.1% | Added |
| Buckley Wealth Management, LLC | 9,719 | $485.4K | 0.18% | −2,750−22.1% | Reduced |
| First Affirmative Financial Network | 9,726 | $485.7K | 0.48% | +179+1.9% | Added |
| Baader Bank INC | 10,933 | $486.5K | 0.04% | +6,344+138.2% | Added |
| Empirical Asset Management, LLC | 9,744 | $486.6K | 0.42% | +9,744 | New |
| Samalin Investment Counsel, LLC | 9,778 | $488.3K | 0.28% | +2,665+37.5% | Added |
| Verdence Capital Advisors LLC | 9,780 | $488.4K | 0.05% | +1,058+12.1% | Added |
| MQS Management LLC | 9,808 | $489.8K | 0.30% | −2,521−20.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,913 | $495.1K | 0.02% | +1,897+23.7% | Added |
| Family Legacy, Inc. | 9,923 | $495.5K | 0.21% | +185+1.9% | Added |
| Van Hulzen Asset Management, LLC | 9,980 | $498.0K | 0.04% | −913−8.4% | Reduced |
| Associated Banc-Corp | 9,995 | $499.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,046 | $501.7K | 0.01% | −414−4.0% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,139 | $506.3K | 0.08% | +1,382+15.8% | Added |
| Moseley Investment Management Inc | 10,219 | $510.3K | 0.30% | +771+8.2% | Added |
| Old National Bancorp | 10,328 | $515.8K | 0.01% | +147+1.4% | Added |
| Oak Thistle LLC | 10,416 | $520.2K | 0.15% | +10,416 | New |
| Profund Advisors LLC | 10,423 | $520.5K | 0.03% | +250+2.5% | Added |
| First Hawaiian Bank | 10,446 | $521.7K | 0.02% | +10,446 | New |
| Cullen/Frost Bankers, Inc. | 10,557 | $527.2K | 0.01% | −149−1.4% | Reduced |
| HBK Sorce Advisory LLC | 10,609 | $529.8K | 0.02% | +5,427+104.7% | Added |
| Carmel Capital Partners, LLC | 10,676 | $533.2K | 0.24% | +2,558+31.5% | Added |
| West Paces Advisors Inc. | 10,719 | $535.3K | 0.17% | −288−2.6% | Reduced |
| Checchi Capital Advisers, LLC | 10,758 | $537.3K | 0.05% | −1,575−12.8% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 10,784 | $538.6K | 0.07% | +10,784 | New |
| Meridian Wealth Management, LLC | 10,790 | $538.8K | 0.03% | +5,540+105.5% | Added |
| Wetherby Asset Management Inc | 10,855 | $542.1K | 0.03% | −163−1.5% | Reduced |
| Angeles Investment Advisors, LLC | 11,157 | $558.6K | 0.04% | +1,562+16.3% | Added |
| William Allan, LLC | 11,220 | $560.3K | 0.44% | +50+0.4% | Added |
| Prelude Capital Management, LLC | 11,235 | $561.1K | 0.05% | +11,235 | New |
| WFA of San Diego, LLC | 11,259 | $562.3K | 0.58% | −445−3.8% | Reduced |
| Chicago Partners Investment Group LLC | 11,481 | $562.7K | 0.03% | −154−1.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 9,760 | $568.0K | 0.20% | +1,044+12.0% | Added |
| Ingalls & Snyder LLC | 11,550 | $577.0K | 0.03% | −800−6.5% | Reduced |
| Portside Wealth Group, LLC | 11,704 | $577.0K | 0.11% | +79+0.7% | Added |
| PFG Investments, LLC | 11,663 | $582.5K | 0.11% | −258−2.2% | Reduced |
| Asset Planning Corporation | 11,664 | $582.5K | 0.45% | +137+1.2% | Added |
| Lazard Asset Management LLC | 11,739 | $586.0K | 0.00% | +4,534+62.9% | Added |
| Beck Bode, LLC | 11,744 | $586.5K | 0.15% | −514−4.2% | Reduced |
| Coldstream Capital Management Inc | 11,774 | $588.0K | 0.02% | +433+3.8% | Added |
| Cary Street Partner Investment Advisory LLC | 11,911 | $594.8K | 0.03% | −598−4.8% | Reduced |
| NovaPoint Capital, LLC | 12,001 | $599.3K | 0.24% | +1,473+14.0% | Added |
| Patron Partners Advisors, LLC | 12,027 | $600.6K | 0.44% | +115+1.0% | Added |
| United Capital Financial Advisers, LLC | 12,274 | $613.0K | 0.00% | −9,159−42.7% | Reduced |
| Southland Equity Partners LLC | 12,302 | $614.4K | 0.21% | +1,688+15.9% | Added |
| Baker Tilly Wealth Management, LLC | 12,367 | $617.6K | 0.10% | −25−0.2% | Reduced |
| Money Concepts Capital Corp | 12,433 | $620.8K | 0.07% | +280+2.3% | Added |
| Strategic Blueprint, LLC | 12,436 | $621.0K | 0.06% | −250−2.0% | Reduced |
| My Legacy Advisors, LLC | 12,701 | $627.7K | 0.26% | 00.0% | Unchanged |
| BFSG, LLC | 12,594 | $629.0K | 0.10% | +4,250+50.9% | Added |
| Tokio Marine Asset Management Co Ltd | 12,601 | $629.3K | 0.04% | +992+8.5% | Added |
| Diligent Investors, LLC | 12,628 | $630.6K | 0.19% | +12,628 | New |