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 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 12,786 | $638.5K | 0.06% | +2,967+30.2% | Added |
| Park Avenue Securities LLC | 12,804 | $639.0K | 0.01% | −687−5.1% | Reduced |
| Brown Advisory Inc | 12,857 | $642.1K | 0.00% | −404−3.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 13,171 | $657.8K | 0.36% | −1,687−11.4% | Reduced |
| Banco Santander, S.A. | 13,194 | $658.9K | 0.01% | +13,194 | New |
| First Manhattan Co | 13,235 | $661.0K | 0.00% | −2,385−15.3% | Reduced |
| Pathstone Family Office, LLC | 13,129 | $664.5K | 0.01% | +6,587+100.7% | Added |
| Veriti Management LLC | 13,336 | $666.0K | 0.08% | +2,079+18.5% | Added |
| Cutler Group LP | 13,470 | $672.0K | 0.11% | +11,515+589.0% | Added |
| First County Bank | 13,541 | $676.2K | 0.35% | −1,638−10.8% | Reduced |
| Advisor Partners II, LLC | 13,648 | $681.6K | 0.03% | −356−2.5% | Reduced |
| Kapitalo Investimentos Ltda | 13,654 | $681.9K | 0.09% | +13,654 | New |
| Banque Cantonale Vaudoise | 13,775 | $688.0K | 0.03% | +1,475+12.0% | Added |
| AdvisorNet Financial, Inc | 13,858 | $692.1K | 0.06% | −1,404−9.2% | Reduced |
| Duncker Streett & Co Inc | 13,874 | $692.9K | 0.16% | −1,029−6.9% | Reduced |
| Retirement Group, LLC | 13,888 | $693.6K | 0.29% | +160+1.2% | Added |
| Essex Financial Services, Inc. | 13,942 | $696.3K | 0.08% | −783−5.3% | Reduced |
| Vanderbilt University | 14,080 | $703.2K | 0.18% | −56−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 14,096 | $704.0K | 0.00% | −249,035−94.6% | Reduced |
| Raleigh Capital Management Inc. | 14,170 | $707.6K | 0.36% | −31−0.2% | Reduced |
| Proequities, Inc. | 14,156 | $710.6K | 0.06% | +969+7.3% | Added |
| Nwam LLC | 14,337 | $716.0K | 0.07% | −1,142−7.4% | Reduced |
| Massmutual Trust Co FSB | 14,341 | $716.2K | 0.03% | +104+0.7% | Added |
| Oak Hill Wealth Advisors, LLC | 14,362 | $717.2K | 0.28% | +764+5.6% | Added |
| Capital Fund Management S.A. | 14,400 | $719.1K | 0.01% | −8,057−35.9% | Reduced |
| TFG Advisers LLC | 14,445 | $721.4K | 0.34% | +136+1.0% | Added |
| Harbor Investment Advisory, LLC | 14,502 | $724.2K | 0.09% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 14,584 | $728.3K | 0.00% | −856−5.5% | Reduced |
| Ted Buchan & Co | 14,637 | $731.0K | 0.59% | −1,868−11.3% | Reduced |
| Global Retirement Partners, LLC | 14,759 | $731.6K | 0.04% | −529−3.5% | Reduced |
| Chiron Capital Management, LLC | 14,700 | $734.1K | 0.63% | +14,700 | New |
| PFW Advisors LLC | 14,795 | $738.9K | 0.26% | +2,438+19.7% | Added |
| Alberta Investment Management Corp | 14,800 | $739.1K | 0.01% | 00.0% | Unchanged |
| Versor Investments LP | 14,896 | $743.9K | 0.15% | +2,721+22.3% | Added |
| L.M. Kohn & Company | 14,902 | $744.2K | 0.27% | +618+4.3% | Added |
| Wolverine Trading, LLC | 14,923 | $745.3K | 0.01% | −29,196−66.2% | Reduced |
| First Bank & Trust | 14,940 | $746.1K | 0.20% | −9,623−39.2% | Reduced |
| IFP Advisors, Inc | 14,977 | $748.0K | 0.03% | −2,200−12.8% | Reduced |
| Colonial Trust Co | 15,003 | $749.3K | 0.19% | −44−0.3% | Reduced |
| Jeppson Wealth Management, LLC | 15,094 | $753.8K | 0.35% | +243+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 15,124 | $755.3K | 0.01% | +1,569+11.6% | Added |
| Vawter Financial, Ltd. | 15,137 | $755.9K | 0.68% | −190−1.2% | Reduced |
| EP Wealth Advisors, LLC | 15,227 | $760.4K | 0.01% | −23,110−60.3% | Reduced |
| Independent Financial Group, LLC | 15,357 | $766.9K | 0.05% | +47+0.3% | Added |
| Denver Wealth Management, Inc. | 15,407 | $769.4K | 0.50% | +2,263+17.2% | Added |
| Private Ocean, LLC | 15,458 | $772.0K | 0.10% | −232−1.5% | Reduced |
| Vinva Investment Management Ltd | 15,648 | $776.5K | 0.07% | 00.0% | Unchanged |
| Toews Corp | 15,600 | $779.1K | 0.47% | +15,600 | New |
| Tiemann Investment Advisors, LLC | 15,669 | $782.5K | 0.42% | −348−2.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,684 | $783.3K | 0.01% | +2,502+19.0% | Added |
| Applied Capital LLC | 15,834 | $790.8K | 0.79% | +187+1.2% | Added |
| Perkins Coie Trust Co | 15,908 | $794.2K | 0.22% | +456+3.0% | Added |
| Investors Research Corp | 15,920 | $795.0K | 0.21% | +15,350+2,693.0% | Added |
| Allen Capital Group, LLC | 16,291 | $798.1K | 0.15% | −192−1.2% | Reduced |
| Blair William & Co | 15,982 | $798.2K | 0.00% | −3,770−19.1% | Reduced |
| Prosperity Planning, Inc. | 15,999 | $799.0K | 0.33% | 00.0% | Unchanged |
| Financial Management Network Inc | 16,121 | $799.1K | 0.26% | +818+5.3% | Added |
| Golden State Equity Partners | 16,059 | $802.0K | 0.22% | −221−1.4% | Reduced |
| Ontario Teachers Pension Plan Board | 16,208 | $809.4K | 0.01% | −4,572−22.0% | Reduced |
| Coastal Investment Advisors, Inc. | 13,539 | $809.5K | 0.19% | −1,288−8.7% | Reduced |
| Intech Investment Management LLC | 16,332 | $815.6K | 0.01% | +2,967+22.2% | Added |
| Fulton Bank, N.A. | 16,376 | $817.8K | 0.04% | +869+5.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 16,445 | $821.3K | 0.08% | +2,460+17.6% | Added |
| Apollon Wealth Management, LLC | 16,567 | $827.4K | 0.04% | +4,309+35.2% | Added |
| Glenmede Trust Co NA | 16,651 | $831.5K | 0.00% | −1,657−9.1% | Reduced |
| Verus Capital Partners, LLC | 16,653 | $831.7K | 0.12% | −912−5.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,730 | $835.0K | 0.02% | −5,807−25.8% | Reduced |
| Glen Eagle Advisors, LLC | 16,814 | $839.7K | 0.19% | +217+1.3% | Added |
| Perennial Investment Advisors, LLC | 16,906 | $844.3K | 0.15% | −16−0.1% | Reduced |
| Farmers National Bank | 16,983 | $848.1K | 0.29% | −572−3.3% | Reduced |
| Capstone Investment Advisors, LLC | 16,983 | $848.1K | 0.02% | +11,115+189.4% | Added |
| CIBC Private Wealth Group, LLC | 16,999 | $848.9K | 0.00% | +6,190+57.3% | Added |
| Ameritas Advisory Services, LLC | 17,047 | $850.8K | 0.04% | −277−1.6% | Reduced |
| Alpha Cubed Investments, LLC | 17,382 | $868.1K | 0.06% | −842−4.6% | Reduced |
| Wealth Alliance | 17,477 | $872.8K | 0.14% | +1,163+7.1% | Added |
| Chesapeake Asset Management LLC | 17,499 | $873.9K | 0.85% | +4,397+33.6% | Added |
| First National Trust Co | 17,581 | $878.0K | 0.04% | −874−4.7% | Reduced |
| Sowell Financial Services LLC | 17,549 | $881.0K | 0.06% | +2,456+16.3% | Added |
| Wade G W & Inc | 17,893 | $894.0K | 0.03% | +17,893 | New |
| Compass Ion Advisors, LLC | 17,934 | $895.6K | 0.15% | +17,934 | New |
| Ascent Wealth Partners, LLC | 17,935 | $895.7K | 0.16% | +674+3.9% | Added |
| Armstrong, Fleming & Moore, Inc | 18,136 | $905.7K | 0.88% | −1,465−7.5% | Reduced |
| Cascade Investment Advisors, Inc. | 18,186 | $908.2K | 0.72% | −635−3.4% | Reduced |
| XTX Topco Ltd | 18,240 | $910.9K | 0.16% | +13,594+292.6% | Added |
| United Services Automobile Association | 18,251 | $911.5K | 0.02% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 18,285 | $913.2K | 0.16% | 00.0% | Unchanged |
| Bay Rivers Group | 18,529 | $925.3K | 0.71% | +290+1.6% | Added |
| Mystic Asset Management, Inc. | 18,535 | $925.6K | 0.52% | +65+0.4% | Added |
| Panagora Asset Management Inc | 18,567 | $927.2K | 0.01% | +4,646+33.4% | Added |
| Black Swift Group, LLC | 18,695 | $933.6K | 0.30% | −16,770−47.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 18,780 | $937.9K | 0.19% | −41−0.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 18,832 | $940.5K | 0.19% | +18,832 | New |
| Savant Capital, LLC | 18,910 | $944.4K | 0.01% | −129−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,945 | $946.1K | 0.04% | −269−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 19,072 | $952.5K | 0.07% | −9,195−32.5% | Reduced |
| Magnolia Capital Management Ltd | 19,255 | $962.0K | 0.93% | −981−4.8% | Reduced |
| Bleakley Financial Group, LLC | 19,364 | $967.1K | 0.03% | −3,308−14.6% | Reduced |
| Sawtooth Solutions, LLC | 19,364 | $967.1K | 0.03% | −3,305−14.6% | Reduced |
| Commerzbank Aktiengesellschaft | 19,387 | $969.0K | 0.05% | +2,919+17.7% | Added |
| Group One Trading, L.P. | 19,418 | $969.7K | 0.04% | +19,418 | New |