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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 19,422 | $970.0K | 0.08% | +269+1.4% | Added |
| RDA Financial Network | 19,636 | $980.6K | 0.42% | −406−2.0% | Reduced |
| Miracle Mile Advisors, LLC | 19,674 | $982.5K | 0.03% | +19,674 | New |
| Garda Capital Partners LP | 19,918 | $994.7K | 0.63% | +19,918 | New |
| Capital Investment Advisory Services, LLC | 20,087 | $1.00M | 0.10% | +2,017+11.2% | Added |
| Founders Financial Securities LLC | 20,276 | $1.01M | 0.13% | +3,254+19.1% | Added |
| Griffin Asset Management, Inc. | 20,318 | $1.01M | 0.14% | −2,130−9.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 20,344 | $1.02M | 0.07% | −3,277−13.9% | Reduced |
| Trust Investment Advisors | 20,390 | $1.02M | 0.88% | −787−3.7% | Reduced |
| Malaga Cove Capital, LLC | 20,394 | $1.02M | 0.47% | −151−0.7% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,694 | $1.03M | 0.01% | +1,296+6.7% | Added |
| Great Valley Advisor Group, Inc. | 20,823 | $1.04M | 0.04% | +1,770+9.3% | Added |
| M Holdings Securities, Inc. | 20,881 | $1.04M | 0.14% | +20,881 | New |
| Belpointe Asset Management LLC | 21,064 | $1.05M | 0.11% | +1,392+7.1% | Added |
| Eqis Capital Management, Inc. | 21,092 | $1.05M | 0.13% | −3,411−13.9% | Reduced |
| Shufro Rose & Co LLC | 21,250 | $1.06M | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 21,213 | $1.06M | 0.13% | +1,246+6.2% | Added |
| North Star Investment Management Corp. | 21,381 | $1.07M | 0.09% | −370−1.7% | Reduced |
| Schnieders Capital Management LLC | 21,474 | $1.07M | 0.24% | +1,250+6.2% | Added |
| Linden Thomas Advisory Services, LLC | 21,484 | $1.07M | 0.24% | −627−2.8% | Reduced |
| Prudential PLC | 21,512 | $1.07M | 0.01% | −2,384−10.0% | Reduced |
| Gateway Investment Advisers LLC | 21,613 | $1.08M | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 21,701 | $1.08M | 0.02% | +118+0.5% | Added |
| IHT Wealth Management, LLC | 21,887 | $1.09M | 0.06% | −433−1.9% | Reduced |
| Wedbush Securities Inc | 21,928 | $1.09M | 0.05% | +1,600+7.9% | Added |
| Two Sigma Securities, LLC | 21,987 | $1.10M | 0.05% | +2,960+15.6% | Added |
| Benedict Financial Advisors Inc | 22,138 | $1.11M | 0.32% | +527+2.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,372 | $1.12M | 0.03% | +1,136+5.3% | Added |
| Asset Dedication, LLC | 22,814 | $1.13M | 0.10% | +1,170+5.4% | Added |
| Moors & Cabot, Inc. | 22,972 | $1.15M | 0.08% | −1,437−5.9% | Reduced |
| Ossiam | 23,062 | $1.15M | 0.02% | +11,643+102.0% | Added |
| Adams Asset Advisors, LLC | 23,144 | $1.16M | 0.16% | +23,144 | New |
| RB Capital Management, LLC | 23,388 | $1.17M | 0.38% | −59−0.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,684 | $1.18M | 0.09% | −24,954−51.3% | Reduced |
| RFG Advisory, LLC | 23,750 | $1.19M | 0.05% | +927+4.1% | Added |
| Independent Advisor Alliance | 23,972 | $1.20M | 0.05% | −711−2.9% | Reduced |
| QRG Capital Management, Inc. | 23,995 | $1.20M | 0.02% | +23,995 | New |
| Raymond James Trust N.A. | 24,144 | $1.21M | 0.04% | −1,222−4.8% | Reduced |
| Level Four Advisory Services, LLC | 24,358 | $1.22M | 0.08% | −9,039−27.1% | Reduced |
| Security National Bank of So Dak | 24,541 | $1.23M | 0.90% | −4,579−15.7% | Reduced |
| Steel Peak Wealth Management LLC | 24,436 | $1.23M | 0.08% | +3,905+19.0% | Added |
| Heirloom Wealth Management | 24,830 | $1.24M | 0.55% | −615−2.4% | Reduced |
| SG Americas Securities, LLC | 25,265 | $1.26M | 0.02% | −140,194−84.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 25,528 | $1.27M | 0.10% | +1,361+5.6% | Added |
| Illinois Municipal Retirement Fund | 25,695 | $1.28M | 0.02% | −60,979−70.4% | Reduced |
| Icon Wealth Partners, LLC | 25,758 | $1.29M | 0.15% | −15,573−37.7% | Reduced |
| Paloma Partners Management Co | 25,928 | $1.29M | 0.27% | +8,600+49.6% | Added |
| Altman Advisors, Inc. | 26,032 | $1.30M | 0.81% | +26,032 | New |
| Everence Capital Management Inc | 26,060 | $1.30M | 0.10% | +5,930+29.5% | Added |
| Meiji Yasuda Life Insurance Co | 26,337 | $1.32M | 0.03% | −680−2.5% | Reduced |
| Equitable Holdings, Inc. | 26,455 | $1.32M | 0.02% | −118−0.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 26,519 | $1.32M | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 26,679 | $1.33M | 0.42% | +17,627+194.7% | Added |
| Investment Advisory Group, LLC | 26,771 | $1.34M | 0.69% | −622−2.3% | Reduced |
| Kesler, Norman & Wride, LLC | 26,970 | $1.35M | 0.34% | −237−0.9% | Reduced |
| Great Lakes Advisors, LLC | 27,059 | $1.35M | 0.01% | −15,247−36.0% | Reduced |
| Tredje AP-fonden | 27,503 | $1.37M | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 27,621 | $1.38M | 0.11% | −20,779−42.9% | Reduced |
| Commerce Bank | 27,617 | $1.38M | 0.01% | +520+1.9% | Added |
| Advisory Services Network, LLC | 28,081 | $1.40M | 0.04% | +3,409+13.8% | Added |
| Bard Financial Services, Inc. | 28,175 | $1.41M | 0.17% | +800+2.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 28,304 | $1.41M | 0.63% | +5,927+26.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 29,190 | $1.46M | 0.15% | +542+1.9% | Added |
| Ascent Group, LLC | 29,125 | $1.46M | 0.16% | +29,125 | New |
| GWM Advisors LLC | 29,349 | $1.47M | 0.02% | −3,992−12.0% | Reduced |
| Lincoln National Corp | 29,619 | $1.48M | 0.03% | −351−1.2% | Reduced |
| Alliance Wealth Advisors, LLC | 29,641 | $1.48M | 0.55% | +1,634+5.8% | Added |
| Jaffetilchin Investment Partners, LLC | 29,789 | $1.49M | 0.16% | −3,466−10.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 29,816 | $1.49M | 0.03% | −6,424−17.7% | Reduced |
| Riverstone Advisors, LLC | 29,960 | $1.50M | 1.03% | −12,711−29.8% | Reduced |
| E. Ohman J:or Asset Management AB | 30,100 | $1.50M | 0.06% | +1,700+6.0% | Added |
| ICW Investment Advisors LLC | 30,187 | $1.51M | 0.81% | +1,252+4.3% | Added |
| Prospera Financial Services Inc | 30,400 | $1.52M | 0.06% | +6,842+29.0% | Added |
| Symphony Financial, Ltd. Co. | 31,065 | $1.52M | 0.37% | +671+2.2% | Added |
| Texas Yale Capital Corp. | 30,799 | $1.54M | 0.07% | −1,000−3.1% | Reduced |
| Spirit of America Management Corp | 30,985 | $1.55M | 0.35% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 31,152 | $1.56M | 0.02% | +4,462+16.7% | Added |
| Cornerstone Advisors, LLC | 31,600 | $1.58M | 0.07% | +4,000+14.5% | Added |
| APG Asset Management N.V. | 31,716 | $1.58M | 0.00% | +6,300+24.8% | Added |
| Tower Research Capital LLC (TRC) | 31,723 | $1.58M | 0.05% | −15,785−33.2% | Reduced |
| Ameritas Investment Partners, Inc. | 31,885 | $1.59M | 0.06% | −7,250−18.5% | Reduced |
| Security National Bank of Sioux City Iowa | 32,075 | $1.60M | 1.25% | −580−1.8% | Reduced |
| Intact Investment Management Inc. | 32,500 | $1.62M | 0.07% | 00.0% | Unchanged |
| Truvestments Capital LLC | 32,575 | $1.63M | 0.85% | +921+2.9% | Added |
| Cerity Partners LLC | 32,587 | $1.63M | 0.01% | −11,055−25.3% | Reduced |
| Candriam Luxembourg S.C.A. | 32,595 | $1.63M | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 32,629 | $1.63M | 0.00% | −135,331−80.6% | Reduced |
| Hutner Capital Management Inc | 33,545 | $1.68M | 1.03% | −24−0.1% | Reduced |
| Naviter Wealth, LLC | 33,509 | $1.68M | 0.41% | +2,428+7.8% | Added |
| Crossmark Global Holdings, Inc. | 33,782 | $1.70M | 0.04% | +136+0.4% | Added |
| Parsons Capital Management Inc | 34,000 | $1.70M | 0.13% | +1,000+3.0% | Added |
| TD Private Client Wealth LLC | 34,360 | $1.72M | 0.07% | −3,521−9.3% | Reduced |
| Terry L. Blaker | 34,872 | $1.74M | 0.16% | −148−0.4% | Reduced |
| New Mexico Educational Retirement Board | 35,000 | $1.75M | 0.07% | +4,500+14.8% | Added |
| We Are One Seven, LLC | 35,166 | $1.76M | 0.14% | +28,553+431.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 35,624 | $1.78M | 1.52% | +5,652+18.9% | Added |
| NewEdge Wealth, LLC | 35,785 | $1.79M | 0.06% | +6,707+23.1% | Added |
| 1832 Asset Management L.P. | 36,092 | $1.80M | 0.00% | +2,819+8.5% | Added |
| Gamco Investors, Inc. Et Al | 36,700 | $1.83M | 0.02% | −3,000−7.6% | Reduced |
| Ensign Peak Advisors, Inc | 38,033 | $1.90M | 0.00% | −9,020−19.2% | Reduced |