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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 38,387 | $1.92M | 0.06% | +389+1.0% | Added |
| Lido Advisors, LLC | 38,496 | $1.92M | 0.02% | −2,960−7.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 38,721 | $1.93M | 0.79% | −1,336−3.3% | Reduced |
| JustInvest LLC | 38,833 | $1.94M | 0.06% | −1,575−3.9% | Reduced |
| Assetmark, Inc | 38,863 | $1.94M | 0.01% | +660+1.7% | Added |
| CIBC World Markets Corp | 39,121 | $1.95M | 0.02% | −39,786−50.4% | Reduced |
| Richard Bernstein Advisors LLC | 39,945 | $1.99M | 0.04% | −29,682−42.6% | Reduced |
| Colonial Trust Advisors | 40,171 | $2.01M | 0.23% | −139−0.3% | Reduced |
| Integrated Wealth Concepts LLC | 40,321 | $2.01M | 0.04% | −3,559−8.1% | Reduced |
| Ibex Wealth Advisors | 40,442 | $2.02M | 0.51% | +40,442 | New |
| Virginia Wealth Management Group, Inc. | 41,054 | $2.05M | 1.39% | +866+2.2% | Added |
| Coppell Advisory Solutions LLC | 33,132 | $2.10M | 0.76% | +370+1.1% | Added |
| Colony Group LLC | 42,114 | $2.10M | 0.03% | −417−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 42,131 | $2.10M | 0.01% | +42,131 | New |
| Steward Partners Investment Advisory, LLC | 42,631 | $2.13M | 0.03% | +3,091+7.8% | Added |
| FourThought Financial Partners, LLC | 42,987 | $2.15M | 0.30% | +830+2.0% | Added |
| Private Asset Management Inc | 43,464 | $2.17M | 0.51% | −5,995−12.1% | Reduced |
| Louisiana State Employees Retirement System | 43,900 | $2.19M | 0.05% | +2,300+5.5% | Added |
| Duality Advisers, LP | 44,140 | $2.20M | 0.27% | +44,140 | New |
| Liberty One Investment Management, LLC | 44,208 | $2.21M | 0.32% | +3,462+8.5% | Added |
| Millennium Management LLC | 45,339 | $2.26M | 0.00% | −870,546−95.0% | Reduced |
| Pearl River Capital, LLC | 45,390 | $2.27M | 0.36% | +5,291+13.2% | Added |
| Community Trust & Investment Co | 45,487 | $2.27M | 0.19% | −724−1.6% | Reduced |
| Capital Square, LLC | 45,692 | $2.28M | 3.07% | −1,199−2.6% | Reduced |
| Fort Pitt Capital Group, LLC | 45,685 | $2.28M | 0.09% | +45,685 | New |
| Atticus Wealth Management, LLC | 46,367 | $2.32M | 0.89% | +879+1.9% | Added |
| Elequin Capital LP | 46,434 | $2.32M | 0.45% | +32,700+238.1% | Added |
| Fifth Third Bancorp | 46,575 | $2.33M | 0.01% | −2,286−4.7% | Reduced |
| Swedbank AB | 47,193 | $2.36M | 0.00% | +36,640+347.2% | Added |
| Perpetual Ltd | 47,858 | $2.39M | 0.02% | −10,310−17.7% | Reduced |
| Jump Financial, LLC | 48,058 | $2.40M | 0.09% | +37,017+335.3% | Added |
| Hartford Investment Management Co | 48,249 | $2.41M | 0.10% | +1,084+2.3% | Added |
| Zions Bancorporation, N.A. | 48,305 | $2.41M | 0.21% | +2,752+6.0% | Added |
| Silver Lake Advisory, LLC | 49,981 | $2.50M | 1.54% | −2,396−4.6% | Reduced |
| Quantitative Investment Management, LLC | 50,233 | $2.51M | 0.39% | +35,297+236.3% | Added |
| Sigma Planning Corp | 50,482 | $2.52M | 0.09% | +2,703+5.7% | Added |
| Securian Asset Management, Inc | 50,863 | $2.54M | 0.08% | −4,007−7.3% | Reduced |
| Metropolitan Life Insurance Co | 51,091 | $2.55M | 0.13% | +1,188+2.4% | Added |
| Maryland State Retirement & Pension System | 51,869 | $2.59M | 0.06% | +1,393+2.8% | Added |
| Mizuho Markets Americas LLC | 51,916 | $2.59M | 0.10% | +51,916 | New |
| Kinloch Capital, LLC | 51,919 | $2.59M | 1.62% | +755+1.5% | Added |
| Adelante Capital Management LLC | 52,430 | $2.62M | 0.21% | −6,710−11.3% | Reduced |
| Avantax Advisory Services, Inc. | 52,956 | $2.64M | 0.03% | +509+1.0% | Added |
| Intrua Financial, LLC | 53,590 | $2.68M | 0.48% | −3,942−6.9% | Reduced |
| Agf Management Ltd | 54,170 | $2.71M | 0.02% | −19,101−26.1% | Reduced |
| Oregon Public Employees Retirement Fund | 54,818 | $2.74M | 0.04% | +2,400+4.6% | Added |
| Teachers Retirement System of the State of Kentucky | 55,972 | $2.79M | 0.03% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 60,857 | $2.81M | 1.79% | −728−1.2% | Reduced |
| Kingsview Wealth Management, LLC | 56,344 | $2.81M | 0.10% | +37,856+204.8% | Added |
| Elo Mutual Pension Insurance Co | 56,346 | $2.81M | 0.09% | +1,989+3.7% | Added |
| Stock Yards Bank & Trust Co | 56,603 | $2.83M | 0.11% | −412−0.7% | Reduced |
| Kentucky Retirement Systems | 57,177 | $2.86M | 0.10% | +3,048+5.6% | Added |
| Vestcor Inc | 57,468 | $2.87M | 0.11% | +9,347+19.4% | Added |
| First National Bank of Omaha | 57,621 | $2.88M | 0.19% | −5,579−8.8% | Reduced |
| Lockheed Martin Investment Management Co | 51,155 | $2.91M | 0.22% | 00.0% | Unchanged |
| Old Mission Capital LLC | 58,424 | $2.92M | 0.10% | +58,424 | New |
| Gladstone Institutional Advisory LLC | 58,941 | $2.94M | 0.19% | −6,943−10.5% | Reduced |
| Mercer Global Advisors Inc | 59,095 | $2.95M | 0.01% | +9,137+18.3% | Added |
| Pensionfund Sabic | 59,154 | $2.96M | 1.04% | +2,000+3.5% | Added |
| British Columbia Investment Management Corp | 61,212 | $3.06M | 0.03% | +1,641+2.8% | Added |
| Marco Investment Management LLC | 61,219 | $3.06M | 0.35% | −1,803−2.9% | Reduced |
| Tectonic Advisors LLC | 61,985 | $3.10M | 0.29% | +11,949+23.9% | Added |
| Norinchukin Bank, The | 62,269 | $3.11M | 0.07% | −21,870−26.0% | Reduced |
| Holocene Advisors, LP | 63,217 | $3.16M | 0.01% | +13,712+27.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 63,455 | $3.17M | 0.31% | +63,455 | New |
| Concentric Wealth Management, LLC | 63,857 | $3.19M | 1.05% | +603+1.0% | Added |
| Waratah Capital Advisors Ltd. | 63,908 | $3.19M | 0.15% | +63,908 | New |
| Ilmarinen Mutual Pension Insurance Co | 65,000 | $3.25M | 0.04% | −69,891−51.8% | Reduced |
| CWM, LLC | 65,023 | $3.25M | 0.02% | −146−0.2% | Reduced |
| Gulf International Bank (UK) Ltd | 65,255 | $3.26M | 0.09% | −1,071−1.6% | Reduced |
| Highland Capital Management, LLC | 65,755 | $3.28M | 0.23% | −5,003−7.1% | Reduced |
| Peapack Gladstone Financial Corp | 66,185 | $3.31M | 0.06% | +1,828+2.8% | Added |
| Ostrum Asset Management | 66,241 | $3.31M | 0.31% | +6,664+11.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 66,524 | $3.32M | 1.72% | +66,524 | New |
| Cornerstone Wealth Group, LLC | 67,262 | $3.36M | 0.60% | −1,223−1.8% | Reduced |
| Private Advisor Group, LLC | 67,295 | $3.36M | 0.03% | −27,998−29.4% | Reduced |
| Atria Investments LLC | 68,080 | $3.40M | 0.06% | +7,462+12.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 68,273 | $3.41M | 0.13% | −5,833−7.9% | Reduced |
| Dakota Wealth Management | 69,918 | $3.49M | 0.15% | +1,106+1.6% | Added |
| Wolverine Asset Management LLC | 70,036 | $3.50M | 0.06% | +70,036 | New |
| HBW Advisory Services LLC | 70,391 | $3.52M | 0.73% | +1,262+1.8% | Added |
| Mutual Advisors, LLC | 70,534 | $3.52M | 0.14% | +3,338+5.0% | Added |
| The PNC Financial Services Group, Inc. | 71,212 | $3.56M | 0.00% | −11,268−13.7% | Reduced |
| Hallmark Capital Management Inc | 71,397 | $3.57M | 0.30% | +1,652+2.4% | Added |
| Ethic Inc. | 71,861 | $3.59M | 0.13% | +15,114+26.6% | Added |
| Gotham Asset Management, LLC | 72,009 | $3.60M | 0.07% | −9,258−11.4% | Reduced |
| Magnetar Financial LLC | 72,265 | $3.61M | 0.09% | +72,265 | New |
| Rench Wealth Management, Inc. | 72,393 | $3.62M | 1.66% | −495−0.7% | Reduced |
| Bank of Nova Scotia | 72,584 | $3.62M | 0.01% | +9,465+15.0% | Added |
| Keybank National Association | 72,647 | $3.63M | 0.02% | −1,563−2.1% | Reduced |
| Butensky & Cohen Financial Security, Inc | 72,975 | $3.64M | 1.32% | +2,222+3.1% | Added |
| Oppenheimer Asset Management Inc. | 73,446 | $3.67M | 0.06% | −4,132−5.3% | Reduced |
| United Asset Strategies, Inc. | 73,645 | $3.68M | 0.48% | +65,236+775.8% | Added |
| Pacer Advisors, Inc. | 74,480 | $3.72M | 0.01% | +32,765+78.5% | Added |
| Mackenzie Financial Corp | 77,109 | $3.77M | 0.01% | +3,807+5.2% | Added |
| Pathway Financial Advisers, LLC | 77,702 | $3.88M | 1.60% | +77,702 | New |
| Rafferty Asset Management, LLC | 79,173 | $3.95M | 0.02% | +7,579+10.6% | Added |
| Oppenheimer & Co Inc | 79,409 | $3.97M | 0.08% | −11,685−12.8% | Reduced |
| Captrust Financial Advisors | 80,242 | $4.01M | 0.02% | +3,927+5.1% | Added |
| MML Investors Services, LLC | 80,298 | $4.01M | 0.02% | −5,944−6.9% | Reduced |