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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,600 | $79.9K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,456 | $72.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,450 | $72.4K | 0.04% | −17−1.2% | Reduced |
| Riverview Trust Co | 1,441 | $72.0K | 0.06% | +1,219+549.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,433 | $71.6K | 0.03% | −130−8.3% | Reduced |
| Hollencrest Capital Management | 1,416 | $70.7K | 0.01% | +1,275+904.3% | Added |
| M&R Capital Management Inc | 1,379 | $68.9K | 0.02% | +341+32.9% | Added |
| CoreFirst Bank & Trust | 1,360 | $67.9K | 0.05% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 1,341 | $67.0K | 0.05% | +1,251+1,390.0% | Added |
| JNBA Financial Advisors | 1,312 | $65.5K | 0.01% | −25−1.9% | Reduced |
| Sawyer & Company, Inc | 1,300 | $65.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,300 | $64.9K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,280 | $63.9K | 0.01% | −200−13.5% | Reduced |
| Brown Brothers Harriman & Co | 1,266 | $63.2K | 0.00% | +555+78.1% | Added |
| Whittier Trust Co | 1,259 | $62.9K | 0.00% | +64+5.4% | Added |
| Heritage Wealth Advisors | 1,230 | $61.4K | 0.00% | −170−12.1% | Reduced |
| Trust Co | 1,197 | $59.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,190 | $59.4K | 0.00% | −156−11.6% | Reduced |
| Bellevue Asset Management, LLC | 1,171 | $58.5K | 0.04% | +69+6.3% | Added |
| Anchor Investment Management, LLC | 1,145 | $57.2K | 0.01% | +4+0.4% | Added |
| JFS Wealth Advisors, LLC | 1,113 | $55.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 899 | $53.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,071 | $53.5K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,052 | $53.0K | 0.00% | +98+10.3% | Added |
| HHM Wealth Advisors, LLC | 1,018 | $50.8K | 0.01% | −309−23.3% | Reduced |
| Optimum Investment Advisors | 950 | $47.4K | 0.02% | +250+35.7% | Added |
| Fortis Group Advisors, LLC | 950 | $47.4K | 0.01% | +950 | New |
| Bank of New Hampshire | 892 | $44.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 850 | $42.5K | 0.01% | −672−44.2% | Reduced |
| WR Wealth Planners, LLC | 839 | $41.9K | 0.02% | +3+0.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 835 | $41.0K | 0.00% | −181−17.8% | Reduced |
| Silvant Capital Management LLC | 796 | $40.0K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 800 | $39.9K | 0.00% | +5+0.6% | Added |
| Concord Wealth Partners | 782 | $39.1K | 0.01% | −140−15.2% | Reduced |
| Activest Wealth Management | 782 | $39.1K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 748 | $37.3K | 0.01% | −4,346−85.3% | Reduced |
| Bogart Wealth, LLC | 734 | $36.6K | 0.00% | +151+25.9% | Added |
| Compass Wealth Management LLC | 700 | $35.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $35.0K | 0.02% | +700 | New |
| Quent Capital, LLC | 675 | $33.7K | 0.01% | −1,612−70.5% | Reduced |
| Missouri Trust & Investment Co | 670 | $33.5K | 0.02% | +60+9.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $33.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 667 | $33.3K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $33.3K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 605 | $30.2K | 0.01% | +605 | New |
| Semmax Financial Advisors Inc. | 600 | $29.9K | 0.01% | +600 | New |
| Center for Financial Planning, Inc. | 580 | $29.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 571 | $28.5K | 0.01% | +429+302.1% | Added |
| LGT Financial Advisors LLC | 569 | $28.4K | 0.04% | +569 | New |
| SOA Wealth Advisors, LLC. | 551 | $27.5K | 0.01% | +4+0.7% | Added |
| Deseret Mutual Benefit Administrators | 551 | $27.5K | 0.01% | +2+0.4% | Added |
| Alaska Permanent Fund Corp | 546 | $27.3K | 0.00% | −461−45.8% | Reduced |
| Smithfield Trust Co | 575 | $27.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 523 | $26.1K | 0.00% | +423+423.0% | Added |
| Bell Investment Advisors, Inc | 510 | $25.5K | 0.01% | +103+25.3% | Added |
| Baker Avenue Asset Management, LP | 505 | $25.2K | 0.00% | +8+1.6% | Added |
| Altshuler Shaham Ltd | 493 | $24.6K | 0.00% | −105−17.6% | Reduced |
| Headinvest, LLC | 500 | $24.5K | 0.01% | +500 | New |
| Piscataqua Savings Bank | 490 | $24.5K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 484 | $24.2K | 0.00% | +73+17.8% | Added |
| HBC Financial Services, PLLC | 500 | $24.0K | 0.02% | +500 | New |
| Ofi Invest Asset Management | 507 | $23.9K | 0.00% | +507 | New |
| Tucker Asset Management LLC | 476 | $23.8K | 0.01% | +396+495.0% | Added |
| Glassman Wealth Services | 470 | $23.5K | 0.00% | −245−34.3% | Reduced |
| MB, Levis & Associates, LLC | 468 | $23.4K | 0.02% | +3+0.6% | Added |
| Strengthening Families & Communities, LLC | 453 | $23.0K | 0.01% | +4+0.9% | Added |
| Resurgent Financial Advisors LLC | 444 | $22.2K | 0.02% | +7+1.6% | Added |
| Valley National Advisers Inc | 440 | $22.0K | 0.00% | +50+12.8% | Added |
| Robinswood Financial LLC | 439 | $22.0K | 0.01% | +6+1.4% | Added |
| TD Waterhouse Canada Inc. | 413 | $21.9K | 0.00% | −2−0.5% | Reduced |
| Provence Wealth Management Group | 418 | $20.9K | 0.01% | +418 | New |
| Sofos Investments, Inc. | 446 | $20.6K | 0.00% | +386+643.3% | Added |
| Tortoise Investment Management, LLC | 408 | $20.4K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 401 | $20.0K | 0.00% | +85+26.9% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 392 | $19.6K | 0.01% | +200+104.2% | Added |
| Monetary Management Group Inc | 360 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 357 | $17.8K | 0.01% | −84−19.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 351 | $17.6K | 0.01% | +351 | New |
| Hartford Financial Management Inc. | 350 | $17.5K | 0.00% | −322−47.9% | Reduced |
| Clearstead Advisors, LLC | 350 | $17.5K | 0.00% | −151−30.1% | Reduced |
| Albion Financial Group | 347 | $17.3K | 0.00% | +5+1.5% | Added |
| Community Bank, N.A. | 334 | $16.7K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 330 | $16.5K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 327 | $16.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 303 | $15.2K | 0.00% | +3+1.0% | Added |
| Capital Advisors, Ltd. LLC | 296 | $15.0K | 0.00% | +95+47.3% | Added |
| Washington Trust Co | 300 | $15.0K | 0.00% | −18−5.7% | Reduced |
| PSI Advisors, LLC | 297 | $14.8K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 284 | $14.2K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 275 | $13.8K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 275 | $13.8K | 0.00% | +86+45.5% | Added |
| EverSource Wealth Advisors, LLC | 267 | $13.3K | 0.00% | −752−73.8% | Reduced |
| Salomon & Ludwin, LLC | 254 | $12.7K | 0.00% | +254 | New |
| Kozak & Associates, Inc. | 245 | $12.3K | 0.00% | +3+1.2% | Added |
| Stonebridge Capital Advisors LLC | 245 | $12.2K | 0.00% | −233−48.7% | Reduced |
| Pittenger & Anderson Inc | 240 | $12.0K | 0.00% | −3,870−94.2% | Reduced |
| Evermay Wealth Management LLC | 238 | $11.9K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 239 | $11.9K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 236 | $11.8K | 0.01% | −174−42.4% | Reduced |