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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 137,676 | $6.88M | 0.10% | +7,281+5.6% | Added |
| Allworth Financial LP | 137,118 | $6.85M | 0.06% | −880−0.6% | Reduced |
| Wellington Management Group LLP | 133,551 | $6.67M | 0.00% | +19,969+17.6% | Added |
| Janus Henderson Group PLC | 133,530 | $6.67M | 0.00% | +6,928+5.5% | Added |
| Bradley Foster & Sargent Inc | 111,020 | $6.64M | 0.14% | 00.0% | Unchanged |
| GSI Capital Advisors LLC | 132,276 | $6.61M | 4.62% | −2,402−1.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 129,753 | $6.48M | 0.09% | +500+0.4% | Added |
| IFM Investors Pty Ltd | 125,804 | $6.28M | 0.08% | +5,772+4.8% | Added |
| First Republic Investment Management, Inc. | 125,691 | $6.28M | 0.02% | −12,983−9.4% | Reduced |
| Calamos Advisors LLC | 125,687 | $6.28M | 0.03% | 00.0% | Unchanged |
| DnB Asset Management AS | 124,850 | $6.24M | 0.04% | +16,423+15.1% | Added |
| Czech National Bank | 123,881 | $6.19M | 0.10% | +44,172+55.4% | Added |
| Creative Planning | 123,044 | $6.14M | 0.01% | +18,352+17.5% | Added |
| Wealthfront Advisers LLC | 122,020 | $6.09M | 0.03% | +50,406+70.4% | Added |
| Sequoia Financial Advisors, LLC | 121,979 | $6.09M | 0.11% | −8,792−6.7% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 121,456 | $6.07M | 0.04% | −1,724−1.4% | Reduced |
| Dearborn Partners LLC | 117,596 | $5.87M | 0.23% | −2,091−1.7% | Reduced |
| Utah Retirement Systems | 116,057 | $5.80M | 0.08% | +2,700+2.4% | Added |
| Robeco Institutional Asset Management B.V. | 115,957 | $5.79M | 0.02% | +9,207+8.6% | Added |
| Exchange Traded Concepts, LLC | 114,962 | $5.74M | 0.16% | −2,516−2.1% | Reduced |
| US Bancorp | 114,509 | $5.72M | 0.01% | −8,972−7.3% | Reduced |
| Allstate Corp | 114,059 | $5.70M | 0.33% | −19,893−14.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 112,066 | $5.60M | 0.01% | +55,958+99.7% | Added |
| First Trust Advisors LP | 111,975 | $5.59M | 0.01% | −38,185−25.4% | Reduced |
| Baird Financial Group, Inc. | 110,763 | $5.53M | 0.02% | +2,587+2.4% | Added |
| Ziegler Capital Management, LLC | 110,611 | $5.52M | 0.22% | −8,490−7.1% | Reduced |
| Point72 Asset Management, L.P. | 110,244 | $5.51M | 0.02% | +110,244 | New |
| Trust Co of Virginia | 109,287 | $5.46M | 0.60% | −140.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 108,299 | $5.41M | 0.09% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 106,870 | $5.34M | 0.08% | +35,759+50.3% | Added |
| Mutual of America Capital Management LLC | 105,184 | $5.25M | 0.06% | +2,293+2.2% | Added |
| Insight Folios Inc | 104,215 | $5.20M | 2.54% | −180.0% | Reduced |
| State of Tennessee, Treasury Department | 103,525 | $5.17M | 0.02% | +5,499+5.6% | Added |
| Mattern Capital Management, LLC | 103,203 | $5.15M | 0.83% | +5,341+5.5% | Added |
| Carnegie Capital Asset Management, LLC | 100,811 | $5.03M | 0.19% | −9,373−8.5% | Reduced |
| M&T Bank Corp | 99,272 | $4.96M | 0.02% | +55+0.1% | Added |
| Public Employees Retirement Association of Colorado | 99,009 | $4.95M | 0.03% | +408+0.4% | Added |
| Snowden Capital Advisors LLC | 98,760 | $4.93M | 0.21% | +2,176+2.3% | Added |
| Windle Wealth, LLC | 97,933 | $4.89M | 3.65% | +11,683+13.5% | Added |
| Pictet & Cie (Europe) SA | 97,368 | $4.86M | 0.17% | −209−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 96,106 | $4.80M | 0.02% | +79,809+489.7% | Added |
| Telos Capital Management, Inc. | 95,247 | $4.76M | 0.66% | +1,083+1.2% | Added |
| First Foundation Advisors | 94,304 | $4.71M | 0.22% | −11,961−11.3% | Reduced |
| Investment Management Corp of Ontario | 91,600 | $4.57M | 0.18% | +91,600 | New |
| Farmers & Merchants Investments Inc | 90,424 | $4.52M | 0.18% | +6,549+7.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 89,727 | $4.48M | 0.21% | −30,941−25.6% | Reduced |
| Xponance, Inc. | 89,714 | $4.48M | 0.06% | +8,384+10.3% | Added |
| Natixis Advisors, L.P. | 89,043 | $4.45M | 0.01% | −95,527−51.8% | Reduced |
| Stratos Wealth Partners, LTD. | 88,922 | $4.44M | 0.10% | +3,429+4.0% | Added |
| ING Groep NV | 88,882 | $4.44M | 0.04% | +88,882 | New |
| Schroder Investment Management Group | 86,659 | $4.33M | 0.01% | +6,437+8.0% | Added |
| Davenport & Co LLC | 85,582 | $4.27M | 0.03% | −2,186−2.5% | Reduced |
| TownSquare Capital, LLC | 85,411 | $4.27M | 0.08% | +912+1.1% | Added |
| Metis Global Partners, LLC | 83,963 | $4.19M | 0.20% | +7,520+9.8% | Added |
| Baugh & Associates, LLC | 83,859 | $4.19M | 2.62% | +25,653+44.1% | Added |
| Pensionfund DSM Netherlands | 83,335 | $4.16M | 2.90% | +6,000+7.8% | Added |
| AE Wealth Management LLC | 82,978 | $4.14M | 0.02% | +23,268+39.0% | Added |
| Azimuth Capital Investment Management LLC | 82,235 | $4.11M | 0.20% | +1,580+2.0% | Added |
| South Dakota Investment Council | 82,139 | $4.10M | 0.09% | 00.0% | Unchanged |
| GTS Securities LLC | 82,034 | $4.10M | 0.09% | +76,727+1,445.8% | Added |
| PEAK6 Investments LLC | 81,936 | $4.09M | 0.20% | +81,936 | New |
| Venture Visionary Partners LLC | 81,810 | $4.09M | 0.25% | +4,848+6.3% | Added |
| MML Investors Services, LLC | 80,298 | $4.01M | 0.02% | −5,944−6.9% | Reduced |
| Captrust Financial Advisors | 80,242 | $4.01M | 0.02% | +3,927+5.1% | Added |
| Oppenheimer & Co Inc | 79,409 | $3.97M | 0.08% | −11,685−12.8% | Reduced |
| Rafferty Asset Management, LLC | 79,173 | $3.95M | 0.02% | +7,579+10.6% | Added |
| Pathway Financial Advisers, LLC | 77,702 | $3.88M | 1.60% | +77,702 | New |
| Mackenzie Financial Corp | 77,109 | $3.77M | 0.01% | +3,807+5.2% | Added |
| Pacer Advisors, Inc. | 74,480 | $3.72M | 0.01% | +32,765+78.5% | Added |
| United Asset Strategies, Inc. | 73,645 | $3.68M | 0.48% | +65,236+775.8% | Added |
| Oppenheimer Asset Management Inc. | 73,446 | $3.67M | 0.06% | −4,132−5.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 72,975 | $3.64M | 1.32% | +2,222+3.1% | Added |
| Keybank National Association | 72,647 | $3.63M | 0.02% | −1,563−2.1% | Reduced |
| Bank of Nova Scotia | 72,584 | $3.62M | 0.01% | +9,465+15.0% | Added |
| Rench Wealth Management, Inc. | 72,393 | $3.62M | 1.66% | −495−0.7% | Reduced |
| Magnetar Financial LLC | 72,265 | $3.61M | 0.09% | +72,265 | New |
| Gotham Asset Management, LLC | 72,009 | $3.60M | 0.07% | −9,258−11.4% | Reduced |
| Ethic Inc. | 71,861 | $3.59M | 0.13% | +15,114+26.6% | Added |
| Hallmark Capital Management Inc | 71,397 | $3.57M | 0.30% | +1,652+2.4% | Added |
| The PNC Financial Services Group, Inc. | 71,212 | $3.56M | 0.00% | −11,268−13.7% | Reduced |
| Mutual Advisors, LLC | 70,534 | $3.52M | 0.14% | +3,338+5.0% | Added |
| HBW Advisory Services LLC | 70,391 | $3.52M | 0.73% | +1,262+1.8% | Added |
| Wolverine Asset Management LLC | 70,036 | $3.50M | 0.06% | +70,036 | New |
| Dakota Wealth Management | 69,918 | $3.49M | 0.15% | +1,106+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 68,273 | $3.41M | 0.13% | −5,833−7.9% | Reduced |
| Atria Investments LLC | 68,080 | $3.40M | 0.06% | +7,462+12.3% | Added |
| Private Advisor Group, LLC | 67,295 | $3.36M | 0.03% | −27,998−29.4% | Reduced |
| Cornerstone Wealth Group, LLC | 67,262 | $3.36M | 0.60% | −1,223−1.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 66,524 | $3.32M | 1.72% | +66,524 | New |
| Ostrum Asset Management | 66,241 | $3.31M | 0.31% | +6,664+11.2% | Added |
| Peapack Gladstone Financial Corp | 66,185 | $3.31M | 0.06% | +1,828+2.8% | Added |
| Highland Capital Management, LLC | 65,755 | $3.28M | 0.23% | −5,003−7.1% | Reduced |
| Gulf International Bank (UK) Ltd | 65,255 | $3.26M | 0.09% | −1,071−1.6% | Reduced |
| CWM, LLC | 65,023 | $3.25M | 0.02% | −146−0.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 65,000 | $3.25M | 0.04% | −69,891−51.8% | Reduced |
| Waratah Capital Advisors Ltd. | 63,908 | $3.19M | 0.15% | +63,908 | New |
| Concentric Wealth Management, LLC | 63,857 | $3.19M | 1.05% | +603+1.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 63,455 | $3.17M | 0.31% | +63,455 | New |
| Holocene Advisors, LP | 63,217 | $3.16M | 0.01% | +13,712+27.7% | Added |
| Norinchukin Bank, The | 62,269 | $3.11M | 0.07% | −21,870−26.0% | Reduced |