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 |
|---|---|---|---|---|---|
| Fulton Bank, N.A. | 16,376 | $817.8K | 0.04% | +869+5.6% | Added |
| Intech Investment Management LLC | 16,332 | $815.6K | 0.01% | +2,967+22.2% | Added |
| Coastal Investment Advisors, Inc. | 13,539 | $809.5K | 0.19% | −1,288−8.7% | Reduced |
| Ontario Teachers Pension Plan Board | 16,208 | $809.4K | 0.01% | −4,572−22.0% | Reduced |
| Golden State Equity Partners | 16,059 | $802.0K | 0.22% | −221−1.4% | Reduced |
| Financial Management Network Inc | 16,121 | $799.1K | 0.26% | +818+5.3% | Added |
| Prosperity Planning, Inc. | 15,999 | $799.0K | 0.33% | 00.0% | Unchanged |
| Blair William & Co | 15,982 | $798.2K | 0.00% | −3,770−19.1% | Reduced |
| Allen Capital Group, LLC | 16,291 | $798.1K | 0.15% | −192−1.2% | Reduced |
| Investors Research Corp | 15,920 | $795.0K | 0.21% | +15,350+2,693.0% | Added |
| Perkins Coie Trust Co | 15,908 | $794.2K | 0.22% | +456+3.0% | Added |
| Applied Capital LLC | 15,834 | $790.8K | 0.79% | +187+1.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,684 | $783.3K | 0.01% | +2,502+19.0% | Added |
| Tiemann Investment Advisors, LLC | 15,669 | $782.5K | 0.42% | −348−2.2% | Reduced |
| Toews Corp | 15,600 | $779.1K | 0.47% | +15,600 | New |
| Vinva Investment Management Ltd | 15,648 | $776.5K | 0.07% | 00.0% | Unchanged |
| Private Ocean, LLC | 15,458 | $772.0K | 0.10% | −232−1.5% | Reduced |
| Denver Wealth Management, Inc. | 15,407 | $769.4K | 0.50% | +2,263+17.2% | Added |
| Independent Financial Group, LLC | 15,357 | $766.9K | 0.05% | +47+0.3% | Added |
| EP Wealth Advisors, LLC | 15,227 | $760.4K | 0.01% | −23,110−60.3% | Reduced |
| Vawter Financial, Ltd. | 15,137 | $755.9K | 0.68% | −190−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,124 | $755.3K | 0.01% | +1,569+11.6% | Added |
| Jeppson Wealth Management, LLC | 15,094 | $753.8K | 0.35% | +243+1.6% | Added |
| Colonial Trust Co | 15,003 | $749.3K | 0.19% | −44−0.3% | Reduced |
| IFP Advisors, Inc | 14,977 | $748.0K | 0.03% | −2,200−12.8% | Reduced |
| First Bank & Trust | 14,940 | $746.1K | 0.20% | −9,623−39.2% | Reduced |
| Wolverine Trading, LLC | 14,923 | $745.3K | 0.01% | −29,196−66.2% | Reduced |
| L.M. Kohn & Company | 14,902 | $744.2K | 0.27% | +618+4.3% | Added |
| Versor Investments LP | 14,896 | $743.9K | 0.15% | +2,721+22.3% | Added |
| Alberta Investment Management Corp | 14,800 | $739.1K | 0.01% | 00.0% | Unchanged |
| PFW Advisors LLC | 14,795 | $738.9K | 0.26% | +2,438+19.7% | Added |
| Chiron Capital Management, LLC | 14,700 | $734.1K | 0.63% | +14,700 | New |
| Global Retirement Partners, LLC | 14,759 | $731.6K | 0.04% | −529−3.5% | Reduced |
| Ted Buchan & Co | 14,637 | $731.0K | 0.59% | −1,868−11.3% | Reduced |
| Impax Asset Management Group plc | 14,584 | $728.3K | 0.00% | −856−5.5% | Reduced |
| Harbor Investment Advisory, LLC | 14,502 | $724.2K | 0.09% | 00.0% | Unchanged |
| TFG Advisers LLC | 14,445 | $721.4K | 0.34% | +136+1.0% | Added |
| Capital Fund Management S.A. | 14,400 | $719.1K | 0.01% | −8,057−35.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 14,362 | $717.2K | 0.28% | +764+5.6% | Added |
| Massmutual Trust Co FSB | 14,341 | $716.2K | 0.03% | +104+0.7% | Added |
| Nwam LLC | 14,337 | $716.0K | 0.07% | −1,142−7.4% | Reduced |
| Proequities, Inc. | 14,156 | $710.6K | 0.06% | +969+7.3% | Added |
| Raleigh Capital Management Inc. | 14,170 | $707.6K | 0.36% | −31−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 14,096 | $704.0K | 0.00% | −249,035−94.6% | Reduced |
| Vanderbilt University | 14,080 | $703.2K | 0.18% | −56−0.4% | Reduced |
| Essex Financial Services, Inc. | 13,942 | $696.3K | 0.08% | −783−5.3% | Reduced |
| Retirement Group, LLC | 13,888 | $693.6K | 0.29% | +160+1.2% | Added |
| Duncker Streett & Co Inc | 13,874 | $692.9K | 0.16% | −1,029−6.9% | Reduced |
| AdvisorNet Financial, Inc | 13,858 | $692.1K | 0.06% | −1,404−9.2% | Reduced |
| Banque Cantonale Vaudoise | 13,775 | $688.0K | 0.03% | +1,475+12.0% | Added |
| Kapitalo Investimentos Ltda | 13,654 | $681.9K | 0.09% | +13,654 | New |
| Advisor Partners II, LLC | 13,648 | $681.6K | 0.03% | −356−2.5% | Reduced |
| First County Bank | 13,541 | $676.2K | 0.35% | −1,638−10.8% | Reduced |
| Cutler Group LP | 13,470 | $672.0K | 0.11% | +11,515+589.0% | Added |
| Veriti Management LLC | 13,336 | $666.0K | 0.08% | +2,079+18.5% | Added |
| Pathstone Family Office, LLC | 13,129 | $664.5K | 0.01% | +6,587+100.7% | Added |
| First Manhattan Co | 13,235 | $661.0K | 0.00% | −2,385−15.3% | Reduced |
| Banco Santander, S.A. | 13,194 | $658.9K | 0.01% | +13,194 | New |
| Caldwell Sutter Capital, Inc. | 13,171 | $657.8K | 0.36% | −1,687−11.4% | Reduced |
| Brown Advisory Inc | 12,857 | $642.1K | 0.00% | −404−3.0% | Reduced |
| Park Avenue Securities LLC | 12,804 | $639.0K | 0.01% | −687−5.1% | Reduced |
| Nations Financial Group Inc, | 12,786 | $638.5K | 0.06% | +2,967+30.2% | Added |
| Diligent Investors, LLC | 12,628 | $630.6K | 0.19% | +12,628 | New |
| Tokio Marine Asset Management Co Ltd | 12,601 | $629.3K | 0.04% | +992+8.5% | Added |
| BFSG, LLC | 12,594 | $629.0K | 0.10% | +4,250+50.9% | Added |
| My Legacy Advisors, LLC | 12,701 | $627.7K | 0.26% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 12,436 | $621.0K | 0.06% | −250−2.0% | Reduced |
| Money Concepts Capital Corp | 12,433 | $620.8K | 0.07% | +280+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 12,367 | $617.6K | 0.10% | −25−0.2% | Reduced |
| Southland Equity Partners LLC | 12,302 | $614.4K | 0.21% | +1,688+15.9% | Added |
| United Capital Financial Advisers, LLC | 12,274 | $613.0K | 0.00% | −9,159−42.7% | Reduced |
| Patron Partners Advisors, LLC | 12,027 | $600.6K | 0.44% | +115+1.0% | Added |
| NovaPoint Capital, LLC | 12,001 | $599.3K | 0.24% | +1,473+14.0% | Added |
| Cary Street Partner Investment Advisory LLC | 11,911 | $594.8K | 0.03% | −598−4.8% | Reduced |
| Coldstream Capital Management Inc | 11,774 | $588.0K | 0.02% | +433+3.8% | Added |
| Beck Bode, LLC | 11,744 | $586.5K | 0.15% | −514−4.2% | Reduced |
| Lazard Asset Management LLC | 11,739 | $586.0K | 0.00% | +4,534+62.9% | Added |
| Asset Planning Corporation | 11,664 | $582.5K | 0.45% | +137+1.2% | Added |
| PFG Investments, LLC | 11,663 | $582.5K | 0.11% | −258−2.2% | Reduced |
| Ingalls & Snyder LLC | 11,550 | $577.0K | 0.03% | −800−6.5% | Reduced |
| Portside Wealth Group, LLC | 11,704 | $577.0K | 0.11% | +79+0.7% | Added |
| Community Bank & Trust, Waco, Texas | 9,760 | $568.0K | 0.20% | +1,044+12.0% | Added |
| Chicago Partners Investment Group LLC | 11,481 | $562.7K | 0.03% | −154−1.3% | Reduced |
| WFA of San Diego, LLC | 11,259 | $562.3K | 0.58% | −445−3.8% | Reduced |
| Prelude Capital Management, LLC | 11,235 | $561.1K | 0.05% | +11,235 | New |
| William Allan, LLC | 11,220 | $560.3K | 0.44% | +50+0.4% | Added |
| Angeles Investment Advisors, LLC | 11,157 | $558.6K | 0.04% | +1,562+16.3% | Added |
| Wetherby Asset Management Inc | 10,855 | $542.1K | 0.03% | −163−1.5% | Reduced |
| Meridian Wealth Management, LLC | 10,790 | $538.8K | 0.03% | +5,540+105.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 10,784 | $538.6K | 0.07% | +10,784 | New |
| Checchi Capital Advisers, LLC | 10,758 | $537.3K | 0.05% | −1,575−12.8% | Reduced |
| West Paces Advisors Inc. | 10,719 | $535.3K | 0.17% | −288−2.6% | Reduced |
| Carmel Capital Partners, LLC | 10,676 | $533.2K | 0.24% | +2,558+31.5% | Added |
| HBK Sorce Advisory LLC | 10,609 | $529.8K | 0.02% | +5,427+104.7% | Added |
| Cullen/Frost Bankers, Inc. | 10,557 | $527.2K | 0.01% | −149−1.4% | Reduced |
| First Hawaiian Bank | 10,446 | $521.7K | 0.02% | +10,446 | New |
| Profund Advisors LLC | 10,423 | $520.5K | 0.03% | +250+2.5% | Added |
| Oak Thistle LLC | 10,416 | $520.2K | 0.15% | +10,416 | New |
| Old National Bancorp | 10,328 | $515.8K | 0.01% | +147+1.4% | Added |
| Moseley Investment Management Inc | 10,219 | $510.3K | 0.30% | +771+8.2% | Added |