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 |
|---|---|---|---|---|---|
| Fund Management at Engine No. 1 LLC | 10,139 | $506.3K | 0.08% | +1,382+15.8% | Added |
| Signaturefd, LLC | 10,046 | $501.7K | 0.01% | −414−4.0% | Reduced |
| Associated Banc-Corp | 9,995 | $499.1K | 0.02% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9,980 | $498.0K | 0.04% | −913−8.4% | Reduced |
| Family Legacy, Inc. | 9,923 | $495.5K | 0.21% | +185+1.9% | Added |
| Foundations Investment Advisors, LLC | 9,913 | $495.1K | 0.02% | +1,897+23.7% | Added |
| MQS Management LLC | 9,808 | $489.8K | 0.30% | −2,521−20.4% | Reduced |
| Verdence Capital Advisors LLC | 9,780 | $488.4K | 0.05% | +1,058+12.1% | Added |
| Samalin Investment Counsel, LLC | 9,778 | $488.3K | 0.28% | +2,665+37.5% | Added |
| Empirical Asset Management, LLC | 9,744 | $486.6K | 0.42% | +9,744 | New |
| Baader Bank INC | 10,933 | $486.5K | 0.04% | +6,344+138.2% | Added |
| First Affirmative Financial Network | 9,726 | $485.7K | 0.48% | +179+1.9% | Added |
| Buckley Wealth Management, LLC | 9,719 | $485.4K | 0.18% | −2,750−22.1% | Reduced |
| Crane Advisory, LLC | 9,538 | $482.1K | 0.12% | +1,176+14.1% | Added |
| Ronald Blue Trust, Inc. | 7,986 | $477.0K | 0.01% | +69+0.9% | Added |
| Powers Advisory Group, LLC | 9,518 | $475.3K | 0.32% | +778+8.9% | Added |
| Horizon Investments, LLC | 9,504 | $472.0K | 0.01% | +1,185+14.2% | Added |
| Archford Capital Strategies, LLC | 9,448 | $471.8K | 0.09% | −707−7.0% | Reduced |
| Northcape Wealth Management, LLC | 9,445 | $471.7K | 0.18% | −325−3.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,419 | $470.4K | 0.26% | +431+4.8% | Added |
| NFP Retirement, Inc. | 9,383 | $468.6K | 0.09% | +25+0.3% | Added |
| Founders Financial Alliance, LLC | 9,348 | $466.8K | 0.20% | −39−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 9,261 | $462.5K | 0.14% | +577+6.6% | Added |
| Flputnam Investment Management Co | 9,245 | $461.7K | 0.01% | −984−9.6% | Reduced |
| Financial Alternatives, Inc | 9,214 | $460.2K | 0.43% | −341−3.6% | Reduced |
| Intellectus Partners, LLC | 9,147 | $459.1K | 0.15% | +9,147 | New |
| Moody National Bank Trust Division | 9,189 | $458.9K | 0.03% | +520+6.0% | Added |
| Cypress Capital Group | 9,175 | $458.2K | 0.07% | +46+0.5% | Added |
| Gyroscope Capital Management Group, LLC | 9,090 | $454.0K | 0.10% | +328+3.7% | Added |
| Aptus Capital Advisors, LLC | 9,046 | $451.8K | 0.01% | +829+10.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,033 | $451.1K | 0.13% | +1,017+12.7% | Added |
| Hendershot Investments Inc. | 9,022 | $450.6K | 0.08% | −530−5.5% | Reduced |
| Moneta Group Investment Advisors LLC | 9,003 | $449.6K | 0.01% | +1,007+12.6% | Added |
| Quad-Cities Investment Group, LLC | 8,988 | $448.9K | 0.30% | −210−2.3% | Reduced |
| Reuter James Wealth Management, LLC | 8,903 | $444.6K | 0.33% | +8,903 | New |
| Citizens National Bank Trust Department | 8,858 | $442.4K | 0.12% | −213−2.3% | Reduced |
| Ausdal Financial Partners, Inc. | 8,843 | $441.6K | 0.06% | +36+0.4% | Added |
| Insigneo Advisory Services, LLC | 8,768 | $440.1K | 0.09% | +694+8.6% | Added |
| National Asset Management, Inc. | 8,738 | $438.6K | 0.01% | +894+11.4% | Added |
| Spire Wealth Management | 8,726 | $435.8K | 0.02% | −2,315−21.0% | Reduced |
| Brinker Capital Investments, LLC | 8,701 | $434.5K | 0.01% | −8,379−49.1% | Reduced |
| Orion Portfolio Solutions, LLC | 8,701 | $434.5K | 0.01% | −8,379−49.1% | Reduced |
| Bessemer Group Inc | 8,698 | $434.0K | 0.00% | +1,825+26.6% | Added |
| NBC Securities, Inc. | 8,703 | $434.0K | 0.05% | +8,703 | New |
| Private Trust Co NA | 8,670 | $433.0K | 0.06% | −106−1.2% | Reduced |
| Ieq Capital, LLC | 8,653 | $432.1K | 0.01% | +1,806+26.4% | Added |
| Exencial Wealth Advisors, LLC | 8,651 | $432.0K | 0.02% | +8,651 | New |
| Credit Capital Investments LLC | 8,600 | $429.5K | 0.57% | +8,600 | New |
| Cyndeo Wealth Partners, LLC | 8,573 | $428.1K | 0.04% | +1,359+18.8% | Added |
| Brown Miller Wealth Management, LLC | 8,550 | $427.0K | 0.24% | +194+2.3% | Added |
| Comerica Securities,inc. | 8,463 | $424.8K | 0.04% | −1,466−14.8% | Reduced |
| Ellevest, Inc. | 8,474 | $423.2K | 0.03% | +592+7.5% | Added |
| Westpac Banking Corp | 8,457 | $422.3K | 0.03% | +526+6.6% | Added |
| Holderness Investments Co | 8,294 | $414.2K | 0.16% | −85−1.0% | Reduced |
| Geneos Wealth Management Inc. | 8,282 | $413.6K | 0.02% | −403−4.6% | Reduced |
| First Commonwealth Financial Corp | 8,211 | $410.1K | 0.14% | +122+1.5% | Added |
| AlphaCore Capital LLC | 8,167 | $409.9K | 0.06% | +2,521+44.7% | Added |
| Harbour Investments, Inc. | 8,156 | $407.3K | 0.02% | +1,978+32.0% | Added |
| Simplex Trading, LLC | 8,139 | $406.0K | 0.01% | −7,356−47.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 8,089 | $404.0K | 0.12% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 8,062 | $402.6K | 0.04% | +100+1.3% | Added |
| Centaurus Financial, Inc. | 7,988 | $399.0K | 0.03% | −357−4.3% | Reduced |
| Cornercap Investment Counsel Inc | 7,951 | $397.1K | 0.07% | +7,951 | New |
| Tiaa Trust, National Association | 7,930 | $396.0K | 0.00% | +7,930 | New |
| Householder Group Estate & Retirement Specialist, LLC | 7,929 | $396.0K | 0.14% | +7,929 | New |
| Perigon Wealth Management, LLC | 7,928 | $395.9K | 0.02% | −163−2.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,909 | $395.0K | 0.07% | +2,942+59.2% | Added |
| Acas, LLC | 7,893 | $394.2K | 0.49% | −82−1.0% | Reduced |
| Sterling Financial Planning, Inc. | 7,878 | $393.4K | 0.20% | −226−2.8% | Reduced |
| N.E.W. Advisory Services LLC | 7,772 | $388.2K | 0.06% | +1,530+24.5% | Added |
| Summit Financial, LLC | 7,727 | $387.9K | 0.03% | −329−4.1% | Reduced |
| Regions Financial Corp | 7,757 | $387.4K | 0.00% | −2,040−20.8% | Reduced |
| American Investment Services, Inc. | 7,755 | $387.3K | 0.08% | +623+8.7% | Added |
| HB Wealth Management, LLC | 7,712 | $385.1K | 0.01% | +2,334+43.4% | Added |
| Chilton Capital Management LLC | 7,665 | $384.8K | 0.02% | +320+4.4% | Added |
| Bailard, Inc. | 7,700 | $384.5K | 0.01% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 7,680 | $383.5K | 0.26% | −375−4.7% | Reduced |
| Grove Bank & Trust | 7,552 | $377.1K | 0.08% | +782+11.6% | Added |
| Ballentine Partners, LLC | 7,522 | $375.7K | 0.01% | +324+4.5% | Added |
| Buckingham Strategic Wealth, LLC | 7,484 | $373.8K | 0.01% | −994−11.7% | Reduced |
| Avidian Wealth Solutions, LLC | 7,467 | $372.9K | 0.03% | +3,856+106.8% | Added |
| Blue Fin Capital, Inc. | 7,455 | $372.3K | 0.11% | −144−1.9% | Reduced |
| Penserra Capital Management LLC | 7,417 | $369.0K | 0.01% | −224−2.9% | Reduced |
| Guyasuta Investment Advisors Inc | 7,374 | $368.3K | 0.03% | +246+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,361 | $367.6K | 0.02% | −209−2.8% | Reduced |
| Benchmark Investment Advisors LLC | 7,356 | $367.4K | 0.37% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,301 | $365.0K | 0.03% | +3,601+97.3% | Added |
| Hudson Valley Investment Advisors Inc | 7,308 | $365.0K | 0.05% | −138−1.9% | Reduced |
| Balboa Wealth Partners | 7,300 | $364.6K | 0.14% | +7,300 | New |
| AllSquare Wealth Management LLC | 7,297 | $364.4K | 0.24% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7,259 | $362.5K | 0.18% | −309−4.1% | Reduced |
| Stephens Inc | 7,239 | $361.5K | 0.01% | −2,575−26.2% | Reduced |
| Resources Investment Advisors, LLC. | 7,219 | $360.5K | 0.01% | −4,423−38.0% | Reduced |
| Heartland Bank & Trust Co | 7,209 | $360.0K | 0.28% | +109+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 7,196 | $359.3K | 0.01% | −58−0.8% | Reduced |
| Cigna Investments Inc | 7,189 | $359.0K | 0.08% | −738−9.3% | Reduced |
| PFG Advisors | 7,160 | $357.6K | 0.03% | −38,911−84.5% | Reduced |
| Opus Capital Group, LLC | 7,144 | $357.0K | 0.06% | +213+3.1% | Added |
| Tactive Advisors, LLC | 7,122 | $355.7K | 0.31% | +7,122 | New |
| VELA Investment Management, LLC | 7,037 | $351.4K | 0.15% | +706+11.2% | Added |