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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 7,000 | $351.4K | 0.01% | +68+1.0% | Added |
| Trust Co of Toledo NA | 6,998 | $349.5K | 0.07% | +2,878+69.9% | Added |
| Johnson Investment Counsel Inc | 6,973 | $348.2K | 0.00% | −1,071−13.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,871 | $343.1K | 0.03% | 00.0% | Unchanged |
| Change Path, LLC | 6,876 | $343.0K | 0.02% | −3,258−32.1% | Reduced |
| CAPROCK Group, Inc. | 6,733 | $338.0K | 0.03% | −595−8.1% | Reduced |
| Hilltop Holdings Inc. | 6,755 | $337.3K | 0.04% | +1,369+25.4% | Added |
| Teamwork Financial Advisors, LLC | 6,752 | $337.2K | 0.06% | +1,376+25.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,750 | $337.1K | 0.05% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,705 | $334.8K | 0.08% | +252+3.9% | Added |
| Meeder Advisory Services, Inc. | 6,683 | $333.7K | 0.04% | +551+9.0% | Added |
| Credit Agricole S A | 6,656 | $332.4K | 0.01% | +6,656 | New |
| Court Place Advisors, LLC | 6,606 | $329.9K | 0.12% | +8+0.1% | Added |
| Mount Yale Investment Advisors, LLC | 6,598 | $329.5K | 0.04% | −228−3.3% | Reduced |
| Western Wealth Management, LLC | 6,598 | $329.5K | 0.03% | +107+1.6% | Added |
| Dorsey & Whitney Trust CO LLC | 6,576 | $328.4K | 0.03% | +3,179+93.6% | Added |
| Bokf, NA | 6,855 | $324.8K | 0.01% | −9,597−58.3% | Reduced |
| Romano Brothers and Company | 6,468 | $323.0K | 0.05% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 6,445 | $321.9K | 0.26% | −189−2.8% | Reduced |
| SignalPoint Asset Management, LLC | 6,407 | $320.0K | 0.10% | −376−5.5% | Reduced |
| Beacon Investment Advisors LLC | 6,406 | $319.9K | 0.23% | +342+5.6% | Added |
| Fortis Capital Advisors, LLC | 6,405 | $319.9K | 0.21% | −7−0.1% | Reduced |
| Panoramic Investment Advisors, LLC | 6,374 | $318.3K | 0.29% | +6,374 | New |
| Prudent Man Advisors, LLC | 6,368 | $318.0K | 0.13% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,339 | $316.6K | 0.01% | +403+6.8% | Added |
| Investmark Advisory Group LLC | 6,324 | $315.8K | 0.21% | +121+2.0% | Added |
| Rodgers Brothers Inc. | 6,250 | $312.1K | 0.05% | +6,250 | New |
| Certified Advisory Corp | 6,234 | $311.3K | 0.06% | −287−4.4% | Reduced |
| Aspiriant, LLC | 6,173 | $308.3K | 0.02% | −18−0.3% | Reduced |
| Marathon Capital Management | 6,153 | $307.3K | 0.08% | +6,153 | New |
| Solidarilty Wealth, LLC | 6,119 | $307.2K | 0.11% | −203−3.2% | Reduced |
| Financial Advocates Investment Management | 6,133 | $306.3K | 0.02% | +64+1.1% | Added |
| Vident Advisory, LLC | 6,133 | $306.3K | 0.01% | +6,133 | New |
| Kennedy Investment Group | 6,105 | $304.9K | 0.18% | −225−3.6% | Reduced |
| Bridgewealth Advisory Group, LLC | 6,076 | $303.4K | 0.37% | +547+9.9% | Added |
| BancorpSouth Bank | 6,034 | $301.3K | 0.03% | −361−5.6% | Reduced |
| Petix & Botte Co | 6,002 | $299.7K | 0.09% | +1,004+20.1% | Added |
| Procyon Private Wealth Partners, LLC | 5,999 | $299.6K | 0.03% | −630−9.5% | Reduced |
| NEOS Investment Management LLC | 5,990 | $299.1K | 0.04% | +5,990 | New |
| Arkadios Wealth Advisors | 5,972 | $298.2K | 0.03% | +1,965+49.0% | Added |
| Castle Rock Wealth Management, LLC | 5,930 | $298.2K | 0.10% | +237+4.2% | Added |
| First Horizon Advisors, Inc. | 5,965 | $297.9K | 0.01% | +2,098+54.3% | Added |
| Quadrant Capital Group LLC | 5,958 | $297.6K | 0.03% | −932−13.5% | Reduced |
| Financial Partners Group, Inc | 5,929 | $297.5K | 0.06% | −446−7.0% | Reduced |
| Valeo Financial Advisors, LLC | 5,944 | $296.9K | 0.01% | +1,285+27.6% | Added |
| Ignite Planners, LLC | 5,892 | $294.9K | 0.09% | +102+1.8% | Added |
| Empowered Funds, LLC | 5,893 | $294.3K | 0.01% | +1,223+26.2% | Added |
| Kinneret Advisory, LLC | 5,846 | $293.4K | 0.04% | −3−0.1% | Reduced |
| Campion Asset Management LLC | 5,865 | $292.9K | 0.27% | +480+8.9% | Added |
| Good Life Advisors, LLC | 5,841 | $291.7K | 0.03% | −18,387−75.9% | Reduced |
| Wesbanco Bank Inc | 5,825 | $290.9K | 0.01% | −20−0.3% | Reduced |
| Revisor Wealth Management LLC | 5,805 | $289.9K | 0.25% | +1,325+29.6% | Added |
| International Assets Investment Management, LLC | 5,824 | $289.2K | 0.04% | +951+19.5% | Added |
| M&G Investment Management Ltd | 5,770 | $288.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,715 | $285.4K | 0.01% | −1,466−20.4% | Reduced |
| Keystone Financial Group | 5,699 | $284.6K | 0.05% | +452+8.6% | Added |
| Essex Savings Bank | 5,681 | $283.6K | 0.10% | −47−0.8% | Reduced |
| Focused Wealth Management, Inc | 5,679 | $283.6K | 0.05% | +17+0.3% | Added |
| Dudley Capital Management, LLC | 5,664 | $282.9K | 0.20% | −250−4.2% | Reduced |
| Capital Investment Advisors, LLC | 5,654 | $282.4K | 0.01% | −177−3.0% | Reduced |
| Cross Staff Investments Inc | 5,646 | $282.0K | 0.28% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,642 | $281.8K | 0.08% | −135−2.3% | Reduced |
| Vance Wealth, Inc. | 5,626 | $281.0K | 0.13% | +35+0.6% | Added |
| Beverly Hills Private Wealth, LLC | 5,618 | $280.6K | 0.08% | −5,067−47.4% | Reduced |
| Sunbelt Securities, Inc. | 5,599 | $279.6K | 0.04% | −14−0.2% | Reduced |
| Westwood Holdings Group Inc. | 5,588 | $279.0K | 0.00% | +1,654+42.0% | Added |
| Spreng Capital Management, Inc. | 5,584 | $278.9K | 0.20% | −775−12.2% | Reduced |
| DF Dent & Co Inc | 5,563 | $277.8K | 0.00% | +247+4.6% | Added |
| Redhawk Wealth Advisors, Inc. | 5,519 | $275.6K | 0.09% | −413−7.0% | Reduced |
| Siemens Fonds Invest GmbH | 5,460 | $272.7K | 0.03% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,459 | $272.6K | 0.04% | −249−4.4% | Reduced |
| Smith, Moore & Co. | 5,416 | $270.5K | 0.04% | −367−6.3% | Reduced |
| Flow Traders U.S. LLC | 5,362 | $268.0K | 0.01% | +5,362 | New |
| BKD Wealth Advisors, LLC | 5,356 | $267.5K | 0.01% | −6−0.1% | Reduced |
| Prairie Sky Financial Group LLC | 5,332 | $266.3K | 0.19% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,315 | $265.4K | 0.12% | +3,451+185.1% | Added |
| Abundance Wealth Counselors | 5,302 | $265.0K | 0.08% | +5,302 | New |
| First National Advisers, LLC | 5,303 | $264.8K | 0.12% | +5,303 | New |
| Transcend Wealth Collective, LLC | 5,275 | $263.4K | 0.03% | +393+8.0% | Added |
| Consolidated Planning Corp | 5,268 | $263.1K | 0.06% | −1,161−18.1% | Reduced |
| Greenleaf Trust | 5,266 | $263.0K | 0.00% | −1,438−21.4% | Reduced |
| Financial Counselors Inc | 5,262 | $262.8K | 0.01% | −152−2.8% | Reduced |
| Signet Financial Management, LLC | 5,262 | $262.8K | 0.04% | +5,262 | New |
| Mayflower Financial Advisors, LLC | 5,229 | $261.1K | 0.04% | +475+10.0% | Added |
| Visionary Wealth Advisors | 5,177 | $258.5K | 0.02% | −198−3.7% | Reduced |
| Mason & Associates Inc | 5,143 | $256.8K | 0.08% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 5,109 | $255.1K | 0.04% | +5,109 | New |
| Channel Wealth LLC | 5,063 | $252.8K | 0.14% | −23−0.5% | Reduced |
| Stockman Wealth Management, Inc. | 5,063 | $252.8K | 0.06% | −2,458−32.7% | Reduced |
| SS&H Financial Advisors, Inc. | 5,050 | $252.0K | 0.12% | +5,050 | New |
| Stiles Financial Services Inc | 4,998 | $249.6K | 0.13% | −193−3.7% | Reduced |
| Boston Private Wealth LLC | 4,979 | $248.6K | 0.01% | −116−2.3% | Reduced |
| Wintrust Investments LLC | 4,970 | $248.0K | 0.03% | +10.0% | Added |
| Coastwise Capital Group, LLC | 4,934 | $246.4K | 0.28% | +841+20.5% | Added |
| Congress Wealth Management LLC | 4,907 | $245.1K | 0.01% | +336+7.4% | Added |
| Weil Company, Inc. | 4,863 | $242.9K | 0.12% | +3+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 4,861 | $242.8K | 0.00% | +4,861 | New |
| Crescent Sterling, Ltd. | 4,758 | $237.6K | 0.25% | +581+13.9% | Added |
| Graypoint LLC | 4,749 | $237.2K | 0.02% | +497+11.7% | Added |
| Edmp, Inc. | 4,739 | $236.7K | 0.24% | 00.0% | Unchanged |