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 |
|---|---|---|---|---|---|
| Rollins Financial | 4,720 | $235.7K | 0.06% | +581+14.0% | Added |
| Johnson Bixby & Associates, LLC | 4,600 | $229.7K | 0.05% | +11+0.2% | Added |
| Cozad Asset Management Inc | 4,587 | $229.1K | 0.03% | −3,345−42.2% | Reduced |
| Tobam | 4,588 | $229.0K | 0.02% | +658+16.7% | Added |
| SRS Capital Advisors, Inc. | 4,584 | $228.9K | 0.03% | −33−0.7% | Reduced |
| Fiduciary Trust Co | 4,555 | $227.5K | 0.00% | −160−3.4% | Reduced |
| Evanson Asset Management, LLC | 4,535 | $226.5K | 0.02% | +4,535 | New |
| DFPG Investments, LLC | 4,511 | $226.3K | 0.02% | −305−6.3% | Reduced |
| Main Street Financial Solutions, LLC | 4,529 | $226.2K | 0.03% | −196−4.1% | Reduced |
| Montag A & Associates Inc | 4,490 | $225.4K | 0.01% | +752+20.1% | Added |
| Integrated Advisors Network LLC | 4,512 | $225.3K | 0.01% | +4,512 | New |
| Strategy Asset Managers LLC | 4,482 | $223.8K | 0.06% | +5+0.1% | Added |
| TCG Advisory Services, LLC | 4,447 | $222.1K | 0.03% | −5−0.1% | Reduced |
| Slagle Financial, LLC | 4,443 | $221.9K | 0.14% | −445−9.1% | Reduced |
| Desjardins Global Asset Management Inc. | 4,373 | $218.3K | 0.02% | +86+2.0% | Added |
| Sovereign Financial Group, Inc. | 4,363 | $217.9K | 0.08% | +26+0.6% | Added |
| Csenge Advisory Group | 4,335 | $216.5K | 0.01% | −852−16.4% | Reduced |
| Bath Savings Trust Co | 4,335 | $216.5K | 0.03% | +970+28.8% | Added |
| Fulton Breakefield Broenniman LLC | 4,330 | $216.2K | 0.02% | −186−4.1% | Reduced |
| New Hampshire Trust | 4,303 | $214.9K | 0.06% | −90−2.0% | Reduced |
| First Nebraska Trust Co | 4,296 | $214.5K | 0.03% | +25+0.6% | Added |
| Mission Wealth Management, LP | 4,288 | $214.1K | 0.01% | +315+7.9% | Added |
| Ancora Advisors, LLC | 4,284 | $214.0K | 0.01% | −844−16.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,240 | $211.7K | 0.10% | −1,740−29.1% | Reduced |
| Gratus Capital LLC | 4,238 | $211.6K | 0.01% | +4,238 | New |
| Kestra Private Wealth Services, LLC | 4,235 | $211.5K | 0.01% | +4,235 | New |
| Excalibur Management Corp | 4,229 | $211.2K | 0.11% | +160+3.9% | Added |
| Silverlake Wealth Management LLC | 4,222 | $210.8K | 0.12% | +15+0.4% | Added |
| Winton Group Ltd | 4,221 | $210.8K | 0.02% | +4,221 | New |
| Sound View Wealth Advisors Group, LLC | 4,214 | $210.4K | 0.03% | +458+12.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,208 | $210.1K | 0.05% | −502−10.7% | Reduced |
| Aull & Monroe Investment Management Corp | 4,200 | $209.7K | 0.11% | 00.0% | Unchanged |
| AMG National Trust Bank | 4,157 | $207.6K | 0.01% | −328−7.3% | Reduced |
| Commons Capital, LLC | 4,143 | $206.9K | 0.36% | −199−4.6% | Reduced |
| Sentry Investment Management LLC | 4,115 | $206.0K | 0.10% | +4,115 | New |
| Pinnacle Bancorp, Inc. | 4,119 | $205.7K | 0.07% | +202+5.2% | Added |
| Sonora Investment Management Group, LLC | 4,116 | $205.6K | 0.02% | −68−1.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,194 | $205.5K | 0.16% | −456−9.8% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 4,109 | $205.2K | 0.11% | −249−5.7% | Reduced |
| Harvest Fund Management Co., Ltd | 4,102 | $205.0K | 0.04% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,096 | $204.6K | 0.04% | −33−0.8% | Reduced |
| Pointe Capital Management LLC | 4,094 | $204.5K | 0.16% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,065 | $203.0K | 0.02% | −324−7.4% | Reduced |
| Townsend Asset Management Corp | 4,057 | $202.6K | 0.10% | −275−6.3% | Reduced |
| Morningstar Investment Management LLC | 4,031 | $201.0K | 0.03% | +519+14.8% | Added |
| Abn Amro Investment Solutions | 4,021 | $200.8K | 0.00% | +4,021 | New |
| Prosperity Wealth Management, Inc. | 4,019 | $200.7K | 0.13% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 4,012 | $200.4K | 0.19% | −296−6.9% | Reduced |
| Jones Financial Companies LLLP | 3,923 | $195.9K | 0.00% | −643−14.1% | Reduced |
| Westside Investment Management, Inc. | 3,660 | $182.8K | 0.05% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 3,500 | $174.8K | 0.00% | −30,500−89.7% | Reduced |
| Cedar Wealth Management, LLC | 3,500 | $174.8K | 0.07% | −800−18.6% | Reduced |
| Armstrong Advisory Group, Inc | 3,488 | $174.2K | 0.02% | +5+0.1% | Added |
| Sugarloaf Wealth Management, LLC | 3,422 | $170.9K | 0.04% | −1,005−22.7% | Reduced |
| Farther Finance Advisors, LLC | 3,374 | $168.5K | 0.03% | +1,308+63.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,305 | $165.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3,027 | $151.2K | 0.12% | −272−8.2% | Reduced |
| Dividend Assets Capital, LLC | 3,000 | $150.0K | 0.03% | −2,120−41.4% | Reduced |
| Gradient Investments LLC | 2,987 | $149.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,916 | $145.6K | 0.07% | +2,916 | New |
| Benjamin Edwards Inc | 2,780 | $139.0K | 0.03% | −85−3.0% | Reduced |
| DB Wealth Management Group, LLC | 2,652 | $132.5K | 0.08% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2,587 | $129.2K | 0.04% | +2,359+1,034.6% | Added |
| Creative Financial Designs Inc | 2,579 | $128.8K | 0.02% | +15+0.6% | Added |
| Caldwell Trust Co | 2,513 | $125.5K | 0.02% | −38−1.5% | Reduced |
| Rocky Mountain Advisers, LLC | 2,500 | $124.8K | 0.06% | +500+25.0% | Added |
| Larson Financial Group LLC | 2,364 | $118.0K | 0.01% | +1,951+472.4% | Added |
| Flaharty Asset Management, LLC | 2,336 | $116.7K | 0.02% | +2,336 | New |
| Tradition Wealth Management, LLC | 2,319 | $116.0K | 0.01% | −265−10.3% | Reduced |
| Salem Investment Counselors Inc | 2,291 | $115.0K | 0.00% | +372+19.4% | Added |
| Glass Jacobson Investment Advisors llc | 2,290 | $114.4K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 2,280 | $113.9K | 0.09% | −435−16.0% | Reduced |
| Sound Income Strategies, LLC | 2,208 | $110.3K | 0.01% | +4+0.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 2,205 | $110.0K | 0.00% | −6,499−74.7% | Reduced |
| Motco | 2,164 | $108.1K | 0.01% | −3−0.1% | Reduced |
| JJJ Advisors Inc. | 2,117 | $105.9K | 0.03% | +813+62.3% | Added |
| Ninepoint Partners LP | 2,090 | $104.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $100.4K | 0.05% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,006 | $100.2K | 0.01% | +1,880+1,492.1% | Added |
| Osterweis Capital Management Inc | 2,000 | $99.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,992 | $99.5K | 0.01% | +79+4.1% | Added |
| Cherry Tree Wealth Management, LLC | 1,983 | $99.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,959 | $98.0K | 0.00% | +117+6.4% | Added |
| Lindbrook Capital, LLC | 1,958 | $97.8K | 0.01% | +143+7.9% | Added |
| Johnson Midwest Financial, LLC | 1,950 | $97.4K | 0.22% | +31+1.6% | Added |
| RVW Wealth, LLC | 1,938 | $96.8K | 0.01% | +1,938 | New |
| Hexagon Capital Partners LLC | 1,900 | $94.9K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,873 | $94.0K | 0.05% | −100−5.1% | Reduced |
| Tompkins Financial Corp | 1,825 | $91.1K | 0.01% | −175−8.8% | Reduced |
| Cape Investment Advisory, Inc. | 1,803 | $90.0K | 0.05% | +1,605+810.6% | Added |
| Covestor Ltd | 1,801 | $90.0K | 0.07% | +70+4.0% | Added |
| Front Row Advisors LLC | 1,760 | $88.3K | 0.04% | −125−6.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,707 | $85.2K | 0.02% | +341+25.0% | Added |
| Central Trust Co | 1,673 | $83.5K | 0.00% | +1+0.1% | Added |
| Godsey & Gibb Associates | 1,667 | $83.3K | 0.01% | +747+81.2% | Added |
| Bartlett & Co. LLC | 1,652 | $83.0K | 0.00% | +52+3.3% | Added |
| Bartlett & Co. Wealth Management LLC | 1,652 | $82.9K | 0.00% | +52+3.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,646 | $82.2K | 0.00% | −460−21.8% | Reduced |
| Versant Capital Management, Inc | 1,645 | $82.2K | 0.03% | +46+2.9% | Added |
| Kelly Financial Services LLC | 1,633 | $81.6K | 0.04% | +5+0.3% | Added |