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, Q4 2023
Institutional positions in Realty Income Corp as of Dec 31, 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
- 1,156
- +107 vs. Q3 2023
- Shares held
- 608.1M
- +35.6M (+6.2%) vs. Q3 2023
- Total value
- $34.9B
- +$6.30B (+22.0%) vs. Q3 2023
- New holders
- 204
- 469 more added
- Sold out
- 97
- 384 more reduced
14 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 391 | $22.5K | 0.00% | −10−2.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 400 | $23.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 408 | $23.4K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 418 | $24.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 427 | $24.5K | 0.00% | +427 | New |
| Carmichael Hill & Associates, Inc. | 428 | $24.6K | 0.01% | +36+9.2% | Added |
| TD Waterhouse Canada Inc. | 426 | $24.9K | 0.00% | +13+3.1% | Added |
| Vima LLC | 437 | $25.1K | 0.06% | +437 | New |
| Resurgent Financial Advisors LLC | 443 | $25.4K | 0.02% | −1−0.2% | Reduced |
| Robinswood Financial LLC | 446 | $25.6K | 0.01% | +7+1.6% | Added |
| Community Bank, N.A. | 464 | $26.6K | 0.00% | +130+38.9% | Added |
| MB, Levis & Associates, LLC | 472 | $27.1K | 0.02% | +4+0.9% | Added |
| St Germain D J Co Inc | 472 | $27.1K | 0.00% | +287+155.1% | Added |
| HBC Financial Services, PLLC | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 490 | $28.1K | 0.03% | 00.0% | Unchanged |
| DAGCO, Inc. | 491 | $28.2K | 0.03% | +491 | New |
| Dynamic Wealth Strategies, LLC | 491 | $28.2K | 0.03% | +491 | New |
| Baystate Wealth Management LLC | 493 | $28.3K | 0.00% | +190+62.7% | Added |
| CVA Family Office, LLC | 499 | $28.7K | 0.01% | +499 | New |
| Investment Research & Advisory Group, Inc. | 500 | $28.7K | 0.01% | −800−61.5% | Reduced |
| Valley National Advisers Inc | 520 | $29.0K | 0.00% | +80+18.2% | Added |
| Concord Wealth Partners | 528 | $30.3K | 0.01% | −254−32.5% | Reduced |
| Clearstead Advisors, LLC | 536 | $30.8K | 0.00% | +186+53.1% | Added |
| Alaska Permanent Fund Corp | 538 | $30.9K | 0.00% | −8−1.5% | Reduced |
| Private Wealth Management Group, LLC | 555 | $31.9K | 0.02% | +555 | New |
| SOA Wealth Advisors, LLC. | 555 | $31.9K | 0.01% | +4+0.7% | Added |
| Smithfield Trust Co | 575 | $32.0K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 564 | $32.4K | 0.03% | +564 | New |
| LGT Financial Advisors LLC | 573 | $32.9K | 0.04% | +4+0.7% | Added |
| Deseret Mutual Benefit Administrators | 574 | $33.0K | 0.02% | +23+4.2% | Added |
| Center for Financial Planning, Inc. | 580 | $33.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 582 | $33.4K | 0.01% | +11+1.9% | Added |
| Key Financial Inc | 586 | $33.6K | 0.01% | −81−12.1% | Reduced |
| Beacon Capital Management, LLC | 687 | $34.3K | 0.01% | −212−23.6% | Reduced |
| Main Street Group, LTD | 600 | $34.5K | 0.01% | +600 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $36.2K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 650 | $37.3K | 0.01% | +650 | New |
| Hoertkorn Richard Charles | 666 | $38.2K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 681 | $39.1K | 0.01% | +158+30.2% | Added |
| Scarborough Advisors, LLC | 687 | $39.4K | 0.01% | +687 | New |
| EverSource Wealth Advisors, LLC | 691 | $39.7K | 0.00% | +424+158.8% | Added |
| Orion Capital Management LLC | 700 | $40.2K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 700 | $40.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 715 | $41.0K | 0.00% | −19−2.6% | Reduced |
| Leonteq Securities AG | 753 | $43.2K | 0.01% | −1,253−62.5% | Reduced |
| Glassman Wealth Services | 753 | $43.2K | 0.01% | +283+60.2% | Added |
| Activest Wealth Management | 782 | $44.9K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 796 | $45.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 800 | $45.9K | 0.01% | +800 | New |
| Oliver Lagore Vanvalin Investment Group | 837 | $48.1K | 0.02% | −596−41.6% | Reduced |
| SYSTM Wealth Solutions LLC | 845 | $48.7K | 0.01% | +845 | New |
| JFS Wealth Advisors, LLC | 872 | $50.1K | 0.00% | −241−21.7% | Reduced |
| Wiser Advisor Group LLC | 904 | $51.9K | 0.09% | +904 | New |
| Godsey & Gibb Associates | 920 | $52.8K | 0.01% | −747−44.8% | Reduced |
| Archer Investment Corp | 972 | $55.8K | 0.02% | +697+253.5% | Added |
| Capital Analysts, LLC | 985 | $56.0K | 0.00% | −67−6.4% | Reduced |
| EntryPoint Capital, LLC | 1,000 | $57.4K | 0.06% | +1,000 | New |
| Bellevue Asset Management, LLC | 1,027 | $59.0K | 0.05% | −144−12.3% | Reduced |
| Rothschild Investment LLC | 1,033 | $59.3K | 0.00% | +1,033 | New |
| Quent Capital, LLC | 1,040 | $59.7K | 0.01% | +365+54.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,043 | $61.0K | 0.00% | +208+24.9% | Added |
| Headlands Technologies LLC | 1,063 | $61.0K | 0.02% | +860+423.6% | Added |
| Toth Financial Advisory Corp | 1,071 | $61.5K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,071 | $61.5K | 0.02% | +1,071 | New |
| CoreFirst Bank & Trust | 1,080 | $62.0K | 0.04% | −280−20.6% | Reduced |
| Bank of New Hampshire | 1,100 | $63.2K | 0.02% | +208+23.3% | Added |
| Wolff Wiese Magana LLC | 1,150 | $66.0K | 0.06% | −1,877−62.0% | Reduced |
| HM Payson & Co | 1,190 | $68.3K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1,197 | $68.7K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,230 | $70.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,266 | $72.7K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 1,300 | $75.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,373 | $78.8K | 0.01% | +355+34.9% | Added |
| Hollencrest Capital Management | 1,416 | $81.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,440 | $82.7K | 0.03% | +770+114.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,445 | $83.0K | 0.02% | +1,445 | New |
| Optimum Investment Advisors | 1,450 | $83.3K | 0.04% | +500+52.6% | Added |
| McIlrath & Eck, LLC | 1,456 | $83.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,461 | $84.0K | 0.04% | +1,110+316.2% | Added |
| Front Row Advisors LLC | 1,460 | $84.2K | 0.04% | −300−17.0% | Reduced |
| Anchor Investment Management, LLC | 1,502 | $86.2K | 0.01% | +357+31.2% | Added |
| Hexagon Capital Partners LLC | 1,526 | $87.6K | 0.02% | −374−19.7% | Reduced |
| Lindbrook Capital, LLC | 1,558 | $89.5K | 0.01% | −400−20.4% | Reduced |
| Versant Capital Management, Inc | 1,569 | $90.1K | 0.03% | −76−4.6% | Reduced |
| Bangor Savings Bank | 1,592 | $91.4K | 0.01% | −400−20.1% | Reduced |
| Alta Advisers Ltd | 1,600 | $91.9K | 0.05% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,611 | $93.0K | 0.04% | −2,504−60.9% | Reduced |
| Castleview Partners, LLC | 1,636 | $93.9K | 0.07% | +1,636 | New |
| Kelly Financial Services LLC | 1,639 | $94.1K | 0.04% | +6+0.4% | Added |
| Tucker Asset Management LLC | 1,643 | $94.3K | 0.02% | +1,167+245.2% | Added |
| Federation des caisses Desjardins du Quebec | 1,646 | $94.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,657 | $95.1K | 0.02% | −50−2.9% | Reduced |
| Central Trust Co | 1,674 | $96.1K | 0.00% | +1+0.1% | Added |
| City State Bank | 1,700 | $98.0K | 0.05% | −173−9.2% | Reduced |
| Parkside Financial Bank & Trust | 1,749 | $100.4K | 0.02% | +899+105.8% | Added |
| Baldwin Brothers Inc | 1,760 | $101.1K | 0.01% | +480+37.5% | Added |
| JNBA Financial Advisors | 1,780 | $102.2K | 0.01% | +468+35.7% | Added |
| Rakuten Investment Management, Inc. | 1,779 | $104.2K | 0.00% | +1,779 | New |
| Creative Financial Designs Inc | 1,817 | $104.3K | 0.01% | −762−29.5% | Reduced |
| LM Advisors LLC | 1,839 | $105.6K | 0.02% | +1,839 | New |