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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 1,860 | $107.0K | 0.01% | −459−19.8% | Reduced |
| Fortis Group Advisors, LLC | 1,900 | $109.1K | 0.03% | +950+100.0% | Added |
| Covestor Ltd | 1,909 | $110.0K | 0.08% | +108+6.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,891 | $110.8K | 0.00% | +239+14.5% | Added |
| Tidemark, LLC | 1,932 | $110.9K | 0.07% | +1,932 | New |
| Bartlett & Co. LLC | 1,891 | $111.0K | 0.00% | +239+14.5% | Added |
| Cherry Tree Wealth Management, LLC | 1,982 | $113.8K | 0.03% | −1−0.1% | Reduced |
| Ci Investments Inc. | 1,978 | $114.0K | 0.00% | +19+1.0% | Added |
| Osterweis Capital Management Inc | 2,000 | $114.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $115.5K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,013 | $115.6K | 0.03% | +634+46.0% | Added |
| Motco | 2,040 | $117.1K | 0.01% | −124−5.7% | Reduced |
| Ninepoint Partners LP | 2,090 | $120.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,120 | $121.7K | 0.06% | +2,120 | New |
| C M Bidwell & Associates Ltd | 2,135 | $122.6K | 0.09% | +2,135 | New |
| Sound Income Strategies, LLC | 2,256 | $129.5K | 0.01% | +48+2.2% | Added |
| Founders Capital Management | 2,280 | $130.9K | 0.10% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2,290 | $131.5K | 0.05% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,314 | $132.9K | 0.02% | −199−7.9% | Reduced |
| Larson Financial Group LLC | 2,437 | $139.9K | 0.01% | +73+3.1% | Added |
| Cedar Wealth Management, LLC | 2,500 | $143.6K | 0.05% | −1,000−28.6% | Reduced |
| DB Wealth Management Group, LLC | 2,652 | $152.3K | 0.09% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 2,700 | $155.0K | 0.10% | +2,700 | New |
| Benjamin Edwards Inc | 2,748 | $158.0K | 0.03% | −32−1.2% | Reduced |
| Neo Ivy Capital Management | 2,773 | $159.0K | 0.36% | +2,773 | New |
| Elequin Capital LP | 2,881 | $165.4K | 0.05% | −43,553−93.8% | Reduced |
| Indiana Trust & Investment Management CO | 2,916 | $167.4K | 0.08% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,987 | $171.5K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 3,000 | $172.0K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 3,100 | $178.0K | 0.06% | +600+24.0% | Added |
| JJJ Advisors Inc. | 3,125 | $179.7K | 0.04% | +1,008+47.6% | Added |
| GAMMA Investing LLC | 3,355 | $182.5K | 0.05% | +3,355 | New |
| SRS Capital Advisors, Inc. | 3,184 | $182.8K | 0.02% | −1,400−30.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,320 | $190.6K | 0.00% | +15+0.5% | Added |
| Salem Investment Counselors Inc | 3,393 | $195.7K | 0.01% | +1,102+48.1% | Added |
| Cape Investment Advisory, Inc. | 3,465 | $198.9K | 0.10% | +1,662+92.2% | Added |
| Moody National Bank Trust Division | 3,490 | $200.4K | 0.02% | −5,699−62.0% | Reduced |
| Armstrong Advisory Group, Inc | 3,494 | $200.6K | 0.02% | +6+0.2% | Added |
| Northstar Advisory Group, LLC | 3,500 | $201.0K | 0.12% | +3,500 | New |
| Camden Capital, LLC | 3,500 | $201.0K | 0.02% | +3,500 | New |
| Signal Advisors Wealth, LLC | 3,485 | $201.0K | 0.07% | +3,485 | New |
| Shelton Capital Management | 3,502 | $201.1K | 0.01% | +3,502 | New |
| Townsend Asset Management Corp | 3,507 | $201.4K | 0.09% | −550−13.6% | Reduced |
| WBH Advisory Inc | 3,530 | $202.7K | 0.02% | +3,530 | New |
| LexAurum Advisors, LLC | 3,531 | $202.7K | 0.05% | +3,531 | New |
| Westside Investment Management, Inc. | 3,579 | $205.5K | 0.05% | −81−2.2% | Reduced |
| Scott Capital Advisors, LLC | 3,581 | $205.6K | 0.07% | +3,581 | New |
| Lake Street Advisors Group, LLC | 3,569 | $205.8K | 0.01% | +3,569 | New |
| Jentner Corp | 3,593 | $206.3K | 0.08% | +3,593 | New |
| Jacobsen Capital Management | 3,596 | $206.5K | 0.10% | +3,596 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,660 | $210.2K | 0.15% | −534−12.7% | Reduced |
| Los Angeles Capital Management LLC | 3,661 | $210.2K | 0.00% | +3,661 | New |
| ProVise Management Group, LLC | 3,662 | $210.3K | 0.02% | +3,662 | New |
| Philip James Wealth Mangement, LLC | 3,674 | $211.0K | 0.16% | +3,674 | New |
| Busey Wealth Management | 3,678 | $211.2K | 0.01% | +3,678 | New |
| Hoylecohen, LLC | 3,686 | $211.7K | 0.02% | +3,686 | New |
| Clarius Group, LLC | 3,691 | $211.9K | 0.02% | +3,691 | New |
| Beacon Bridge Wealth Partners, LLC | 3,728 | $214.1K | 0.11% | −381−9.3% | Reduced |
| Advisory Alpha, LLC | 3,734 | $214.4K | 0.01% | +3,734 | New |
| Congress Park Capital LLC | 3,750 | $215.3K | 0.11% | +3,750 | New |
| First Citizens Bank & Trust Co | 3,767 | $216.3K | 0.00% | +3,767 | New |
| Walden Wealth Partners LLC | 3,775 | $216.8K | 0.14% | +3,775 | New |
| Girard Partners Ltd. | 3,781 | $217.1K | 0.02% | +3,781 | New |
| Berger Financial Group, Inc | 3,785 | $217.3K | 0.02% | +3,785 | New |
| Flynn Zito Capital Management, LLC | 3,785 | $217.3K | 0.15% | +3,785 | New |
| Chilton Capital Management LLC | 3,805 | $219.5K | 0.01% | −3,860−50.4% | Reduced |
| FLC Capital Advisors | 3,823 | $219.5K | 0.06% | +3,823 | New |
| Archford Capital Strategies, LLC | 3,851 | $221.1K | 0.04% | −5,597−59.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,854 | $221.3K | 0.06% | +3,854 | New |
| Semus Wealth Partners LLC | 3,858 | $221.5K | 0.18% | −154−3.8% | Reduced |
| Sandbox Financial Partners, LLC | 3,876 | $222.6K | 0.10% | +3,876 | New |
| Sugarloaf Wealth Management, LLC | 3,887 | $223.2K | 0.05% | +465+13.6% | Added |
| Keystone Wealth Services, LLC | 3,893 | $223.5K | 0.08% | +3,893 | New |
| Alpha Family Trust | 3,930 | $225.7K | 0.15% | +3,930 | New |
| Commons Capital, LLC | 3,942 | $226.4K | 0.36% | −201−4.9% | Reduced |
| Central Valley Advisors, LLC | 3,946 | $226.6K | 0.13% | +3,946 | New |
| Tobam | 3,949 | $227.0K | 0.02% | −639−13.9% | Reduced |
| AMG National Trust Bank | 3,959 | $227.3K | 0.01% | −198−4.8% | Reduced |
| Excalibur Management Corp | 3,978 | $229.3K | 0.11% | −251−5.9% | Reduced |
| Prosperity Wealth Management, Inc. | 4,019 | $230.8K | 0.15% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 4,031 | $231.0K | 0.03% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,026 | $231.2K | 0.05% | −456−10.2% | Reduced |
| MBA Advisors LLC | 4,060 | $233.1K | 0.13% | +4,060 | New |
| Pointe Capital Management LLC | 4,094 | $235.1K | 0.16% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 4,098 | $235.3K | 0.03% | −116−2.8% | Reduced |
| Whittier Trust Co | 4,107 | $235.8K | 0.00% | +2,848+226.2% | Added |
| Harvest Fund Management Co., Ltd | 4,102 | $236.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,120 | $236.6K | 0.08% | +10.0% | Added |
| Ancora Advisors, LLC | 4,123 | $236.7K | 0.01% | −161−3.8% | Reduced |
| Bath Savings Trust Co | 4,135 | $237.4K | 0.03% | −200−4.6% | Reduced |
| Connors Investor Services Inc | 4,145 | $238.0K | 0.03% | −159,542−97.5% | Reduced |
| Slagle Financial, LLC | 8,316 | $238.9K | 0.14% | +3,873+87.2% | Added |
| Scientech Research LLC | 4,179 | $240.0K | 0.24% | +4,179 | New |
| Aull & Monroe Investment Management Corp | 4,200 | $241.2K | 0.12% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,213 | $241.9K | 0.09% | −42,154−90.9% | Reduced |
| Silverlake Wealth Management LLC | 4,220 | $242.3K | 0.13% | −20.0% | Reduced |
| Premier Path Wealth Partners, LLC | 4,232 | $243.0K | 0.05% | +4,232 | New |
| Cornerstone Wealth Management, LLC | 4,257 | $244.4K | 0.02% | +4,257 | New |
| Stockman Wealth Management, Inc. | 4,288 | $246.2K | 0.05% | −775−15.3% | Reduced |
| DFPG Investments, LLC | 4,279 | $247.0K | 0.02% | −232−5.1% | Reduced |