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 |
|---|---|---|---|---|---|
| New Hampshire Trust | 4,303 | $247.1K | 0.06% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,322 | $248.2K | 0.11% | +4,322 | New |
| Fulton Breakefield Broenniman LLC | 4,330 | $248.6K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,340 | $249.2K | 0.01% | +4,340 | New |
| Sovereign Financial Group, Inc. | 4,345 | $249.5K | 0.08% | −18−0.4% | Reduced |
| Leo Wealth, LLC | 4,351 | $249.7K | 0.03% | +4,351 | New |
| First Nebraska Trust Co | 4,356 | $250.1K | 0.03% | +60+1.4% | Added |
| Main Street Financial Solutions, LLC | 4,372 | $251.1K | 0.03% | −157−3.5% | Reduced |
| Ridgewood Investments LLC | 4,388 | $252.0K | 0.15% | +4,388 | New |
| Cyndeo Wealth Partners, LLC | 4,423 | $254.0K | 0.02% | −4,150−48.4% | Reduced |
| Acas, LLC | 4,473 | $256.8K | 0.29% | −3,420−43.3% | Reduced |
| Inspire Trust Co, N.A. | 4,535 | $260.4K | 0.27% | +4,535 | New |
| Farther Finance Advisors, LLC | 4,540 | $260.7K | 0.02% | +1,166+34.6% | Added |
| Napa Wealth Management | 4,559 | $261.8K | 0.14% | +4,559 | New |
| Summit Trail Advisors, LLC | 4,578 | $264.0K | 0.01% | +4,578 | New |
| Redhawk Wealth Advisors, Inc. | 4,599 | $264.0K | 0.05% | −920−16.7% | Reduced |
| Johnson Bixby & Associates, LLC | 4,612 | $264.8K | 0.05% | +12+0.3% | Added |
| Red Cedar Investment Management, LLC | 4,640 | $266.4K | 0.04% | +4,640 | New |
| MeadowBrook Investment Advisors LLC | 4,670 | $268.2K | 0.26% | +4,670 | New |
| Csenge Advisory Group | 4,679 | $268.7K | 0.02% | +344+7.9% | Added |
| TMD Wealth Management, LLC | 4,690 | $269.3K | 0.07% | +4,690 | New |
| Advisor Resource Council | 4,695 | $269.6K | 0.03% | +4,695 | New |
| Cozad Asset Management Inc | 4,743 | $272.3K | 0.03% | +156+3.4% | Added |
| Keudell/Morrison Wealth Management | 4,769 | $273.8K | 0.09% | +4,769 | New |
| OneAscent Financial Services LLC | 4,775 | $274.0K | 0.03% | +4,775 | New |
| Old National Bancorp | 4,826 | $277.1K | 0.01% | −5,502−53.3% | Reduced |
| Integrated Advisors Network LLC | 4,827 | $277.1K | 0.02% | +315+7.0% | Added |
| SeaCrest Wealth Management, LLC | 4,796 | $277.8K | 0.03% | −663−12.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,890 | $280.8K | 0.21% | +4,890 | New |
| Foundations Investment Advisors, LLC | 5,094 | $281.5K | 0.01% | −4,819−48.6% | Reduced |
| Strategic Wealth Designers | 4,926 | $282.8K | 0.04% | +4,926 | New |
| Walker Asset Management, LLC | 4,939 | $283.6K | 0.20% | +4,939 | New |
| Smith, Moore & Co. | 4,956 | $284.6K | 0.03% | −460−8.5% | Reduced |
| Channel Wealth LLC | 4,957 | $284.7K | 0.13% | −106−2.1% | Reduced |
| BKD Wealth Advisors, LLC | 4,961 | $284.8K | 0.01% | −395−7.4% | Reduced |
| TCG Advisory Services, LLC | 4,987 | $286.4K | 0.02% | +540+12.1% | Added |
| Banque Cantonale Vaudoise | 5,000 | $287.0K | 0.01% | −8,775−63.7% | Reduced |
| Everpar Advisors LLC | 5,031 | $288.9K | 0.13% | +5,031 | New |
| Stiles Financial Services Inc | 5,047 | $289.8K | 0.13% | +49+1.0% | Added |
| Intrust Bank NA | 5,049 | $289.9K | 0.03% | +5,049 | New |
| SS&H Financial Advisors, Inc. | 5,050 | $290.0K | 0.12% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,050 | $290.0K | 0.01% | +143+2.9% | Added |
| PFG Advisors | 5,064 | $290.8K | 0.02% | −2,096−29.3% | Reduced |
| Mayflower Financial Advisors, LLC | 5,064 | $290.8K | 0.04% | −165−3.2% | Reduced |
| XML Financial, LLC | 5,096 | $292.6K | 0.03% | +5,096 | New |
| Signet Financial Management, LLC | 5,127 | $294.4K | 0.04% | −135−2.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,140 | $295.1K | 0.11% | +900+21.2% | Added |
| Mason & Associates Inc | 5,147 | $295.5K | 0.09% | +4+0.1% | Added |
| Crescent Sterling, Ltd. | 5,158 | $296.2K | 0.30% | +400+8.4% | Added |
| Spreng Capital Management, Inc. | 5,174 | $297.1K | 0.19% | −410−7.3% | Reduced |
| Truepoint, Inc. | 5,176 | $297.2K | 0.01% | +5,176 | New |
| Tyche Wealth Partners LLC | 5,183 | $297.6K | 0.07% | +5,183 | New |
| Aspiriant, LLC | 5,186 | $297.8K | 0.01% | −987−16.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,192 | $298.1K | 0.15% | −2,067−28.5% | Reduced |
| Strategic Blueprint, LLC | 5,222 | $299.8K | 0.02% | −7,214−58.0% | Reduced |
| Resources Management Corp | 4,337 | $301.0K | 0.04% | +4,337 | New |
| M&G Investment Management Ltd | 5,295 | $301.8K | 0.00% | −475−8.2% | Reduced |
| Graypoint LLC | 5,285 | $303.4K | 0.02% | +536+11.3% | Added |
| Vident Advisory, LLC | 5,294 | $304.0K | 0.01% | −839−13.7% | Reduced |
| Park Place Capital Corp | 5,300 | $304.3K | 0.12% | −342−6.1% | Reduced |
| Prairie Sky Financial Group LLC | 5,332 | $306.2K | 0.20% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 5,348 | $307.1K | 0.04% | −5,436−50.4% | Reduced |
| Montag A & Associates Inc | 5,340 | $308.0K | 0.02% | +850+18.9% | Added |
| Morningstar Investment Services LLC | 5,282 | $309.0K | 0.00% | +5,282 | New |
| DF Dent & Co Inc | 5,392 | $309.6K | 0.00% | −171−3.1% | Reduced |
| Transcend Wealth Collective, LLC | 5,422 | $311.4K | 0.03% | +147+2.8% | Added |
| Revisor Wealth Management LLC | 5,486 | $315.0K | 0.36% | −319−5.5% | Reduced |
| Cross Staff Investments Inc | 5,511 | $316.4K | 0.28% | −135−2.4% | Reduced |
| Colonial River Wealth Management, LLC | 5,532 | $317.6K | 0.19% | +5,532 | New |
| Evanson Asset Management, LLC | 5,535 | $317.8K | 0.03% | +1,000+22.1% | Added |
| Procyon Private Wealth Partners, LLC | 5,557 | $319.1K | 0.03% | −442−7.4% | Reduced |
| Campion Asset Management LLC | 5,570 | $319.8K | 0.27% | −295−5.0% | Reduced |
| Harbour Trust & Investment Management Co | 5,579 | $320.3K | 0.05% | +5,579 | New |
| Westwood Holdings Group Inc. | 5,588 | $321.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,620 | $322.7K | 0.05% | −59−1.0% | Reduced |
| Vance Wealth, Inc. | 5,626 | $323.0K | 0.14% | 00.0% | Unchanged |
| AJOVista, LLC | 5,632 | $323.4K | 0.41% | +5,632 | New |
| Financial Counselors Inc | 5,641 | $323.9K | 0.01% | +379+7.2% | Added |
| Dudley Capital Management, LLC | 5,664 | $325.2K | 0.21% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,697 | $327.1K | 0.01% | +43+0.8% | Added |
| Jones Financial Companies LLLP | 5,723 | $328.6K | 0.00% | +1,800+45.9% | Added |
| Brighton Jones LLC | 5,782 | $332.0K | 0.01% | +5,782 | New |
| Western Wealth Management, LLC | 5,809 | $333.6K | 0.02% | −789−12.0% | Reduced |
| Hilltop Holdings Inc. | 5,812 | $333.7K | 0.04% | −943−14.0% | Reduced |
| Kinneret Advisory, LLC | 5,809 | $335.0K | 0.04% | −37−0.6% | Reduced |
| Keystone Financial Group | 5,852 | $336.0K | 0.06% | +153+2.7% | Added |
| Mather Group, LLC. | 5,860 | $336.5K | 0.01% | +145+2.5% | Added |
| Meridian Wealth Management, LLC | 5,918 | $339.8K | 0.02% | −4,872−45.2% | Reduced |
| Financial Partners Group, Inc | 5,933 | $340.6K | 0.06% | +4+0.1% | Added |
| Spire Wealth Management | 6,118 | $345.8K | 0.01% | −2,608−29.9% | Reduced |
| Abundance Wealth Counselors | 6,021 | $346.0K | 0.09% | +719+13.6% | Added |
| Aptus Capital Advisors, LLC | 6,032 | $346.4K | 0.01% | −3,014−33.3% | Reduced |
| Guyasuta Investment Advisors Inc | 6,039 | $346.8K | 0.03% | −1,335−18.1% | Reduced |
| Ignite Planners, LLC | 5,930 | $347.3K | 0.10% | +38+0.6% | Added |
| Visionary Wealth Advisors | 6,055 | $347.7K | 0.03% | +878+17.0% | Added |
| Petix & Botte Co | 6,056 | $347.7K | 0.10% | +54+0.9% | Added |
| Gratus Capital LLC | 6,058 | $347.9K | 0.02% | +1,820+42.9% | Added |
| SignalPoint Asset Management, LLC | 6,070 | $348.0K | 0.10% | −337−5.3% | Reduced |
| Court Place Advisors, LLC | 6,121 | $351.4K | 0.12% | −485−7.3% | Reduced |
| Johnson Investment Counsel Inc | 6,123 | $351.6K | 0.00% | −850−12.2% | Reduced |