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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 6,132 | $352.1K | 0.20% | +27+0.4% | Added |
| First Horizon Advisors, Inc. | 6,133 | $352.2K | 0.01% | +168+2.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,150 | $353.1K | 0.05% | −600−8.9% | Reduced |
| Essex Savings Bank | 6,195 | $355.7K | 0.10% | +514+9.0% | Added |
| Financial Advocates Investment Management | 6,248 | $358.8K | 0.02% | +115+1.9% | Added |
| Rodgers Brothers Inc. | 6,250 | $358.9K | 0.06% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,284 | $360.8K | 0.03% | +250+4.1% | Added |
| Prudent Man Advisors, LLC | 6,304 | $362.0K | 0.14% | −64−1.0% | Reduced |
| Good Life Advisors, LLC | 6,308 | $362.2K | 0.04% | +467+8.0% | Added |
| Bridgewealth Advisory Group, LLC | 6,320 | $362.9K | 0.28% | +244+4.0% | Added |
| Burford Brothers, Inc. | 6,394 | $367.1K | 0.26% | +6,394 | New |
| Fortis Capital Advisors, LLC | 6,405 | $367.8K | 0.20% | 00.0% | Unchanged |
| Regions Financial Corp | 6,428 | $369.1K | 0.00% | −1,329−17.1% | Reduced |
| Desjardins Global Asset Management Inc. | 6,440 | $369.8K | 0.04% | +2,067+47.3% | Added |
| Sunbelt Securities, Inc. | 6,449 | $370.3K | 0.05% | +850+15.2% | Added |
| CAP Partners, LLC | 6,458 | $370.8K | 0.37% | +6,458 | New |
| Panoramic Investment Advisors, LLC | 6,464 | $371.2K | 0.32% | +90+1.4% | Added |
| Penserra Capital Management LLC | 6,496 | $372.0K | 0.01% | −921−12.4% | Reduced |
| Investmark Advisory Group LLC | 6,481 | $372.1K | 0.22% | +157+2.5% | Added |
| Trust Co of Toledo NA | 6,521 | $374.4K | 0.06% | −477−6.8% | Reduced |
| Beacon Investment Advisors LLC | 6,549 | $376.0K | 0.24% | +143+2.2% | Added |
| Castle Rock Wealth Management, LLC | 6,539 | $377.2K | 0.11% | +609+10.3% | Added |
| Aviso Wealth Management | 6,591 | $378.4K | 0.27% | +6,591 | New |
| CWA Asset Management Group, LLC | 6,594 | $378.7K | 0.03% | +6,594 | New |
| Bokf, NA | 6,597 | $378.8K | 0.01% | −258−3.8% | Reduced |
| First National Advisers, LLC | 6,606 | $379.3K | 0.11% | +1,303+24.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,634 | $381.0K | 0.02% | −727−9.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,687 | $384.0K | 0.01% | −509−7.1% | Reduced |
| 180 Wealth Advisors, LLC | 6,573 | $385.0K | 0.08% | −132−2.0% | Reduced |
| Global X Japan Co., Ltd. | 6,761 | $388.2K | 0.22% | +6,761 | New |
| Heartland Bank & Trust Co | 6,762 | $388.3K | 0.27% | −447−6.2% | Reduced |
| AlphaCore Capital LLC | 6,805 | $392.5K | 0.06% | −1,362−16.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,871 | $394.5K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 6,853 | $395.2K | 0.03% | −874−11.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,898 | $396.1K | 0.00% | −586−7.8% | Reduced |
| Grove Bank & Trust | 6,919 | $397.3K | 0.07% | −633−8.4% | Reduced |
| Resources Investment Advisors, LLC. | 6,922 | $397.5K | 0.01% | −297−4.1% | Reduced |
| Change Path, LLC | 6,971 | $400.0K | 0.03% | +95+1.4% | Added |
| GeoWealth Management, LLC | 6,990 | $401.0K | 0.03% | +6,990 | New |
| CAPROCK Group, Inc. | 6,964 | $401.7K | 0.03% | +231+3.4% | Added |
| Blue Fin Capital, Inc. | 7,000 | $401.9K | 0.10% | −455−6.1% | Reduced |
| VELA Investment Management, LLC | 7,037 | $404.1K | 0.16% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,092 | $407.2K | 0.02% | −1,190−14.4% | Reduced |
| Opus Capital Group, LLC | 7,105 | $408.0K | 0.07% | −39−0.5% | Reduced |
| Quadrant Capital Group LLC | 7,210 | $414.2K | 0.04% | +1,252+21.0% | Added |
| Flputnam Investment Management Co | 7,227 | $415.0K | 0.01% | −2,018−21.8% | Reduced |
| Trueblood Wealth Management, LLC | 7,233 | $415.3K | 0.26% | +7,233 | New |
| Corton Capital Inc. | 7,334 | $421.1K | 0.13% | +7,334 | New |
| AllSquare Wealth Management LLC | 7,397 | $424.7K | 0.26% | +100+1.4% | Added |
| Benchmark Investment Advisors LLC | 7,421 | $426.1K | 0.39% | +65+0.9% | Added |
| Verdence Capital Advisors LLC | 7,444 | $427.4K | 0.04% | −2,336−23.9% | Reduced |
| HB Wealth Management, LLC | 7,465 | $428.7K | 0.01% | −247−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 7,491 | $430.1K | 0.04% | +2,031+37.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,539 | $432.9K | 0.11% | −550−6.8% | Reduced |
| Atom Investors LP | 7,546 | $433.3K | 0.08% | +7,546 | New |
| Ausdal Financial Partners, Inc. | 7,562 | $434.2K | 0.05% | −1,281−14.5% | Reduced |
| Empowered Funds, LLC | 7,570 | $434.7K | 0.01% | +1,677+28.5% | Added |
| Hudson Valley Investment Advisors Inc | 7,308 | $434.7K | 0.06% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,619 | $438.0K | 0.09% | +430+6.0% | Added |
| IFP Advisors, Inc | 7,637 | $438.5K | 0.02% | −7,340−49.0% | Reduced |
| Ameritas Advisory Services, LLC | 8,227 | $439.1K | 0.02% | −8,820−51.7% | Reduced |
| Tactive Advisors, LLC | 7,651 | $439.3K | 0.28% | +529+7.4% | Added |
| Boston Private Wealth LLC | 7,656 | $439.6K | 0.01% | +2,677+53.8% | Added |
| First Manhattan Co | 7,654 | $441.7K | 0.00% | −5,581−42.2% | Reduced |
| Bailard, Inc. | 7,700 | $442.1K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,744 | $444.7K | 0.04% | +1,146+17.4% | Added |
| American Investment Services, Inc. | 7,755 | $445.3K | 0.08% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 7,777 | $448.6K | 0.01% | +777+11.1% | Added |
| Ballentine Partners, LLC | 7,824 | $449.3K | 0.01% | +302+4.0% | Added |
| MQS Management LLC | 7,828 | $449.5K | 0.25% | −1,980−20.2% | Reduced |
| Sterling Financial Planning, Inc. | 7,880 | $452.5K | 0.20% | +20.0% | Added |
| New Insight Wealth Advisors | 7,891 | $453.1K | 0.31% | +7,891 | New |
| Centaurus Financial, Inc. | 7,905 | $454.0K | 0.03% | −83−1.0% | Reduced |
| Quantinno Capital Management LP | 7,951 | $457.0K | 0.02% | +7,951 | New |
| Private Trust Co NA | 7,989 | $458.7K | 0.05% | −681−7.9% | Reduced |
| Tiaa Trust, National Association | 8,091 | $464.6K | 0.00% | +161+2.0% | Added |
| GYL Financial Synergies, LLC | 8,093 | $464.7K | 0.04% | +31+0.4% | Added |
| Greenleaf Trust | 8,148 | $467.9K | 0.01% | +2,882+54.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 8,380 | $481.0K | 0.16% | +451+5.7% | Added |
| Arete Wealth Advisors, LLC | 8,408 | $482.9K | 0.04% | +8,408 | New |
| Community Bank & Trust, Waco, Texas | 8,430 | $484.0K | 0.13% | −1,330−13.6% | Reduced |
| Northcape Wealth Management, LLC | 8,446 | $485.0K | 0.18% | −999−10.6% | Reduced |
| National Asset Management, Inc. | 8,413 | $485.2K | 0.01% | −325−3.7% | Reduced |
| NBC Securities, Inc. | 8,498 | $487.0K | 0.05% | −205−2.4% | Reduced |
| Insigneo Advisory Services, LLC | 8,449 | $487.3K | 0.07% | −319−3.6% | Reduced |
| Meeder Advisory Services, Inc. | 8,573 | $492.3K | 0.06% | +1,890+28.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,610 | $494.4K | 0.13% | −423−4.7% | Reduced |
| Brown Miller Wealth Management, LLC | 8,619 | $494.9K | 0.25% | +69+0.8% | Added |
| West Paces Advisors Inc. | 8,679 | $498.4K | 0.14% | −2,040−19.0% | Reduced |
| Quadcap Wealth Management, LLC | 8,682 | $498.5K | 0.13% | +8,682 | New |
| Reuter James Wealth Management, LLC | 8,688 | $498.9K | 0.34% | −215−2.4% | Reduced |
| Financial Alternatives, Inc | 8,706 | $499.9K | 0.42% | −508−5.5% | Reduced |
| Romano Brothers and Company | 8,783 | $504.3K | 0.08% | +2,315+35.8% | Added |
| Citizens National Bank Trust Department | 8,808 | $505.8K | 0.13% | −50−0.6% | Reduced |
| Hendershot Investments Inc. | 8,812 | $506.0K | 0.08% | −210−2.3% | Reduced |
| Buckley Wealth Management, LLC | 8,936 | $513.1K | 0.18% | −783−8.1% | Reduced |
| NEOS Investment Management LLC | 8,971 | $515.1K | 0.05% | +2,981+49.8% | Added |
| NFP Retirement, Inc. | 9,204 | $528.5K | 0.09% | −179−1.9% | Reduced |
| Machina Capital S.A.S. | 9,245 | $530.8K | 0.34% | +9,245 | New |
| Wealth Alliance Advisory Group, LLC | 9,250 | $531.1K | 0.14% | −11−0.1% | Reduced |