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 |
|---|---|---|---|---|---|
| Summa Corp. | 9,250 | $531.1K | 0.37% | +9,250 | New |
| Quad-Cities Investment Group, LLC | 9,025 | $536.8K | 0.33% | +37+0.4% | Added |
| Ronald Blue Trust, Inc. | 10,757 | $538.0K | 0.01% | +2,771+34.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 9,388 | $539.1K | 0.00% | +7,183+325.8% | Added |
| Ingalls & Snyder LLC | 9,450 | $543.0K | 0.02% | −2,100−18.2% | Reduced |
| Lazard Asset Management LLC | 9,491 | $544.0K | 0.00% | −2,248−19.1% | Reduced |
| Avidian Wealth Solutions, LLC | 9,487 | $544.8K | 0.03% | +2,020+27.1% | Added |
| Founders Financial Alliance, LLC | 9,597 | $551.0K | 0.21% | +249+2.7% | Added |
| Valeo Financial Advisors, LLC | 9,600 | $551.2K | 0.02% | +3,656+61.5% | Added |
| Portside Wealth Group, LLC | 9,605 | $551.5K | 0.10% | −2,099−17.9% | Reduced |
| First Affirmative Financial Network | 9,627 | $552.8K | 0.44% | −99−1.0% | Reduced |
| Horizon Investments, LLC | 9,678 | $553.1K | 0.02% | +174+1.8% | Added |
| Family Legacy, Inc. | 9,650 | $554.1K | 0.21% | −273−2.8% | Reduced |
| ING Groep NV | 9,707 | $557.4K | 0.00% | −79,175−89.1% | Reduced |
| SageView Advisory Group, LLC | 10,123 | $558.6K | 0.02% | +10,123 | New |
| Modern Wealth Management, LLC | 9,851 | $565.6K | 0.07% | +9,851 | New |
| N.E.W. Advisory Services LLC | 9,901 | $568.5K | 0.07% | +2,129+27.4% | Added |
| Crane Advisory, LLC | 9,823 | $568.9K | 0.13% | +285+3.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,910 | $569.0K | 0.26% | +9,910 | New |
| Jackson Creek Investment Advisors LLC | 9,965 | $572.0K | 0.22% | +9,965 | New |
| J.W. Cole Advisors, Inc. | 10,018 | $575.2K | 0.03% | −9,054−47.5% | Reduced |
| Powers Advisory Group, LLC | 10,046 | $576.8K | 0.36% | +528+5.5% | Added |
| Bridgefront Capital, LLC | 10,071 | $578.3K | 0.44% | +10,071 | New |
| Associated Banc-Corp | 10,085 | $579.1K | 0.02% | +90+0.9% | Added |
| Oak Thistle LLC | 10,105 | $580.2K | 0.17% | −311−3.0% | Reduced |
| Tiemann Investment Advisors, LLC | 10,122 | $581.2K | 0.28% | −5,547−35.4% | Reduced |
| Stephens Inc | 10,124 | $581.3K | 0.01% | +2,885+39.9% | Added |
| Bessemer Group Inc | 10,200 | $585.0K | 0.00% | +1,502+17.3% | Added |
| NovaPoint Capital, LLC | 10,192 | $585.2K | 0.22% | −1,809−15.1% | Reduced |
| First Commonwealth Financial Corp | 10,200 | $585.7K | 0.18% | +1,989+24.2% | Added |
| HBK Sorce Advisory LLC | 10,224 | $587.1K | 0.02% | −385−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,310 | $592.0K | 0.01% | −247−2.3% | Reduced |
| Moneta Group Investment Advisors LLC | 10,383 | $596.2K | 0.01% | +1,380+15.3% | Added |
| Van Hulzen Asset Management, LLC | 10,428 | $599.0K | 0.04% | +448+4.5% | Added |
| Intellectus Partners, LLC | 10,501 | $605.6K | 0.17% | +1,354+14.8% | Added |
| Checchi Capital Advisers, LLC | 10,642 | $611.1K | 0.05% | −116−1.1% | Reduced |
| First Hawaiian Bank | 10,722 | $615.7K | 0.02% | +276+2.6% | Added |
| International Assets Investment Management, LLC | 10,844 | $622.7K | 0.08% | +5,020+86.2% | Added |
| First Bank & Trust | 10,855 | $623.2K | 0.15% | −4,085−27.3% | Reduced |
| Cypress Capital Group | 10,862 | $623.7K | 0.08% | +1,687+18.4% | Added |
| Cary Street Partner Investment Advisory LLC | 10,938 | $628.1K | 0.03% | −973−8.2% | Reduced |
| First Trust Investment Solutions L.P. | 11,073 | $635.8K | 0.13% | +11,073 | New |
| Carmel Capital Partners, LLC | 11,097 | $637.2K | 0.33% | +421+3.9% | Added |
| Baker Tilly Wealth Management, LLC | 11,113 | $638.1K | 0.10% | −1,254−10.1% | Reduced |
| Chicago Partners Investment Group LLC | 11,610 | $638.4K | 0.03% | +129+1.1% | Added |
| First County Bank | 11,176 | $641.7K | 0.31% | −2,365−17.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,208 | $643.6K | 0.29% | +1,789+19.0% | Added |
| Patron Partners Advisors, LLC | 11,219 | $644.2K | 0.43% | −808−6.7% | Reduced |
| Angeles Investment Advisors, LLC | 11,276 | $648.9K | 0.04% | +119+1.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,362 | $652.0K | 0.01% | −5,368−32.1% | Reduced |
| PFG Investments, LLC | 11,366 | $652.7K | 0.12% | −297−2.5% | Reduced |
| Brown Advisory Inc | 11,447 | $657.3K | 0.00% | −1,410−11.0% | Reduced |
| William Allan, LLC | 11,460 | $658.0K | 0.47% | +240+2.1% | Added |
| Harbour Investments, Inc. | 11,641 | $668.4K | 0.03% | +3,485+42.7% | Added |
| Dynamic Advisor Solutions LLC | 11,570 | $670.1K | 0.02% | +5,231+82.5% | Added |
| Sutton Place Investors LLC | 11,750 | $674.7K | 0.49% | +11,750 | New |
| Jeppson Wealth Management, LLC | 11,796 | $677.3K | 0.28% | −3,298−21.8% | Reduced |
| Moseley Investment Management Inc | 11,935 | $685.3K | 0.38% | +1,716+16.8% | Added |
| Balboa Wealth Partners | 12,210 | $701.1K | 0.23% | +4,910+67.3% | Added |
| Southland Equity Partners LLC | 12,331 | $708.0K | 0.22% | +29+0.2% | Added |
| Arkadios Wealth Advisors | 12,332 | $708.1K | 0.06% | +6,360+106.5% | Added |
| Caldwell Sutter Capital, Inc. | 12,466 | $715.8K | 0.36% | −705−5.4% | Reduced |
| Wetherby Asset Management Inc | 12,607 | $723.9K | 0.04% | +1,752+16.1% | Added |
| Cutler Group LP | 12,661 | $726.0K | 0.10% | −809−6.0% | Reduced |
| Buckingham Strategic Partners | 12,722 | $730.5K | 0.04% | +12,722 | New |
| Samalin Investment Counsel, LLC | 12,771 | $733.3K | 0.37% | +2,993+30.6% | Added |
| Profund Advisors LLC | 12,898 | $740.6K | 0.03% | +2,475+23.7% | Added |
| My Legacy Advisors, LLC | 12,713 | $753.5K | 0.27% | +12+0.1% | Added |
| Banco Santander, S.A. | 13,194 | $757.6K | 0.01% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 13,221 | $759.2K | 0.08% | −721−5.2% | Reduced |
| Loudon Investment Management, LLC | 13,270 | $762.0K | 0.47% | +5,590+72.8% | Added |
| PFW Advisors LLC | 13,465 | $773.2K | 0.25% | −1,330−9.0% | Reduced |
| Perigon Wealth Management, LLC | 13,486 | $774.3K | 0.03% | +5,558+70.1% | Added |
| TCW Group Inc | 13,289 | $776.3K | 0.01% | +13,289 | New |
| Infrastructure Capital Advisors, LLC | 13,552 | $778.2K | 0.12% | +13,552 | New |
| Duncker Streett & Co Inc | 13,588 | $780.2K | 0.16% | −286−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,674 | $785.2K | 0.07% | +13,674 | New |
| Ted Buchan & Co | 13,678 | $785.4K | 0.57% | −959−6.6% | Reduced |
| Raleigh Capital Management Inc. | 13,714 | $787.4K | 0.37% | −456−3.2% | Reduced |
| United Capital Financial Advisers, LLC | 13,742 | $789.0K | 0.01% | +1,468+12.0% | Added |
| JBR Co Financial Management Inc | 13,777 | $791.1K | 0.74% | +13,777 | New |
| Black Swift Group, LLC | 13,795 | $792.1K | 0.24% | −4,900−26.2% | Reduced |
| TFG Advisers LLC | 13,922 | $799.4K | 0.34% | −523−3.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 13,957 | $801.4K | 0.28% | −405−2.8% | Reduced |
| Altman Advisors, Inc. | 14,084 | $808.7K | 0.42% | −11,948−45.9% | Reduced |
| Savant Capital, LLC | 14,290 | $820.6K | 0.01% | −4,620−24.4% | Reduced |
| Vawter Financial, Ltd. | 14,372 | $825.2K | 0.65% | −765−5.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 14,374 | $825.3K | 0.14% | −4,406−23.5% | Reduced |
| Steel Peak Wealth Management LLC | 14,312 | $825.5K | 0.05% | −10,124−41.4% | Reduced |
| Vanderbilt University | 14,409 | $827.4K | 0.21% | +329+2.3% | Added |
| Pasadena Private Wealth, LLC | 14,428 | $828.5K | 0.20% | +14,428 | New |
| Proequities, Inc. | 14,381 | $829.5K | 0.06% | +225+1.6% | Added |
| HighPoint Advisor Group LLC | 15,913 | $830.0K | 0.06% | +15,913 | New |
| Harbor Investment Advisory, LLC | 14,466 | $830.6K | 0.10% | −36−0.2% | Reduced |
| Impax Asset Management Group plc | 14,567 | $836.4K | 0.00% | −17−0.1% | Reduced |
| Brinker Capital Investments, LLC | 14,080 | $837.5K | 0.01% | +5,379+61.8% | Added |
| Orion Portfolio Solutions, LLC | 14,080 | $837.5K | 0.01% | +5,379+61.8% | Added |
| Retirement Group, LLC | 14,643 | $840.8K | 0.34% | +755+5.4% | Added |
| Farmers National Bank | 14,676 | $842.7K | 0.27% | −2,307−13.6% | Reduced |
| AdvisorNet Financial, Inc | 14,749 | $846.9K | 0.08% | +891+6.4% | Added |