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 |
|---|---|---|---|---|---|
| Marathon Capital Management | 14,753 | $847.1K | 0.21% | +8,600+139.8% | Added |
| Global Retirement Partners, LLC | 14,545 | $848.5K | 0.04% | −214−1.4% | Reduced |
| Alberta Investment Management Corp | 14,800 | $849.8K | 0.01% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 14,824 | $851.2K | 0.05% | +2,223+17.6% | Added |
| Degroof Petercam Asset Management | 14,856 | $853.0K | 0.01% | +14,856 | New |
| Kestra Private Wealth Services, LLC | 14,946 | $862.0K | 0.02% | +10,711+252.9% | Added |
| Independent Financial Group, LLC | 15,068 | $865.2K | 0.05% | −289−1.9% | Reduced |
| Private Ocean, LLC | 15,123 | $868.4K | 0.09% | −335−2.2% | Reduced |
| Financial Management Network Inc | 15,009 | $869.3K | 0.25% | −1,112−6.9% | Reduced |
| Blair William & Co | 15,193 | $872.4K | 0.00% | −789−4.9% | Reduced |
| Chiron Capital Management, LLC | 15,201 | $872.8K | 0.76% | +501+3.4% | Added |
| Kovack Advisors, Inc. | 15,271 | $876.8K | 0.10% | +15,271 | New |
| L.M. Kohn & Company | 15,408 | $884.7K | 0.28% | +506+3.4% | Added |
| Massmutual Trust Co FSB | 15,515 | $890.9K | 0.03% | +1,174+8.2% | Added |
| Diligent Investors, LLC | 15,561 | $893.5K | 0.25% | +2,933+23.2% | Added |
| Brevan Howard Capital Management LP | 15,655 | $898.9K | 0.09% | +15,655 | New |
| EP Wealth Advisors, LLC | 15,798 | $907.1K | 0.01% | +571+3.7% | Added |
| V-Square Quantitative Management LLC | 15,860 | $910.7K | 0.22% | +10,545+198.4% | Added |
| Verus Capital Partners, LLC | 15,889 | $912.4K | 0.11% | −764−4.6% | Reduced |
| Coastal Investment Advisors, Inc. | 15,921 | $914.2K | 0.21% | +2,382+17.6% | Added |
| Trust Investment Advisors | 15,964 | $916.7K | 0.71% | −4,426−21.7% | Reduced |
| Investors Research Corp | 15,967 | $916.8K | 0.22% | +47+0.3% | Added |
| Golden State Equity Partners | 15,969 | $916.9K | 0.22% | −90−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,974 | $917.2K | 0.01% | +290+1.8% | Added |
| Perkins Coie Trust Co | 15,999 | $918.6K | 0.23% | +91+0.6% | Added |
| IFG Advisory, LLC | 16,037 | $920.8K | 0.07% | −3,385−17.4% | Reduced |
| Park Avenue Securities LLC | 16,048 | $921.0K | 0.01% | +3,244+25.3% | Added |
| Allen Capital Group, LLC | 16,067 | $922.6K | 0.15% | −224−1.4% | Reduced |
| Virtu Financial LLC | 16,099 | $924.0K | 0.07% | +16,099 | New |
| Fulton Bank, N.A. | 16,158 | $927.8K | 0.04% | −218−1.3% | Reduced |
| Glen Eagle Advisors, LLC | 16,259 | $933.6K | 0.19% | −555−3.3% | Reduced |
| Prosperity Planning, Inc. | 16,266 | $934.0K | 0.35% | +267+1.7% | Added |
| Sigma Planning Corp | 16,300 | $936.0K | 0.07% | −34,182−67.7% | Reduced |
| Intech Investment Management LLC | 16,332 | $937.8K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 16,341 | $938.0K | 0.09% | +3,908+31.4% | Added |
| Investment Management Corp of Ontario | 16,540 | $949.7K | 0.02% | −75,060−81.9% | Reduced |
| Principal Securities, Inc. | 16,586 | $952.4K | 0.04% | +16,586 | New |
| LongView Wealth Management | 16,116 | $955.5K | 0.43% | +16,116 | New |
| Schaper Benz & Wise Investment Counsel Inc | 16,670 | $957.2K | 0.09% | +225+1.4% | Added |
| GTS Securities LLC | 16,673 | $957.4K | 0.02% | −65,361−79.7% | Reduced |
| Ascent Wealth Partners, LLC | 16,729 | $960.6K | 0.16% | −1,206−6.7% | Reduced |
| Perennial Investment Advisors, LLC | 16,806 | $965.0K | 0.16% | −100−0.6% | Reduced |
| Nwam LLC | 16,942 | $972.8K | 0.08% | +2,605+18.2% | Added |
| Chesapeake Asset Management LLC | 16,942 | $972.8K | 0.87% | −557−3.2% | Reduced |
| Applied Capital LLC | 17,155 | $985.0K | 0.91% | +1,321+8.3% | Added |
| Compass Ion Advisors, LLC | 17,175 | $986.2K | 0.15% | −759−4.2% | Reduced |
| First National Trust Co | 17,236 | $989.7K | 0.04% | −345−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,300 | $993.4K | 0.01% | −205,143−92.2% | Reduced |
| Versor Investments LP | 17,301 | $993.4K | 0.20% | +2,405+16.1% | Added |
| NorthRock Partners, LLC | 17,252 | $995.1K | 0.04% | +17,252 | New |
| Alpha Cubed Investments, LLC | 17,449 | $1.00M | 0.06% | +67+0.4% | Added |
| Edmp, Inc. | 17,537 | $1.01M | 0.92% | +12,798+270.1% | Added |
| Denver Wealth Management, Inc. | 17,561 | $1.01M | 0.57% | +2,154+14.0% | Added |
| Glenmede Trust Co NA | 17,865 | $1.03M | 0.01% | +1,214+7.3% | Added |
| Stevens Capital Management LP | 17,893 | $1.03M | 0.26% | +17,893 | New |
| Armstrong, Fleming & Moore, Inc | 18,166 | $1.04M | 0.79% | +30+0.2% | Added |
| Signaturefd, LLC | 18,246 | $1.05M | 0.02% | +8,200+81.6% | Added |
| United Services Automobile Association | 18,251 | $1.05M | 0.02% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 18,270 | $1.05M | 0.09% | −2,822−13.4% | Reduced |
| Stanley-Laman Group, Ltd. | 18,285 | $1.05M | 0.16% | 00.0% | Unchanged |
| FJ Investments, LLC | 18,400 | $1.06M | 0.05% | +18,400 | New |
| Shufro Rose & Co LLC | 21,250 | $1.06M | 0.10% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 18,496 | $1.06M | 0.04% | −449−2.4% | Reduced |
| Panagora Asset Management Inc | 18,570 | $1.07M | 0.01% | +30.0% | Added |
| Vinva Investment Management Ltd | 18,208 | $1.07M | 0.07% | +2,560+16.4% | Added |
| Colonial Trust Co | 18,599 | $1.07M | 0.22% | +3,596+24.0% | Added |
| Jamison Private Wealth Management, Inc. | 18,946 | $1.09M | 0.20% | +114+0.6% | Added |
| Adelante Capital Management LLC | 18,965 | $1.09M | 0.08% | −33,465−63.8% | Reduced |
| Landscape Capital Management, L.L.C. | 19,068 | $1.09M | 0.10% | +19,068 | New |
| Groupama Asset Managment | 38,098 | $1.10M | 0.03% | +38,098 | New |
| Magnolia Capital Management Ltd | 19,155 | $1.10M | 1.00% | −100−0.5% | Reduced |
| M Holdings Securities, Inc. | 19,208 | $1.10M | 0.12% | −1,673−8.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,497 | $1.12M | 0.12% | +19,497 | New |
| RDA Financial Network | 19,545 | $1.12M | 0.43% | −91−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 19,726 | $1.13M | 0.03% | +52+0.3% | Added |
| Nations Financial Group Inc, | 19,751 | $1.13M | 0.10% | +6,965+54.5% | Added |
| North Star Investment Management Corp. | 19,755 | $1.13M | 0.09% | −1,626−7.6% | Reduced |
| Commerzbank Aktiengesellschaft | 19,898 | $1.14M | 0.05% | +511+2.6% | Added |
| Cornercap Investment Counsel Inc | 20,085 | $1.15M | 0.19% | +12,134+152.6% | Added |
| Goepper Burkhardt LLC | 22,094 | $1.17M | 0.58% | +22,094 | New |
| Independent Advisor Alliance | 20,379 | $1.17M | 0.04% | −3,593−15.0% | Reduced |
| Pearl River Capital, LLC | 20,396 | $1.17M | 0.19% | −24,994−55.1% | Reduced |
| Founders Financial Securities LLC | 20,431 | $1.17M | 0.13% | +155+0.8% | Added |
| Naples Global Advisors, LLC | 20,534 | $1.18M | 0.13% | −679−3.2% | Reduced |
| Moors & Cabot, Inc. | 20,771 | $1.19M | 0.07% | −2,201−9.6% | Reduced |
| Veriti Management LLC | 20,826 | $1.20M | 0.11% | +7,490+56.2% | Added |
| RB Capital Management, LLC | 20,926 | $1.20M | 0.35% | −2,462−10.5% | Reduced |
| Ieq Capital, LLC | 20,933 | $1.20M | 0.02% | +12,280+141.9% | Added |
| Credit Agricole S A | 20,962 | $1.20M | 0.02% | +14,306+214.9% | Added |
| IHT Wealth Management, LLC | 21,252 | $1.22M | 0.05% | −635−2.9% | Reduced |
| Wade G W & Inc | 21,289 | $1.22M | 0.04% | +3,396+19.0% | Added |
| Sowell Financial Services LLC | 21,230 | $1.22M | 0.07% | +3,681+21.0% | Added |
| Broadwater Capital Management LLC | 21,460 | $1.23M | 0.97% | +21,460 | New |
| Vestmark Advisory Solutions, Inc. | 21,626 | $1.24M | 0.06% | −2,058−8.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 21,674 | $1.24M | 0.08% | +1,330+6.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,745 | $1.25M | 0.01% | +1,051+5.1% | Added |
| Adviser Investments LLC | 21,764 | $1.25M | 0.02% | +63+0.3% | Added |
| Cascade Investment Advisors, Inc. | 21,776 | $1.25M | 0.89% | +3,590+19.7% | Added |
| Security National Bank of So Dak | 21,866 | $1.26M | 0.83% | −2,675−10.9% | Reduced |
| Benedict Financial Advisors Inc | 21,947 | $1.26M | 0.34% | −191−0.9% | Reduced |