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 |
|---|---|---|---|---|---|
| Wealth Alliance | 21,953 | $1.26M | 0.18% | +4,476+25.6% | Added |
| Mystic Asset Management, Inc. | 21,962 | $1.26M | 0.60% | +3,427+18.5% | Added |
| Sawtooth Solutions, LLC | 22,021 | $1.26M | 0.03% | +2,657+13.7% | Added |
| Bleakley Financial Group, LLC | 22,031 | $1.27M | 0.04% | +2,667+13.8% | Added |
| Berkeley Capital Partners, LLC | 22,147 | $1.27M | 0.42% | +22,147 | New |
| Entropy Technologies, LP | 22,171 | $1.27M | 0.24% | +22,171 | New |
| Linden Thomas Advisory Services, LLC | 22,194 | $1.27M | 0.24% | +710+3.3% | Added |
| Asset Dedication, LLC | 22,896 | $1.31M | 0.11% | +82+0.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,914 | $1.32M | 0.03% | +542+2.4% | Added |
| Wedbush Securities Inc | 22,973 | $1.32M | 0.06% | +1,045+4.8% | Added |
| Cornerstone Advisors, LLC | 23,000 | $1.32M | 0.06% | −8,600−27.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 23,311 | $1.34M | 0.62% | −4,993−17.6% | Reduced |
| Bay Rivers Group | 23,330 | $1.34M | 0.84% | +4,801+25.9% | Added |
| CIBC Private Wealth Group, LLC | 23,629 | $1.36M | 0.00% | +6,630+39.0% | Added |
| Griffin Asset Management, Inc. | 23,670 | $1.36M | 0.17% | +3,352+16.5% | Added |
| O'Shaughnessy Asset Management, LLC | 24,208 | $1.39M | 0.02% | +9,084+60.1% | Added |
| Raymond James Trust N.A. | 24,233 | $1.39M | 0.04% | +89+0.4% | Added |
| Kingswood Wealth Advisors, LLC | 24,261 | $1.39M | 0.16% | +16,352+206.8% | Added |
| Belpointe Asset Management LLC | 24,359 | $1.40M | 0.12% | +3,295+15.6% | Added |
| Adams Asset Advisors, LLC | 24,407 | $1.40M | 0.19% | +1,263+5.5% | Added |
| Heirloom Wealth Management | 24,741 | $1.42M | 0.55% | −89−0.4% | Reduced |
| Altshuler Shaham Ltd | 25,090 | $1.44M | 0.08% | +24,597+4,989.2% | Added |
| SG Americas Securities, LLC | 25,229 | $1.45M | 0.02% | −36−0.1% | Reduced |
| Gateway Investment Advisers LLC | 25,256 | $1.45M | 0.02% | +3,643+16.9% | Added |
| Equitable Holdings, Inc. | 25,525 | $1.47M | 0.02% | −930−3.5% | Reduced |
| Ossiam | 25,555 | $1.47M | 0.02% | +2,493+10.8% | Added |
| Great Lakes Advisors, LLC | 25,569 | $1.47M | 0.01% | −1,490−5.5% | Reduced |
| TD Private Client Wealth LLC | 25,592 | $1.47M | 0.05% | −8,768−25.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 25,790 | $1.48M | 0.10% | +262+1.0% | Added |
| RFG Advisory, LLC | 26,001 | $1.49M | 0.06% | +2,251+9.5% | Added |
| Everence Capital Management Inc | 26,060 | $1.50M | 0.11% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 26,693 | $1.53M | 0.03% | +174+0.7% | Added |
| Investment Advisory Group, LLC | 26,709 | $1.53M | 0.70% | −62−0.2% | Reduced |
| Advisory Services Network, LLC | 26,827 | $1.54M | 0.04% | −1,254−4.5% | Reduced |
| Level Four Advisory Services, LLC | 26,917 | $1.55M | 0.09% | +2,559+10.5% | Added |
| Tarbox Family Office, Inc. | 27,087 | $1.56M | 0.30% | −163,052−85.8% | Reduced |
| Commerce Bank | 27,137 | $1.56M | 0.01% | −480−1.7% | Reduced |
| Bard Financial Services, Inc. | 27,300 | $1.57M | 0.18% | −875−3.1% | Reduced |
| Kesler, Norman & Wride, LLC | 27,358 | $1.57M | 0.36% | +388+1.4% | Added |
| Tredje AP-fonden | 27,503 | $1.58M | 0.02% | 00.0% | Unchanged |
| Ascent Group, LLC | 29,998 | $1.58M | 0.15% | +873+3.0% | Added |
| Beacon Pointe Advisors, LLC | 27,720 | $1.59M | 0.02% | −3,432−11.0% | Reduced |
| Capital Investment Advisory Services, LLC | 27,902 | $1.60M | 0.15% | +7,815+38.9% | Added |
| Ensign Peak Advisors, Inc | 27,913 | $1.60M | 0.00% | −10,120−26.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 28,098 | $1.61M | 0.02% | −1,718−5.8% | Reduced |
| Schnieders Capital Management LLC | 28,274 | $1.62M | 0.36% | +6,800+31.7% | Added |
| Prospera Financial Services Inc | 28,556 | $1.64M | 0.05% | −1,844−6.1% | Reduced |
| Apollon Wealth Management, LLC | 28,825 | $1.66M | 0.06% | +12,258+74.0% | Added |
| APG Asset Management N.V. | 31,968 | $1.66M | 0.00% | +252+0.8% | Added |
| Lincoln National Corp | 29,329 | $1.68M | 0.03% | −290−1.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 29,508 | $1.69M | 0.17% | −281−0.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 29,527 | $1.70M | 1.48% | −11,527−28.1% | Reduced |
| Prudential PLC | 29,589 | $1.70M | 0.02% | +8,077+37.5% | Added |
| Alliance Wealth Advisors, LLC | 29,877 | $1.72M | 0.58% | +236+0.8% | Added |
| Westpac Banking Corp | 30,580 | $1.76M | 0.14% | +22,123+261.6% | Added |
| ICW Investment Advisors LLC | 30,785 | $1.77M | 0.86% | +598+2.0% | Added |
| Texas Yale Capital Corp. | 30,799 | $1.77M | 0.08% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 30,912 | $1.77M | 1.34% | −1,163−3.6% | Reduced |
| Spirit of America Management Corp | 30,985 | $1.78M | 0.39% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 31,337 | $1.80M | 0.04% | +5,000+19.0% | Added |
| Coppell Advisory Solutions LLC | 31,377 | $1.80M | 0.36% | −1,755−5.3% | Reduced |
| Financial Sense Advisors, Inc. | 31,748 | $1.82M | 0.69% | +31,748 | New |
| Symphony Financial, Ltd. Co. | 31,600 | $1.84M | 0.40% | +535+1.7% | Added |
| Candriam Luxembourg S.C.A. | 32,257 | $1.85M | 0.01% | −338−1.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 32,854 | $1.89M | 0.17% | +3,664+12.6% | Added |
| Asset Planning Corporation | 33,168 | $1.90M | 1.47% | +21,504+184.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 33,634 | $1.93M | 1.89% | −1,990−5.6% | Reduced |
| NewEdge Wealth, LLC | 33,685 | $1.93M | 0.05% | −2,100−5.9% | Reduced |
| GWM Advisors LLC | 34,214 | $1.94M | 0.02% | +4,865+16.6% | Added |
| Parsons Capital Management Inc | 34,000 | $1.95M | 0.14% | 00.0% | Unchanged |
| Toroso Investments, LLC | 34,020 | $1.95M | 0.05% | −4,367−11.4% | Reduced |
| Integrated Wealth Concepts LLC | 34,071 | $1.96M | 0.03% | −6,250−15.5% | Reduced |
| Crossmark Global Holdings, Inc. | 34,084 | $1.96M | 0.04% | +302+0.9% | Added |
| Jump Financial, LLC | 34,217 | $1.96M | 0.06% | −13,841−28.8% | Reduced |
| FDx Advisors, Inc. | 34,319 | $1.97M | 0.15% | +6,698+24.2% | Added |
| Colony Group, LLC | 34,748 | $2.00M | 0.03% | +34,748 | New |
| New Mexico Educational Retirement Board | 35,000 | $2.01M | 0.08% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 35,391 | $2.03M | 1.50% | +28,946+449.1% | Added |
| Terry L. Blaker | 35,680 | $2.05M | 0.17% | +808+2.3% | Added |
| Lido Advisors, LLC | 36,055 | $2.08M | 0.02% | −2,441−6.3% | Reduced |
| 1832 Asset Management L.P. | 36,299 | $2.08M | 0.00% | +207+0.6% | Added |
| Gamco Investors, Inc. Et Al | 36,700 | $2.11M | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 36,749 | $2.11M | 0.08% | +36,749 | New |
| Hutner Capital Management Inc | 36,924 | $2.12M | 1.25% | +3,379+10.1% | Added |
| Pathstone Holdings, LLC | 36,809 | $2.12M | 0.01% | +36,809 | New |
| Truvestments Capital LLC | 37,014 | $2.13M | 0.96% | +4,439+13.6% | Added |
| Concurrent Investment Advisors, LLC | 38,562 | $2.21M | 0.10% | +38,562 | New |
| Portfolio Design Labs, LLC | 38,798 | $2.23M | 0.84% | +38,798 | New |
| Wolverine Trading, LLC | 39,281 | $2.26M | 0.02% | +24,358+163.2% | Added |
| Colonial Trust Advisors | 39,445 | $2.26M | 0.24% | −726−1.8% | Reduced |
| Icon Wealth Advisors, LLC | 39,738 | $2.28M | 0.24% | +39,738 | New |
| Allspring Global Investments Holdings, LLC | 39,812 | $2.29M | 0.00% | −72,254−64.5% | Reduced |
| Richard Bernstein Advisors LLC | 39,973 | $2.30M | 0.05% | +28+0.1% | Added |
| Naviter Wealth, LLC | 40,428 | $2.33M | 0.47% | +6,919+20.6% | Added |
| Vestcor Inc | 40,679 | $2.34M | 0.08% | −16,789−29.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 40,905 | $2.35M | 0.11% | −171,207−80.7% | Reduced |
| Kinloch Capital, LLC | 41,562 | $2.39M | 1.52% | −10,357−19.9% | Reduced |
| FourThought Financial Partners, LLC | 41,751 | $2.40M | 0.30% | −1,236−2.9% | Reduced |
| Wolverine Asset Management LLC | 41,778 | $2.40M | 0.04% | −28,258−40.3% | Reduced |
| Perpetual Ltd | 41,868 | $2.40M | 0.02% | −5,990−12.5% | Reduced |