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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 41,980 | $2.41M | 0.01% | −233,172−84.7% | Reduced |
| Azimuth Capital Investment Management LLC | 41,980 | $2.41M | 0.11% | −40,255−49.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,003 | $2.41M | 0.03% | −628−1.5% | Reduced |
| Lockheed Martin Investment Management Co | 40,155 | $2.44M | 0.18% | −11,000−21.5% | Reduced |
| Assetmark, Inc | 43,231 | $2.48M | 0.01% | +4,368+11.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 43,236 | $2.48M | 0.01% | +1,105+2.6% | Added |
| Louisiana State Employees Retirement System | 43,800 | $2.51M | 0.05% | −100−0.2% | Reduced |
| Ranger Global Real Estate Advisors, LLC | 44,451 | $2.55M | 0.52% | −409,374−90.2% | Reduced |
| QRG Capital Management, Inc. | 45,766 | $2.63M | 0.04% | +21,771+90.7% | Added |
| Securian Asset Management, Inc | 45,847 | $2.63M | 0.07% | −5,016−9.9% | Reduced |
| First National Bank of Omaha | 45,859 | $2.63M | 0.17% | −11,762−20.4% | Reduced |
| Avantax Advisory Services, Inc. | 45,945 | $2.64M | 0.03% | −7,011−13.2% | Reduced |
| Nicola Wealth Management Ltd. | 34,900 | $2.65M | 0.28% | +34,900 | New |
| Cerity Partners LLC | 400,542 | $2.66M | 0.01% | +367,955+1,129.1% | Added |
| BFSG, LLC | 46,821 | $2.69M | 0.39% | +34,227+271.8% | Added |
| Silver Lake Advisory, LLC | 46,856 | $2.69M | 1.51% | −3,125−6.3% | Reduced |
| Swedbank AB | 47,329 | $2.72M | 0.00% | +136+0.3% | Added |
| Liberty One Investment Management, LLC | 48,138 | $2.76M | 0.34% | +3,930+8.9% | Added |
| Quantbot Technologies LP | 48,254 | $2.77M | 0.16% | −169,212−77.8% | Reduced |
| Capital Square, LLC | 48,337 | $2.78M | 3.14% | +2,645+5.8% | Added |
| Zions Bancorporation, N.A. | 48,716 | $2.80M | 0.19% | +411+0.9% | Added |
| Hartford Investment Management Co | 48,756 | $2.80M | 0.10% | +507+1.1% | Added |
| Semmax Financial Advisors Inc. | 54,352 | $2.81M | 1.02% | +53,752+8,958.7% | Added |
| DoubleLine ETF Adviser LP | 49,791 | $2.86M | 0.83% | +49,791 | New |
| Stock Yards Bank & Trust Co | 50,069 | $2.87M | 0.10% | −6,534−11.5% | Reduced |
| Hudson Bay Capital Management LP | 50,500 | $2.90M | 0.03% | +50,500 | New |
| Fifth Third Bancorp | 51,504 | $2.96M | 0.01% | +4,929+10.6% | Added |
| Metropolitan Life Insurance Co | 51,629 | $2.96M | 0.14% | +538+1.1% | Added |
| Burns Matteson Capital Management, LLC | 56,508 | $2.98M | 2.09% | −4,349−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 51,862 | $2.98M | 0.11% | +19,977+62.7% | Added |
| Kestra Advisory Services, LLC | 51,660 | $2.98M | 0.02% | +51,660 | New |
| Agf Management Ltd | 52,593 | $3.02M | 0.02% | −1,577−2.9% | Reduced |
| Fort Pitt Capital Group, LLC | 52,665 | $3.02M | 0.10% | +6,980+15.3% | Added |
| JustInvest LLC | 52,761 | $3.03M | 0.08% | +13,928+35.9% | Added |
| Varma Mutual Pension Insurance Co | 52,800 | $3.03M | 0.03% | +52,800 | New |
| Community Trust & Investment Co | 53,753 | $3.09M | 0.24% | +8,266+18.2% | Added |
| Ilmarinen Mutual Pension Insurance Co | 54,000 | $3.10M | 0.04% | −11,000−16.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 55,972 | $3.21M | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 56,374 | $3.24M | 0.07% | +4,505+8.7% | Added |
| Oregon Public Employees Retirement Fund | 56,552 | $3.25M | 0.06% | +1,734+3.2% | Added |
| Kentucky Retirement Systems | 57,922 | $3.33M | 0.10% | +745+1.3% | Added |
| Atria Investments LLC | 58,063 | $3.33M | 0.05% | −10,017−14.7% | Reduced |
| Intrua Financial, LLC | 58,064 | $3.33M | 0.52% | +4,474+8.3% | Added |
| Gladstone Institutional Advisory LLC | 59,526 | $3.42M | 0.19% | +585+1.0% | Added |
| Kingsview Wealth Management, LLC | 59,583 | $3.42M | 0.10% | +3,239+5.7% | Added |
| Norinchukin Bank, The | 59,965 | $3.44M | 0.08% | −2,304−3.7% | Reduced |
| Gulf International Bank (UK) Ltd | 61,629 | $3.54M | 0.10% | −3,626−5.6% | Reduced |
| Private Advisor Group, LLC | 61,633 | $3.54M | 0.03% | −5,662−8.4% | Reduced |
| Signature Wealth Management Group | 61,657 | $3.54M | 1.64% | +61,657 | New |
| Country Club Bank | 60,445 | $3.54M | 0.27% | +60,445 | New |
| Elo Mutual Pension Insurance Co | 61,882 | $3.55M | 0.10% | +5,536+9.8% | Added |
| We Are One Seven, LLC | 61,878 | $3.55M | 0.21% | +26,712+76.0% | Added |
| Marco Investment Management LLC | 62,138 | $3.57M | 0.37% | +919+1.5% | Added |
| Butensky & Cohen Financial Security, Inc | 62,445 | $3.59M | 1.19% | −10,530−14.4% | Reduced |
| Gold Investment Management Ltd. | 62,465 | $3.59M | 1.53% | +62,465 | New |
| Pensionfund Sabic | 62,954 | $3.62M | 1.14% | +3,800+6.4% | Added |
| Keybank National Association | 63,188 | $3.63M | 0.02% | −9,459−13.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 64,378 | $3.70M | 0.14% | +64,378 | New |
| Umb Bank N A | 66,162 | $3.80M | 0.06% | −247,731−78.9% | Reduced |
| Highland Capital Management, LLC | 66,305 | $3.81M | 0.24% | +550+0.8% | Added |
| Peapack Gladstone Financial Corp | 66,389 | $3.81M | 0.06% | +204+0.3% | Added |
| Ostrum Asset Management | 67,432 | $3.87M | 0.34% | +1,191+1.8% | Added |
| Dakota Wealth Management | 67,403 | $3.89M | 0.15% | −2,515−3.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 68,529 | $3.93M | 1.88% | +2,005+3.0% | Added |
| Rench Wealth Management, Inc. | 69,134 | $3.97M | 1.67% | −3,259−4.5% | Reduced |
| Tectonic Advisors LLC | 69,834 | $4.01M | 0.34% | +7,849+12.7% | Added |
| CWM, LLC | 70,050 | $4.02M | 0.02% | +5,027+7.7% | Added |
| Concentric Wealth Management, LLC | 70,464 | $4.05M | 1.17% | +6,607+10.3% | Added |
| HBW Advisory Services LLC | 73,552 | $4.22M | 0.79% | +3,161+4.5% | Added |
| UBS Oconnor LLC | 73,710 | $4.23M | 0.13% | −111,693−60.2% | Reduced |
| AE Wealth Management LLC | 78,764 | $4.33M | 0.02% | −4,214−5.1% | Reduced |
| Hallmark Capital Management Inc | 76,452 | $4.39M | 0.34% | +5,055+7.1% | Added |
| Mackenzie Financial Corp | 76,637 | $4.40M | 0.01% | −472−0.6% | Reduced |
| Ethic Inc. | 78,893 | $4.53M | 0.13% | +7,032+9.8% | Added |
| Coldstream Capital Management Inc | 79,349 | $4.56M | 0.13% | +67,575+573.9% | Added |
| Pathway Financial Advisers, LLC | 79,607 | $4.57M | 1.74% | +1,905+2.5% | Added |
| Oppenheimer & Co Inc | 80,783 | $4.64M | 0.09% | +1,374+1.7% | Added |
| Snowden Capital Advisors LLC | 81,267 | $4.67M | 0.18% | −17,493−17.7% | Reduced |
| British Columbia Investment Management Corp | 81,589 | $4.68M | 0.04% | +20,377+33.3% | Added |
| South Dakota Investment Council | 82,139 | $4.72M | 0.10% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 82,429 | $4.73M | 0.53% | +8,784+11.9% | Added |
| Baugh & Associates, LLC | 82,564 | $4.74M | 2.72% | −1,295−1.5% | Reduced |
| TownSquare Capital, LLC | 82,854 | $4.76M | 0.08% | −2,557−3.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 83,525 | $4.80M | 0.16% | −17,286−17.1% | Reduced |
| MML Investors Services, LLC | 83,764 | $4.81M | 0.02% | +3,466+4.3% | Added |
| First Foundation Advisors | 84,462 | $4.85M | 0.22% | −9,842−10.4% | Reduced |
| Mutual Advisors, LLC | 84,919 | $4.88M | 0.17% | +14,385+20.4% | Added |
| Worldquant Millennium Advisors LLC | 85,345 | $4.90M | 0.07% | −178,169−67.6% | Reduced |
| Captrust Financial Advisors | 86,734 | $4.98M | 0.02% | +6,492+8.1% | Added |
| Public Sector Pension Investment Board | 87,063 | $5.00M | 0.04% | −53,893−38.2% | Reduced |
| Dupree Financial Group, LLC | 87,701 | $5.04M | 2.46% | +87,701 | New |
| The PNC Financial Services Group, Inc. | 89,018 | $5.11M | 0.00% | +17,806+25.0% | Added |
| Davenport & Co LLC | 89,152 | $5.12M | 0.04% | +3,570+4.2% | Added |
| Pensionfund DSM Netherlands | 89,335 | $5.13M | 3.09% | +6,000+7.2% | Added |
| Schroder Investment Management Group | 89,405 | $5.13M | 0.01% | +2,746+3.2% | Added |
| Farmers & Merchants Investments Inc | 89,769 | $5.15M | 0.19% | −655−0.7% | Reduced |
| Exchange Traded Concepts, LLC | 89,864 | $5.16M | 0.14% | −25,098−21.8% | Reduced |
| Metis Global Partners, LLC | 90,162 | $5.18M | 0.21% | +6,199+7.4% | Added |
| Venture Visionary Partners LLC | 90,355 | $5.19M | 0.27% | +8,545+10.4% | Added |
| Mizuho Markets Americas LLC | 91,187 | $5.24M | 0.16% | +39,271+75.6% | Added |