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 |
|---|---|---|---|---|---|
| Hoylecohen, LLC | 3,686 | $211.7K | 0.02% | +3,686 | New |
| Busey Wealth Management | 3,678 | $211.2K | 0.01% | +3,678 | New |
| Philip James Wealth Mangement, LLC | 3,674 | $211.0K | 0.16% | +3,674 | New |
| ProVise Management Group, LLC | 3,662 | $210.3K | 0.02% | +3,662 | New |
| Los Angeles Capital Management LLC | 3,661 | $210.2K | 0.00% | +3,661 | New |
| Hutchens & Kramer Investment Management Group, LLC | 3,660 | $210.2K | 0.15% | −534−12.7% | Reduced |
| Jacobsen Capital Management | 3,596 | $206.5K | 0.10% | +3,596 | New |
| Jentner Corp | 3,593 | $206.3K | 0.08% | +3,593 | New |
| Lake Street Advisors Group, LLC | 3,569 | $205.8K | 0.01% | +3,569 | New |
| Scott Capital Advisors, LLC | 3,581 | $205.6K | 0.07% | +3,581 | New |
| Westside Investment Management, Inc. | 3,579 | $205.5K | 0.05% | −81−2.2% | Reduced |
| LexAurum Advisors, LLC | 3,531 | $202.7K | 0.05% | +3,531 | New |
| WBH Advisory Inc | 3,530 | $202.7K | 0.02% | +3,530 | New |
| Townsend Asset Management Corp | 3,507 | $201.4K | 0.09% | −550−13.6% | Reduced |
| Shelton Capital Management | 3,502 | $201.1K | 0.01% | +3,502 | New |
| Signal Advisors Wealth, LLC | 3,485 | $201.0K | 0.07% | +3,485 | New |
| Camden Capital, LLC | 3,500 | $201.0K | 0.02% | +3,500 | New |
| Northstar Advisory Group, LLC | 3,500 | $201.0K | 0.12% | +3,500 | New |
| Armstrong Advisory Group, Inc | 3,494 | $200.6K | 0.02% | +6+0.2% | Added |
| Moody National Bank Trust Division | 3,490 | $200.4K | 0.02% | −5,699−62.0% | Reduced |
| Cape Investment Advisory, Inc. | 3,465 | $198.9K | 0.10% | +1,662+92.2% | Added |
| Salem Investment Counselors Inc | 3,393 | $195.7K | 0.01% | +1,102+48.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,320 | $190.6K | 0.00% | +15+0.5% | Added |
| SRS Capital Advisors, Inc. | 3,184 | $182.8K | 0.02% | −1,400−30.5% | Reduced |
| GAMMA Investing LLC | 3,355 | $182.5K | 0.05% | +3,355 | New |
| JJJ Advisors Inc. | 3,125 | $179.7K | 0.04% | +1,008+47.6% | Added |
| Rocky Mountain Advisers, LLC | 3,100 | $178.0K | 0.06% | +600+24.0% | Added |
| Dividend Assets Capital, LLC | 3,000 | $172.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 2,987 | $171.5K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,916 | $167.4K | 0.08% | 00.0% | Unchanged |
| Elequin Capital LP | 2,881 | $165.4K | 0.05% | −43,553−93.8% | Reduced |
| Neo Ivy Capital Management | 2,773 | $159.0K | 0.36% | +2,773 | New |
| Benjamin Edwards Inc | 2,748 | $158.0K | 0.03% | −32−1.2% | Reduced |
| Cetera Trust Company, N.A | 2,700 | $155.0K | 0.10% | +2,700 | New |
| DB Wealth Management Group, LLC | 2,652 | $152.3K | 0.09% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 2,500 | $143.6K | 0.05% | −1,000−28.6% | Reduced |
| Larson Financial Group LLC | 2,437 | $139.9K | 0.01% | +73+3.1% | Added |
| Caldwell Trust Co | 2,314 | $132.9K | 0.02% | −199−7.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 2,290 | $131.5K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 2,280 | $130.9K | 0.10% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,256 | $129.5K | 0.01% | +48+2.2% | Added |
| C M Bidwell & Associates Ltd | 2,135 | $122.6K | 0.09% | +2,135 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,120 | $121.7K | 0.06% | +2,120 | New |
| Ninepoint Partners LP | 2,090 | $120.0K | 0.02% | 00.0% | Unchanged |
| Motco | 2,040 | $117.1K | 0.01% | −124−5.7% | Reduced |
| M&R Capital Management Inc | 2,013 | $115.6K | 0.03% | +634+46.0% | Added |
| Financial Perspectives, Inc | 2,011 | $115.5K | 0.05% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $114.8K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,978 | $114.0K | 0.00% | +19+1.0% | Added |
| Cherry Tree Wealth Management, LLC | 1,982 | $113.8K | 0.03% | −1−0.1% | Reduced |
| Bartlett & Co. LLC | 1,891 | $111.0K | 0.00% | +239+14.5% | Added |
| Tidemark, LLC | 1,932 | $110.9K | 0.07% | +1,932 | New |
| Bartlett & Co. Wealth Management LLC | 1,891 | $110.8K | 0.00% | +239+14.5% | Added |
| Covestor Ltd | 1,909 | $110.0K | 0.08% | +108+6.0% | Added |
| Fortis Group Advisors, LLC | 1,900 | $109.1K | 0.03% | +950+100.0% | Added |
| Tradition Wealth Management, LLC | 1,860 | $107.0K | 0.01% | −459−19.8% | Reduced |
| LM Advisors LLC | 1,839 | $105.6K | 0.02% | +1,839 | New |
| Creative Financial Designs Inc | 1,817 | $104.3K | 0.01% | −762−29.5% | Reduced |
| Rakuten Investment Management, Inc. | 1,779 | $104.2K | 0.00% | +1,779 | New |
| JNBA Financial Advisors | 1,780 | $102.2K | 0.01% | +468+35.7% | Added |
| Baldwin Brothers Inc | 1,760 | $101.1K | 0.01% | +480+37.5% | Added |
| Parkside Financial Bank & Trust | 1,749 | $100.4K | 0.02% | +899+105.8% | Added |
| City State Bank | 1,700 | $98.0K | 0.05% | −173−9.2% | Reduced |
| Central Trust Co | 1,674 | $96.1K | 0.00% | +1+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,657 | $95.1K | 0.02% | −50−2.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,646 | $94.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,643 | $94.3K | 0.02% | +1,167+245.2% | Added |
| Kelly Financial Services LLC | 1,639 | $94.1K | 0.04% | +6+0.4% | Added |
| Castleview Partners, LLC | 1,636 | $93.9K | 0.07% | +1,636 | New |
| Sentry Investment Management LLC | 1,611 | $93.0K | 0.04% | −2,504−60.9% | Reduced |
| Alta Advisers Ltd | 1,600 | $91.9K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,592 | $91.4K | 0.01% | −400−20.1% | Reduced |
| Versant Capital Management, Inc | 1,569 | $90.1K | 0.03% | −76−4.6% | Reduced |
| Lindbrook Capital, LLC | 1,558 | $89.5K | 0.01% | −400−20.4% | Reduced |
| Hexagon Capital Partners LLC | 1,526 | $87.6K | 0.02% | −374−19.7% | Reduced |
| Anchor Investment Management, LLC | 1,502 | $86.2K | 0.01% | +357+31.2% | Added |
| Front Row Advisors LLC | 1,460 | $84.2K | 0.04% | −300−17.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,461 | $84.0K | 0.04% | +1,110+316.2% | Added |
| McIlrath & Eck, LLC | 1,456 | $83.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,450 | $83.3K | 0.04% | +500+52.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 1,445 | $83.0K | 0.02% | +1,445 | New |
| Missouri Trust & Investment Co | 1,440 | $82.7K | 0.03% | +770+114.9% | Added |
| Hollencrest Capital Management | 1,416 | $81.3K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,373 | $78.8K | 0.01% | +355+34.9% | Added |
| Sawyer & Company, Inc | 1,300 | $75.0K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,266 | $72.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,230 | $70.6K | 0.00% | 00.0% | Unchanged |
| Trust Co | 1,197 | $68.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,190 | $68.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,150 | $66.0K | 0.06% | −1,877−62.0% | Reduced |
| Bank of New Hampshire | 1,100 | $63.2K | 0.02% | +208+23.3% | Added |
| CoreFirst Bank & Trust | 1,080 | $62.0K | 0.04% | −280−20.6% | Reduced |
| Toth Financial Advisory Corp | 1,071 | $61.5K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,071 | $61.5K | 0.02% | +1,071 | New |
| Headlands Technologies LLC | 1,063 | $61.0K | 0.02% | +860+423.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,043 | $61.0K | 0.00% | +208+24.9% | Added |
| Quent Capital, LLC | 1,040 | $59.7K | 0.01% | +365+54.1% | Added |
| Rothschild Investment LLC | 1,033 | $59.3K | 0.00% | +1,033 | New |
| Bellevue Asset Management, LLC | 1,027 | $59.0K | 0.05% | −144−12.3% | Reduced |
| EntryPoint Capital, LLC | 1,000 | $57.4K | 0.06% | +1,000 | New |