Skip to main content

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.

Institutional holdersQ4 2023: 1,156 institutions
Q1 2021: 878 institutionsQ2 2021: 934 institutionsQ3 2021: 956 institutionsQ4 2021: 1,108 institutionsQ1 2022: 1,102 institutionsQ2 2022: 1,091 institutionsQ3 2022: 1,076 institutionsQ4 2022: 1,118 institutionsQ1 2023: 1,116 institutionsQ2 2023: 1,100 institutionsQ3 2023: 1,063 institutionsQ4 2023: 1,156 institutionsQ1 2024: 1,190 institutionsQ2 2024: 1,182 institutionsQ3 2024: 1,245 institutionsQ4 2024: 1,267 institutionsQ1 2025: 1,279 institutionsQ2 2025: 1,288 institutionsQ3 2025: 1,341 institutionsQ4 2025: 1,371 institutionsQ1 2026: 1,448 institutionsQ2 2026: 1,465 institutions
Value heldQ4 2023: $34.9B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $19.6BQ4 2021: $32.7BQ1 2022: $32.2BQ2 2022: $33.8BQ3 2022: $29.9BQ4 2022: $34.1BQ1 2023: $34.8BQ2 2023: $33.9BQ3 2023: $28.6BQ4 2023: $34.9BQ1 2024: $36.9BQ2 2024: $35.5BQ3 2024: $44.2BQ4 2024: $36.6BQ1 2025: $40.6BQ2 2025: $41.0BQ3 2025: $43.1BQ4 2025: $41.1BQ1 2026: $43.5BQ2 2026: $46.2B
Institutions holding O and their total value by quarter
QuarterHoldersValue
Q2 20261,465$46.2B
Q1 20261,448$43.5B
Q4 20251,371$41.1B
Q3 20251,341$43.1B
Q2 20251,288$41.0B
Q1 20251,279$40.6B
Q4 20241,267$36.6B
Q3 20241,245$44.2B
Q2 20241,182$35.5B
Q1 20241,190$36.9B
Q4 20231,156$34.9B
Q3 20231,063$28.6B
Q2 20231,100$33.9B
Q1 20231,116$34.8B
Q4 20221,118$34.1B
Q3 20221,076$29.9B
Q2 20221,091$33.8B
Q1 20221,102$32.2B
Q4 20211,108$32.7B
Q3 2021956$19.6B
Q2 2021934$18.6B
Q1 2021878$16.9B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q3 2023.

Institutions holding O in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Analysts, LLC985$56.0K0.00%−67−6.4%Reduced
Archer Investment Corp972$55.8K0.02%+697+253.5%Added
Godsey & Gibb Associates920$52.8K0.01%−747−44.8%Reduced
Wiser Advisor Group LLC904$51.9K0.09%+904New
JFS Wealth Advisors, LLC872$50.1K0.00%−241−21.7%Reduced
SYSTM Wealth Solutions LLC845$48.7K0.01%+845New
Oliver Lagore Vanvalin Investment Group837$48.1K0.02%−596−41.6%Reduced
Arlington Trust Co LLC800$45.9K0.01%+800New
Silvant Capital Management LLC796$45.9K0.00%00.0%Unchanged
Activest Wealth Management782$44.9K0.02%00.0%Unchanged
Leonteq Securities AG753$43.2K0.01%−1,253−62.5%Reduced
Glassman Wealth Services753$43.2K0.01%+283+60.2%Added
Bogart Wealth, LLC715$41.0K0.00%−19−2.6%Reduced
Orion Capital Management LLC700$40.2K0.02%00.0%Unchanged
Compass Wealth Management LLC700$40.2K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC691$39.7K0.00%+424+158.8%Added
Scarborough Advisors, LLC687$39.4K0.01%+687New
Manchester Capital Management LLC681$39.1K0.01%+158+30.2%Added
Hoertkorn Richard Charles666$38.2K0.02%00.0%Unchanged
Rockbridge Investment Management, LCC650$37.3K0.01%+650New
Loring Wolcott & Coolidge Fiduciary Advisors LLP666$36.2K0.00%00.0%Unchanged
Main Street Group, LTD600$34.5K0.01%+600New
Beacon Capital Management, LLC687$34.3K0.01%−212−23.6%Reduced
Key Financial Inc586$33.6K0.01%−81−12.1%Reduced
FinTrust Capital Advisors, LLC582$33.4K0.01%+11+1.9%Added
Center for Financial Planning, Inc.580$33.3K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators574$33.0K0.02%+23+4.2%Added
LGT Financial Advisors LLC573$32.9K0.04%+4+0.7%Added
Able Wealth Management LLC564$32.4K0.03%+564New
Smithfield Trust Co575$32.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.555$31.9K0.01%+4+0.7%Added
Private Wealth Management Group, LLC555$31.9K0.02%+555New
Alaska Permanent Fund Corp538$30.9K0.00%−8−1.5%Reduced
Clearstead Advisors, LLC536$30.8K0.00%+186+53.1%Added
Concord Wealth Partners528$30.3K0.01%−254−32.5%Reduced
Valley National Advisers Inc520$29.0K0.00%+80+18.2%Added
Investment Research & Advisory Group, Inc.500$28.7K0.01%−800−61.5%Reduced
CVA Family Office, LLC499$28.7K0.01%+499New
Baystate Wealth Management LLC493$28.3K0.00%+190+62.7%Added
DAGCO, Inc.491$28.2K0.03%+491New
Dynamic Wealth Strategies, LLC491$28.2K0.03%+491New
Piscataqua Savings Bank490$28.1K0.03%00.0%Unchanged
HBC Financial Services, PLLC500$28.0K0.02%00.0%Unchanged
St Germain D J Co Inc472$27.1K0.00%+287+155.1%Added
MB, Levis & Associates, LLC472$27.1K0.02%+4+0.9%Added
Community Bank, N.A.464$26.6K0.00%+130+38.9%Added
Robinswood Financial LLC446$25.6K0.01%+7+1.6%Added
Resurgent Financial Advisors LLC443$25.4K0.02%−1−0.2%Reduced
Vima LLC437$25.1K0.06%+437New
TD Waterhouse Canada Inc.426$24.9K0.00%+13+3.1%Added
Carmichael Hill & Associates, Inc.428$24.6K0.01%+36+9.2%Added
American National Bank427$24.5K0.00%+427New
Provence Wealth Management Group418$24.0K0.01%00.0%Unchanged
Tortoise Investment Management, LLC408$23.4K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.400$23.0K0.02%00.0%Unchanged
MV Capital Management, Inc.391$22.5K0.00%−10−2.5%Reduced
ICA Group Wealth Management, LLC386$22.2K0.00%+386New
Central Bank & Trust Co380$21.8K0.00%+380New
Bruce G. Allen Investments, LLC373$21.4K0.02%+373New
Monetary Management Group Inc360$20.7K0.01%00.0%Unchanged
Quarry LP357$20.5K0.01%+357New
Northwest Financial Advisors353$20.3K0.02%+353New
Albion Financial Group352$20.2K0.00%+5+1.4%Added
Hartford Financial Management Inc.350$20.1K0.00%00.0%Unchanged
Transcendent Capital Group LLC341$19.6K0.01%+341New
Mark Sheptoff Financial Planning, LLC330$18.9K0.01%00.0%Unchanged
Luken Investment Analytics, LLC327$18.8K0.01%00.0%Unchanged
Bell Investment Advisors, Inc312$17.9K0.00%−198−38.8%Reduced
Washington Trust Co300$17.2K0.00%00.0%Unchanged
Smartleaf Asset Management LLC285$16.7K0.00%+285New
Pacific Capital Wealth Advisors, Inc288$16.5K0.00%+288New
Barrett & Company, Inc.284$16.3K0.01%00.0%Unchanged
Tennessee Valley Asset Management Partners280$16.1K0.00%+280New
GW&K Investment Management, LLC281$16.0K0.00%+72+34.4%Added
Providence Capital Advisors, LLC272$15.6K0.00%+237+677.1%Added
Impact Partnership Wealth, LLC270$15.5K0.01%−2,317−89.6%Reduced
FSC Wealth Advisors, LLC267$15.3K0.01%+100+59.9%Added
Aspect Partners, LLC252$14.5K0.01%+252New
Evermay Wealth Management LLC244$14.1K0.00%+6+2.5%Added
Clear Investment Research, LLC242$13.9K0.02%+242New
CGC Financial Services, LLC236$13.6K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.228$13.1K0.00%+49+27.4%Added
Capital Advisors, Ltd. LLC221$13.0K0.00%−75−25.3%Reduced
Creative Capital Management Investments LLC225$12.9K0.01%00.0%Unchanged
Salomon & Ludwin, LLC254$12.7K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton215$12.3K0.00%−142−39.8%Reduced
Planned Solutions, Inc.200$11.5K0.01%+200New
Strategic Investment Solutions, Inc.200$11.5K0.00%+200New
Mowery & Schoenfeld Wealth Management, LLC200$11.5K0.02%+200New
AlphaMark Advisors, LLC200$11.0K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.188$10.8K0.01%00.0%Unchanged
Hoese & Co LLP200$10.8K0.01%00.0%Unchanged
Bare Financial Services, Inc173$9.93K0.02%+173New
Sittner & Nelson, LLC163$9.36K0.01%00.0%Unchanged
Insight Financial Services159$9.13K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt150$8.65K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.143$7.90K0.00%+143New
Aspire Private Capital, LLC137$7.87K0.00%+1+0.7%Added
Moisand Fitzgerald Tamayo, LLC136$7.81K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC135$7.75K0.01%+135New