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 |
|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 137,341 | $7.89M | 0.81% | −5,359−3.8% | Reduced |
| CCM Investment Advisers LLC | 137,328 | $7.89M | 0.97% | −36,162−20.8% | Reduced |
| Swiss Life Asset Management Ltd | 136,188 | $7.83M | 0.09% | +29,318+27.4% | Added |
| Evergreen Capital Management LLC | 135,440 | $7.81M | 0.32% | −2,092−1.5% | Reduced |
| Verition Fund Management LLC | 135,826 | $7.80M | 0.08% | −73,662−35.2% | Reduced |
| Allworth Financial LP | 130,737 | $7.51M | 0.06% | −6,381−4.7% | Reduced |
| Old Mission Capital LLC | 129,243 | $7.42M | 0.21% | +70,819+121.2% | Added |
| Wellington Management Group LLP | 129,177 | $7.42M | 0.00% | −4,374−3.3% | Reduced |
| DnB Asset Management AS | 128,768 | $7.39M | 0.04% | +3,918+3.1% | Added |
| Teacher Retirement System of Texas | 128,667 | $7.39M | 0.05% | −131,680−50.6% | Reduced |
| Nomura Holdings Inc | 128,470 | $7.38M | 0.07% | +128,470 | New |
| IFM Investors Pty Ltd | 128,331 | $7.37M | 0.09% | +2,527+2.0% | Added |
| Czech National Bank | 126,790 | $7.28M | 0.10% | +2,909+2.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 125,788 | $7.22M | 0.04% | +4,332+3.6% | Added |
| Utah Retirement Systems | 125,657 | $7.22M | 0.09% | +9,600+8.3% | Added |
| Calamos Advisors LLC | 124,066 | $7.12M | 0.04% | −1,621−1.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 123,953 | $7.12M | 0.09% | −5,800−4.5% | Reduced |
| US Bancorp | 120,080 | $6.89M | 0.01% | +5,571+4.9% | Added |
| Bradley Foster & Sargent Inc | 119,584 | $6.87M | 0.13% | +8,564+7.7% | Added |
| Dearborn Partners LLC | 119,549 | $6.86M | 0.25% | +1,953+1.7% | Added |
| Robeco Institutional Asset Management B.V. | 116,685 | $6.70M | 0.02% | +728+0.6% | Added |
| Cinctive Capital Management LP | 116,299 | $6.68M | 0.47% | +116,299 | New |
| Mattern Capital Management, LLC | 115,174 | $6.61M | 0.96% | +11,971+11.6% | Added |
| Caisse de Depot Et Placement du Quebec | 115,000 | $6.60M | 0.02% | +115,000 | New |
| Manning & Napier Group, LLC | 113,409 | $6.51M | 0.08% | −30,966−21.4% | Reduced |
| Mercer Global Advisors Inc | 112,750 | $6.47M | 0.02% | +53,655+90.8% | Added |
| Insight Folios Inc | 111,716 | $6.41M | 2.78% | +7,501+7.2% | Added |
| WealthPlan Investment Management, LLC | 111,007 | $6.37M | 1.02% | −65,221−37.0% | Reduced |
| Pacer Advisors, Inc. | 110,999 | $6.37M | 0.02% | +36,519+49.0% | Added |
| Qube Research & Technologies Ltd | 108,992 | $6.26M | 0.01% | −1,198,001−91.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 108,299 | $6.22M | 0.10% | 00.0% | Unchanged |
| Trust Co of Virginia | 106,762 | $6.13M | 0.62% | −2,525−2.3% | Reduced |
| Ziegler Capital Management, LLC | 106,476 | $6.11M | 0.28% | −4,135−3.7% | Reduced |
| Pictet & Cie (Europe) SA | 105,373 | $6.05M | 0.18% | +8,005+8.2% | Added |
| Windle Wealth, LLC | 104,842 | $6.02M | 4.22% | +6,909+7.1% | Added |
| New York Life Investment Management LLC | 104,071 | $5.98M | 0.06% | −36,165−25.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 103,353 | $5.93M | 0.02% | +7,247+7.5% | Added |
| Allstate Corp | 102,698 | $5.90M | 0.41% | −11,361−10.0% | Reduced |
| HGI Capital Management, LLC | 102,631 | $5.89M | 6.70% | +102,631 | New |
| M&T Bank Corp | 102,398 | $5.88M | 0.02% | +3,126+3.1% | Added |
| Mutual of America Capital Management LLC | 102,246 | $5.87M | 0.07% | −2,938−2.8% | Reduced |
| LVM Capital Management Ltd | 100,497 | $5.77M | 0.74% | −62,408−38.3% | Reduced |
| Public Employees Retirement Association of Colorado | 100,187 | $5.75M | 0.03% | +1,178+1.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 98,678 | $5.67M | 0.10% | +98,678 | New |
| Gotham Asset Management, LLC | 97,504 | $5.60M | 0.10% | +25,495+35.4% | Added |
| Rafferty Asset Management, LLC | 97,098 | $5.58M | 0.02% | +17,925+22.6% | Added |
| First Trust Advisors LP | 96,131 | $5.52M | 0.01% | −15,844−14.1% | Reduced |
| Bank of Nova Scotia | 96,069 | $5.52M | 0.01% | +23,485+32.4% | Added |
| Janus Henderson Group PLC | 95,677 | $5.50M | 0.00% | −37,853−28.3% | Reduced |
| Xponance, Inc. | 95,569 | $5.49M | 0.07% | +5,855+6.5% | Added |
| Stratos Wealth Partners, LTD. | 95,434 | $5.48M | 0.10% | +6,512+7.3% | Added |
| Telos Capital Management, Inc. | 95,391 | $5.48M | 0.67% | +144+0.2% | Added |
| Wealthfront Advisers LLC | 94,757 | $5.44M | 0.02% | −27,263−22.3% | Reduced |
| Kempen Capital Management N.V. | 92,900 | $5.33M | 0.07% | +89,400+2,554.3% | Added |
| Tower Research Capital LLC (TRC) | 92,038 | $5.28M | 0.07% | +60,315+190.1% | Added |
| Bayesian Capital Management, LP | 91,400 | $5.25M | 0.56% | +91,400 | New |
| Mizuho Markets Americas LLC | 91,187 | $5.24M | 0.16% | +39,271+75.6% | Added |
| Venture Visionary Partners LLC | 90,355 | $5.19M | 0.27% | +8,545+10.4% | Added |
| Metis Global Partners, LLC | 90,162 | $5.18M | 0.21% | +6,199+7.4% | Added |
| Exchange Traded Concepts, LLC | 89,864 | $5.16M | 0.14% | −25,098−21.8% | Reduced |
| Farmers & Merchants Investments Inc | 89,769 | $5.15M | 0.19% | −655−0.7% | Reduced |
| Schroder Investment Management Group | 89,405 | $5.13M | 0.01% | +2,746+3.2% | Added |
| Pensionfund DSM Netherlands | 89,335 | $5.13M | 3.09% | +6,000+7.2% | Added |
| Davenport & Co LLC | 89,152 | $5.12M | 0.04% | +3,570+4.2% | Added |
| The PNC Financial Services Group, Inc. | 89,018 | $5.11M | 0.00% | +17,806+25.0% | Added |
| Dupree Financial Group, LLC | 87,701 | $5.04M | 2.46% | +87,701 | New |
| Public Sector Pension Investment Board | 87,063 | $5.00M | 0.04% | −53,893−38.2% | Reduced |
| Captrust Financial Advisors | 86,734 | $4.98M | 0.02% | +6,492+8.1% | Added |
| Worldquant Millennium Advisors LLC | 85,345 | $4.90M | 0.07% | −178,169−67.6% | Reduced |
| Mutual Advisors, LLC | 84,919 | $4.88M | 0.17% | +14,385+20.4% | Added |
| First Foundation Advisors | 84,462 | $4.85M | 0.22% | −9,842−10.4% | Reduced |
| MML Investors Services, LLC | 83,764 | $4.81M | 0.02% | +3,466+4.3% | Added |
| Carnegie Capital Asset Management, LLC | 83,525 | $4.80M | 0.16% | −17,286−17.1% | Reduced |
| TownSquare Capital, LLC | 82,854 | $4.76M | 0.08% | −2,557−3.0% | Reduced |
| Baugh & Associates, LLC | 82,564 | $4.74M | 2.72% | −1,295−1.5% | Reduced |
| United Asset Strategies, Inc. | 82,429 | $4.73M | 0.53% | +8,784+11.9% | Added |
| South Dakota Investment Council | 82,139 | $4.72M | 0.10% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 81,589 | $4.68M | 0.04% | +20,377+33.3% | Added |
| Snowden Capital Advisors LLC | 81,267 | $4.67M | 0.18% | −17,493−17.7% | Reduced |
| Oppenheimer & Co Inc | 80,783 | $4.64M | 0.09% | +1,374+1.7% | Added |
| Pathway Financial Advisers, LLC | 79,607 | $4.57M | 1.74% | +1,905+2.5% | Added |
| Coldstream Capital Management Inc | 79,349 | $4.56M | 0.13% | +67,575+573.9% | Added |
| Ethic Inc. | 78,893 | $4.53M | 0.13% | +7,032+9.8% | Added |
| Mackenzie Financial Corp | 76,637 | $4.40M | 0.01% | −472−0.6% | Reduced |
| Hallmark Capital Management Inc | 76,452 | $4.39M | 0.34% | +5,055+7.1% | Added |
| AE Wealth Management LLC | 78,764 | $4.33M | 0.02% | −4,214−5.1% | Reduced |
| UBS Oconnor LLC | 73,710 | $4.23M | 0.13% | −111,693−60.2% | Reduced |
| HBW Advisory Services LLC | 73,552 | $4.22M | 0.79% | +3,161+4.5% | Added |
| Concentric Wealth Management, LLC | 70,464 | $4.05M | 1.17% | +6,607+10.3% | Added |
| CWM, LLC | 70,050 | $4.02M | 0.02% | +5,027+7.7% | Added |
| Tectonic Advisors LLC | 69,834 | $4.01M | 0.34% | +7,849+12.7% | Added |
| Rench Wealth Management, Inc. | 69,134 | $3.97M | 1.67% | −3,259−4.5% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 68,529 | $3.93M | 1.88% | +2,005+3.0% | Added |
| Dakota Wealth Management | 67,403 | $3.89M | 0.15% | −2,515−3.6% | Reduced |
| Ostrum Asset Management | 67,432 | $3.87M | 0.34% | +1,191+1.8% | Added |
| Peapack Gladstone Financial Corp | 66,389 | $3.81M | 0.06% | +204+0.3% | Added |
| Highland Capital Management, LLC | 66,305 | $3.81M | 0.24% | +550+0.8% | Added |
| Umb Bank N A | 66,162 | $3.80M | 0.06% | −247,731−78.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 64,378 | $3.70M | 0.14% | +64,378 | New |
| Keybank National Association | 63,188 | $3.63M | 0.02% | −9,459−13.0% | Reduced |