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 |
|---|---|---|---|---|---|
| ICW Investment Advisors LLC | 30,785 | $1.77M | 0.86% | +598+2.0% | Added |
| Westpac Banking Corp | 30,580 | $1.76M | 0.14% | +22,123+261.6% | Added |
| Alliance Wealth Advisors, LLC | 29,877 | $1.72M | 0.58% | +236+0.8% | Added |
| Prudential PLC | 29,589 | $1.70M | 0.02% | +8,077+37.5% | Added |
| Virginia Wealth Management Group, Inc. | 29,527 | $1.70M | 1.48% | −11,527−28.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 29,508 | $1.69M | 0.17% | −281−0.9% | Reduced |
| Lincoln National Corp | 29,329 | $1.68M | 0.03% | −290−1.0% | Reduced |
| APG Asset Management N.V. | 31,968 | $1.66M | 0.00% | +252+0.8% | Added |
| Apollon Wealth Management, LLC | 28,825 | $1.66M | 0.06% | +12,258+74.0% | Added |
| Prospera Financial Services Inc | 28,556 | $1.64M | 0.05% | −1,844−6.1% | Reduced |
| Schnieders Capital Management LLC | 28,274 | $1.62M | 0.36% | +6,800+31.7% | Added |
| Prime Capital Investment Advisors, LLC | 28,098 | $1.61M | 0.02% | −1,718−5.8% | Reduced |
| Ensign Peak Advisors, Inc | 27,913 | $1.60M | 0.00% | −10,120−26.6% | Reduced |
| Capital Investment Advisory Services, LLC | 27,902 | $1.60M | 0.15% | +7,815+38.9% | Added |
| Beacon Pointe Advisors, LLC | 27,720 | $1.59M | 0.02% | −3,432−11.0% | Reduced |
| Ascent Group, LLC | 29,998 | $1.58M | 0.15% | +873+3.0% | Added |
| Tredje AP-fonden | 27,503 | $1.58M | 0.02% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 27,358 | $1.57M | 0.36% | +388+1.4% | Added |
| Bard Financial Services, Inc. | 27,300 | $1.57M | 0.18% | −875−3.1% | Reduced |
| Commerce Bank | 27,137 | $1.56M | 0.01% | −480−1.7% | Reduced |
| Tarbox Family Office, Inc. | 27,087 | $1.56M | 0.30% | −163,052−85.8% | Reduced |
| Level Four Advisory Services, LLC | 26,917 | $1.55M | 0.09% | +2,559+10.5% | Added |
| Advisory Services Network, LLC | 26,827 | $1.54M | 0.04% | −1,254−4.5% | Reduced |
| Investment Advisory Group, LLC | 26,709 | $1.53M | 0.70% | −62−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 26,693 | $1.53M | 0.03% | +174+0.7% | Added |
| Everence Capital Management Inc | 26,060 | $1.50M | 0.11% | 00.0% | Unchanged |
| RFG Advisory, LLC | 26,001 | $1.49M | 0.06% | +2,251+9.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,790 | $1.48M | 0.10% | +262+1.0% | Added |
| TD Private Client Wealth LLC | 25,592 | $1.47M | 0.05% | −8,768−25.5% | Reduced |
| Great Lakes Advisors, LLC | 25,569 | $1.47M | 0.01% | −1,490−5.5% | Reduced |
| Ossiam | 25,555 | $1.47M | 0.02% | +2,493+10.8% | Added |
| Equitable Holdings, Inc. | 25,525 | $1.47M | 0.02% | −930−3.5% | Reduced |
| Gateway Investment Advisers LLC | 25,256 | $1.45M | 0.02% | +3,643+16.9% | Added |
| SG Americas Securities, LLC | 25,229 | $1.45M | 0.02% | −36−0.1% | Reduced |
| Altshuler Shaham Ltd | 25,090 | $1.44M | 0.08% | +24,597+4,989.2% | Added |
| Heirloom Wealth Management | 24,741 | $1.42M | 0.55% | −89−0.4% | Reduced |
| Adams Asset Advisors, LLC | 24,407 | $1.40M | 0.19% | +1,263+5.5% | Added |
| Belpointe Asset Management LLC | 24,359 | $1.40M | 0.12% | +3,295+15.6% | Added |
| Kingswood Wealth Advisors, LLC | 24,261 | $1.39M | 0.16% | +16,352+206.8% | Added |
| Raymond James Trust N.A. | 24,233 | $1.39M | 0.04% | +89+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 24,208 | $1.39M | 0.02% | +9,084+60.1% | Added |
| Griffin Asset Management, Inc. | 23,670 | $1.36M | 0.17% | +3,352+16.5% | Added |
| CIBC Private Wealth Group, LLC | 23,629 | $1.36M | 0.00% | +6,630+39.0% | Added |
| Bay Rivers Group | 23,330 | $1.34M | 0.84% | +4,801+25.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 23,311 | $1.34M | 0.62% | −4,993−17.6% | Reduced |
| Cornerstone Advisors, LLC | 23,000 | $1.32M | 0.06% | −8,600−27.2% | Reduced |
| Wedbush Securities Inc | 22,973 | $1.32M | 0.06% | +1,045+4.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,914 | $1.32M | 0.03% | +542+2.4% | Added |
| Asset Dedication, LLC | 22,896 | $1.31M | 0.11% | +82+0.4% | Added |
| Linden Thomas Advisory Services, LLC | 22,194 | $1.27M | 0.24% | +710+3.3% | Added |
| Entropy Technologies, LP | 22,171 | $1.27M | 0.24% | +22,171 | New |
| Berkeley Capital Partners, LLC | 22,147 | $1.27M | 0.42% | +22,147 | New |
| Bleakley Financial Group, LLC | 22,031 | $1.27M | 0.04% | +2,667+13.8% | Added |
| Sawtooth Solutions, LLC | 22,021 | $1.26M | 0.03% | +2,657+13.7% | Added |
| Mystic Asset Management, Inc. | 21,962 | $1.26M | 0.60% | +3,427+18.5% | Added |
| Wealth Alliance | 21,953 | $1.26M | 0.18% | +4,476+25.6% | Added |
| Benedict Financial Advisors Inc | 21,947 | $1.26M | 0.34% | −191−0.9% | Reduced |
| Security National Bank of So Dak | 21,866 | $1.26M | 0.83% | −2,675−10.9% | Reduced |
| Cascade Investment Advisors, Inc. | 21,776 | $1.25M | 0.89% | +3,590+19.7% | Added |
| Adviser Investments LLC | 21,764 | $1.25M | 0.02% | +63+0.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,745 | $1.25M | 0.01% | +1,051+5.1% | Added |
| Ashton Thomas Private Wealth, LLC | 21,674 | $1.24M | 0.08% | +1,330+6.5% | Added |
| Vestmark Advisory Solutions, Inc. | 21,626 | $1.24M | 0.06% | −2,058−8.7% | Reduced |
| Broadwater Capital Management LLC | 21,460 | $1.23M | 0.97% | +21,460 | New |
| Sowell Financial Services LLC | 21,230 | $1.22M | 0.07% | +3,681+21.0% | Added |
| Wade G W & Inc | 21,289 | $1.22M | 0.04% | +3,396+19.0% | Added |
| IHT Wealth Management, LLC | 21,252 | $1.22M | 0.05% | −635−2.9% | Reduced |
| Credit Agricole S A | 20,962 | $1.20M | 0.02% | +14,306+214.9% | Added |
| Ieq Capital, LLC | 20,933 | $1.20M | 0.02% | +12,280+141.9% | Added |
| RB Capital Management, LLC | 20,926 | $1.20M | 0.35% | −2,462−10.5% | Reduced |
| Veriti Management LLC | 20,826 | $1.20M | 0.11% | +7,490+56.2% | Added |
| Moors & Cabot, Inc. | 20,771 | $1.19M | 0.07% | −2,201−9.6% | Reduced |
| Naples Global Advisors, LLC | 20,534 | $1.18M | 0.13% | −679−3.2% | Reduced |
| Founders Financial Securities LLC | 20,431 | $1.17M | 0.13% | +155+0.8% | Added |
| Pearl River Capital, LLC | 20,396 | $1.17M | 0.19% | −24,994−55.1% | Reduced |
| Independent Advisor Alliance | 20,379 | $1.17M | 0.04% | −3,593−15.0% | Reduced |
| Goepper Burkhardt LLC | 22,094 | $1.17M | 0.58% | +22,094 | New |
| Cornercap Investment Counsel Inc | 20,085 | $1.15M | 0.19% | +12,134+152.6% | Added |
| Commerzbank Aktiengesellschaft | 19,898 | $1.14M | 0.05% | +511+2.6% | Added |
| North Star Investment Management Corp. | 19,755 | $1.13M | 0.09% | −1,626−7.6% | Reduced |
| Nations Financial Group Inc, | 19,751 | $1.13M | 0.10% | +6,965+54.5% | Added |
| Miracle Mile Advisors, LLC | 19,726 | $1.13M | 0.03% | +52+0.3% | Added |
| RDA Financial Network | 19,545 | $1.12M | 0.43% | −91−0.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 19,497 | $1.12M | 0.12% | +19,497 | New |
| M Holdings Securities, Inc. | 19,208 | $1.10M | 0.12% | −1,673−8.0% | Reduced |
| Magnolia Capital Management Ltd | 19,155 | $1.10M | 1.00% | −100−0.5% | Reduced |
| Groupama Asset Managment | 38,098 | $1.10M | 0.03% | +38,098 | New |
| Landscape Capital Management, L.L.C. | 19,068 | $1.09M | 0.10% | +19,068 | New |
| Adelante Capital Management LLC | 18,965 | $1.09M | 0.08% | −33,465−63.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 18,946 | $1.09M | 0.20% | +114+0.6% | Added |
| Colonial Trust Co | 18,599 | $1.07M | 0.22% | +3,596+24.0% | Added |
| Vinva Investment Management Ltd | 18,208 | $1.07M | 0.07% | +2,560+16.4% | Added |
| Panagora Asset Management Inc | 18,570 | $1.07M | 0.01% | +30.0% | Added |
| Clifford Swan Investment Counsel LLC | 18,496 | $1.06M | 0.04% | −449−2.4% | Reduced |
| Shufro Rose & Co LLC | 21,250 | $1.06M | 0.10% | 00.0% | Unchanged |
| FJ Investments, LLC | 18,400 | $1.06M | 0.05% | +18,400 | New |
| Stanley-Laman Group, Ltd. | 18,285 | $1.05M | 0.16% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 18,270 | $1.05M | 0.09% | −2,822−13.4% | Reduced |
| United Services Automobile Association | 18,251 | $1.05M | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 18,246 | $1.05M | 0.02% | +8,200+81.6% | Added |