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 |
|---|---|---|---|---|---|
| Armstrong, Fleming & Moore, Inc | 18,166 | $1.04M | 0.79% | +30+0.2% | Added |
| Stevens Capital Management LP | 17,893 | $1.03M | 0.26% | +17,893 | New |
| Glenmede Trust Co NA | 17,865 | $1.03M | 0.01% | +1,214+7.3% | Added |
| Denver Wealth Management, Inc. | 17,561 | $1.01M | 0.57% | +2,154+14.0% | Added |
| Edmp, Inc. | 17,537 | $1.01M | 0.92% | +12,798+270.1% | Added |
| Alpha Cubed Investments, LLC | 17,449 | $1.00M | 0.06% | +67+0.4% | Added |
| NorthRock Partners, LLC | 17,252 | $995.1K | 0.04% | +17,252 | New |
| Versor Investments LP | 17,301 | $993.4K | 0.20% | +2,405+16.1% | Added |
| Schonfeld Strategic Advisors LLC | 17,300 | $993.4K | 0.01% | −205,143−92.2% | Reduced |
| First National Trust Co | 17,236 | $989.7K | 0.04% | −345−2.0% | Reduced |
| Compass Ion Advisors, LLC | 17,175 | $986.2K | 0.15% | −759−4.2% | Reduced |
| Applied Capital LLC | 17,155 | $985.0K | 0.91% | +1,321+8.3% | Added |
| Chesapeake Asset Management LLC | 16,942 | $972.8K | 0.87% | −557−3.2% | Reduced |
| Nwam LLC | 16,942 | $972.8K | 0.08% | +2,605+18.2% | Added |
| Perennial Investment Advisors, LLC | 16,806 | $965.0K | 0.16% | −100−0.6% | Reduced |
| Ascent Wealth Partners, LLC | 16,729 | $960.6K | 0.16% | −1,206−6.7% | Reduced |
| GTS Securities LLC | 16,673 | $957.4K | 0.02% | −65,361−79.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 16,670 | $957.2K | 0.09% | +225+1.4% | Added |
| LongView Wealth Management | 16,116 | $955.5K | 0.43% | +16,116 | New |
| Principal Securities, Inc. | 16,586 | $952.4K | 0.04% | +16,586 | New |
| Investment Management Corp of Ontario | 16,540 | $949.7K | 0.02% | −75,060−81.9% | Reduced |
| Money Concepts Capital Corp | 16,341 | $938.0K | 0.09% | +3,908+31.4% | Added |
| Intech Investment Management LLC | 16,332 | $937.8K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 16,300 | $936.0K | 0.07% | −34,182−67.7% | Reduced |
| Prosperity Planning, Inc. | 16,266 | $934.0K | 0.35% | +267+1.7% | Added |
| Glen Eagle Advisors, LLC | 16,259 | $933.6K | 0.19% | −555−3.3% | Reduced |
| Fulton Bank, N.A. | 16,158 | $927.8K | 0.04% | −218−1.3% | Reduced |
| Virtu Financial LLC | 16,099 | $924.0K | 0.07% | +16,099 | New |
| Allen Capital Group, LLC | 16,067 | $922.6K | 0.15% | −224−1.4% | Reduced |
| Park Avenue Securities LLC | 16,048 | $921.0K | 0.01% | +3,244+25.3% | Added |
| IFG Advisory, LLC | 16,037 | $920.8K | 0.07% | −3,385−17.4% | Reduced |
| Perkins Coie Trust Co | 15,999 | $918.6K | 0.23% | +91+0.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,974 | $917.2K | 0.01% | +290+1.8% | Added |
| Golden State Equity Partners | 15,969 | $916.9K | 0.22% | −90−0.6% | Reduced |
| Investors Research Corp | 15,967 | $916.8K | 0.22% | +47+0.3% | Added |
| Trust Investment Advisors | 15,964 | $916.7K | 0.71% | −4,426−21.7% | Reduced |
| Coastal Investment Advisors, Inc. | 15,921 | $914.2K | 0.21% | +2,382+17.6% | Added |
| Verus Capital Partners, LLC | 15,889 | $912.4K | 0.11% | −764−4.6% | Reduced |
| V-Square Quantitative Management LLC | 15,860 | $910.7K | 0.22% | +10,545+198.4% | Added |
| EP Wealth Advisors, LLC | 15,798 | $907.1K | 0.01% | +571+3.7% | Added |
| Brevan Howard Capital Management LP | 15,655 | $898.9K | 0.09% | +15,655 | New |
| Diligent Investors, LLC | 15,561 | $893.5K | 0.25% | +2,933+23.2% | Added |
| Massmutual Trust Co FSB | 15,515 | $890.9K | 0.03% | +1,174+8.2% | Added |
| L.M. Kohn & Company | 15,408 | $884.7K | 0.28% | +506+3.4% | Added |
| Kovack Advisors, Inc. | 15,271 | $876.8K | 0.10% | +15,271 | New |
| Chiron Capital Management, LLC | 15,201 | $872.8K | 0.76% | +501+3.4% | Added |
| Blair William & Co | 15,193 | $872.4K | 0.00% | −789−4.9% | Reduced |
| Financial Management Network Inc | 15,009 | $869.3K | 0.25% | −1,112−6.9% | Reduced |
| Private Ocean, LLC | 15,123 | $868.4K | 0.09% | −335−2.2% | Reduced |
| Independent Financial Group, LLC | 15,068 | $865.2K | 0.05% | −289−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 14,946 | $862.0K | 0.02% | +10,711+252.9% | Added |
| Degroof Petercam Asset Management | 14,856 | $853.0K | 0.01% | +14,856 | New |
| Tokio Marine Asset Management Co Ltd | 14,824 | $851.2K | 0.05% | +2,223+17.6% | Added |
| Alberta Investment Management Corp | 14,800 | $849.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14,545 | $848.5K | 0.04% | −214−1.4% | Reduced |
| Marathon Capital Management | 14,753 | $847.1K | 0.21% | +8,600+139.8% | Added |
| AdvisorNet Financial, Inc | 14,749 | $846.9K | 0.08% | +891+6.4% | Added |
| Farmers National Bank | 14,676 | $842.7K | 0.27% | −2,307−13.6% | Reduced |
| Retirement Group, LLC | 14,643 | $840.8K | 0.34% | +755+5.4% | Added |
| Brinker Capital Investments, LLC | 14,080 | $837.5K | 0.01% | +5,379+61.8% | Added |
| Orion Portfolio Solutions, LLC | 14,080 | $837.5K | 0.01% | +5,379+61.8% | Added |
| Impax Asset Management Group plc | 14,567 | $836.4K | 0.00% | −17−0.1% | Reduced |
| Harbor Investment Advisory, LLC | 14,466 | $830.6K | 0.10% | −36−0.2% | Reduced |
| HighPoint Advisor Group LLC | 15,913 | $830.0K | 0.06% | +15,913 | New |
| Proequities, Inc. | 14,381 | $829.5K | 0.06% | +225+1.6% | Added |
| Pasadena Private Wealth, LLC | 14,428 | $828.5K | 0.20% | +14,428 | New |
| Vanderbilt University | 14,409 | $827.4K | 0.21% | +329+2.3% | Added |
| Steel Peak Wealth Management LLC | 14,312 | $825.5K | 0.05% | −10,124−41.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 14,374 | $825.3K | 0.14% | −4,406−23.5% | Reduced |
| Vawter Financial, Ltd. | 14,372 | $825.2K | 0.65% | −765−5.1% | Reduced |
| Savant Capital, LLC | 14,290 | $820.6K | 0.01% | −4,620−24.4% | Reduced |
| Altman Advisors, Inc. | 14,084 | $808.7K | 0.42% | −11,948−45.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 13,957 | $801.4K | 0.28% | −405−2.8% | Reduced |
| TFG Advisers LLC | 13,922 | $799.4K | 0.34% | −523−3.6% | Reduced |
| Black Swift Group, LLC | 13,795 | $792.1K | 0.24% | −4,900−26.2% | Reduced |
| JBR Co Financial Management Inc | 13,777 | $791.1K | 0.74% | +13,777 | New |
| United Capital Financial Advisers, LLC | 13,742 | $789.0K | 0.01% | +1,468+12.0% | Added |
| Raleigh Capital Management Inc. | 13,714 | $787.4K | 0.37% | −456−3.2% | Reduced |
| Ted Buchan & Co | 13,678 | $785.4K | 0.57% | −959−6.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,674 | $785.2K | 0.07% | +13,674 | New |
| Duncker Streett & Co Inc | 13,588 | $780.2K | 0.16% | −286−2.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,552 | $778.2K | 0.12% | +13,552 | New |
| TCW Group Inc | 13,289 | $776.3K | 0.01% | +13,289 | New |
| Perigon Wealth Management, LLC | 13,486 | $774.3K | 0.03% | +5,558+70.1% | Added |
| PFW Advisors LLC | 13,465 | $773.2K | 0.25% | −1,330−9.0% | Reduced |
| Loudon Investment Management, LLC | 13,270 | $762.0K | 0.47% | +5,590+72.8% | Added |
| Essex Financial Services, Inc. | 13,221 | $759.2K | 0.08% | −721−5.2% | Reduced |
| Banco Santander, S.A. | 13,194 | $757.6K | 0.01% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 12,713 | $753.5K | 0.27% | +12+0.1% | Added |
| Profund Advisors LLC | 12,898 | $740.6K | 0.03% | +2,475+23.7% | Added |
| Samalin Investment Counsel, LLC | 12,771 | $733.3K | 0.37% | +2,993+30.6% | Added |
| Buckingham Strategic Partners | 12,722 | $730.5K | 0.04% | +12,722 | New |
| Cutler Group LP | 12,661 | $726.0K | 0.10% | −809−6.0% | Reduced |
| Wetherby Asset Management Inc | 12,607 | $723.9K | 0.04% | +1,752+16.1% | Added |
| Caldwell Sutter Capital, Inc. | 12,466 | $715.8K | 0.36% | −705−5.4% | Reduced |
| Arkadios Wealth Advisors | 12,332 | $708.1K | 0.06% | +6,360+106.5% | Added |
| Southland Equity Partners LLC | 12,331 | $708.0K | 0.22% | +29+0.2% | Added |
| Balboa Wealth Partners | 12,210 | $701.1K | 0.23% | +4,910+67.3% | Added |
| Moseley Investment Management Inc | 11,935 | $685.3K | 0.38% | +1,716+16.8% | Added |
| Jeppson Wealth Management, LLC | 11,796 | $677.3K | 0.28% | −3,298−21.8% | Reduced |