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 |
|---|---|---|---|---|---|
| Sutton Place Investors LLC | 11,750 | $674.7K | 0.49% | +11,750 | New |
| Dynamic Advisor Solutions LLC | 11,570 | $670.1K | 0.02% | +5,231+82.5% | Added |
| Harbour Investments, Inc. | 11,641 | $668.4K | 0.03% | +3,485+42.7% | Added |
| William Allan, LLC | 11,460 | $658.0K | 0.47% | +240+2.1% | Added |
| Brown Advisory Inc | 11,447 | $657.3K | 0.00% | −1,410−11.0% | Reduced |
| PFG Investments, LLC | 11,366 | $652.7K | 0.12% | −297−2.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,362 | $652.0K | 0.01% | −5,368−32.1% | Reduced |
| Angeles Investment Advisors, LLC | 11,276 | $648.9K | 0.04% | +119+1.1% | Added |
| Patron Partners Advisors, LLC | 11,219 | $644.2K | 0.43% | −808−6.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,208 | $643.6K | 0.29% | +1,789+19.0% | Added |
| First County Bank | 11,176 | $641.7K | 0.31% | −2,365−17.5% | Reduced |
| Chicago Partners Investment Group LLC | 11,610 | $638.4K | 0.03% | +129+1.1% | Added |
| Baker Tilly Wealth Management, LLC | 11,113 | $638.1K | 0.10% | −1,254−10.1% | Reduced |
| Carmel Capital Partners, LLC | 11,097 | $637.2K | 0.33% | +421+3.9% | Added |
| First Trust Investment Solutions L.P. | 11,073 | $635.8K | 0.13% | +11,073 | New |
| Cary Street Partner Investment Advisory LLC | 10,938 | $628.1K | 0.03% | −973−8.2% | Reduced |
| Cypress Capital Group | 10,862 | $623.7K | 0.08% | +1,687+18.4% | Added |
| First Bank & Trust | 10,855 | $623.2K | 0.15% | −4,085−27.3% | Reduced |
| International Assets Investment Management, LLC | 10,844 | $622.7K | 0.08% | +5,020+86.2% | Added |
| First Hawaiian Bank | 10,722 | $615.7K | 0.02% | +276+2.6% | Added |
| Checchi Capital Advisers, LLC | 10,642 | $611.1K | 0.05% | −116−1.1% | Reduced |
| Intellectus Partners, LLC | 10,501 | $605.6K | 0.17% | +1,354+14.8% | Added |
| Van Hulzen Asset Management, LLC | 10,428 | $599.0K | 0.04% | +448+4.5% | Added |
| Moneta Group Investment Advisors LLC | 10,383 | $596.2K | 0.01% | +1,380+15.3% | Added |
| Cullen/Frost Bankers, Inc. | 10,310 | $592.0K | 0.01% | −247−2.3% | Reduced |
| HBK Sorce Advisory LLC | 10,224 | $587.1K | 0.02% | −385−3.6% | Reduced |
| First Commonwealth Financial Corp | 10,200 | $585.7K | 0.18% | +1,989+24.2% | Added |
| NovaPoint Capital, LLC | 10,192 | $585.2K | 0.22% | −1,809−15.1% | Reduced |
| Bessemer Group Inc | 10,200 | $585.0K | 0.00% | +1,502+17.3% | Added |
| Stephens Inc | 10,124 | $581.3K | 0.01% | +2,885+39.9% | Added |
| Tiemann Investment Advisors, LLC | 10,122 | $581.2K | 0.28% | −5,547−35.4% | Reduced |
| Oak Thistle LLC | 10,105 | $580.2K | 0.17% | −311−3.0% | Reduced |
| Associated Banc-Corp | 10,085 | $579.1K | 0.02% | +90+0.9% | Added |
| Bridgefront Capital, LLC | 10,071 | $578.3K | 0.44% | +10,071 | New |
| Powers Advisory Group, LLC | 10,046 | $576.8K | 0.36% | +528+5.5% | Added |
| J.W. Cole Advisors, Inc. | 10,018 | $575.2K | 0.03% | −9,054−47.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 9,965 | $572.0K | 0.22% | +9,965 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 9,910 | $569.0K | 0.26% | +9,910 | New |
| Crane Advisory, LLC | 9,823 | $568.9K | 0.13% | +285+3.0% | Added |
| N.E.W. Advisory Services LLC | 9,901 | $568.5K | 0.07% | +2,129+27.4% | Added |
| Modern Wealth Management, LLC | 9,851 | $565.6K | 0.07% | +9,851 | New |
| SageView Advisory Group, LLC | 10,123 | $558.6K | 0.02% | +10,123 | New |
| ING Groep NV | 9,707 | $557.4K | 0.00% | −79,175−89.1% | Reduced |
| Family Legacy, Inc. | 9,650 | $554.1K | 0.21% | −273−2.8% | Reduced |
| Horizon Investments, LLC | 9,678 | $553.1K | 0.02% | +174+1.8% | Added |
| First Affirmative Financial Network | 9,627 | $552.8K | 0.44% | −99−1.0% | Reduced |
| Portside Wealth Group, LLC | 9,605 | $551.5K | 0.10% | −2,099−17.9% | Reduced |
| Valeo Financial Advisors, LLC | 9,600 | $551.2K | 0.02% | +3,656+61.5% | Added |
| Founders Financial Alliance, LLC | 9,597 | $551.0K | 0.21% | +249+2.7% | Added |
| Avidian Wealth Solutions, LLC | 9,487 | $544.8K | 0.03% | +2,020+27.1% | Added |
| Lazard Asset Management LLC | 9,491 | $544.0K | 0.00% | −2,248−19.1% | Reduced |
| Ingalls & Snyder LLC | 9,450 | $543.0K | 0.02% | −2,100−18.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 9,388 | $539.1K | 0.00% | +7,183+325.8% | Added |
| Ronald Blue Trust, Inc. | 10,757 | $538.0K | 0.01% | +2,771+34.7% | Added |
| Quad-Cities Investment Group, LLC | 9,025 | $536.8K | 0.33% | +37+0.4% | Added |
| Wealth Alliance Advisory Group, LLC | 9,250 | $531.1K | 0.14% | −11−0.1% | Reduced |
| Summa Corp. | 9,250 | $531.1K | 0.37% | +9,250 | New |
| Machina Capital S.A.S. | 9,245 | $530.8K | 0.34% | +9,245 | New |
| NFP Retirement, Inc. | 9,204 | $528.5K | 0.09% | −179−1.9% | Reduced |
| NEOS Investment Management LLC | 8,971 | $515.1K | 0.05% | +2,981+49.8% | Added |
| Buckley Wealth Management, LLC | 8,936 | $513.1K | 0.18% | −783−8.1% | Reduced |
| Hendershot Investments Inc. | 8,812 | $506.0K | 0.08% | −210−2.3% | Reduced |
| Citizens National Bank Trust Department | 8,808 | $505.8K | 0.13% | −50−0.6% | Reduced |
| Romano Brothers and Company | 8,783 | $504.3K | 0.08% | +2,315+35.8% | Added |
| Financial Alternatives, Inc | 8,706 | $499.9K | 0.42% | −508−5.5% | Reduced |
| Reuter James Wealth Management, LLC | 8,688 | $498.9K | 0.34% | −215−2.4% | Reduced |
| Quadcap Wealth Management, LLC | 8,682 | $498.5K | 0.13% | +8,682 | New |
| West Paces Advisors Inc. | 8,679 | $498.4K | 0.14% | −2,040−19.0% | Reduced |
| Brown Miller Wealth Management, LLC | 8,619 | $494.9K | 0.25% | +69+0.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,610 | $494.4K | 0.13% | −423−4.7% | Reduced |
| Meeder Advisory Services, Inc. | 8,573 | $492.3K | 0.06% | +1,890+28.3% | Added |
| Insigneo Advisory Services, LLC | 8,449 | $487.3K | 0.07% | −319−3.6% | Reduced |
| NBC Securities, Inc. | 8,498 | $487.0K | 0.05% | −205−2.4% | Reduced |
| National Asset Management, Inc. | 8,413 | $485.2K | 0.01% | −325−3.7% | Reduced |
| Northcape Wealth Management, LLC | 8,446 | $485.0K | 0.18% | −999−10.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,430 | $484.0K | 0.13% | −1,330−13.6% | Reduced |
| Arete Wealth Advisors, LLC | 8,408 | $482.9K | 0.04% | +8,408 | New |
| Householder Group Estate & Retirement Specialist, LLC | 8,380 | $481.0K | 0.16% | +451+5.7% | Added |
| Greenleaf Trust | 8,148 | $467.9K | 0.01% | +2,882+54.7% | Added |
| GYL Financial Synergies, LLC | 8,093 | $464.7K | 0.04% | +31+0.4% | Added |
| Tiaa Trust, National Association | 8,091 | $464.6K | 0.00% | +161+2.0% | Added |
| Private Trust Co NA | 7,989 | $458.7K | 0.05% | −681−7.9% | Reduced |
| Quantinno Capital Management LP | 7,951 | $457.0K | 0.02% | +7,951 | New |
| Centaurus Financial, Inc. | 7,905 | $454.0K | 0.03% | −83−1.0% | Reduced |
| New Insight Wealth Advisors | 7,891 | $453.1K | 0.31% | +7,891 | New |
| Sterling Financial Planning, Inc. | 7,880 | $452.5K | 0.20% | +20.0% | Added |
| MQS Management LLC | 7,828 | $449.5K | 0.25% | −1,980−20.2% | Reduced |
| Ballentine Partners, LLC | 7,824 | $449.3K | 0.01% | +302+4.0% | Added |
| RSM US Wealth Management LLC | 7,777 | $448.6K | 0.01% | +777+11.1% | Added |
| American Investment Services, Inc. | 7,755 | $445.3K | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7,744 | $444.7K | 0.04% | +1,146+17.4% | Added |
| Bailard, Inc. | 7,700 | $442.1K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 7,654 | $441.7K | 0.00% | −5,581−42.2% | Reduced |
| Boston Private Wealth LLC | 7,656 | $439.6K | 0.01% | +2,677+53.8% | Added |
| Tactive Advisors, LLC | 7,651 | $439.3K | 0.28% | +529+7.4% | Added |
| Ameritas Advisory Services, LLC | 8,227 | $439.1K | 0.02% | −8,820−51.7% | Reduced |
| IFP Advisors, Inc | 7,637 | $438.5K | 0.02% | −7,340−49.0% | Reduced |
| Cigna Investments Inc | 7,619 | $438.0K | 0.09% | +430+6.0% | Added |
| Hudson Valley Investment Advisors Inc | 7,308 | $434.7K | 0.06% | 00.0% | Unchanged |
| Empowered Funds, LLC | 7,570 | $434.7K | 0.01% | +1,677+28.5% | Added |