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 |
|---|---|---|---|---|---|
| Ausdal Financial Partners, Inc. | 7,562 | $434.2K | 0.05% | −1,281−14.5% | Reduced |
| Atom Investors LP | 7,546 | $433.3K | 0.08% | +7,546 | New |
| Mitchell McLeod Pugh & Williams Inc | 7,539 | $432.9K | 0.11% | −550−6.8% | Reduced |
| Siemens Fonds Invest GmbH | 7,491 | $430.1K | 0.04% | +2,031+37.2% | Added |
| HB Wealth Management, LLC | 7,465 | $428.7K | 0.01% | −247−3.2% | Reduced |
| Verdence Capital Advisors LLC | 7,444 | $427.4K | 0.04% | −2,336−23.9% | Reduced |
| Benchmark Investment Advisors LLC | 7,421 | $426.1K | 0.39% | +65+0.9% | Added |
| AllSquare Wealth Management LLC | 7,397 | $424.7K | 0.26% | +100+1.4% | Added |
| Corton Capital Inc. | 7,334 | $421.1K | 0.13% | +7,334 | New |
| Trueblood Wealth Management, LLC | 7,233 | $415.3K | 0.26% | +7,233 | New |
| Flputnam Investment Management Co | 7,227 | $415.0K | 0.01% | −2,018−21.8% | Reduced |
| Quadrant Capital Group LLC | 7,210 | $414.2K | 0.04% | +1,252+21.0% | Added |
| Opus Capital Group, LLC | 7,105 | $408.0K | 0.07% | −39−0.5% | Reduced |
| Geneos Wealth Management Inc. | 7,092 | $407.2K | 0.02% | −1,190−14.4% | Reduced |
| VELA Investment Management, LLC | 7,037 | $404.1K | 0.16% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 7,000 | $401.9K | 0.10% | −455−6.1% | Reduced |
| CAPROCK Group, Inc. | 6,964 | $401.7K | 0.03% | +231+3.4% | Added |
| GeoWealth Management, LLC | 6,990 | $401.0K | 0.03% | +6,990 | New |
| Change Path, LLC | 6,971 | $400.0K | 0.03% | +95+1.4% | Added |
| Resources Investment Advisors, LLC. | 6,922 | $397.5K | 0.01% | −297−4.1% | Reduced |
| Grove Bank & Trust | 6,919 | $397.3K | 0.07% | −633−8.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 6,898 | $396.1K | 0.00% | −586−7.8% | Reduced |
| Summit Financial, LLC | 6,853 | $395.2K | 0.03% | −874−11.3% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,871 | $394.5K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,805 | $392.5K | 0.06% | −1,362−16.7% | Reduced |
| Heartland Bank & Trust Co | 6,762 | $388.3K | 0.27% | −447−6.2% | Reduced |
| Global X Japan Co., Ltd. | 6,761 | $388.2K | 0.22% | +6,761 | New |
| 180 Wealth Advisors, LLC | 6,573 | $385.0K | 0.08% | −132−2.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,687 | $384.0K | 0.01% | −509−7.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,634 | $381.0K | 0.02% | −727−9.9% | Reduced |
| First National Advisers, LLC | 6,606 | $379.3K | 0.11% | +1,303+24.6% | Added |
| Bokf, NA | 6,597 | $378.8K | 0.01% | −258−3.8% | Reduced |
| CWA Asset Management Group, LLC | 6,594 | $378.7K | 0.03% | +6,594 | New |
| Aviso Wealth Management | 6,591 | $378.4K | 0.27% | +6,591 | New |
| Castle Rock Wealth Management, LLC | 6,539 | $377.2K | 0.11% | +609+10.3% | Added |
| Beacon Investment Advisors LLC | 6,549 | $376.0K | 0.24% | +143+2.2% | Added |
| Trust Co of Toledo NA | 6,521 | $374.4K | 0.06% | −477−6.8% | Reduced |
| Investmark Advisory Group LLC | 6,481 | $372.1K | 0.22% | +157+2.5% | Added |
| Penserra Capital Management LLC | 6,496 | $372.0K | 0.01% | −921−12.4% | Reduced |
| Panoramic Investment Advisors, LLC | 6,464 | $371.2K | 0.32% | +90+1.4% | Added |
| CAP Partners, LLC | 6,458 | $370.8K | 0.37% | +6,458 | New |
| Sunbelt Securities, Inc. | 6,449 | $370.3K | 0.05% | +850+15.2% | Added |
| Desjardins Global Asset Management Inc. | 6,440 | $369.8K | 0.04% | +2,067+47.3% | Added |
| Regions Financial Corp | 6,428 | $369.1K | 0.00% | −1,329−17.1% | Reduced |
| Fortis Capital Advisors, LLC | 6,405 | $367.8K | 0.20% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 6,394 | $367.1K | 0.26% | +6,394 | New |
| Bridgewealth Advisory Group, LLC | 6,320 | $362.9K | 0.28% | +244+4.0% | Added |
| Good Life Advisors, LLC | 6,308 | $362.2K | 0.04% | +467+8.0% | Added |
| Prudent Man Advisors, LLC | 6,304 | $362.0K | 0.14% | −64−1.0% | Reduced |
| BancorpSouth Bank | 6,284 | $360.8K | 0.03% | +250+4.1% | Added |
| Rodgers Brothers Inc. | 6,250 | $358.9K | 0.06% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 6,248 | $358.8K | 0.02% | +115+1.9% | Added |
| Essex Savings Bank | 6,195 | $355.7K | 0.10% | +514+9.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,150 | $353.1K | 0.05% | −600−8.9% | Reduced |
| First Horizon Advisors, Inc. | 6,133 | $352.2K | 0.01% | +168+2.8% | Added |
| Kennedy Investment Group | 6,132 | $352.1K | 0.20% | +27+0.4% | Added |
| Johnson Investment Counsel Inc | 6,123 | $351.6K | 0.00% | −850−12.2% | Reduced |
| Court Place Advisors, LLC | 6,121 | $351.4K | 0.12% | −485−7.3% | Reduced |
| SignalPoint Asset Management, LLC | 6,070 | $348.0K | 0.10% | −337−5.3% | Reduced |
| Gratus Capital LLC | 6,058 | $347.9K | 0.02% | +1,820+42.9% | Added |
| Petix & Botte Co | 6,056 | $347.7K | 0.10% | +54+0.9% | Added |
| Visionary Wealth Advisors | 6,055 | $347.7K | 0.03% | +878+17.0% | Added |
| Ignite Planners, LLC | 5,930 | $347.3K | 0.10% | +38+0.6% | Added |
| Guyasuta Investment Advisors Inc | 6,039 | $346.8K | 0.03% | −1,335−18.1% | Reduced |
| Aptus Capital Advisors, LLC | 6,032 | $346.4K | 0.01% | −3,014−33.3% | Reduced |
| Abundance Wealth Counselors | 6,021 | $346.0K | 0.09% | +719+13.6% | Added |
| Spire Wealth Management | 6,118 | $345.8K | 0.01% | −2,608−29.9% | Reduced |
| Financial Partners Group, Inc | 5,933 | $340.6K | 0.06% | +4+0.1% | Added |
| Meridian Wealth Management, LLC | 5,918 | $339.8K | 0.02% | −4,872−45.2% | Reduced |
| Mather Group, LLC. | 5,860 | $336.5K | 0.01% | +145+2.5% | Added |
| Keystone Financial Group | 5,852 | $336.0K | 0.06% | +153+2.7% | Added |
| Kinneret Advisory, LLC | 5,809 | $335.0K | 0.04% | −37−0.6% | Reduced |
| Hilltop Holdings Inc. | 5,812 | $333.7K | 0.04% | −943−14.0% | Reduced |
| Western Wealth Management, LLC | 5,809 | $333.6K | 0.02% | −789−12.0% | Reduced |
| Brighton Jones LLC | 5,782 | $332.0K | 0.01% | +5,782 | New |
| Jones Financial Companies LLLP | 5,723 | $328.6K | 0.00% | +1,800+45.9% | Added |
| Capital Investment Advisors, LLC | 5,697 | $327.1K | 0.01% | +43+0.8% | Added |
| Dudley Capital Management, LLC | 5,664 | $325.2K | 0.21% | 00.0% | Unchanged |
| Financial Counselors Inc | 5,641 | $323.9K | 0.01% | +379+7.2% | Added |
| AJOVista, LLC | 5,632 | $323.4K | 0.41% | +5,632 | New |
| Vance Wealth, Inc. | 5,626 | $323.0K | 0.14% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5,620 | $322.7K | 0.05% | −59−1.0% | Reduced |
| Westwood Holdings Group Inc. | 5,588 | $321.0K | 0.00% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 5,579 | $320.3K | 0.05% | +5,579 | New |
| Campion Asset Management LLC | 5,570 | $319.8K | 0.27% | −295−5.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,557 | $319.1K | 0.03% | −442−7.4% | Reduced |
| Evanson Asset Management, LLC | 5,535 | $317.8K | 0.03% | +1,000+22.1% | Added |
| Colonial River Wealth Management, LLC | 5,532 | $317.6K | 0.19% | +5,532 | New |
| Cross Staff Investments Inc | 5,511 | $316.4K | 0.28% | −135−2.4% | Reduced |
| Revisor Wealth Management LLC | 5,486 | $315.0K | 0.36% | −319−5.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,422 | $311.4K | 0.03% | +147+2.8% | Added |
| DF Dent & Co Inc | 5,392 | $309.6K | 0.00% | −171−3.1% | Reduced |
| Morningstar Investment Services LLC | 5,282 | $309.0K | 0.00% | +5,282 | New |
| Montag A & Associates Inc | 5,340 | $308.0K | 0.02% | +850+18.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,348 | $307.1K | 0.04% | −5,436−50.4% | Reduced |
| Prairie Sky Financial Group LLC | 5,332 | $306.2K | 0.20% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,300 | $304.3K | 0.12% | −342−6.1% | Reduced |
| Vident Advisory, LLC | 5,294 | $304.0K | 0.01% | −839−13.7% | Reduced |
| Graypoint LLC | 5,285 | $303.4K | 0.02% | +536+11.3% | Added |
| M&G Investment Management Ltd | 5,295 | $301.8K | 0.00% | −475−8.2% | Reduced |