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 |
|---|---|---|---|---|---|
| Resources Management Corp | 4,337 | $301.0K | 0.04% | +4,337 | New |
| Strategic Blueprint, LLC | 5,222 | $299.8K | 0.02% | −7,214−58.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,192 | $298.1K | 0.15% | −2,067−28.5% | Reduced |
| Aspiriant, LLC | 5,186 | $297.8K | 0.01% | −987−16.0% | Reduced |
| Tyche Wealth Partners LLC | 5,183 | $297.6K | 0.07% | +5,183 | New |
| Truepoint, Inc. | 5,176 | $297.2K | 0.01% | +5,176 | New |
| Spreng Capital Management, Inc. | 5,174 | $297.1K | 0.19% | −410−7.3% | Reduced |
| Crescent Sterling, Ltd. | 5,158 | $296.2K | 0.30% | +400+8.4% | Added |
| Mason & Associates Inc | 5,147 | $295.5K | 0.09% | +4+0.1% | Added |
| Brown, Lisle/Cummings, Inc. | 5,140 | $295.1K | 0.11% | +900+21.2% | Added |
| Signet Financial Management, LLC | 5,127 | $294.4K | 0.04% | −135−2.6% | Reduced |
| XML Financial, LLC | 5,096 | $292.6K | 0.03% | +5,096 | New |
| Mayflower Financial Advisors, LLC | 5,064 | $290.8K | 0.04% | −165−3.2% | Reduced |
| PFG Advisors | 5,064 | $290.8K | 0.02% | −2,096−29.3% | Reduced |
| Congress Wealth Management LLC | 5,050 | $290.0K | 0.01% | +143+2.9% | Added |
| SS&H Financial Advisors, Inc. | 5,050 | $290.0K | 0.12% | 00.0% | Unchanged |
| Intrust Bank NA | 5,049 | $289.9K | 0.03% | +5,049 | New |
| Stiles Financial Services Inc | 5,047 | $289.8K | 0.13% | +49+1.0% | Added |
| Everpar Advisors LLC | 5,031 | $288.9K | 0.13% | +5,031 | New |
| Banque Cantonale Vaudoise | 5,000 | $287.0K | 0.01% | −8,775−63.7% | Reduced |
| TCG Advisory Services, LLC | 4,987 | $286.4K | 0.02% | +540+12.1% | Added |
| BKD Wealth Advisors, LLC | 4,961 | $284.8K | 0.01% | −395−7.4% | Reduced |
| Channel Wealth LLC | 4,957 | $284.7K | 0.13% | −106−2.1% | Reduced |
| Smith, Moore & Co. | 4,956 | $284.6K | 0.03% | −460−8.5% | Reduced |
| Walker Asset Management, LLC | 4,939 | $283.6K | 0.20% | +4,939 | New |
| Strategic Wealth Designers | 4,926 | $282.8K | 0.04% | +4,926 | New |
| Foundations Investment Advisors, LLC | 5,094 | $281.5K | 0.01% | −4,819−48.6% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,890 | $280.8K | 0.21% | +4,890 | New |
| SeaCrest Wealth Management, LLC | 4,796 | $277.8K | 0.03% | −663−12.1% | Reduced |
| Integrated Advisors Network LLC | 4,827 | $277.1K | 0.02% | +315+7.0% | Added |
| Old National Bancorp | 4,826 | $277.1K | 0.01% | −5,502−53.3% | Reduced |
| OneAscent Financial Services LLC | 4,775 | $274.0K | 0.03% | +4,775 | New |
| Keudell/Morrison Wealth Management | 4,769 | $273.8K | 0.09% | +4,769 | New |
| Cozad Asset Management Inc | 4,743 | $272.3K | 0.03% | +156+3.4% | Added |
| Advisor Resource Council | 4,695 | $269.6K | 0.03% | +4,695 | New |
| TMD Wealth Management, LLC | 4,690 | $269.3K | 0.07% | +4,690 | New |
| Csenge Advisory Group | 4,679 | $268.7K | 0.02% | +344+7.9% | Added |
| MeadowBrook Investment Advisors LLC | 4,670 | $268.2K | 0.26% | +4,670 | New |
| Red Cedar Investment Management, LLC | 4,640 | $266.4K | 0.04% | +4,640 | New |
| Johnson Bixby & Associates, LLC | 4,612 | $264.8K | 0.05% | +12+0.3% | Added |
| Redhawk Wealth Advisors, Inc. | 4,599 | $264.0K | 0.05% | −920−16.7% | Reduced |
| Summit Trail Advisors, LLC | 4,578 | $264.0K | 0.01% | +4,578 | New |
| Napa Wealth Management | 4,559 | $261.8K | 0.14% | +4,559 | New |
| Farther Finance Advisors, LLC | 4,540 | $260.7K | 0.02% | +1,166+34.6% | Added |
| Inspire Trust Co, N.A. | 4,535 | $260.4K | 0.27% | +4,535 | New |
| Acas, LLC | 4,473 | $256.8K | 0.29% | −3,420−43.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 4,423 | $254.0K | 0.02% | −4,150−48.4% | Reduced |
| Ridgewood Investments LLC | 4,388 | $252.0K | 0.15% | +4,388 | New |
| Main Street Financial Solutions, LLC | 4,372 | $251.1K | 0.03% | −157−3.5% | Reduced |
| First Nebraska Trust Co | 4,356 | $250.1K | 0.03% | +60+1.4% | Added |
| Leo Wealth, LLC | 4,351 | $249.7K | 0.03% | +4,351 | New |
| Sovereign Financial Group, Inc. | 4,345 | $249.5K | 0.08% | −18−0.4% | Reduced |
| Merit Financial Group, LLC | 4,340 | $249.2K | 0.01% | +4,340 | New |
| Fulton Breakefield Broenniman LLC | 4,330 | $248.6K | 0.02% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 4,322 | $248.2K | 0.11% | +4,322 | New |
| New Hampshire Trust | 4,303 | $247.1K | 0.06% | 00.0% | Unchanged |
| DFPG Investments, LLC | 4,279 | $247.0K | 0.02% | −232−5.1% | Reduced |
| Stockman Wealth Management, Inc. | 4,288 | $246.2K | 0.05% | −775−15.3% | Reduced |
| Cornerstone Wealth Management, LLC | 4,257 | $244.4K | 0.02% | +4,257 | New |
| Premier Path Wealth Partners, LLC | 4,232 | $243.0K | 0.05% | +4,232 | New |
| Silverlake Wealth Management LLC | 4,220 | $242.3K | 0.13% | −20.0% | Reduced |
| Atticus Wealth Management, LLC | 4,213 | $241.9K | 0.09% | −42,154−90.9% | Reduced |
| Aull & Monroe Investment Management Corp | 4,200 | $241.2K | 0.12% | 00.0% | Unchanged |
| Scientech Research LLC | 4,179 | $240.0K | 0.24% | +4,179 | New |
| Slagle Financial, LLC | 8,316 | $238.9K | 0.14% | +3,873+87.2% | Added |
| Connors Investor Services Inc | 4,145 | $238.0K | 0.03% | −159,542−97.5% | Reduced |
| Bath Savings Trust Co | 4,135 | $237.4K | 0.03% | −200−4.6% | Reduced |
| Ancora Advisors, LLC | 4,123 | $236.7K | 0.01% | −161−3.8% | Reduced |
| Pinnacle Bancorp, Inc. | 4,120 | $236.6K | 0.08% | +10.0% | Added |
| Harvest Fund Management Co., Ltd | 4,102 | $236.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 4,107 | $235.8K | 0.00% | +2,848+226.2% | Added |
| Sound View Wealth Advisors Group, LLC | 4,098 | $235.3K | 0.03% | −116−2.8% | Reduced |
| Pointe Capital Management LLC | 4,094 | $235.1K | 0.16% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,060 | $233.1K | 0.13% | +4,060 | New |
| Strategy Asset Managers LLC | 4,026 | $231.2K | 0.05% | −456−10.2% | Reduced |
| Morningstar Investment Management LLC | 4,031 | $231.0K | 0.03% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 4,019 | $230.8K | 0.15% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,978 | $229.3K | 0.11% | −251−5.9% | Reduced |
| AMG National Trust Bank | 3,959 | $227.3K | 0.01% | −198−4.8% | Reduced |
| Tobam | 3,949 | $227.0K | 0.02% | −639−13.9% | Reduced |
| Central Valley Advisors, LLC | 3,946 | $226.6K | 0.13% | +3,946 | New |
| Commons Capital, LLC | 3,942 | $226.4K | 0.36% | −201−4.9% | Reduced |
| Alpha Family Trust | 3,930 | $225.7K | 0.15% | +3,930 | New |
| Keystone Wealth Services, LLC | 3,893 | $223.5K | 0.08% | +3,893 | New |
| Sugarloaf Wealth Management, LLC | 3,887 | $223.2K | 0.05% | +465+13.6% | Added |
| Sandbox Financial Partners, LLC | 3,876 | $222.6K | 0.10% | +3,876 | New |
| Semus Wealth Partners LLC | 3,858 | $221.5K | 0.18% | −154−3.8% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,854 | $221.3K | 0.06% | +3,854 | New |
| Archford Capital Strategies, LLC | 3,851 | $221.1K | 0.04% | −5,597−59.2% | Reduced |
| FLC Capital Advisors | 3,823 | $219.5K | 0.06% | +3,823 | New |
| Chilton Capital Management LLC | 3,805 | $219.5K | 0.01% | −3,860−50.4% | Reduced |
| Flynn Zito Capital Management, LLC | 3,785 | $217.3K | 0.15% | +3,785 | New |
| Berger Financial Group, Inc | 3,785 | $217.3K | 0.02% | +3,785 | New |
| Girard Partners Ltd. | 3,781 | $217.1K | 0.02% | +3,781 | New |
| Walden Wealth Partners LLC | 3,775 | $216.8K | 0.14% | +3,775 | New |
| First Citizens Bank & Trust Co | 3,767 | $216.3K | 0.00% | +3,767 | New |
| Congress Park Capital LLC | 3,750 | $215.3K | 0.11% | +3,750 | New |
| Advisory Alpha, LLC | 3,734 | $214.4K | 0.01% | +3,734 | New |
| Beacon Bridge Wealth Partners, LLC | 3,728 | $214.1K | 0.11% | −381−9.3% | Reduced |
| Clarius Group, LLC | 3,691 | $211.9K | 0.02% | +3,691 | New |