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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, Q1 2024

Institutional positions in Realty Income Corp as of Mar 31, 2024. 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
1,190
+49 vs. Q4 2023
Shares held
682.3M
+74.4M (+12.2%) vs. Q4 2023
Total value
$36.9B
+$2.03B (+5.8%) vs. Q4 2023
New holders
149
628 more added
Sold out
100
289 more reduced

15 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,190 institutions
Q1 2021: 878 institutionsQ2 2021: 934 institutionsQ3 2021: 956 institutionsQ4 2021: 1,108 institutionsQ1 2022: 1,102 institutionsQ2 2022: 1,091 institutionsQ3 2022: 1,076 institutionsQ4 2022: 1,118 institutionsQ1 2023: 1,116 institutionsQ2 2023: 1,100 institutionsQ3 2023: 1,063 institutionsQ4 2023: 1,156 institutionsQ1 2024: 1,190 institutionsQ2 2024: 1,182 institutionsQ3 2024: 1,245 institutionsQ4 2024: 1,267 institutionsQ1 2025: 1,279 institutionsQ2 2025: 1,288 institutionsQ3 2025: 1,341 institutionsQ4 2025: 1,371 institutionsQ1 2026: 1,448 institutionsQ2 2026: 1,465 institutions
Value heldQ1 2024: $36.9B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $19.6BQ4 2021: $32.7BQ1 2022: $32.2BQ2 2022: $33.8BQ3 2022: $29.9BQ4 2022: $34.1BQ1 2023: $34.8BQ2 2023: $33.9BQ3 2023: $28.6BQ4 2023: $34.9BQ1 2024: $36.9BQ2 2024: $35.5BQ3 2024: $44.2BQ4 2024: $36.6BQ1 2025: $40.6BQ2 2025: $41.0BQ3 2025: $43.1BQ4 2025: $41.1BQ1 2026: $43.5BQ2 2026: $46.2B
Institutions holding O and their total value by quarter
QuarterHoldersValue
Q2 20261,465$46.2B
Q1 20261,448$43.5B
Q4 20251,371$41.1B
Q3 20251,341$43.1B
Q2 20251,288$41.0B
Q1 20251,279$40.6B
Q4 20241,267$36.6B
Q3 20241,245$44.2B
Q2 20241,182$35.5B
Q1 20241,190$36.9B
Q4 20231,156$34.9B
Q3 20231,063$28.6B
Q2 20231,100$33.9B
Q1 20231,116$34.8B
Q4 20221,118$34.1B
Q3 20221,076$29.9B
Q2 20221,091$33.8B
Q1 20221,102$32.2B
Q4 20211,108$32.7B
Q3 2021956$19.6B
Q2 2021934$18.6B
Q1 2021878$16.9B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q4 2023.

Institutions holding O in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$30.00%0Unchanged
Impact Partnership Wealth, LLC1$390.00%−269−99.6%Reduced
Mine & Arao Wealth Creation & Management, LLC.1$550.00%+1New
First Command Advisory Services, Inc.2$1080.00%+2New
Valued Wealth Advisors LLC3$1640.00%−8−72.7%Reduced
REAP Financial Group, LLC4$2160.00%+4New
Clear Point Advisors Inc.5$2880.00%00.0%Unchanged
RFP Financial Group LLC7$3950.00%00.0%Unchanged
NVWM, LLC9$4890.00%+9New
Cornerstone Planning Group LLC11$6080.00%+11New
MCF Advisors LLC12$6530.00%−110−90.2%Reduced
Clarity Asset Management, Inc.12$6740.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.18$9740.00%+18New
Loomis Sayles & Co L P24$1.00K0.00%+5+26.3%Added
Farmers & Merchants Trust Co of Chambersburg PA19$1.00K0.00%+19New
Sanctuary Wealth Management, L.L.C.19$1.03K0.00%+19New
Fairman Group, LLC19$1.03K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC20$1.08K0.00%+20New
Financial Synergies Wealth Advisors, Inc.21$1.14K0.00%−5−19.2%Reduced
Caitlin John, LLC22$1.22K0.00%00.0%Unchanged
Quest Partners LLC24$1.30K0.00%+24New
Jackson, Grant Investment Advisers, Inc.27$1.46K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC34$1.84K0.00%+24+240.0%Added
CarsonAllaria Wealth Management, Ltd.36$1.99K0.00%00.0%Unchanged
Financial Management Professionals, Inc.33$2.00K0.00%+17+106.3%Added
Eagle Bay Advisors LLC44$2.39K0.00%00.0%Unchanged
Fortitude Family Office, LLC46$2.49K0.00%+38+475.0%Added
TFC Financial Management46$2.50K0.00%+20+76.9%Added
Tradewinds Capital Management, LLC47$2.54K0.00%00.0%Unchanged
Qube Research & Technologies Ltd48$2.60K0.00%−108,944−100.0%Reduced
Dunhill Financial, LLC52$2.79K0.00%+9+20.9%Added
Kozak & Associates, Inc.52$2.85K0.00%+50+2,500.0%Added
Raffa Wealth Management, LLC57$3.08K0.00%00.0%Unchanged
HighMark Wealth Management LLC57$3.09K0.00%−49−46.2%Reduced
Sachetta, LLC56$3.22K0.00%00.0%Unchanged
Delta Asset Management LLC60$3.25K0.00%+60New
Mascoma Wealth Management LLC67$3.63K0.00%−61−47.7%Reduced
POM Investment Strategies, LLC70$3.79K0.00%+1+1.4%Added
Capital Advisors, Ltd. LLC81$4.00K0.00%−140−63.3%Reduced
CKW Financial Group75$4.00K0.00%+75New
Planning Capital Management Corp74$4.01K0.00%+49+196.0%Added
Carolinas Wealth Consulting LLC77$4.18K0.00%+20+35.1%Added
Tributary Capital Management, LLC81$4.38K0.00%+81New
Pacifica Partners Inc.90$4.69K0.00%00.0%Unchanged
PSI Advisors, LLC95$5.14K0.00%00.0%Unchanged
SJS Investment Consulting Inc.96$5.19K0.00%+96New
Institutional & Family Asset Management, LLC100$5.41K0.00%00.0%Unchanged
Global Trust Asset Management, LLC100$5.41K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC100$5.41K0.00%00.0%Unchanged
Global Financial Private Client, LLC111$5.93K0.00%+111New
Operose Advisors LLC110$5.95K0.00%00.0%Unchanged
First PREMIER Bank103$6.00K0.00%+103New
Nemes Rush Group LLC112$6.06K0.00%−17−13.2%Reduced
Highline Wealth Partners LLC116$6.25K0.00%+1+0.9%Added
GHP Investment Advisors, Inc.121$6.55K0.00%00.0%Unchanged
Sandy Spring Bank128$6.92K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC135$7.30K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC136$7.36K0.00%00.0%Unchanged
Abound Wealth Management137$7.42K0.00%+21+18.1%Added
Crewe Advisors LLC143$7.74K0.00%+143New
Kiely Wealth Advisory Group, Inc.143$7.78K0.00%00.0%Unchanged
Avion Wealth132$8.00K0.00%+21+18.9%Added
Insight Financial Services159$8.60K0.01%00.0%Unchanged
Sittner & Nelson, LLC163$8.82K0.00%00.0%Unchanged
CVA Family Office, LLC166$8.98K0.00%−333−66.7%Reduced
FSC Wealth Advisors, LLC166$8.98K0.01%−101−37.8%Reduced
Bare Financial Services, Inc173$9.26K0.01%00.0%Unchanged
Community Bank, N.A.180$9.74K0.00%−284−61.2%Reduced
Richard W. Paul & Associates, LLC183$9.90K0.00%+57+45.2%Added
Ameliora Wealth Management Ltd.188$10.2K0.00%00.0%Unchanged
Aspire Private Capital, LLC192$10.4K0.00%+55+40.1%Added
Hoese & Co LLP200$10.4K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC200$10.8K0.02%00.0%Unchanged
AlphaMark Advisors, LLC200$11.0K0.00%00.0%Unchanged
Creative Capital Management Investments LLC225$12.2K0.01%00.0%Unchanged
Core Wealth Advisors, Inc.228$12.3K0.00%00.0%Unchanged
CGC Financial Services, LLC236$12.8K0.01%00.0%Unchanged
Evermay Wealth Management LLC238$12.9K0.00%−6−2.5%Reduced
Clear Investment Research, LLC249$13.5K0.02%+7+2.9%Added
Old Point Trust & Financial Services N A250$13.5K0.00%+250New
Salomon & Ludwin, LLC254$13.7K0.00%00.0%Unchanged
FNY Investment Advisers, LLC275$14.0K0.01%+155+129.2%Added
Providence Capital Advisors, LLC272$14.7K0.00%00.0%Unchanged
GW&K Investment Management, LLC281$15.0K0.00%00.0%Unchanged
Archer Investment Corp278$15.0K0.00%−694−71.4%Reduced
Barrett & Company, Inc.284$15.4K0.01%00.0%Unchanged
Aspect Partners, LLC286$15.5K0.01%+34+13.5%Added
Pacific Capital Wealth Advisors, Inc288$15.6K0.00%00.0%Unchanged
Sofos Investments, Inc.292$15.9K0.00%+210+256.1%Added
WR Wealth Planners, LLC311$16.8K0.01%+311New
Luken Investment Analytics, LLC327$17.7K0.01%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC330$17.9K0.01%00.0%Unchanged
Country Trust Bank337$18.2K0.00%+275+443.5%Added
Transcendent Capital Group LLC341$18.4K0.01%00.0%Unchanged
Plato Investment Management Ltd345$18.7K0.00%+345New
TD Waterhouse Canada Inc.526$18.8K0.00%+100+23.5%Added
CBIZ Investment Advisory Services, LLC346$18.8K0.00%+346New
Hartford Financial Management Inc.350$18.9K0.00%00.0%Unchanged
Albion Financial Group357$19.3K0.00%+5+1.4%Added
Monetary Management Group Inc360$19.5K0.01%00.0%Unchanged