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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ethic Inc. | 78,385 | $4.24M | 0.11% | −508−0.6% | Reduced |
| Martin Capital Partners, LLC | 79,002 | $4.27M | 1.64% | +79,002 | New |
| Tectonic Advisors LLC | 79,064 | $4.28M | 0.33% | +9,230+13.2% | Added |
| Beacon Financial Group | 79,155 | $4.28M | 0.49% | +79,155 | New |
| Dearborn Partners LLC | 79,590 | $4.31M | 0.18% | −39,959−33.4% | Reduced |
| First Foundation Advisors | 80,720 | $4.37M | 0.17% | −3,742−4.4% | Reduced |
| Coldstream Capital Management Inc | 81,145 | $4.39M | 0.11% | +1,796+2.3% | Added |
| Baugh & Associates, LLC | 81,588 | $4.41M | 2.35% | −976−1.2% | Reduced |
| Gotham Asset Management, LLC | 82,121 | $4.44M | 0.07% | −15,383−15.8% | Reduced |
| Pathway Financial Advisers, LLC | 83,591 | $4.52M | 1.63% | +3,984+5.0% | Added |
| Oppenheimer & Co Inc | 84,227 | $4.56M | 0.08% | +3,444+4.3% | Added |
| IMC-Chicago, LLC | 85,973 | $4.65M | 0.16% | +85,973 | New |
| Dupree Financial Group, LLC | 88,624 | $4.79M | 2.13% | +923+1.1% | Added |
| Carnegie Capital Asset Management, LLC | 90,083 | $4.87M | 0.15% | +6,558+7.9% | Added |
| TownSquare Capital, LLC | 90,282 | $4.88M | 0.07% | +7,428+9.0% | Added |
| Exchange Traded Concepts, LLC | 90,324 | $4.89M | 0.13% | +460+0.5% | Added |
| Venture Visionary Partners LLC | 91,884 | $4.97M | 0.24% | +1,529+1.7% | Added |
| Mackenzie Financial Corp | 92,066 | $4.98M | 0.01% | +15,429+20.1% | Added |
| Farmers & Merchants Investments Inc | 93,074 | $5.04M | 0.17% | +3,305+3.7% | Added |
| Alpha Omega Wealth Management LLC | 93,457 | $5.06M | 0.94% | +93,457 | New |
| United Asset Strategies, Inc. | 93,846 | $5.08M | 0.51% | +11,417+13.9% | Added |
| Captrust Financial Advisors | 94,730 | $5.12M | 0.02% | +7,996+9.2% | Added |
| The PNC Financial Services Group, Inc. | 95,456 | $5.16M | 0.00% | +6,438+7.2% | Added |
| Stratos Wealth Partners, LTD. | 95,692 | $5.18M | 0.09% | +258+0.3% | Added |
| Schroder Investment Management Group | 95,824 | $5.18M | 0.01% | +6,419+7.2% | Added |
| MML Investors Services, LLC | 96,211 | $5.21M | 0.02% | +12,447+14.9% | Added |
| Holocene Advisors, LP | 96,730 | $5.23M | 0.02% | −62,307−39.2% | Reduced |
| Davenport & Co LLC | 97,941 | $5.30M | 0.03% | +8,789+9.9% | Added |
| Public Sector Pension Investment Board | 98,391 | $5.32M | 0.04% | +11,328+13.0% | Added |
| Miller Howard Investments Inc | 99,060 | $5.36M | 0.18% | +99,060 | New |
| British Columbia Investment Management Corp | 99,312 | $5.37M | 0.04% | +17,723+21.7% | Added |
| Telos Capital Management, Inc. | 99,380 | $5.38M | 0.61% | +3,989+4.2% | Added |
| Rafferty Asset Management, LLC | 99,619 | $5.39M | 0.02% | +2,521+2.6% | Added |
| GSI Capital Advisors LLC | 99,912 | $5.41M | 3.18% | −68,374−40.6% | Reduced |
| ING Groep NV | 99,960 | $5.41M | 0.04% | +90,253+929.8% | Added |
| LVM Capital Management Ltd | 102,122 | $5.53M | 0.65% | +1,625+1.6% | Added |
| Janus Henderson Group PLC | 102,180 | $5.53M | 0.00% | +6,503+6.8% | Added |
| Pacer Advisors, Inc. | 102,376 | $5.54M | 0.01% | −8,623−7.8% | Reduced |
| Wealthfront Advisers LLC | 102,544 | $5.55M | 0.02% | +7,787+8.2% | Added |
| Trust Co of Virginia | 102,852 | $5.56M | 0.53% | −3,910−3.7% | Reduced |
| Pensionfund Sabic | 103,238 | $5.58M | 1.66% | +40,284+64.0% | Added |
| Metis Global Partners, LLC | 103,540 | $5.60M | 0.20% | +13,378+14.8% | Added |
| Country Club Bank | 103,871 | $5.62M | 0.40% | +43,426+71.8% | Added |
| Canal Capital Management, LLC | 104,359 | $5.65M | 0.95% | +104,359 | New |
| FORA Capital, LLC | 106,089 | $5.74M | 0.47% | +106,089 | New |
| Westwood Holdings Group Inc. | 106,102 | $5.74M | 0.05% | +100,514+1,798.7% | Added |
| Twin Tree Management, LP | 106,174 | $5.74M | 0.13% | −244,685−69.7% | Reduced |
| Aviva PLC | 106,181 | $5.74M | 0.02% | −44,930−29.7% | Reduced |
| WealthPLAN Partners, LLC | 106,941 | $5.79M | 0.60% | −30,400−22.1% | Reduced |
| Ziegler Capital Management, LLC | 107,446 | $5.81M | 0.22% | +970+0.9% | Added |
| First Trust Advisors LP | 108,183 | $5.85M | 0.01% | +12,052+12.5% | Added |
| Thompson Siegel & Walmsley LLC | 108,299 | $5.86M | 0.09% | 00.0% | Unchanged |
| Windle Wealth, LLC | 109,083 | $5.90M | 3.76% | +4,241+4.0% | Added |
| Squarepoint Ops LLC | 109,348 | $5.92M | 0.02% | +67,368+160.5% | Added |
| Bank of Nova Scotia | 109,914 | $5.95M | 0.01% | +13,845+14.4% | Added |
| New York Life Investment Management LLC | 114,416 | $6.19M | 0.06% | +10,345+9.9% | Added |
| Mutual of America Capital Management LLC | 114,589 | $6.20M | 0.07% | +12,343+12.1% | Added |
| Allstate Corp | 114,711 | $6.21M | 0.44% | +12,013+11.7% | Added |
| Robeco Institutional Asset Management B.V. | 116,685 | $6.31M | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 116,524 | $6.33M | 0.20% | +35,257+43.4% | Added |
| HRT Financial LP | 117,219 | $6.34M | 0.04% | +117,219 | New |
| Tredje AP-fonden | 118,000 | $6.38M | 0.07% | +90,497+329.0% | Added |
| Public Employees Retirement Association of Colorado | 118,761 | $6.42M | 0.03% | +18,574+18.5% | Added |
| M&T Bank Corp | 118,785 | $6.43M | 0.02% | +16,387+16.0% | Added |
| Advisors Management Group Inc | 119,501 | $6.46M | 1.61% | +119,501 | New |
| Xponance, Inc. | 121,079 | $6.55M | 0.07% | +25,510+26.7% | Added |
| Insight Folios Inc | 123,522 | $6.68M | 2.71% | +11,806+10.6% | Added |
| Jump Financial, LLC | 125,545 | $6.79M | 0.19% | +91,328+266.9% | Added |
| Manning & Napier Group, LLC | 126,588 | $6.85M | 0.08% | +13,179+11.6% | Added |
| Advisors Asset Management, Inc. | 127,228 | $6.88M | 0.13% | −28,995−18.6% | Reduced |
| DnB Asset Management AS | 127,849 | $6.92M | 0.04% | −919−0.7% | Reduced |
| US Bancorp | 128,117 | $6.93M | 0.01% | +8,037+6.7% | Added |
| WealthPlan Investment Management, LLC | 128,623 | $6.96M | 1.06% | +17,616+15.9% | Added |
| Sequoia Financial Advisors, LLC | 128,643 | $6.96M | 0.09% | −9,446−6.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 129,096 | $6.98M | 0.02% | +25,743+24.9% | Added |
| Mattern Capital Management, LLC | 129,528 | $7.01M | 0.95% | +14,354+12.5% | Added |
| Kestra Advisory Services, LLC | 134,419 | $7.31M | 0.05% | +82,759+160.2% | Added |
| Illinois Municipal Retirement Fund | 137,395 | $7.43M | 0.11% | −62,317−31.2% | Reduced |
| Allworth Financial LP | 140,661 | $7.61M | 0.05% | +9,924+7.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 141,353 | $7.65M | 0.08% | +17,400+14.0% | Added |
| Baird Financial Group, Inc. | 142,507 | $7.71M | 0.02% | −1,446−1.0% | Reduced |
| Core Alternative Capital | 142,979 | $7.74M | 1.39% | −10,895−7.1% | Reduced |
| Utah Retirement Systems | 144,067 | $7.79M | 0.09% | +18,410+14.7% | Added |
| SG Americas Securities, LLC | 146,265 | $7.91M | 0.04% | +121,036+479.7% | Added |
| Czech National Bank | 146,328 | $7.92M | 0.10% | +19,538+15.4% | Added |
| Wellington Management Group LLP | 147,099 | $7.96M | 0.00% | +17,922+13.9% | Added |
| Cinctive Capital Management LP | 148,246 | $8.02M | 0.41% | +31,947+27.5% | Added |
| KBC Group NV | 148,671 | $8.04M | 0.03% | −18,972−11.3% | Reduced |
| Evergreen Capital Management LLC | 148,634 | $8.08M | 0.31% | +13,194+9.7% | Added |
| Novare Capital Management LLC | 153,929 | $8.33M | 0.75% | −57,634−27.2% | Reduced |
| LGT Group Foundation | 155,340 | $8.40M | 0.20% | −67,607−30.3% | Reduced |
| CI Private Wealth, LLC | 156,157 | $8.45M | 0.02% | −23,643−13.1% | Reduced |
| Caption Management, LLC | 156,200 | $8.45M | 0.93% | +156,200 | New |
| Skandinaviska Enskilda Banken AB (publ) | 158,188 | $8.56M | 0.04% | +32,400+25.8% | Added |
| Edgemoor Investment Advisors, Inc. | 159,076 | $8.61M | 0.81% | +15,682+10.9% | Added |
| Mercer Global Advisors Inc | 159,705 | $8.65M | 0.02% | +46,955+41.6% | Added |
| Omers Administration Corp | 160,400 | $8.68M | 0.10% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 160,573 | $8.69M | 0.09% | +32,242+25.1% | Added |
| Skba Capital Management LLC | 160,822 | $8.70M | 1.36% | −810−0.5% | Reduced |
| Huntington National Bank | 164,068 | $8.88M | 0.07% | −13,488−7.6% | Reduced |