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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 372 | $20.1K | 0.00% | −100−21.2% | Reduced |
| MV Capital Management, Inc. | 390 | $21.1K | 0.00% | −1−0.3% | Reduced |
| Piscataqua Savings Bank | 400 | $21.6K | 0.02% | −90−18.4% | Reduced |
| Arlington Trust Co LLC | 400 | $21.6K | 0.01% | −400−50.0% | Reduced |
| Boyd Watterson Asset Management LLC | 403 | $21.8K | 0.01% | +300+291.3% | Added |
| Rosenberg Matthew Hamilton | 408 | $21.8K | 0.01% | +193+89.8% | Added |
| Dynamic Wealth Strategies, LLC | 411 | $22.0K | 0.02% | −80−16.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 408 | $22.1K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 419 | $22.7K | 0.00% | +419 | New |
| Rise Advisors, LLC | 420 | $22.7K | 0.01% | +420 | New |
| American National Bank | 427 | $23.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 428 | $23.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 436 | $23.6K | 0.01% | −1,207−73.5% | Reduced |
| Robinswood Financial LLC | 447 | $23.9K | 0.01% | +1+0.2% | Added |
| Leonteq Securities AG | 446 | $24.1K | 0.00% | −307−40.8% | Reduced |
| ICA Group Wealth Management, LLC | 469 | $25.4K | 0.01% | +83+21.5% | Added |
| MB, Levis & Associates, LLC | 475 | $25.7K | 0.01% | +3+0.6% | Added |
| SYSTM Wealth Solutions LLC | 495 | $26.9K | 0.00% | −350−41.4% | Reduced |
| Washington Trust Co | 497 | $26.9K | 0.00% | +197+65.7% | Added |
| Investment Research & Advisory Group, Inc. | 500 | $27.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $27.1K | 0.01% | +500 | New |
| Vima LLC | 437 | $27.7K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 529 | $28.6K | 0.01% | +217+69.6% | Added |
| Valley National Advisers Inc | 552 | $29.0K | 0.00% | +32+6.2% | Added |
| Alaska Permanent Fund Corp | 538 | $29.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 552 | $29.9K | 0.02% | +179+48.0% | Added |
| Private Wealth Management Group, LLC | 555 | $30.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 558 | $30.2K | 0.03% | −442−44.2% | Reduced |
| SOA Wealth Advisors, LLC. | 559 | $30.2K | 0.01% | +4+0.7% | Added |
| Deseret Mutual Benefit Administrators | 574 | $31.1K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 582 | $31.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 575 | $32.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 599 | $32.4K | 0.04% | +26+4.5% | Added |
| Key Financial Inc | 604 | $32.7K | 0.01% | +18+3.1% | Added |
| Continuum Advisory, LLC | 611 | $33.4K | 0.00% | +611 | New |
| Riverview Trust Co | 630 | $34.1K | 0.03% | +630 | New |
| Hilltop National Bank | 647 | $35.0K | 0.01% | +647 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $35.5K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 670 | $36.3K | 0.00% | −45−6.3% | Reduced |
| JFS Wealth Advisors, LLC | 674 | $36.5K | 0.00% | −198−22.7% | Reduced |
| Orion Capital Management LLC | 700 | $37.9K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 700 | $37.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 725 | $39.9K | 0.00% | +189+35.3% | Added |
| Activest Wealth Management | 782 | $42.3K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 796 | $43.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 815 | $44.1K | 0.00% | −375−31.5% | Reduced |
| Smartleaf Asset Management LLC | 830 | $44.6K | 0.01% | +545+191.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 837 | $45.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 837 | $45.3K | 0.01% | +156+22.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 850 | $46.2K | 0.00% | +700+466.7% | Added |
| Central Pacific Bank - Trust Division | 864 | $46.2K | 0.01% | +864 | New |
| Missouri Trust & Investment Co | 880 | $47.6K | 0.02% | −560−38.9% | Reduced |
| Pinnacle Financial Partners Inc | 884 | $47.8K | 0.00% | +839+1,864.4% | Added |
| Wiser Advisor Group LLC | 916 | $49.6K | 0.08% | +12+1.3% | Added |
| Bellevue Asset Management, LLC | 928 | $50.2K | 0.03% | −99−9.6% | Reduced |
| Fortis Group Advisors, LLC | 950 | $51.4K | 0.01% | −950−50.0% | Reduced |
| Godsey & Gibb Associates | 990 | $53.6K | 0.01% | +70+7.6% | Added |
| Capital Analysts, LLC | 996 | $54.0K | 0.00% | +11+1.1% | Added |
| Salem Investment Counselors Inc | 1,010 | $54.9K | 0.00% | −2,383−70.2% | Reduced |
| Quent Capital, LLC | 1,045 | $56.5K | 0.01% | +5+0.5% | Added |
| CoreFirst Bank & Trust | 1,080 | $58.4K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,093 | $59.1K | 0.00% | +60+5.8% | Added |
| Bank of New Hampshire | 1,100 | $59.5K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,125 | $60.9K | 0.09% | +1,125 | New |
| Hexagon Capital Partners LLC | 1,134 | $61.4K | 0.01% | −392−25.7% | Reduced |
| Center for Financial Planning, Inc. | 1,171 | $63.4K | 0.01% | +591+101.9% | Added |
| Trust Co | 1,197 | $64.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,210 | $65.5K | 0.06% | +60+5.2% | Added |
| Cypress Capital Management LLC (WY) | 1,218 | $65.9K | 0.07% | +1,218 | New |
| Concord Wealth Partners | 1,228 | $66.4K | 0.01% | +700+132.6% | Added |
| Baldwin Brothers Inc | 1,230 | $66.5K | 0.01% | −530−30.1% | Reduced |
| Sawyer & Company, Inc | 1,300 | $70.3K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,312 | $71.0K | 0.01% | −2,790−68.0% | Reduced |
| Register Financial Advisors LLC | 1,350 | $73.0K | 0.04% | +1,350 | New |
| McIlrath & Eck, LLC | 1,411 | $76.3K | 0.01% | −45−3.1% | Reduced |
| Hollencrest Capital Management | 1,416 | $76.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,464 | $79.2K | 0.02% | +777+113.1% | Added |
| Front Row Advisors LLC | 1,460 | $79.4K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,467 | $79.4K | 0.01% | −5,452−78.8% | Reduced |
| Kelly Financial Services LLC | 1,494 | $80.8K | 0.03% | −145−8.8% | Reduced |
| Future Financial Wealth Managment LLC | 1,500 | $81.2K | 0.06% | +1,500 | New |
| TSFG, LLC | 1,524 | $82.0K | 0.02% | +1,524 | New |
| Creative Financial Designs Inc | 1,531 | $82.8K | 0.01% | −286−15.7% | Reduced |
| Versant Capital Management, Inc | 1,569 | $84.9K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,583 | $85.6K | 0.01% | +25+1.6% | Added |
| Bangor Savings Bank | 1,592 | $86.1K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $86.6K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,600 | $86.6K | 0.02% | +1,600 | New |
| City State Bank | 1,600 | $87.0K | 0.04% | −100−5.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,644 | $88.9K | 0.01% | +271+19.7% | Added |
| Anchor Investment Management, LLC | 1,657 | $89.6K | 0.01% | +155+10.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,657 | $89.6K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,659 | $89.7K | 0.05% | +23+1.4% | Added |
| Central Trust Co | 1,675 | $90.6K | 0.00% | +1+0.1% | Added |
| Tompkins Financial Corp | 1,750 | $94.7K | 0.01% | +1,750 | New |
| Heritage Wealth Advisors | 1,763 | $95.4K | 0.00% | +533+43.3% | Added |
| Glass Jacobson Investment Advisors llc | 1,765 | $95.5K | 0.04% | −525−22.9% | Reduced |
| JNBA Financial Advisors | 1,780 | $96.3K | 0.01% | 00.0% | Unchanged |