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 |
|---|---|---|---|---|---|
| Optimum Investment Advisors | 1,800 | $97.4K | 0.04% | +350+24.1% | Added |
| Parkside Financial Bank & Trust | 1,815 | $98.2K | 0.02% | +66+3.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,888 | $102.1K | 0.04% | +427+29.2% | Added |
| Indiana Trust & Investment Management CO | 1,933 | $104.6K | 0.04% | −983−33.7% | Reduced |
| First Horizon Advisors, Inc. | 1,945 | $105.2K | 0.00% | −4,188−68.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,982 | $107.2K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $108.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $108.8K | 0.04% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,065 | $111.7K | 0.01% | +994+92.8% | Added |
| Ninepoint Partners LP | 2,090 | $113.1K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 2,100 | $113.6K | 0.04% | −400−16.0% | Reduced |
| Tidemark, LLC | 2,113 | $114.3K | 0.06% | +181+9.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,104 | $114.4K | 0.00% | +213+11.3% | Added |
| Motco | 2,149 | $116.3K | 0.01% | +109+5.3% | Added |
| CoreCap Advisors, LLC | 2,167 | $117.3K | 0.01% | +2,167 | New |
| Founders Capital Management | 2,280 | $123.3K | 0.08% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,413 | $130.5K | 0.09% | +278+13.0% | Added |
| M&R Capital Management Inc | 2,416 | $130.7K | 0.03% | +403+20.0% | Added |
| Caldwell Trust Co | 2,425 | $131.2K | 0.02% | +111+4.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,480 | $134.2K | 0.06% | +360+17.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,577 | $139.4K | 0.03% | −1,310−33.7% | Reduced |
| Covestor Ltd | 2,639 | $143.0K | 0.09% | +730+38.2% | Added |
| Semmax Financial Advisors Inc. | 2,681 | $148.1K | 0.05% | −51,671−95.1% | Reduced |
| Benjamin Edwards Inc | 2,869 | $155.0K | 0.03% | +121+4.4% | Added |
| Rocky Mountain Advisers, LLC | 3,100 | $167.7K | 0.05% | 00.0% | Unchanged |
| Cutler Group LP | 3,234 | $174.0K | 0.09% | −9,427−74.5% | Reduced |
| Gradient Investments LLC | 3,230 | $174.8K | 0.00% | +243+8.1% | Added |
| Penserra Capital Management LLC | 3,333 | $179.0K | 0.00% | −3,163−48.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,320 | $179.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,331 | $180.2K | 0.02% | +147+4.6% | Added |
| Independence Bank of Kentucky | 3,460 | $187.2K | 0.06% | +3,460 | New |
| Ci Investments Inc. | 3,511 | $190.0K | 0.00% | +1,533+77.5% | Added |
| JJJ Advisors Inc. | 3,546 | $192.1K | 0.04% | +421+13.5% | Added |
| Westside Investment Management, Inc. | 3,579 | $193.6K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,580 | $194.6K | 0.01% | −1,760−33.0% | Reduced |
| Main Street Group, LTD | 3,719 | $199.9K | 0.09% | +3,119+519.8% | Added |
| Whittier Trust Co | 3,705 | $200.4K | 0.00% | −402−9.8% | Reduced |
| Yoder Wealth Management, Inc. | 3,707 | $200.5K | 0.13% | +3,707 | New |
| Armstrong Advisory Group, Inc | 3,494 | $200.6K | 0.02% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 3,749 | $200.8K | 0.14% | +3,749 | New |
| Berry Wealth Group, LP | 3,714 | $200.9K | 0.17% | +3,714 | New |
| Busey Wealth Management | 3,717 | $201.1K | 0.01% | +39+1.1% | Added |
| Innova Wealth Partners | 3,725 | $201.5K | 0.16% | +3,725 | New |
| Semus Wealth Partners LLC | 3,727 | $201.6K | 0.17% | −131−3.4% | Reduced |
| Archford Capital Strategies, LLC | 3,757 | $203.3K | 0.03% | −94−2.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,759 | $203.3K | 0.02% | −339−8.3% | Reduced |
| RW Investment Management LLC | 3,763 | $203.6K | 0.03% | +3,763 | New |
| Coastwise Capital Group, LLC | 3,763 | $203.6K | 0.19% | +3,763 | New |
| Scott Capital Advisors, LLC | 3,744 | $203.6K | 0.06% | +163+4.6% | Added |
| Lake Street Advisors Group, LLC | 3,843 | $208.9K | 0.01% | +274+7.7% | Added |
| Commons Capital, LLC | 3,863 | $209.0K | 0.30% | −79−2.0% | Reduced |
| Flynn Zito Capital Management, LLC | 3,875 | $209.6K | 0.11% | +90+2.4% | Added |
| Sandbox Financial Partners, LLC | 3,877 | $209.7K | 0.09% | +10.0% | Added |
| GAMMA Investing LLC | 3,886 | $210.2K | 0.04% | +531+15.8% | Added |
| Diversify Advisory Services, LLC | 3,955 | $211.4K | 0.01% | +3,955 | New |
| Morningstar Investment Services LLC | 3,943 | $212.0K | 0.00% | −1,339−25.4% | Reduced |
| Alpha Family Trust | 3,930 | $212.6K | 0.13% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,950 | $213.7K | 0.13% | +1,250+46.3% | Added |
| Excalibur Management Corp | 3,953 | $213.9K | 0.09% | −25−0.6% | Reduced |
| AMG National Trust Bank | 3,959 | $214.2K | 0.01% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 3,964 | $214.5K | 0.11% | +18+0.5% | Added |
| ETF Store, Inc. | 3,973 | $214.9K | 0.12% | +3,973 | New |
| Bullock Wealth Management Group | 4,024 | $215.1K | 0.14% | +4,024 | New |
| Everpar Advisors LLC | 3,982 | $215.4K | 0.13% | −1,049−20.9% | Reduced |
| Avestar Capital, LLC | 3,990 | $215.9K | 0.02% | +3,990 | New |
| Congress Park Capital LLC | 4,000 | $216.4K | 0.10% | +250+6.7% | Added |
| Keystone Wealth Services, LLC | 4,013 | $217.1K | 0.07% | +120+3.1% | Added |
| Phillips Wealth Planners LLC | 4,275 | $217.2K | 0.25% | +4,275 | New |
| Atticus Wealth Management, LLC | 4,017 | $217.3K | 0.07% | −196−4.7% | Reduced |
| Prosperity Wealth Management, Inc. | 4,019 | $217.4K | 0.10% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4,020 | $217.5K | 0.02% | −1,202−23.0% | Reduced |
| Argent Advisors, Inc. | 4,024 | $217.7K | 0.09% | +4,024 | New |
| Morningstar Investment Management LLC | 4,031 | $218.0K | 0.02% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,066 | $220.0K | 0.17% | +4,066 | New |
| Pointe Capital Management LLC | 4,094 | $221.5K | 0.14% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,100 | $221.8K | 0.02% | −230−5.3% | Reduced |
| FLC Capital Advisors | 4,102 | $221.9K | 0.06% | +279+7.3% | Added |
| Premier Path Wealth Partners, LLC | 4,107 | $222.2K | 0.04% | −125−3.0% | Reduced |
| Marcum Wealth, LLC | 4,124 | $223.1K | 0.02% | +4,124 | New |
| Advisory Alpha, LLC | 4,129 | $223.4K | 0.01% | +395+10.6% | Added |
| Cornerstone Wealth Management, LLC | 4,135 | $223.7K | 0.02% | −122−2.9% | Reduced |
| Spirepoint Private Client, LLC | 4,140 | $224.0K | 0.03% | +4,140 | New |
| Wrapmanager Inc | 4,141 | $224.0K | 0.06% | +4,141 | New |
| Teamwork Financial Advisors, LLC | 4,155 | $224.8K | 0.03% | +4,155 | New |
| Hoylecohen, LLC | 4,156 | $224.8K | 0.02% | +470+12.8% | Added |
| Summit Trail Advisors, LLC | 4,146 | $225.3K | 0.01% | −432−9.4% | Reduced |
| Berger Financial Group, Inc | 4,170 | $225.6K | 0.02% | +385+10.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 4,187 | $226.5K | 0.06% | +333+8.6% | Added |
| Regal Investment Advisors LLC | 4,192 | $226.8K | 0.02% | +4,192 | New |
| LM Advisors LLC | 4,188 | $227.0K | 0.04% | +2,349+127.7% | Added |
| Aull & Monroe Investment Management Corp | 4,200 | $227.2K | 0.10% | 00.0% | Unchanged |
| MBA Advisors LLC | 4,204 | $227.4K | 0.12% | +144+3.5% | Added |
| Los Angeles Capital Management LLC | 4,221 | $228.4K | 0.00% | +560+15.3% | Added |
| FSB Premier Wealth Management, Inc. | 4,227 | $228.7K | 0.11% | +4,227 | New |
| Slagle Financial, LLC | 4,233 | $229.0K | 0.12% | −4,083−49.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,240 | $229.4K | 0.10% | −952−18.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,256 | $230.2K | 0.02% | +4,256 | New |
| Cyndeo Wealth Partners, LLC | 4,303 | $232.8K | 0.02% | −120−2.7% | Reduced |
| Rinkey Investments | 4,309 | $233.1K | 0.08% | +4,309 | New |
| Argent Trust Co | 4,327 | $234.1K | 0.01% | +4,327 | New |