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 |
|---|---|---|---|---|---|
| Stockman Wealth Management, Inc. | 4,334 | $234.5K | 0.04% | +46+1.1% | Added |
| Ancora Advisors, LLC | 4,334 | $234.5K | 0.01% | +211+5.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,408 | $238.5K | 0.01% | +4,408 | New |
| First Nebraska Trust Co | 4,436 | $240.0K | 0.02% | +80+1.8% | Added |
| Kennedy Investment Group | 4,454 | $241.0K | 0.13% | −1,678−27.4% | Reduced |
| Sovereign Financial Group, Inc. | 4,476 | $242.2K | 0.06% | +131+3.0% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,548 | $243.1K | 0.14% | +888+24.3% | Added |
| Credit Capital Investments LLC | 4,500 | $243.4K | 0.30% | +4,500 | New |
| Main Street Financial Solutions, LLC | 4,512 | $244.1K | 0.03% | +140+3.2% | Added |
| Johnson Bixby & Associates, LLC | 4,515 | $244.3K | 0.04% | −97−2.1% | Reduced |
| Phoenix Holdings Ltd. | 4,529 | $244.3K | 0.00% | +4,529 | New |
| LexAurum Advisors, LLC | 4,520 | $244.5K | 0.06% | +989+28.0% | Added |
| Strategy Asset Managers LLC | 4,541 | $245.7K | 0.05% | +515+12.8% | Added |
| West Family Investments, Inc. | 4,544 | $245.8K | 0.08% | +4,544 | New |
| Tobam | 4,538 | $246.0K | 0.02% | +589+14.9% | Added |
| Silverlake Wealth Management LLC | 4,548 | $246.1K | 0.13% | +328+7.8% | Added |
| Chilton Capital Management LLC | 4,533 | $246.3K | 0.01% | +728+19.1% | Added |
| Corton Capital Inc. | 4,576 | $247.6K | 0.09% | −2,758−37.6% | Reduced |
| Modera Wealth Management, LLC | 4,581 | $247.8K | 0.00% | +4,581 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,586 | $248.1K | 0.03% | +4,586 | New |
| OneAscent Financial Services LLC | 4,602 | $249.0K | 0.03% | −173−3.6% | Reduced |
| RSM US Wealth Management LLC | 4,612 | $249.3K | 0.01% | −3,165−40.7% | Reduced |
| Leo Wealth, LLC | 4,636 | $250.8K | 0.03% | +285+6.6% | Added |
| Spreng Capital Management, Inc. | 4,700 | $254.3K | 0.14% | −474−9.2% | Reduced |
| Catalytic Wealth RIA, LLC | 4,706 | $254.6K | 0.05% | +384+8.9% | Added |
| Pinnacle Associates Ltd | 4,773 | $258.2K | 0.00% | +4,773 | New |
| Consolidated Portfolio Review Corp | 4,793 | $259.3K | 0.07% | +4,793 | New |
| Old National Bancorp | 4,826 | $261.1K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,853 | $262.5K | 0.05% | −6,260−56.3% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,890 | $264.5K | 0.18% | 00.0% | Unchanged |
| Verition Fund Management LLC | 4,909 | $265.6K | 0.00% | −130,917−96.4% | Reduced |
| Johnson Investment Counsel Inc | 4,919 | $266.1K | 0.00% | −1,204−19.7% | Reduced |
| Aspiriant, LLC | 4,927 | $266.6K | 0.01% | −259−5.0% | Reduced |
| Mayflower Financial Advisors, LLC | 4,953 | $267.9K | 0.04% | −111−2.2% | Reduced |
| Smith, Moore & Co. | 4,957 | $268.2K | 0.03% | +10.0% | Added |
| Catalyst Capital Advisors LLC | 5,000 | $270.5K | 0.01% | +5,000 | New |
| Cozad Asset Management Inc | 5,022 | $271.7K | 0.03% | +279+5.9% | Added |
| Tiaa Trust, National Association | 5,034 | $272.3K | 0.00% | −3,057−37.8% | Reduced |
| SS&H Financial Advisors, Inc. | 5,050 | $273.0K | 0.11% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 5,070 | $274.3K | 0.11% | +23+0.5% | Added |
| SeaCrest Wealth Management, LLC | 5,102 | $276.0K | 0.03% | +306+6.4% | Added |
| Ted Buchan & Co | 5,117 | $276.8K | 0.17% | −8,561−62.6% | Reduced |
| Summit Financial Wealth Advisors, LLC | 5,139 | $278.0K | 0.06% | +5,139 | New |
| Mason & Associates Inc | 5,147 | $278.5K | 0.07% | 00.0% | Unchanged |
| PFG Advisors | 5,157 | $279.0K | 0.02% | +93+1.8% | Added |
| EverSource Wealth Advisors, LLC | 5,215 | $279.2K | 0.02% | +4,524+654.7% | Added |
| Ignite Planners, LLC | 5,222 | $279.2K | 0.08% | −708−11.9% | Reduced |
| Trajan Wealth LLC | 5,203 | $281.5K | 0.02% | +5,203 | New |
| Financial Counselors Inc | 5,240 | $283.5K | 0.00% | −401−7.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,240 | $283.5K | 0.10% | +100+1.9% | Added |
| Evanson Asset Management, LLC | 5,240 | $283.5K | 0.02% | −295−5.3% | Reduced |
| Pitcairn Co | 5,251 | $284.1K | 0.02% | +5,251 | New |
| M&G Plc | 5,295 | $285.9K | 0.00% | +5,295 | New |
| Tyche Wealth Partners LLC | 5,287 | $286.0K | 0.07% | +104+2.0% | Added |
| Prairie Sky Financial Group LLC | 5,332 | $288.5K | 0.17% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 5,354 | $289.7K | 0.04% | +227+4.4% | Added |
| Park Place Capital Corp | 5,355 | $289.7K | 0.10% | +55+1.0% | Added |
| Walker Asset Management, LLC | 5,361 | $290.0K | 0.19% | +422+8.5% | Added |
| Principle Wealth Partners LLC | 5,375 | $290.8K | 0.02% | +5,375 | New |
| Crescent Sterling, Ltd. | 5,408 | $292.6K | 0.27% | +250+4.8% | Added |
| Larson Financial Group LLC | 5,441 | $294.3K | 0.02% | +3,004+123.3% | Added |
| Farther Finance Advisors, LLC | 5,519 | $295.0K | 0.02% | +979+21.6% | Added |
| Lummis Asset Management, LP | 5,457 | $295.2K | 0.40% | +5,457 | New |
| Camden Capital, LLC | 5,488 | $296.9K | 0.03% | +1,988+56.8% | Added |
| Bokf, NA | 5,554 | $296.9K | 0.01% | −1,043−15.8% | Reduced |
| DF Dent & Co Inc | 5,488 | $296.9K | 0.00% | +96+1.8% | Added |
| Beverly Hills Private Wealth, LLC | 5,490 | $297.0K | 0.07% | +5,490 | New |
| Fortis Capital Advisors, LLC | 5,500 | $297.6K | 0.13% | −905−14.1% | Reduced |
| Cross Staff Investments Inc | 5,511 | $298.1K | 0.25% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,515 | $298.4K | 0.03% | −793−12.6% | Reduced |
| Transcend Wealth Collective, LLC | 5,527 | $299.0K | 0.02% | +105+1.9% | Added |
| Campion Asset Management LLC | 5,570 | $301.3K | 0.23% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 5,664 | $302.8K | 0.18% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 5,605 | $303.2K | 0.01% | −92−1.6% | Reduced |
| BKD Wealth Advisors, LLC | 5,614 | $303.7K | 0.01% | +653+13.2% | Added |
| Vance Wealth, Inc. | 5,626 | $304.4K | 0.12% | 00.0% | Unchanged |
| AJOVista, LLC | 5,632 | $304.7K | 0.83% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,647 | $305.5K | 0.01% | −135−2.3% | Reduced |
| Harvest Portfolios Group Inc. | 5,652 | $305.8K | 0.01% | +5,652 | New |
| Imprint Wealth LLC | 5,733 | $306.5K | 0.07% | +5,733 | New |
| Court Place Advisors, LLC | 5,679 | $307.3K | 0.10% | −442−7.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,750 | $311.0K | 0.01% | −937−14.0% | Reduced |
| Boston Financial Mangement LLC | 5,774 | $312.4K | 0.01% | +5,774 | New |
| Pinnacle Bancorp, Inc. | 5,780 | $312.7K | 0.09% | +1,660+40.3% | Added |
| XML Financial, LLC | 5,797 | $313.6K | 0.03% | +701+13.8% | Added |
| Bridgewealth Advisory Group, LLC | 5,811 | $314.4K | 0.15% | −509−8.1% | Reduced |
| Kinneret Advisory, LLC | 5,791 | $314.8K | 0.03% | −18−0.3% | Reduced |
| BancorpSouth Bank | 5,829 | $315.3K | 0.02% | −455−7.2% | Reduced |
| Graypoint LLC | 5,844 | $316.2K | 0.02% | +559+10.6% | Added |
| Milestone Asset Management, LLC | 5,872 | $317.7K | 0.09% | +5,872 | New |
| Prudent Man Advisors, LLC | 5,885 | $318.4K | 0.12% | −419−6.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,892 | $318.8K | 0.30% | +1,222+26.2% | Added |
| Traynor Capital Management, Inc. | 5,920 | $320.3K | 0.03% | +5,920 | New |
| Sunbelt Securities, Inc. | 5,923 | $320.4K | 0.04% | −526−8.2% | Reduced |
| Visionary Wealth Advisors | 5,942 | $321.5K | 0.02% | −113−1.9% | Reduced |
| Asset Dedication, LLC | 6,539 | $325.0K | 0.02% | −16,357−71.4% | Reduced |
| Focused Wealth Management, Inc | 6,012 | $325.2K | 0.05% | +392+7.0% | Added |
| Connors Investor Services Inc | 6,045 | $327.0K | 0.03% | +1,900+45.8% | Added |
| Farmers National Bank | 6,063 | $328.0K | 0.10% | −8,613−58.7% | Reduced |
| Vident Advisory, LLC | 6,072 | $328.6K | 0.01% | +778+14.7% | Added |