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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 6,085 | $329.2K | 0.09% | +15+0.2% | Added |
| Integrated Advisors Network LLC | 6,124 | $331.3K | 0.02% | +1,297+26.9% | Added |
| Csenge Advisory Group | 6,135 | $331.9K | 0.02% | +1,456+31.1% | Added |
| Mather Group, LLC. | 5,866 | $336.8K | 0.01% | +6+0.1% | Added |
| 180 Wealth Advisors, LLC | 6,245 | $337.9K | 0.06% | −328−5.0% | Reduced |
| Opus Capital Group, LLC | 6,270 | $339.0K | 0.05% | −835−11.8% | Reduced |
| Channel Wealth LLC | 6,273 | $339.4K | 0.14% | +1,316+26.5% | Added |
| Cape Investment Advisory, Inc. | 6,338 | $342.9K | 0.16% | +2,873+82.9% | Added |
| Stratos Wealth Advisors, LLC | 6,376 | $345.0K | 0.02% | +6,376 | New |
| Procyon Private Wealth Partners, LLC | 6,405 | $346.5K | 0.03% | +848+15.3% | Added |
| Guyasuta Investment Advisors Inc | 6,039 | $346.8K | 0.03% | 00.0% | Unchanged |
| Sage Investment Advisers LLC | 6,412 | $346.9K | 0.40% | +6,412 | New |
| Northcape Wealth Management, LLC | 6,439 | $348.4K | 0.13% | −2,007−23.8% | Reduced |
| Heartland Bank & Trust Co | 6,446 | $348.7K | 0.20% | −316−4.7% | Reduced |
| Regions Financial Corp | 6,524 | $352.9K | 0.00% | +96+1.5% | Added |
| Panoramic Investment Advisors, LLC | 6,541 | $353.9K | 0.26% | +77+1.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,598 | $355.5K | 0.00% | −2,790−29.7% | Reduced |
| Essex Savings Bank | 6,195 | $355.7K | 0.10% | 00.0% | Unchanged |
| Norden Group LLC | 6,580 | $356.0K | 0.07% | +6,580 | New |
| Western Wealth Management, LLC | 6,604 | $357.3K | 0.03% | +795+13.7% | Added |
| First Manhattan Co | 6,606 | $357.4K | 0.00% | −1,048−13.7% | Reduced |
| Investmark Advisory Group LLC | 6,607 | $357.4K | 0.20% | +126+1.9% | Added |
| Blue Fin Capital, Inc. | 6,630 | $358.7K | 0.08% | −370−5.3% | Reduced |
| Nomura Holdings Inc | 6,639 | $359.2K | 0.00% | −121,831−94.8% | Reduced |
| Flputnam Investment Management Co | 6,728 | $364.0K | 0.01% | −499−6.9% | Reduced |
| Rodgers Brothers Inc. | 6,750 | $365.2K | 0.05% | +500+8.0% | Added |
| New Insight Wealth Advisors | 6,801 | $367.9K | 0.23% | −1,090−13.8% | Reduced |
| Hazelview Securities Inc. | 6,900 | $368.9K | 0.07% | −682,800−99.0% | Reduced |
| Beacon Investment Advisors LLC | 6,895 | $373.0K | 0.21% | +346+5.3% | Added |
| Catalyst Funds Management Pty Ltd | 6,900 | $373.3K | 0.10% | +6,900 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,950 | $376.0K | 0.04% | +800+13.0% | Added |
| AlphaCore Capital LLC | 6,922 | $376.3K | 0.10% | +117+1.7% | Added |
| Hilltop Holdings Inc. | 6,956 | $376.3K | 0.04% | +1,144+19.7% | Added |
| Brown Brothers Harriman & Co | 6,961 | $376.6K | 0.00% | +5,695+449.8% | Added |
| AllSquare Wealth Management LLC | 6,997 | $378.5K | 0.22% | −400−5.4% | Reduced |
| Intrust Bank NA | 7,025 | $380.1K | 0.04% | +1,976+39.1% | Added |
| VELA Investment Management, LLC | 7,037 | $380.7K | 0.14% | 00.0% | Unchanged |
| Gratus Capital LLC | 7,098 | $384.0K | 0.02% | +1,040+17.2% | Added |
| Shell Asset Management Co | 7,311 | $386.0K | 0.02% | +7,311 | New |
| HB Wealth Management, LLC | 7,145 | $386.6K | 0.00% | −320−4.3% | Reduced |
| Aviso Wealth Management | 7,157 | $387.2K | 0.24% | +566+8.6% | Added |
| Fisher Asset Management, LLC | 7,166 | $387.7K | 0.00% | +7,166 | New |
| Aptus Capital Advisors, LLC | 7,200 | $389.5K | 0.01% | +1,168+19.4% | Added |
| Trueblood Wealth Management, LLC | 7,233 | $391.3K | 0.22% | 00.0% | Unchanged |
| MQS Management LLC | 7,252 | $392.3K | 0.22% | −576−7.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,283 | $394.0K | 0.00% | +385+5.6% | Added |
| Financial Advocates Investment Management | 7,292 | $394.5K | 0.02% | +1,044+16.7% | Added |
| CAP Partners, LLC | 7,309 | $395.4K | 0.35% | +851+13.2% | Added |
| Global X Japan Co., Ltd. | 6,761 | $396.1K | 0.08% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 7,421 | $401.5K | 0.32% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,469 | $404.1K | 0.05% | +161+2.2% | Added |
| IFP Advisors, Inc | 7,482 | $404.6K | 0.02% | −155−2.0% | Reduced |
| Ausdal Financial Partners, Inc. | 7,610 | $411.7K | 0.05% | +48+0.6% | Added |
| Hudson Bay Capital Management LP | 7,620 | $412.2K | 0.00% | −42,880−84.9% | Reduced |
| CAPROCK Group, Inc. | 7,633 | $415.0K | 0.02% | +669+9.6% | Added |
| Tactive Advisors, LLC | 7,697 | $416.4K | 0.22% | +46+0.6% | Added |
| Merit Financial Group, LLC | 7,571 | $418.4K | 0.01% | +3,231+74.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 7,745 | $419.0K | 0.12% | −635−7.6% | Reduced |
| American Investment Services, Inc. | 7,755 | $419.5K | 0.07% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 7,761 | $419.9K | 0.10% | +222+2.9% | Added |
| Summit Financial, LLC | 7,727 | $420.0K | 0.02% | +874+12.8% | Added |
| Spire Wealth Management | 7,770 | $420.4K | 0.01% | +1,652+27.0% | Added |
| Stevens Capital Management LP | 7,804 | $422.0K | 0.08% | −10,089−56.4% | Reduced |
| Geneos Wealth Management Inc. | 7,804 | $422.2K | 0.02% | +712+10.0% | Added |
| ProVise Management Group, LLC | 7,832 | $423.7K | 0.04% | +4,170+113.9% | Added |
| Financial Alternatives, Inc | 7,851 | $424.8K | 0.33% | −855−9.8% | Reduced |
| First National Advisers, LLC | 7,873 | $425.9K | 0.10% | +1,267+19.2% | Added |
| Focus Financial Network, Inc. | 8,188 | $426.0K | 0.02% | +8,188 | New |
| Ballentine Partners, LLC | 7,908 | $427.8K | 0.01% | +84+1.1% | Added |
| Financial Partners Group, Inc | 8,082 | $437.3K | 0.07% | +2,149+36.2% | Added |
| GYL Financial Synergies, LLC | 8,094 | $437.9K | 0.03% | +10.0% | Added |
| National Asset Management, Inc. | 8,738 | $438.6K | 0.01% | +325+3.9% | Added |
| Citizens National Bank Trust Department | 8,118 | $439.2K | 0.10% | −690−7.8% | Reduced |
| Jefferies Financial Group Inc. | 8,136 | $440.2K | 0.01% | +8,136 | New |
| Simplex Trading, LLC | 8,164 | $441.0K | 0.01% | +8,164 | New |
| Keystone Financial Group | 8,177 | $442.4K | 0.06% | +2,325+39.7% | Added |
| Gen-Wealth Partners Inc | 8,211 | $444.2K | 0.22% | +8,211 | New |
| Insigneo Advisory Services, LLC | 8,250 | $448.4K | 0.05% | −199−2.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,430 | $456.0K | 0.11% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 8,481 | $458.8K | 0.03% | +3,494+70.1% | Added |
| Private Trust Co NA | 8,493 | $459.4K | 0.05% | +504+6.3% | Added |
| Keudell/Morrison Wealth Management | 8,503 | $460.0K | 0.14% | +3,734+78.3% | Added |
| Quadcap Wealth Management, LLC | 8,538 | $461.9K | 0.11% | −144−1.7% | Reduced |
| Abundance Wealth Counselors | 8,533 | $462.0K | 0.11% | +2,512+41.7% | Added |
| NovaPoint Capital, LLC | 8,583 | $464.4K | 0.16% | −1,609−15.8% | Reduced |
| AE Wealth Management LLC | 8,678 | $469.5K | 0.01% | −70,086−89.0% | Reduced |
| SMH Capital Advisors Inc | 8,695 | $470.4K | 1.27% | +8,695 | New |
| Mission Creek Capital Partners, Inc. | 8,729 | $472.2K | 0.12% | +8,729 | New |
| Groupama Asset Managment | 8,734 | $472.5K | 0.01% | −29,364−77.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,736 | $472.6K | 0.04% | +992+12.8% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,754 | $473.6K | 0.12% | +144+1.7% | Added |
| GTS Securities LLC | 8,777 | $474.8K | 0.01% | −7,896−47.4% | Reduced |
| Hendershot Investments Inc. | 8,812 | $476.7K | 0.07% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,904 | $481.0K | 0.00% | −1,296−12.7% | Reduced |
| Prio Wealth Limited Partnership | 8,931 | $483.2K | 0.01% | +8,931 | New |
| Cigna Investments Inc | 8,939 | $484.0K | 0.09% | +1,320+17.3% | Added |
| Valeo Financial Advisors, LLC | 9,058 | $486.2K | 0.02% | −542−5.6% | Reduced |
| Siemens Fonds Invest GmbH | 9,017 | $487.8K | 0.04% | +1,526+20.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,069 | $490.6K | 0.02% | +2,435+36.7% | Added |
| West Paces Advisors Inc. | 9,093 | $491.9K | 0.13% | +414+4.8% | Added |