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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 9,118 | $493.3K | 0.04% | +2,247+32.7% | Added |
| Quad-Cities Investment Group, LLC | 9,151 | $495.1K | 0.29% | +126+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 9,152 | $495.1K | 0.24% | −3,314−26.6% | Reduced |
| Summa Corp. | 9,250 | $500.4K | 0.27% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 9,256 | $500.8K | 0.04% | +52+0.6% | Added |
| Buckley Wealth Management, LLC | 9,276 | $501.8K | 0.16% | +340+3.8% | Added |
| Tiemann Investment Advisors, LLC | 9,304 | $503.4K | 0.23% | −818−8.1% | Reduced |
| Cypress Capital Group | 9,353 | $506.0K | 0.06% | −1,509−13.9% | Reduced |
| J.W. Cole Advisors, Inc. | 9,459 | $510.8K | 0.03% | −559−5.6% | Reduced |
| Ingalls & Snyder LLC | 9,450 | $511.0K | 0.02% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 9,480 | $512.9K | 0.21% | +1,600+20.3% | Added |
| Wealth Alliance Advisory Group, LLC | 9,504 | $514.2K | 0.12% | +254+2.7% | Added |
| Meeder Advisory Services, Inc. | 9,605 | $519.6K | 0.05% | +1,032+12.0% | Added |
| NBC Securities, Inc. | 9,648 | $521.0K | 0.05% | +1,150+13.5% | Added |
| Family Legacy, Inc. | 9,690 | $524.2K | 0.19% | +40+0.4% | Added |
| CWA Asset Management Group, LLC | 9,784 | $529.3K | 0.03% | +3,190+48.4% | Added |
| Groesbeck Investment Management Corp | 9,815 | $531.0K | 0.57% | +9,815 | New |
| First Affirmative Financial Network | 9,828 | $531.7K | 0.39% | +201+2.1% | Added |
| Powers Advisory Group, LLC | 9,887 | $534.9K | 0.31% | −159−1.6% | Reduced |
| Prudential PLC | 9,902 | $535.7K | 0.00% | −19,687−66.5% | Reduced |
| Romano Brothers and Company | 9,924 | $536.9K | 0.07% | +1,141+13.0% | Added |
| Chesapeake Asset Management LLC | 9,950 | $538.3K | 0.53% | −6,992−41.3% | Reduced |
| Westpac Banking Corp | 9,956 | $538.6K | 0.04% | −20,624−67.4% | Reduced |
| Moneta Group Investment Advisors LLC | 9,966 | $539.2K | 0.01% | −417−4.0% | Reduced |
| Associated Banc-Corp | 9,975 | $539.6K | 0.02% | −110−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 9,996 | $540.8K | 0.02% | −942−8.6% | Reduced |
| Portside Wealth Group, LLC | 10,098 | $546.3K | 0.10% | +493+5.1% | Added |
| Patron Partners Advisors, LLC | 10,151 | $549.2K | 0.33% | −1,068−9.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,109 | $552.2K | 0.00% | +8,463+514.2% | Added |
| Resources Investment Advisors, LLC. | 10,220 | $552.9K | 0.01% | +3,298+47.6% | Added |
| HBK Sorce Advisory LLC | 10,276 | $556.0K | 0.02% | +52+0.5% | Added |
| Cullen/Frost Bankers, Inc. | 10,310 | $557.8K | 0.01% | 00.0% | Unchanged |
| First Hawaiian Bank | 10,358 | $560.4K | 0.02% | −364−3.4% | Reduced |
| SMART Wealth LLC | 10,394 | $562.3K | 0.25% | +10,394 | New |
| Founders Financial Alliance, LLC | 10,471 | $566.5K | 0.17% | +874+9.1% | Added |
| Intellectus Partners, LLC | 10,500 | $570.8K | 0.15% | −10.0% | Reduced |
| AXS Investments LLC | 10,591 | $573.0K | 0.14% | +10,591 | New |
| Bailard, Inc. | 10,595 | $573.2K | 0.02% | +2,895+37.6% | Added |
| Quadrant Capital Group LLC | 10,604 | $573.9K | 0.05% | +3,394+47.1% | Added |
| SlateStone Wealth, LLC | 10,698 | $579.0K | 0.06% | +10,698 | New |
| Balboa Wealth Partners | 10,809 | $584.8K | 0.19% | −1,401−11.5% | Reduced |
| First Commonwealth Financial Corp | 10,900 | $589.7K | 0.16% | +700+6.9% | Added |
| Prestige Wealth Management Group LLC | 10,856 | $590.1K | 0.13% | +10,832+45,133.3% | Added |
| Crane Advisory, LLC | 11,247 | $591.8K | 0.12% | +1,424+14.5% | Added |
| Greenleaf Trust | 11,040 | $597.3K | 0.01% | +2,892+35.5% | Added |
| Stephens Inc | 11,122 | $601.7K | 0.01% | +998+9.9% | Added |
| First County Bank | 11,128 | $602.0K | 0.29% | −48−0.4% | Reduced |
| Reuter James Wealth Management, LLC | 11,128 | $602.0K | 0.42% | +2,440+28.1% | Added |
| Empowered Funds, LLC | 11,233 | $607.7K | 0.01% | +3,663+48.4% | Added |
| Financial Management Network Inc | 11,573 | $609.0K | 0.15% | −3,436−22.9% | Reduced |
| AdvisorNet Financial, Inc | 11,312 | $612.0K | 0.06% | −3,437−23.3% | Reduced |
| Horizon Investments, LLC | 11,383 | $612.9K | 0.02% | +1,705+17.6% | Added |
| Modern Wealth Management, LLC | 11,401 | $616.8K | 0.06% | +1,550+15.7% | Added |
| CCM Investment Advisers LLC | 11,540 | $624.3K | 0.07% | −125,788−91.6% | Reduced |
| William Allan, LLC | 11,565 | $626.0K | 0.42% | +105+0.9% | Added |
| Van Hulzen Asset Management, LLC | 11,653 | $630.0K | 0.04% | +1,225+11.7% | Added |
| Chicago Partners Investment Group LLC | 11,849 | $632.6K | 0.03% | +239+2.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,699 | $633.0K | 0.01% | +337+3.0% | Added |
| N.E.W. Advisory Services LLC | 11,715 | $633.8K | 0.07% | +1,814+18.3% | Added |
| Sutton Place Investors LLC | 11,755 | $635.9K | 0.31% | +50.0% | Added |
| Jeppson Wealth Management, LLC | 11,791 | $637.9K | 0.25% | −50.0% | Reduced |
| First Trust Investment Solutions L.P. | 11,892 | $643.4K | 0.11% | +819+7.4% | Added |
| JBR Co Financial Management Inc | 12,061 | $652.5K | 0.52% | −1,716−12.5% | Reduced |
| Dynamic Advisor Solutions LLC | 12,371 | $669.3K | 0.02% | +801+6.9% | Added |
| Money Concepts Capital Corp | 12,374 | $669.4K | 0.06% | −3,967−24.3% | Reduced |
| Angeles Investment Advisors, LLC | 12,358 | $670.0K | 0.04% | +1,082+9.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,475 | $674.9K | 0.29% | +2,565+25.9% | Added |
| Pearl River Capital, LLC | 12,483 | $675.3K | 0.11% | −7,913−38.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 12,525 | $677.6K | 0.37% | +1,317+11.8% | Added |
| Profund Advisors LLC | 12,542 | $678.5K | 0.03% | −356−2.8% | Reduced |
| Arkadios Wealth Advisors | 12,617 | $682.6K | 0.05% | +285+2.3% | Added |
| Legacy Financial Advisors, Inc. | 12,620 | $682.8K | 0.12% | +12,620 | New |
| Black Swift Group, LLC | 12,665 | $685.2K | 0.18% | −1,130−8.2% | Reduced |
| My Legacy Advisors, LLC | 12,693 | $686.7K | 0.23% | −20−0.2% | Reduced |
| Brown Advisory Inc | 12,734 | $688.9K | 0.00% | +1,287+11.2% | Added |
| Lazard Asset Management LLC | 12,788 | $691.0K | 0.00% | +3,297+34.7% | Added |
| Wetherby Asset Management Inc | 12,851 | $695.2K | 0.03% | +244+1.9% | Added |
| Harbour Trust & Investment Management Co | 12,881 | $696.9K | 0.09% | +7,302+130.9% | Added |
| Allianz SE | 12,924 | $699.2K | 0.02% | +12,924 | New |
| Moseley Investment Management Inc | 12,925 | $699.2K | 0.35% | +990+8.3% | Added |
| Harbour Investments, Inc. | 12,948 | $700.5K | 0.02% | +1,307+11.2% | Added |
| First Bank & Trust | 13,068 | $706.9K | 0.15% | +2,213+20.4% | Added |
| TCW Group Inc | 13,189 | $713.5K | 0.01% | −100−0.8% | Reduced |
| Inspire Trust Co, N.A. | 13,225 | $715.5K | 0.40% | +8,690+191.6% | Added |
| Infrastructure Capital Advisors, LLC | 13,242 | $716.4K | 0.09% | −310−2.3% | Reduced |
| PFW Advisors LLC | 13,416 | $725.8K | 0.22% | −49−0.4% | Reduced |
| Essex Financial Services, Inc. | 13,420 | $726.0K | 0.07% | +199+1.5% | Added |
| Investment Management Corp of Ontario | 13,440 | $727.1K | 0.02% | −3,100−18.7% | Reduced |
| Checchi Capital Advisers, LLC | 13,477 | $729.1K | 0.06% | +2,835+26.6% | Added |
| Duncker Streett & Co Inc | 13,499 | $730.3K | 0.14% | −89−0.7% | Reduced |
| Loudon Investment Management, LLC | 13,670 | $739.5K | 0.42% | +400+3.0% | Added |
| Schonfeld Strategic Advisors LLC | 13,700 | $741.2K | 0.01% | −3,600−20.8% | Reduced |
| Vawter Financial, Ltd. | 13,772 | $745.1K | 0.54% | −600−4.2% | Reduced |
| United Capital Financial Advisers, LLC | 13,814 | $747.3K | 0.01% | +72+0.5% | Added |
| TFG Advisers LLC | 13,853 | $749.5K | 0.29% | −69−0.5% | Reduced |
| Wexford Capital LP | 13,929 | $753.6K | 0.15% | +13,929 | New |
| Steel Peak Wealth Management LLC | 13,920 | $756.7K | 0.04% | −392−2.7% | Reduced |
| Denver Wealth Management, Inc. | 14,013 | $758.1K | 0.39% | −3,548−20.2% | Reduced |
| Revisor Wealth Management LLC | 13,601 | $758.2K | 0.34% | +8,115+147.9% | Added |
| Verdence Capital Advisors LLC | 14,149 | $765.5K | 0.07% | +6,705+90.1% | Added |