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 |
|---|---|---|---|---|---|
| Tarbox Family Office, Inc. | 14,266 | $771.8K | 0.14% | −12,821−47.3% | Reduced |
| Jones Financial Companies LLLP | 14,323 | $774.9K | 0.00% | +8,600+150.3% | Added |
| Mosaic Family Wealth Partners, LLC | 14,374 | $777.6K | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,408 | $779.5K | 0.11% | +14,408 | New |
| Harbor Investment Advisory, LLC | 14,524 | $785.7K | 0.08% | +58+0.4% | Added |
| Private Ocean, LLC | 14,747 | $797.8K | 0.08% | −376−2.5% | Reduced |
| Truvestments Capital LLC | 14,769 | $799.0K | 0.31% | −22,245−60.1% | Reduced |
| Verus Capital Partners, LLC | 14,792 | $800.3K | 0.09% | −1,097−6.9% | Reduced |
| Alberta Investment Management Corp | 14,800 | $800.7K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 14,853 | $803.6K | 0.29% | +210+1.4% | Added |
| Perigon Wealth Management, LLC | 14,883 | $805.2K | 0.02% | +1,397+10.4% | Added |
| Delta Investment Management, LLC | 14,988 | $810.9K | 0.18% | +14,988 | New |
| International Assets Investment Management, LLC | 15,172 | $811.1K | 0.08% | +4,328+39.9% | Added |
| Virtu Financial LLC | 15,017 | $812.0K | 0.06% | −1,082−6.7% | Reduced |
| Savant Capital, LLC | 15,066 | $815.1K | 0.01% | +776+5.4% | Added |
| Marathon Capital Management | 15,110 | $817.5K | 0.20% | +357+2.4% | Added |
| Investors Research Corp | 15,281 | $826.7K | 0.19% | −686−4.3% | Reduced |
| NEOS Investment Management LLC | 15,362 | $831.1K | 0.05% | +6,391+71.2% | Added |
| D. E. Shaw & Co., Inc. | 15,400 | $833.1K | 0.00% | +15,400 | New |
| L.M. Kohn & Company | 15,484 | $837.7K | 0.24% | +76+0.5% | Added |
| Coastal Investment Advisors, Inc. | 15,492 | $838.1K | 0.17% | −429−2.7% | Reduced |
| IFG Advisory, LLC | 15,508 | $839.0K | 0.06% | −529−3.3% | Reduced |
| Samalin Investment Counsel, LLC | 15,561 | $841.8K | 0.40% | +2,790+21.8% | Added |
| Foresight Capital Management Advisors, Inc. | 15,561 | $842.0K | 0.64% | +15,561 | New |
| Mason & Associates, LLC | 15,561 | $842.0K | 0.64% | +15,561 | New |
| Fulton Bank, N.A. | 15,617 | $844.9K | 0.03% | −541−3.3% | Reduced |
| Ascent Wealth Partners, LLC | 15,798 | $854.7K | 0.13% | −931−5.6% | Reduced |
| Pasadena Private Wealth, LLC | 15,909 | $860.7K | 0.20% | +1,481+10.3% | Added |
| MBB Public Markets I LLC | 16,014 | $866.4K | 0.06% | +16,014 | New |
| V-Square Quantitative Management LLC | 16,022 | $866.8K | 0.14% | +162+1.0% | Added |
| Southland Equity Partners LLC | 16,031 | $867.3K | 0.24% | +3,700+30.0% | Added |
| First National Trust Co | 16,101 | $871.1K | 0.04% | −1,135−6.6% | Reduced |
| Independent Financial Group, LLC | 16,150 | $873.7K | 0.04% | +1,082+7.2% | Added |
| Congress Wealth Management LLC | 16,184 | $875.6K | 0.02% | +11,134+220.5% | Added |
| Prosperity Planning, Inc. | 16,266 | $880.0K | 0.30% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 16,300 | $881.8K | 0.01% | +2,220+15.8% | Added |
| Orion Portfolio Solutions, LLC | 16,300 | $881.8K | 0.01% | +2,220+15.8% | Added |
| Change Path, LLC | 16,432 | $889.0K | 0.04% | +9,461+135.7% | Added |
| LongView Wealth Management | 16,470 | $891.0K | 0.35% | +354+2.2% | Added |
| Perkins Coie Trust Co | 16,504 | $892.6K | 0.21% | +505+3.2% | Added |
| Alpha Cubed Investments, LLC | 16,629 | $899.6K | 0.05% | −820−4.7% | Reduced |
| Glen Eagle Advisors, LLC | 16,652 | $900.9K | 0.17% | +393+2.4% | Added |
| Ontario Teachers Pension Plan Board | 16,740 | $905.6K | 0.01% | +16,740 | New |
| Global Retirement Partners, LLC | 16,742 | $905.8K | 0.03% | +2,197+15.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,746 | $906.0K | 0.07% | +16,746 | New |
| Raleigh Capital Management Inc. | 16,761 | $906.8K | 0.39% | +3,047+22.2% | Added |
| Eqis Capital Management, Inc. | 16,763 | $906.9K | 0.07% | −1,507−8.2% | Reduced |
| Massmutual Trust Co FSB | 16,975 | $918.3K | 0.03% | +1,460+9.4% | Added |
| Allen Capital Group, LLC | 17,066 | $923.3K | 0.13% | +999+6.2% | Added |
| Compass Ion Advisors, LLC | 17,331 | $937.6K | 0.13% | +156+0.9% | Added |
| Armstrong, Fleming & Moore, Inc | 17,336 | $937.9K | 0.65% | −830−4.6% | Reduced |
| Blair William & Co | 17,514 | $947.5K | 0.00% | +2,321+15.3% | Added |
| LRI Investments, LLC | 17,653 | $955.0K | 0.24% | +17,653 | New |
| NorthRock Partners, LLC | 17,634 | $958.5K | 0.04% | +382+2.2% | Added |
| Park Avenue Securities LLC | 17,768 | $961.0K | 0.01% | +1,720+10.7% | Added |
| Magnolia Capital Management Ltd | 17,880 | $967.0K | 0.82% | −1,275−6.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,946 | $970.9K | 0.04% | −550−3.0% | Reduced |
| HighPoint Advisor Group LLC | 17,675 | $971.0K | 0.07% | +1,762+11.1% | Added |
| Campbell & CO Investment Adviser LLC | 17,986 | $973.0K | 0.08% | +4,312+31.5% | Added |
| Buckingham Strategic Partners | 18,102 | $979.3K | 0.03% | +5,380+42.3% | Added |
| Group One Trading, L.P. | 18,164 | $982.7K | 0.03% | +18,164 | New |
| Proequities, Inc. | 18,095 | $983.6K | 0.06% | +3,714+25.8% | Added |
| Stanley-Laman Group, Ltd. | 18,285 | $989.2K | 0.14% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 18,323 | $991.3K | 0.15% | +1,517+9.0% | Added |
| Naples Global Advisors, LLC | 18,270 | $993.1K | 0.10% | −2,264−11.0% | Reduced |
| EP Wealth Advisors, LLC | 18,574 | $1.00M | 0.01% | +2,776+17.6% | Added |
| Banco Santander, S.A. | 18,672 | $1.01M | 0.01% | +5,478+41.5% | Added |
| Bridgefront Capital, LLC | 18,737 | $1.01M | 0.77% | +8,666+86.0% | Added |
| Concurrent Investment Advisors, LLC | 18,760 | $1.01M | 0.04% | −19,802−51.4% | Reduced |
| Diligent Investors, LLC | 18,760 | $1.01M | 0.25% | +3,199+20.6% | Added |
| Chiron Capital Management, LLC | 18,802 | $1.02M | 0.92% | +3,601+23.7% | Added |
| Nwam LLC | 18,529 | $1.02M | 0.08% | +1,587+9.4% | Added |
| Tokio Marine Asset Management Co Ltd | 18,843 | $1.02M | 0.05% | +4,019+27.1% | Added |
| Edmp, Inc. | 18,874 | $1.02M | 0.85% | +1,337+7.6% | Added |
| Colonial Trust Co | 19,106 | $1.03M | 0.19% | +507+2.7% | Added |
| Jamison Private Wealth Management, Inc. | 19,206 | $1.04M | 0.18% | +260+1.4% | Added |
| Independent Advisor Alliance | 19,245 | $1.04M | 0.04% | −1,134−5.6% | Reduced |
| Hohimer Wealth Management, LLC | 19,314 | $1.04M | 0.24% | +19,314 | New |
| Nations Financial Group Inc, | 19,414 | $1.05M | 0.09% | −337−1.7% | Reduced |
| RDA Financial Network | 19,414 | $1.05M | 0.36% | −131−0.7% | Reduced |
| Degroof Petercam Asset Management | 19,500 | $1.05M | 0.01% | +4,644+31.3% | Added |
| Applied Capital LLC | 19,524 | $1.06M | 0.86% | +2,369+13.8% | Added |
| Prime Capital Investment Advisors, LLC | 19,808 | $1.07M | 0.01% | −8,290−29.5% | Reduced |
| Panagora Asset Management Inc | 19,859 | $1.07M | 0.01% | +1,289+6.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,977 | $1.08M | 0.08% | +19,977 | New |
| Schaper Benz & Wise Investment Counsel Inc | 19,981 | $1.08M | 0.09% | +3,311+19.9% | Added |
| Miracle Mile Advisors, LLC | 20,257 | $1.10M | 0.03% | +531+2.7% | Added |
| Cornercap Investment Counsel Inc | 20,285 | $1.10M | 0.17% | +200+1.0% | Added |
| Glenmede Trust Co NA | 20,333 | $1.10M | 0.01% | +2,468+13.8% | Added |
| SpiderRock Advisors, LLC | 21,077 | $1.10M | 0.04% | +21,077 | New |
| RB Capital Management, LLC | 20,589 | $1.11M | 0.30% | −337−1.6% | Reduced |
| Trust Investment Advisors | 20,606 | $1.11M | 0.80% | +4,642+29.1% | Added |
| Ameritas Advisory Services, LLC | 20,414 | $1.12M | 0.05% | +12,187+148.1% | Added |
| Sowell Financial Services LLC | 20,643 | $1.12M | 0.05% | −587−2.8% | Reduced |
| Broadwater Capital Management LLC | 20,930 | $1.13M | 0.87% | −530−2.5% | Reduced |
| Commerzbank Aktiengesellschaft | 20,974 | $1.14M | 0.04% | +1,076+5.4% | Added |
| Wealth Alliance | 21,021 | $1.14M | 0.15% | −932−4.2% | Reduced |
| Founders Financial Securities LLC | 21,029 | $1.14M | 0.12% | +598+2.9% | Added |
| Teacher Retirement System of Texas | 21,159 | $1.15M | 0.01% | −107,508−83.6% | Reduced |
| Principal Securities, Inc. | 21,336 | $1.15M | 0.04% | +4,750+28.6% | Added |