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 |
|---|---|---|---|---|---|
| Boston Private Wealth LLC | 21,532 | $1.16M | 0.03% | +13,876+181.2% | Added |
| Adviser Investments LLC | 21,545 | $1.17M | 0.02% | −219−1.0% | Reduced |
| Cascade Investment Advisors, Inc. | 21,851 | $1.18M | 0.77% | +75+0.3% | Added |
| United Services Automobile Association | 21,869 | $1.18M | 0.03% | +3,618+19.8% | Added |
| Benedict Financial Advisors Inc | 21,980 | $1.19M | 0.30% | +33+0.2% | Added |
| Bay Rivers Group | 22,132 | $1.20M | 0.66% | −1,198−5.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 22,326 | $1.21M | 0.05% | +700+3.2% | Added |
| Signaturefd, LLC | 22,335 | $1.21M | 0.03% | +4,089+22.4% | Added |
| Rakuten Investment Management, Inc. | 22,364 | $1.21M | 0.01% | +20,585+1,157.1% | Added |
| Ieq Capital, LLC | 22,443 | $1.21M | 0.02% | +1,510+7.2% | Added |
| Ronald Blue Trust, Inc. | 22,460 | $1.22M | 0.02% | +11,703+108.8% | Added |
| Simplicity Wealth,LLC | 22,626 | $1.22M | 0.03% | +22,626 | New |
| Bleakley Financial Group, LLC | 22,644 | $1.23M | 0.04% | +613+2.8% | Added |
| Intech Investment Management LLC | 22,941 | $1.24M | 0.02% | +6,609+40.5% | Added |
| Kingswood Wealth Advisors, LLC | 22,945 | $1.24M | 0.14% | −1,316−5.4% | Reduced |
| CIBC Private Wealth Group, LLC | 23,252 | $1.24M | 0.00% | −377−1.6% | Reduced |
| Linden Thomas Advisory Services, LLC | 22,998 | $1.24M | 0.20% | +804+3.6% | Added |
| Cornerstone Advisors, LLC | 23,000 | $1.24M | 0.05% | 00.0% | Unchanged |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 23,002 | $1.24M | 0.49% | −309−1.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 23,167 | $1.25M | 0.01% | +7,193+45.0% | Added |
| GeoWealth Management, LLC | 23,187 | $1.25M | 0.05% | +16,197+231.7% | Added |
| Red Cedar Investment Management, LLC | 23,605 | $1.28M | 0.16% | +18,965+408.7% | Added |
| Belpointe Asset Management LLC | 23,924 | $1.29M | 0.10% | −435−1.8% | Reduced |
| Griffin Asset Management, Inc. | 23,952 | $1.30M | 0.15% | +282+1.2% | Added |
| Adams Asset Advisors, LLC | 23,991 | $1.30M | 0.17% | −416−1.7% | Reduced |
| Heirloom Wealth Management | 24,075 | $1.30M | 0.44% | −666−2.7% | Reduced |
| Veriti Management LLC | 24,277 | $1.31M | 0.10% | +3,451+16.6% | Added |
| Moors & Cabot, Inc. | 24,530 | $1.33M | 0.07% | +3,759+18.1% | Added |
| Wedbush Securities Inc | 25,043 | $1.35M | 0.05% | +2,070+9.0% | Added |
| Brevan Howard Capital Management LP | 25,102 | $1.36M | 0.12% | +9,447+60.3% | Added |
| Mystic Asset Management, Inc. | 25,223 | $1.36M | 0.56% | +3,261+14.8% | Added |
| Vinva Investment Management Ltd | 25,397 | $1.37M | 0.08% | +7,189+39.5% | Added |
| Prospera Financial Services Inc | 25,592 | $1.39M | 0.04% | −2,964−10.4% | Reduced |
| Altshuler Shaham Ltd | 25,607 | $1.39M | 0.05% | +517+2.1% | Added |
| Jaffetilchin Investment Partners, LLC | 25,931 | $1.40M | 0.13% | −3,577−12.1% | Reduced |
| Investment Advisory Group, LLC | 25,955 | $1.40M | 0.58% | −754−2.8% | Reduced |
| Everence Capital Management Inc | 26,060 | $1.41M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 26,389 | $1.43M | 0.04% | +3,475+15.2% | Added |
| King Luther Capital Management Corp | 26,458 | $1.43M | 0.01% | +26,458 | New |
| Kesler, Norman & Wride, LLC | 26,468 | $1.43M | 0.30% | −890−3.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 26,693 | $1.44M | 0.03% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 26,914 | $1.46M | 0.30% | −1,360−4.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,226 | $1.47M | 0.02% | +5,481+25.2% | Added |
| Commerce Bank | 27,408 | $1.48M | 0.01% | +271+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 27,445 | $1.48M | 0.10% | +1,655+6.4% | Added |
| Tower Research Capital LLC (TRC) | 27,591 | $1.49M | 0.04% | −64,447−70.0% | Reduced |
| Altman Advisors, Inc. | 28,231 | $1.51M | 0.73% | +14,147+100.4% | Added |
| Castle Rock Wealth Management, LLC | 28,003 | $1.51M | 0.41% | +21,464+328.2% | Added |
| Wolverine Trading, LLC | 27,942 | $1.51M | 0.02% | −11,339−28.9% | Reduced |
| Security National Bank of So Dak | 28,235 | $1.53M | 0.92% | +6,369+29.1% | Added |
| Kovack Advisors, Inc. | 28,256 | $1.53M | 0.19% | +12,985+85.0% | Added |
| Meiji Yasuda Life Insurance Co | 28,293 | $1.53M | 0.03% | −3,044−9.7% | Reduced |
| Equitable Holdings, Inc. | 28,460 | $1.54M | 0.02% | +2,935+11.5% | Added |
| ZWJ Investment Counsel Inc | 28,566 | $1.55M | 0.07% | +28,566 | New |
| Toroso Investments, LLC | 28,913 | $1.56M | 0.03% | −5,107−15.0% | Reduced |
| Goepper Burkhardt LLC | 28,932 | $1.59M | 0.74% | +6,838+30.9% | Added |
| IHT Wealth Management, LLC | 29,578 | $1.60M | 0.06% | +8,326+39.2% | Added |
| O'Shaughnessy Asset Management, LLC | 29,623 | $1.60M | 0.02% | +5,415+22.4% | Added |
| Raymond James Trust N.A. | 29,986 | $1.62M | 0.04% | +5,753+23.7% | Added |
| Capital Investment Advisory Services, LLC | 30,220 | $1.63M | 0.18% | +2,318+8.3% | Added |
| Ashton Thomas Private Wealth, LLC | 30,226 | $1.64M | 0.09% | +8,552+39.5% | Added |
| Apollon Wealth Management, LLC | 30,355 | $1.64M | 0.05% | +1,530+5.3% | Added |
| Texas Yale Capital Corp. | 30,499 | $1.65M | 0.07% | −300−1.0% | Reduced |
| APG Asset Management N.V. | 33,068 | $1.66M | 0.00% | +1,100+3.4% | Added |
| Level Four Advisory Services, LLC | 28,917 | $1.66M | 0.09% | +2,000+7.4% | Added |
| ICW Investment Advisors LLC | 31,171 | $1.69M | 0.75% | +386+1.3% | Added |
| Advisory Services Network, LLC | 31,284 | $1.69M | 0.04% | +4,457+16.6% | Added |
| Lido Advisors, LLC | 31,264 | $1.70M | 0.02% | −4,791−13.3% | Reduced |
| Ossiam | 31,495 | $1.70M | 0.03% | +5,940+23.2% | Added |
| RFG Advisory, LLC | 31,939 | $1.73M | 0.06% | +5,938+22.8% | Added |
| Shufro Rose & Co LLC | 32,051 | $1.73M | 0.14% | +10,801+50.8% | Added |
| Brown Miller Wealth Management, LLC | 32,104 | $1.74M | 0.77% | +23,485+272.5% | Added |
| Lincoln National Corp | 32,316 | $1.75M | 0.03% | +2,987+10.2% | Added |
| Alliance Wealth Advisors, LLC | 32,353 | $1.75M | 0.52% | +2,476+8.3% | Added |
| Great Lakes Advisors, LLC | 32,718 | $1.77M | 0.02% | +7,149+28.0% | Added |
| PFG Investments, LLC | 32,871 | $1.78M | 0.11% | +21,505+189.2% | Added |
| Spirit of America Management Corp | 33,033 | $1.79M | 0.36% | +2,048+6.6% | Added |
| GEM Realty Capital | 33,222 | $1.80M | 0.24% | −991,567−96.8% | Reduced |
| Swiss Life Asset Management Ltd | 33,285 | $1.80M | 0.03% | −102,903−75.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 33,356 | $1.80M | 1.66% | −278−0.8% | Reduced |
| Asset Planning Corporation | 33,565 | $1.82M | 1.33% | +397+1.2% | Added |
| Beacon Pointe Advisors, LLC | 33,568 | $1.82M | 0.02% | +5,848+21.1% | Added |
| Lockheed Martin Investment Management Co | 30,955 | $1.82M | 0.13% | −9,200−22.9% | Reduced |
| Dark Forest Capital Management LP | 33,786 | $1.83M | 0.31% | +33,786 | New |
| First Heartland Consultants, Inc. | 34,101 | $1.84M | 0.19% | +34,101 | New |
| Sheaff Brock Investment Advisors, LLC | 34,211 | $1.85M | 0.15% | +1,357+4.1% | Added |
| Integrated Wealth Concepts LLC | 34,217 | $1.85M | 0.03% | +146+0.4% | Added |
| Coppell Advisory Solutions Corp. | 34,290 | $1.86M | 0.35% | +34,290 | New |
| Sigma Planning Corp | 34,518 | $1.87M | 0.06% | +18,218+111.8% | Added |
| Virginia Wealth Management Group, Inc. | 34,653 | $1.87M | 1.53% | +5,126+17.4% | Added |
| Symphony Financial, Ltd. Co. | 34,662 | $1.88M | 0.44% | +3,062+9.7% | Added |
| NewEdge Wealth, LLC | 34,182 | $1.88M | 0.04% | +497+1.5% | Added |
| TD Private Client Wealth LLC | 34,743 | $1.88M | 0.06% | +9,151+35.8% | Added |
| Financial Sense Advisors, Inc. | 35,039 | $1.90M | 0.67% | +3,291+10.4% | Added |
| Crossmark Global Holdings, Inc. | 35,086 | $1.90M | 0.04% | +1,002+2.9% | Added |
| First National Bank of Omaha | 32,878 | $1.91M | 0.13% | −12,981−28.3% | Reduced |
| Versor Investments LP | 35,597 | $1.93M | 0.39% | +18,296+105.8% | Added |
| Colonial Trust Advisors | 35,885 | $1.94M | 0.19% | −3,560−9.0% | Reduced |
| 1832 Asset Management L.P. | 36,372 | $1.97M | 0.00% | +73+0.2% | Added |
| Cohen Investment Advisors LLC | 36,563 | $1.98M | 1.28% | +1,172+3.3% | Added |