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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 4,188 | $227.0K | 0.04% | +2,349+127.7% | Added |
| Regal Investment Advisors LLC | 4,192 | $226.8K | 0.02% | +4,192 | New |
| First National Bank of Mount Dora, Trust Investment Services | 4,187 | $226.5K | 0.06% | +333+8.6% | Added |
| Berger Financial Group, Inc | 4,170 | $225.6K | 0.02% | +385+10.2% | Added |
| Summit Trail Advisors, LLC | 4,146 | $225.3K | 0.01% | −432−9.4% | Reduced |
| Hoylecohen, LLC | 4,156 | $224.8K | 0.02% | +470+12.8% | Added |
| Teamwork Financial Advisors, LLC | 4,155 | $224.8K | 0.03% | +4,155 | New |
| Wrapmanager Inc | 4,141 | $224.0K | 0.06% | +4,141 | New |
| Spirepoint Private Client, LLC | 4,140 | $224.0K | 0.03% | +4,140 | New |
| Cornerstone Wealth Management, LLC | 4,135 | $223.7K | 0.02% | −122−2.9% | Reduced |
| Advisory Alpha, LLC | 4,129 | $223.4K | 0.01% | +395+10.6% | Added |
| Marcum Wealth, LLC | 4,124 | $223.1K | 0.02% | +4,124 | New |
| Premier Path Wealth Partners, LLC | 4,107 | $222.2K | 0.04% | −125−3.0% | Reduced |
| FLC Capital Advisors | 4,102 | $221.9K | 0.06% | +279+7.3% | Added |
| Fulton Breakefield Broenniman LLC | 4,100 | $221.8K | 0.02% | −230−5.3% | Reduced |
| Pointe Capital Management LLC | 4,094 | $221.5K | 0.14% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 4,066 | $220.0K | 0.17% | +4,066 | New |
| Morningstar Investment Management LLC | 4,031 | $218.0K | 0.02% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,024 | $217.7K | 0.09% | +4,024 | New |
| Strategic Blueprint, LLC | 4,020 | $217.5K | 0.02% | −1,202−23.0% | Reduced |
| Prosperity Wealth Management, Inc. | 4,019 | $217.4K | 0.10% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,017 | $217.3K | 0.07% | −196−4.7% | Reduced |
| Phillips Wealth Planners LLC | 4,275 | $217.2K | 0.25% | +4,275 | New |
| Keystone Wealth Services, LLC | 4,013 | $217.1K | 0.07% | +120+3.1% | Added |
| Congress Park Capital LLC | 4,000 | $216.4K | 0.10% | +250+6.7% | Added |
| Avestar Capital, LLC | 3,990 | $215.9K | 0.02% | +3,990 | New |
| Everpar Advisors LLC | 3,982 | $215.4K | 0.13% | −1,049−20.9% | Reduced |
| Bullock Wealth Management Group | 4,024 | $215.1K | 0.14% | +4,024 | New |
| ETF Store, Inc. | 3,973 | $214.9K | 0.12% | +3,973 | New |
| Central Valley Advisors, LLC | 3,964 | $214.5K | 0.11% | +18+0.5% | Added |
| AMG National Trust Bank | 3,959 | $214.2K | 0.01% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,953 | $213.9K | 0.09% | −25−0.6% | Reduced |
| Cetera Trust Company, N.A | 3,950 | $213.7K | 0.13% | +1,250+46.3% | Added |
| Alpha Family Trust | 3,930 | $212.6K | 0.13% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,943 | $212.0K | 0.00% | −1,339−25.4% | Reduced |
| Diversify Advisory Services, LLC | 3,955 | $211.4K | 0.01% | +3,955 | New |
| GAMMA Investing LLC | 3,886 | $210.2K | 0.04% | +531+15.8% | Added |
| Sandbox Financial Partners, LLC | 3,877 | $209.7K | 0.09% | +10.0% | Added |
| Flynn Zito Capital Management, LLC | 3,875 | $209.6K | 0.11% | +90+2.4% | Added |
| Commons Capital, LLC | 3,863 | $209.0K | 0.30% | −79−2.0% | Reduced |
| Lake Street Advisors Group, LLC | 3,843 | $208.9K | 0.01% | +274+7.7% | Added |
| Scott Capital Advisors, LLC | 3,744 | $203.6K | 0.06% | +163+4.6% | Added |
| Coastwise Capital Group, LLC | 3,763 | $203.6K | 0.19% | +3,763 | New |
| RW Investment Management LLC | 3,763 | $203.6K | 0.03% | +3,763 | New |
| Sound View Wealth Advisors Group, LLC | 3,759 | $203.3K | 0.02% | −339−8.3% | Reduced |
| Archford Capital Strategies, LLC | 3,757 | $203.3K | 0.03% | −94−2.4% | Reduced |
| Semus Wealth Partners LLC | 3,727 | $201.6K | 0.17% | −131−3.4% | Reduced |
| Innova Wealth Partners | 3,725 | $201.5K | 0.16% | +3,725 | New |
| Busey Wealth Management | 3,717 | $201.1K | 0.01% | +39+1.1% | Added |
| Berry Wealth Group, LP | 3,714 | $200.9K | 0.17% | +3,714 | New |
| Concorde Asset Management, LLC | 3,749 | $200.8K | 0.14% | +3,749 | New |
| Armstrong Advisory Group, Inc | 3,494 | $200.6K | 0.02% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 3,707 | $200.5K | 0.13% | +3,707 | New |
| Whittier Trust Co | 3,705 | $200.4K | 0.00% | −402−9.8% | Reduced |
| Main Street Group, LTD | 3,719 | $199.9K | 0.09% | +3,119+519.8% | Added |
| Montag A & Associates Inc | 3,580 | $194.6K | 0.01% | −1,760−33.0% | Reduced |
| Westside Investment Management, Inc. | 3,579 | $193.6K | 0.05% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,546 | $192.1K | 0.04% | +421+13.5% | Added |
| Ci Investments Inc. | 3,511 | $190.0K | 0.00% | +1,533+77.5% | Added |
| Independence Bank of Kentucky | 3,460 | $187.2K | 0.06% | +3,460 | New |
| SRS Capital Advisors, Inc. | 3,331 | $180.2K | 0.02% | +147+4.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,320 | $179.6K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 3,333 | $179.0K | 0.00% | −3,163−48.7% | Reduced |
| Gradient Investments LLC | 3,230 | $174.8K | 0.00% | +243+8.1% | Added |
| Cutler Group LP | 3,234 | $174.0K | 0.09% | −9,427−74.5% | Reduced |
| Rocky Mountain Advisers, LLC | 3,100 | $167.7K | 0.05% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,869 | $155.0K | 0.03% | +121+4.4% | Added |
| Semmax Financial Advisors Inc. | 2,681 | $148.1K | 0.05% | −51,671−95.1% | Reduced |
| Covestor Ltd | 2,639 | $143.0K | 0.09% | +730+38.2% | Added |
| Sugarloaf Wealth Management, LLC | 2,577 | $139.4K | 0.03% | −1,310−33.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,480 | $134.2K | 0.06% | +360+17.0% | Added |
| Caldwell Trust Co | 2,425 | $131.2K | 0.02% | +111+4.8% | Added |
| M&R Capital Management Inc | 2,416 | $130.7K | 0.03% | +403+20.0% | Added |
| C M Bidwell & Associates Ltd | 2,413 | $130.5K | 0.09% | +278+13.0% | Added |
| Founders Capital Management | 2,280 | $123.3K | 0.08% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,167 | $117.3K | 0.01% | +2,167 | New |
| Motco | 2,149 | $116.3K | 0.01% | +109+5.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,104 | $114.4K | 0.00% | +213+11.3% | Added |
| Tidemark, LLC | 2,113 | $114.3K | 0.06% | +181+9.4% | Added |
| Cedar Wealth Management, LLC | 2,100 | $113.6K | 0.04% | −400−16.0% | Reduced |
| Ninepoint Partners LP | 2,090 | $113.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,065 | $111.7K | 0.01% | +994+92.8% | Added |
| Financial Perspectives, Inc | 2,011 | $108.8K | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $108.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,982 | $107.2K | 0.03% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,945 | $105.2K | 0.00% | −4,188−68.3% | Reduced |
| Indiana Trust & Investment Management CO | 1,933 | $104.6K | 0.04% | −983−33.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,888 | $102.1K | 0.04% | +427+29.2% | Added |
| Parkside Financial Bank & Trust | 1,815 | $98.2K | 0.02% | +66+3.8% | Added |
| Optimum Investment Advisors | 1,800 | $97.4K | 0.04% | +350+24.1% | Added |
| JNBA Financial Advisors | 1,780 | $96.3K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,765 | $95.5K | 0.04% | −525−22.9% | Reduced |
| Heritage Wealth Advisors | 1,763 | $95.4K | 0.00% | +533+43.3% | Added |
| Tompkins Financial Corp | 1,750 | $94.7K | 0.01% | +1,750 | New |
| Central Trust Co | 1,675 | $90.6K | 0.00% | +1+0.1% | Added |
| Castleview Partners, LLC | 1,659 | $89.7K | 0.05% | +23+1.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,657 | $89.6K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,657 | $89.6K | 0.01% | +155+10.3% | Added |
| HHM Wealth Advisors, LLC | 1,644 | $88.9K | 0.01% | +271+19.7% | Added |
| City State Bank | 1,600 | $87.0K | 0.04% | −100−5.9% | Reduced |