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 |
|---|---|---|---|---|---|
| Alta Advisers Ltd | 1,600 | $86.6K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,600 | $86.6K | 0.02% | +1,600 | New |
| Bangor Savings Bank | 1,592 | $86.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,583 | $85.6K | 0.01% | +25+1.6% | Added |
| Versant Capital Management, Inc | 1,569 | $84.9K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,531 | $82.8K | 0.01% | −286−15.7% | Reduced |
| TSFG, LLC | 1,524 | $82.0K | 0.02% | +1,524 | New |
| Future Financial Wealth Managment LLC | 1,500 | $81.2K | 0.06% | +1,500 | New |
| Kelly Financial Services LLC | 1,494 | $80.8K | 0.03% | −145−8.8% | Reduced |
| Grove Bank & Trust | 1,467 | $79.4K | 0.01% | −5,452−78.8% | Reduced |
| Front Row Advisors LLC | 1,460 | $79.4K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,464 | $79.2K | 0.02% | +777+113.1% | Added |
| Hollencrest Capital Management | 1,416 | $76.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,411 | $76.3K | 0.01% | −45−3.1% | Reduced |
| Register Financial Advisors LLC | 1,350 | $73.0K | 0.04% | +1,350 | New |
| Harvest Fund Management Co., Ltd | 1,312 | $71.0K | 0.01% | −2,790−68.0% | Reduced |
| Sawyer & Company, Inc | 1,300 | $70.3K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,230 | $66.5K | 0.01% | −530−30.1% | Reduced |
| Concord Wealth Partners | 1,228 | $66.4K | 0.01% | +700+132.6% | Added |
| Cypress Capital Management LLC (WY) | 1,218 | $65.9K | 0.07% | +1,218 | New |
| Wolff Wiese Magana LLC | 1,210 | $65.5K | 0.06% | +60+5.2% | Added |
| Trust Co | 1,197 | $64.8K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,171 | $63.4K | 0.01% | +591+101.9% | Added |
| Hexagon Capital Partners LLC | 1,134 | $61.4K | 0.01% | −392−25.7% | Reduced |
| Norwood Financial Corp | 1,125 | $60.9K | 0.09% | +1,125 | New |
| Bank of New Hampshire | 1,100 | $59.5K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,093 | $59.1K | 0.00% | +60+5.8% | Added |
| CoreFirst Bank & Trust | 1,080 | $58.4K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,045 | $56.5K | 0.01% | +5+0.5% | Added |
| Salem Investment Counselors Inc | 1,010 | $54.9K | 0.00% | −2,383−70.2% | Reduced |
| Capital Analysts, LLC | 996 | $54.0K | 0.00% | +11+1.1% | Added |
| Godsey & Gibb Associates | 990 | $53.6K | 0.01% | +70+7.6% | Added |
| Fortis Group Advisors, LLC | 950 | $51.4K | 0.01% | −950−50.0% | Reduced |
| Bellevue Asset Management, LLC | 928 | $50.2K | 0.03% | −99−9.6% | Reduced |
| Wiser Advisor Group LLC | 916 | $49.6K | 0.08% | +12+1.3% | Added |
| Pinnacle Financial Partners Inc | 884 | $47.8K | 0.00% | +839+1,864.4% | Added |
| Missouri Trust & Investment Co | 880 | $47.6K | 0.02% | −560−38.9% | Reduced |
| Central Pacific Bank - Trust Division | 864 | $46.2K | 0.01% | +864 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 850 | $46.2K | 0.00% | +700+466.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 837 | $45.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 837 | $45.3K | 0.01% | +156+22.9% | Added |
| Smartleaf Asset Management LLC | 830 | $44.6K | 0.01% | +545+191.2% | Added |
| HM Payson & Co | 815 | $44.1K | 0.00% | −375−31.5% | Reduced |
| Silvant Capital Management LLC | 796 | $43.3K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 782 | $42.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 725 | $39.9K | 0.00% | +189+35.3% | Added |
| Orion Capital Management LLC | 700 | $37.9K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 700 | $37.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 674 | $36.5K | 0.00% | −198−22.7% | Reduced |
| Bogart Wealth, LLC | 670 | $36.3K | 0.00% | −45−6.3% | Reduced |
| Hoertkorn Richard Charles | 666 | $36.0K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $35.5K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 647 | $35.0K | 0.01% | +647 | New |
| Riverview Trust Co | 630 | $34.1K | 0.03% | +630 | New |
| Continuum Advisory, LLC | 611 | $33.4K | 0.00% | +611 | New |
| Key Financial Inc | 604 | $32.7K | 0.01% | +18+3.1% | Added |
| LGT Financial Advisors LLC | 599 | $32.4K | 0.04% | +26+4.5% | Added |
| Smithfield Trust Co | 575 | $32.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 582 | $31.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 574 | $31.1K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 559 | $30.2K | 0.01% | +4+0.7% | Added |
| EntryPoint Capital, LLC | 558 | $30.2K | 0.03% | −442−44.2% | Reduced |
| Private Wealth Management Group, LLC | 555 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 552 | $29.9K | 0.02% | +179+48.0% | Added |
| Alaska Permanent Fund Corp | 538 | $29.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 552 | $29.0K | 0.00% | +32+6.2% | Added |
| Bell Investment Advisors, Inc | 529 | $28.6K | 0.01% | +217+69.6% | Added |
| Vima LLC | 437 | $27.7K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $27.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 500 | $27.1K | 0.01% | +500 | New |
| Washington Trust Co | 497 | $26.9K | 0.00% | +197+65.7% | Added |
| SYSTM Wealth Solutions LLC | 495 | $26.9K | 0.00% | −350−41.4% | Reduced |
| MB, Levis & Associates, LLC | 475 | $25.7K | 0.01% | +3+0.6% | Added |
| ICA Group Wealth Management, LLC | 469 | $25.4K | 0.01% | +83+21.5% | Added |
| Leonteq Securities AG | 446 | $24.1K | 0.00% | −307−40.8% | Reduced |
| Robinswood Financial LLC | 447 | $23.9K | 0.01% | +1+0.2% | Added |
| Tucker Asset Management LLC | 436 | $23.6K | 0.01% | −1,207−73.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 428 | $23.2K | 0.01% | 00.0% | Unchanged |
| American National Bank | 427 | $23.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 420 | $22.7K | 0.01% | +420 | New |
| Venturi Wealth Management, LLC | 419 | $22.7K | 0.00% | +419 | New |
| Tortoise Investment Management, LLC | 408 | $22.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 411 | $22.0K | 0.02% | −80−16.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 408 | $21.8K | 0.01% | +193+89.8% | Added |
| Boyd Watterson Asset Management LLC | 403 | $21.8K | 0.01% | +300+291.3% | Added |
| Arlington Trust Co LLC | 400 | $21.6K | 0.01% | −400−50.0% | Reduced |
| Piscataqua Savings Bank | 400 | $21.6K | 0.02% | −90−18.4% | Reduced |
| MV Capital Management, Inc. | 390 | $21.1K | 0.00% | −1−0.3% | Reduced |
| St Germain D J Co Inc | 372 | $20.1K | 0.00% | −100−21.2% | Reduced |
| Monetary Management Group Inc | 360 | $19.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 357 | $19.3K | 0.00% | +5+1.4% | Added |
| Hartford Financial Management Inc. | 350 | $18.9K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 346 | $18.8K | 0.00% | +346 | New |
| TD Waterhouse Canada Inc. | 526 | $18.8K | 0.00% | +100+23.5% | Added |
| Plato Investment Management Ltd | 345 | $18.7K | 0.00% | +345 | New |
| Transcendent Capital Group LLC | 341 | $18.4K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 337 | $18.2K | 0.00% | +275+443.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 330 | $17.9K | 0.01% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 327 | $17.7K | 0.01% | 00.0% | Unchanged |