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 |
|---|---|---|---|---|---|
| Virginia Wealth Management Group, Inc. | 34,653 | $1.87M | 1.53% | +5,126+17.4% | Added |
| Sigma Planning Corp | 34,518 | $1.87M | 0.06% | +18,218+111.8% | Added |
| Coppell Advisory Solutions Corp. | 34,290 | $1.86M | 0.35% | +34,290 | New |
| Integrated Wealth Concepts LLC | 34,217 | $1.85M | 0.03% | +146+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,211 | $1.85M | 0.15% | +1,357+4.1% | Added |
| First Heartland Consultants, Inc. | 34,101 | $1.84M | 0.19% | +34,101 | New |
| Dark Forest Capital Management LP | 33,786 | $1.83M | 0.31% | +33,786 | New |
| Lockheed Martin Investment Management Co | 30,955 | $1.82M | 0.13% | −9,200−22.9% | Reduced |
| Beacon Pointe Advisors, LLC | 33,568 | $1.82M | 0.02% | +5,848+21.1% | Added |
| Asset Planning Corporation | 33,565 | $1.82M | 1.33% | +397+1.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 33,356 | $1.80M | 1.66% | −278−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 33,285 | $1.80M | 0.03% | −102,903−75.6% | Reduced |
| GEM Realty Capital | 33,222 | $1.80M | 0.24% | −991,567−96.8% | Reduced |
| Spirit of America Management Corp | 33,033 | $1.79M | 0.36% | +2,048+6.6% | Added |
| PFG Investments, LLC | 32,871 | $1.78M | 0.11% | +21,505+189.2% | Added |
| Great Lakes Advisors, LLC | 32,718 | $1.77M | 0.02% | +7,149+28.0% | Added |
| Alliance Wealth Advisors, LLC | 32,353 | $1.75M | 0.52% | +2,476+8.3% | Added |
| Lincoln National Corp | 32,316 | $1.75M | 0.03% | +2,987+10.2% | Added |
| Brown Miller Wealth Management, LLC | 32,104 | $1.74M | 0.77% | +23,485+272.5% | Added |
| Shufro Rose & Co LLC | 32,051 | $1.73M | 0.14% | +10,801+50.8% | Added |
| RFG Advisory, LLC | 31,939 | $1.73M | 0.06% | +5,938+22.8% | Added |
| Ossiam | 31,495 | $1.70M | 0.03% | +5,940+23.2% | Added |
| Lido Advisors, LLC | 31,264 | $1.70M | 0.02% | −4,791−13.3% | Reduced |
| Advisory Services Network, LLC | 31,284 | $1.69M | 0.04% | +4,457+16.6% | Added |
| ICW Investment Advisors LLC | 31,171 | $1.69M | 0.75% | +386+1.3% | Added |
| Level Four Advisory Services, LLC | 28,917 | $1.66M | 0.09% | +2,000+7.4% | Added |
| APG Asset Management N.V. | 33,068 | $1.66M | 0.00% | +1,100+3.4% | Added |
| Texas Yale Capital Corp. | 30,499 | $1.65M | 0.07% | −300−1.0% | Reduced |
| Apollon Wealth Management, LLC | 30,355 | $1.64M | 0.05% | +1,530+5.3% | Added |
| Ashton Thomas Private Wealth, LLC | 30,226 | $1.64M | 0.09% | +8,552+39.5% | Added |
| Capital Investment Advisory Services, LLC | 30,220 | $1.63M | 0.18% | +2,318+8.3% | Added |
| Raymond James Trust N.A. | 29,986 | $1.62M | 0.04% | +5,753+23.7% | Added |
| O'Shaughnessy Asset Management, LLC | 29,623 | $1.60M | 0.02% | +5,415+22.4% | Added |
| IHT Wealth Management, LLC | 29,578 | $1.60M | 0.06% | +8,326+39.2% | Added |
| Goepper Burkhardt LLC | 28,932 | $1.59M | 0.74% | +6,838+30.9% | Added |
| Toroso Investments, LLC | 28,913 | $1.56M | 0.03% | −5,107−15.0% | Reduced |
| ZWJ Investment Counsel Inc | 28,566 | $1.55M | 0.07% | +28,566 | New |
| Equitable Holdings, Inc. | 28,460 | $1.54M | 0.02% | +2,935+11.5% | Added |
| Meiji Yasuda Life Insurance Co | 28,293 | $1.53M | 0.03% | −3,044−9.7% | Reduced |
| Kovack Advisors, Inc. | 28,256 | $1.53M | 0.19% | +12,985+85.0% | Added |
| Security National Bank of So Dak | 28,235 | $1.53M | 0.92% | +6,369+29.1% | Added |
| Wolverine Trading, LLC | 27,942 | $1.51M | 0.02% | −11,339−28.9% | Reduced |
| Castle Rock Wealth Management, LLC | 28,003 | $1.51M | 0.41% | +21,464+328.2% | Added |
| Altman Advisors, Inc. | 28,231 | $1.51M | 0.73% | +14,147+100.4% | Added |
| Tower Research Capital LLC (TRC) | 27,591 | $1.49M | 0.04% | −64,447−70.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 27,445 | $1.48M | 0.10% | +1,655+6.4% | Added |
| Commerce Bank | 27,408 | $1.48M | 0.01% | +271+1.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,226 | $1.47M | 0.02% | +5,481+25.2% | Added |
| Schnieders Capital Management LLC | 26,914 | $1.46M | 0.30% | −1,360−4.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 26,693 | $1.44M | 0.03% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 26,468 | $1.43M | 0.30% | −890−3.3% | Reduced |
| King Luther Capital Management Corp | 26,458 | $1.43M | 0.01% | +26,458 | New |
| Northwestern Mutual Investment Management Company, LLC | 26,389 | $1.43M | 0.04% | +3,475+15.2% | Added |
| Everence Capital Management Inc | 26,060 | $1.41M | 0.09% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 25,955 | $1.40M | 0.58% | −754−2.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 25,931 | $1.40M | 0.13% | −3,577−12.1% | Reduced |
| Altshuler Shaham Ltd | 25,607 | $1.39M | 0.05% | +517+2.1% | Added |
| Prospera Financial Services Inc | 25,592 | $1.39M | 0.04% | −2,964−10.4% | Reduced |
| Vinva Investment Management Ltd | 25,397 | $1.37M | 0.08% | +7,189+39.5% | Added |
| Mystic Asset Management, Inc. | 25,223 | $1.36M | 0.56% | +3,261+14.8% | Added |
| Brevan Howard Capital Management LP | 25,102 | $1.36M | 0.12% | +9,447+60.3% | Added |
| Wedbush Securities Inc | 25,043 | $1.35M | 0.05% | +2,070+9.0% | Added |
| Moors & Cabot, Inc. | 24,530 | $1.33M | 0.07% | +3,759+18.1% | Added |
| Veriti Management LLC | 24,277 | $1.31M | 0.10% | +3,451+16.6% | Added |
| Heirloom Wealth Management | 24,075 | $1.30M | 0.44% | −666−2.7% | Reduced |
| Adams Asset Advisors, LLC | 23,991 | $1.30M | 0.17% | −416−1.7% | Reduced |
| Griffin Asset Management, Inc. | 23,952 | $1.30M | 0.15% | +282+1.2% | Added |
| Belpointe Asset Management LLC | 23,924 | $1.29M | 0.10% | −435−1.8% | Reduced |
| Red Cedar Investment Management, LLC | 23,605 | $1.28M | 0.16% | +18,965+408.7% | Added |
| GeoWealth Management, LLC | 23,187 | $1.25M | 0.05% | +16,197+231.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 23,167 | $1.25M | 0.01% | +7,193+45.0% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 23,002 | $1.24M | 0.49% | −309−1.3% | Reduced |
| Cornerstone Advisors, LLC | 23,000 | $1.24M | 0.05% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 22,998 | $1.24M | 0.20% | +804+3.6% | Added |
| CIBC Private Wealth Group, LLC | 23,252 | $1.24M | 0.00% | −377−1.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 22,945 | $1.24M | 0.14% | −1,316−5.4% | Reduced |
| Intech Investment Management LLC | 22,941 | $1.24M | 0.02% | +6,609+40.5% | Added |
| Bleakley Financial Group, LLC | 22,644 | $1.23M | 0.04% | +613+2.8% | Added |
| Simplicity Wealth,LLC | 22,626 | $1.22M | 0.03% | +22,626 | New |
| Ronald Blue Trust, Inc. | 22,460 | $1.22M | 0.02% | +11,703+108.8% | Added |
| Ieq Capital, LLC | 22,443 | $1.21M | 0.02% | +1,510+7.2% | Added |
| Rakuten Investment Management, Inc. | 22,364 | $1.21M | 0.01% | +20,585+1,157.1% | Added |
| Signaturefd, LLC | 22,335 | $1.21M | 0.03% | +4,089+22.4% | Added |
| Vestmark Advisory Solutions, Inc. | 22,326 | $1.21M | 0.05% | +700+3.2% | Added |
| Bay Rivers Group | 22,132 | $1.20M | 0.66% | −1,198−5.1% | Reduced |
| Benedict Financial Advisors Inc | 21,980 | $1.19M | 0.30% | +33+0.2% | Added |
| United Services Automobile Association | 21,869 | $1.18M | 0.03% | +3,618+19.8% | Added |
| Cascade Investment Advisors, Inc. | 21,851 | $1.18M | 0.77% | +75+0.3% | Added |
| Adviser Investments LLC | 21,545 | $1.17M | 0.02% | −219−1.0% | Reduced |
| Boston Private Wealth LLC | 21,532 | $1.16M | 0.03% | +13,876+181.2% | Added |
| Principal Securities, Inc. | 21,336 | $1.15M | 0.04% | +4,750+28.6% | Added |
| Teacher Retirement System of Texas | 21,159 | $1.15M | 0.01% | −107,508−83.6% | Reduced |
| Founders Financial Securities LLC | 21,029 | $1.14M | 0.12% | +598+2.9% | Added |
| Wealth Alliance | 21,021 | $1.14M | 0.15% | −932−4.2% | Reduced |
| Commerzbank Aktiengesellschaft | 20,974 | $1.14M | 0.04% | +1,076+5.4% | Added |
| Broadwater Capital Management LLC | 20,930 | $1.13M | 0.87% | −530−2.5% | Reduced |
| Sowell Financial Services LLC | 20,643 | $1.12M | 0.05% | −587−2.8% | Reduced |
| Ameritas Advisory Services, LLC | 20,414 | $1.12M | 0.05% | +12,187+148.1% | Added |
| Trust Investment Advisors | 20,606 | $1.11M | 0.80% | +4,642+29.1% | Added |
| RB Capital Management, LLC | 20,589 | $1.11M | 0.30% | −337−1.6% | Reduced |