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 |
|---|---|---|---|---|---|
| SpiderRock Advisors, LLC | 21,077 | $1.10M | 0.04% | +21,077 | New |
| Glenmede Trust Co NA | 20,333 | $1.10M | 0.01% | +2,468+13.8% | Added |
| Cornercap Investment Counsel Inc | 20,285 | $1.10M | 0.17% | +200+1.0% | Added |
| Miracle Mile Advisors, LLC | 20,257 | $1.10M | 0.03% | +531+2.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 19,981 | $1.08M | 0.09% | +3,311+19.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 19,977 | $1.08M | 0.08% | +19,977 | New |
| Panagora Asset Management Inc | 19,859 | $1.07M | 0.01% | +1,289+6.9% | Added |
| Prime Capital Investment Advisors, LLC | 19,808 | $1.07M | 0.01% | −8,290−29.5% | Reduced |
| Applied Capital LLC | 19,524 | $1.06M | 0.86% | +2,369+13.8% | Added |
| Degroof Petercam Asset Management | 19,500 | $1.05M | 0.01% | +4,644+31.3% | Added |
| RDA Financial Network | 19,414 | $1.05M | 0.36% | −131−0.7% | Reduced |
| Nations Financial Group Inc, | 19,414 | $1.05M | 0.09% | −337−1.7% | Reduced |
| Hohimer Wealth Management, LLC | 19,314 | $1.04M | 0.24% | +19,314 | New |
| Independent Advisor Alliance | 19,245 | $1.04M | 0.04% | −1,134−5.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 19,206 | $1.04M | 0.18% | +260+1.4% | Added |
| Colonial Trust Co | 19,106 | $1.03M | 0.19% | +507+2.7% | Added |
| Edmp, Inc. | 18,874 | $1.02M | 0.85% | +1,337+7.6% | Added |
| Tokio Marine Asset Management Co Ltd | 18,843 | $1.02M | 0.05% | +4,019+27.1% | Added |
| Nwam LLC | 18,529 | $1.02M | 0.08% | +1,587+9.4% | Added |
| Chiron Capital Management, LLC | 18,802 | $1.02M | 0.92% | +3,601+23.7% | Added |
| Diligent Investors, LLC | 18,760 | $1.01M | 0.25% | +3,199+20.6% | Added |
| Concurrent Investment Advisors, LLC | 18,760 | $1.01M | 0.04% | −19,802−51.4% | Reduced |
| Bridgefront Capital, LLC | 18,737 | $1.01M | 0.77% | +8,666+86.0% | Added |
| Banco Santander, S.A. | 18,672 | $1.01M | 0.01% | +5,478+41.5% | Added |
| EP Wealth Advisors, LLC | 18,574 | $1.00M | 0.01% | +2,776+17.6% | Added |
| Naples Global Advisors, LLC | 18,270 | $993.1K | 0.10% | −2,264−11.0% | Reduced |
| Perennial Investment Advisors, LLC | 18,323 | $991.3K | 0.15% | +1,517+9.0% | Added |
| Stanley-Laman Group, Ltd. | 18,285 | $989.2K | 0.14% | 00.0% | Unchanged |
| Proequities, Inc. | 18,095 | $983.6K | 0.06% | +3,714+25.8% | Added |
| Group One Trading, L.P. | 18,164 | $982.7K | 0.03% | +18,164 | New |
| Buckingham Strategic Partners | 18,102 | $979.3K | 0.03% | +5,380+42.3% | Added |
| Campbell & CO Investment Adviser LLC | 17,986 | $973.0K | 0.08% | +4,312+31.5% | Added |
| HighPoint Advisor Group LLC | 17,675 | $971.0K | 0.07% | +1,762+11.1% | Added |
| Clifford Swan Investment Counsel LLC | 17,946 | $970.9K | 0.04% | −550−3.0% | Reduced |
| Magnolia Capital Management Ltd | 17,880 | $967.0K | 0.82% | −1,275−6.7% | Reduced |
| Park Avenue Securities LLC | 17,768 | $961.0K | 0.01% | +1,720+10.7% | Added |
| NorthRock Partners, LLC | 17,634 | $958.5K | 0.04% | +382+2.2% | Added |
| LRI Investments, LLC | 17,653 | $955.0K | 0.24% | +17,653 | New |
| Blair William & Co | 17,514 | $947.5K | 0.00% | +2,321+15.3% | Added |
| Armstrong, Fleming & Moore, Inc | 17,336 | $937.9K | 0.65% | −830−4.6% | Reduced |
| Compass Ion Advisors, LLC | 17,331 | $937.6K | 0.13% | +156+0.9% | Added |
| Allen Capital Group, LLC | 17,066 | $923.3K | 0.13% | +999+6.2% | Added |
| Massmutual Trust Co FSB | 16,975 | $918.3K | 0.03% | +1,460+9.4% | Added |
| Eqis Capital Management, Inc. | 16,763 | $906.9K | 0.07% | −1,507−8.2% | Reduced |
| Raleigh Capital Management Inc. | 16,761 | $906.8K | 0.39% | +3,047+22.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 16,746 | $906.0K | 0.07% | +16,746 | New |
| Global Retirement Partners, LLC | 16,742 | $905.8K | 0.03% | +2,197+15.1% | Added |
| Ontario Teachers Pension Plan Board | 16,740 | $905.6K | 0.01% | +16,740 | New |
| Glen Eagle Advisors, LLC | 16,652 | $900.9K | 0.17% | +393+2.4% | Added |
| Alpha Cubed Investments, LLC | 16,629 | $899.6K | 0.05% | −820−4.7% | Reduced |
| Perkins Coie Trust Co | 16,504 | $892.6K | 0.21% | +505+3.2% | Added |
| LongView Wealth Management | 16,470 | $891.0K | 0.35% | +354+2.2% | Added |
| Change Path, LLC | 16,432 | $889.0K | 0.04% | +9,461+135.7% | Added |
| 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 |
| Prosperity Planning, Inc. | 16,266 | $880.0K | 0.30% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 16,184 | $875.6K | 0.02% | +11,134+220.5% | Added |
| Independent Financial Group, LLC | 16,150 | $873.7K | 0.04% | +1,082+7.2% | Added |
| First National Trust Co | 16,101 | $871.1K | 0.04% | −1,135−6.6% | Reduced |
| Southland Equity Partners LLC | 16,031 | $867.3K | 0.24% | +3,700+30.0% | Added |
| V-Square Quantitative Management LLC | 16,022 | $866.8K | 0.14% | +162+1.0% | Added |
| MBB Public Markets I LLC | 16,014 | $866.4K | 0.06% | +16,014 | New |
| Pasadena Private Wealth, LLC | 15,909 | $860.7K | 0.20% | +1,481+10.3% | Added |
| Ascent Wealth Partners, LLC | 15,798 | $854.7K | 0.13% | −931−5.6% | Reduced |
| Fulton Bank, N.A. | 15,617 | $844.9K | 0.03% | −541−3.3% | Reduced |
| 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 |
| Samalin Investment Counsel, LLC | 15,561 | $841.8K | 0.40% | +2,790+21.8% | Added |
| IFG Advisory, LLC | 15,508 | $839.0K | 0.06% | −529−3.3% | Reduced |
| Coastal Investment Advisors, Inc. | 15,492 | $838.1K | 0.17% | −429−2.7% | Reduced |
| L.M. Kohn & Company | 15,484 | $837.7K | 0.24% | +76+0.5% | Added |
| D. E. Shaw & Co., Inc. | 15,400 | $833.1K | 0.00% | +15,400 | New |
| NEOS Investment Management LLC | 15,362 | $831.1K | 0.05% | +6,391+71.2% | Added |
| Investors Research Corp | 15,281 | $826.7K | 0.19% | −686−4.3% | Reduced |
| Marathon Capital Management | 15,110 | $817.5K | 0.20% | +357+2.4% | Added |
| Savant Capital, LLC | 15,066 | $815.1K | 0.01% | +776+5.4% | Added |
| Virtu Financial LLC | 15,017 | $812.0K | 0.06% | −1,082−6.7% | Reduced |
| International Assets Investment Management, LLC | 15,172 | $811.1K | 0.08% | +4,328+39.9% | Added |
| Delta Investment Management, LLC | 14,988 | $810.9K | 0.18% | +14,988 | New |
| Perigon Wealth Management, LLC | 14,883 | $805.2K | 0.02% | +1,397+10.4% | Added |
| Retirement Group, LLC | 14,853 | $803.6K | 0.29% | +210+1.4% | Added |
| Alberta Investment Management Corp | 14,800 | $800.7K | 0.01% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 14,792 | $800.3K | 0.09% | −1,097−6.9% | Reduced |
| Truvestments Capital LLC | 14,769 | $799.0K | 0.31% | −22,245−60.1% | Reduced |
| Private Ocean, LLC | 14,747 | $797.8K | 0.08% | −376−2.5% | Reduced |
| Harbor Investment Advisory, LLC | 14,524 | $785.7K | 0.08% | +58+0.4% | Added |
| XTX Topco Ltd | 14,408 | $779.5K | 0.11% | +14,408 | New |
| Mosaic Family Wealth Partners, LLC | 14,374 | $777.6K | 0.13% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 14,323 | $774.9K | 0.00% | +8,600+150.3% | Added |
| Tarbox Family Office, Inc. | 14,266 | $771.8K | 0.14% | −12,821−47.3% | Reduced |
| Verdence Capital Advisors LLC | 14,149 | $765.5K | 0.07% | +6,705+90.1% | Added |
| Revisor Wealth Management LLC | 13,601 | $758.2K | 0.34% | +8,115+147.9% | Added |
| Denver Wealth Management, Inc. | 14,013 | $758.1K | 0.39% | −3,548−20.2% | Reduced |
| Steel Peak Wealth Management LLC | 13,920 | $756.7K | 0.04% | −392−2.7% | Reduced |
| Wexford Capital LP | 13,929 | $753.6K | 0.15% | +13,929 | New |
| TFG Advisers LLC | 13,853 | $749.5K | 0.29% | −69−0.5% | Reduced |
| United Capital Financial Advisers, LLC | 13,814 | $747.3K | 0.01% | +72+0.5% | Added |
| Vawter Financial, Ltd. | 13,772 | $745.1K | 0.54% | −600−4.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,700 | $741.2K | 0.01% | −3,600−20.8% | Reduced |
| Loudon Investment Management, LLC | 13,670 | $739.5K | 0.42% | +400+3.0% | Added |