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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 13,499 | $730.3K | 0.14% | −89−0.7% | Reduced |
| Checchi Capital Advisers, LLC | 13,477 | $729.1K | 0.06% | +2,835+26.6% | Added |
| Investment Management Corp of Ontario | 13,440 | $727.1K | 0.02% | −3,100−18.7% | Reduced |
| Essex Financial Services, Inc. | 13,420 | $726.0K | 0.07% | +199+1.5% | Added |
| PFW Advisors LLC | 13,416 | $725.8K | 0.22% | −49−0.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,242 | $716.4K | 0.09% | −310−2.3% | Reduced |
| Inspire Trust Co, N.A. | 13,225 | $715.5K | 0.40% | +8,690+191.6% | Added |
| TCW Group Inc | 13,189 | $713.5K | 0.01% | −100−0.8% | Reduced |
| First Bank & Trust | 13,068 | $706.9K | 0.15% | +2,213+20.4% | Added |
| Harbour Investments, Inc. | 12,948 | $700.5K | 0.02% | +1,307+11.2% | Added |
| Moseley Investment Management Inc | 12,925 | $699.2K | 0.35% | +990+8.3% | Added |
| Allianz SE | 12,924 | $699.2K | 0.02% | +12,924 | New |
| Harbour Trust & Investment Management Co | 12,881 | $696.9K | 0.09% | +7,302+130.9% | Added |
| Wetherby Asset Management Inc | 12,851 | $695.2K | 0.03% | +244+1.9% | Added |
| Lazard Asset Management LLC | 12,788 | $691.0K | 0.00% | +3,297+34.7% | Added |
| Brown Advisory Inc | 12,734 | $688.9K | 0.00% | +1,287+11.2% | Added |
| My Legacy Advisors, LLC | 12,693 | $686.7K | 0.23% | −20−0.2% | Reduced |
| Black Swift Group, LLC | 12,665 | $685.2K | 0.18% | −1,130−8.2% | Reduced |
| Legacy Financial Advisors, Inc. | 12,620 | $682.8K | 0.12% | +12,620 | New |
| Arkadios Wealth Advisors | 12,617 | $682.6K | 0.05% | +285+2.3% | Added |
| Profund Advisors LLC | 12,542 | $678.5K | 0.03% | −356−2.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 12,525 | $677.6K | 0.37% | +1,317+11.8% | Added |
| Pearl River Capital, LLC | 12,483 | $675.3K | 0.11% | −7,913−38.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,475 | $674.9K | 0.29% | +2,565+25.9% | Added |
| Angeles Investment Advisors, LLC | 12,358 | $670.0K | 0.04% | +1,082+9.6% | Added |
| Money Concepts Capital Corp | 12,374 | $669.4K | 0.06% | −3,967−24.3% | Reduced |
| Dynamic Advisor Solutions LLC | 12,371 | $669.3K | 0.02% | +801+6.9% | Added |
| JBR Co Financial Management Inc | 12,061 | $652.5K | 0.52% | −1,716−12.5% | Reduced |
| First Trust Investment Solutions L.P. | 11,892 | $643.4K | 0.11% | +819+7.4% | Added |
| Jeppson Wealth Management, LLC | 11,791 | $637.9K | 0.25% | −50.0% | Reduced |
| Sutton Place Investors LLC | 11,755 | $635.9K | 0.31% | +50.0% | Added |
| N.E.W. Advisory Services LLC | 11,715 | $633.8K | 0.07% | +1,814+18.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,699 | $633.0K | 0.01% | +337+3.0% | Added |
| Chicago Partners Investment Group LLC | 11,849 | $632.6K | 0.03% | +239+2.1% | Added |
| Van Hulzen Asset Management, LLC | 11,653 | $630.0K | 0.04% | +1,225+11.7% | Added |
| William Allan, LLC | 11,565 | $626.0K | 0.42% | +105+0.9% | Added |
| CCM Investment Advisers LLC | 11,540 | $624.3K | 0.07% | −125,788−91.6% | Reduced |
| Modern Wealth Management, LLC | 11,401 | $616.8K | 0.06% | +1,550+15.7% | Added |
| Horizon Investments, LLC | 11,383 | $612.9K | 0.02% | +1,705+17.6% | Added |
| AdvisorNet Financial, Inc | 11,312 | $612.0K | 0.06% | −3,437−23.3% | Reduced |
| Financial Management Network Inc | 11,573 | $609.0K | 0.15% | −3,436−22.9% | Reduced |
| Empowered Funds, LLC | 11,233 | $607.7K | 0.01% | +3,663+48.4% | Added |
| First County Bank | 11,128 | $602.0K | 0.29% | −48−0.4% | Reduced |
| Reuter James Wealth Management, LLC | 11,128 | $602.0K | 0.42% | +2,440+28.1% | Added |
| Stephens Inc | 11,122 | $601.7K | 0.01% | +998+9.9% | Added |
| Greenleaf Trust | 11,040 | $597.3K | 0.01% | +2,892+35.5% | Added |
| Crane Advisory, LLC | 11,247 | $591.8K | 0.12% | +1,424+14.5% | Added |
| Prestige Wealth Management Group LLC | 10,856 | $590.1K | 0.13% | +10,832+45,133.3% | Added |
| First Commonwealth Financial Corp | 10,900 | $589.7K | 0.16% | +700+6.9% | Added |
| Balboa Wealth Partners | 10,809 | $584.8K | 0.19% | −1,401−11.5% | Reduced |
| SlateStone Wealth, LLC | 10,698 | $579.0K | 0.06% | +10,698 | New |
| Quadrant Capital Group LLC | 10,604 | $573.9K | 0.05% | +3,394+47.1% | Added |
| Bailard, Inc. | 10,595 | $573.2K | 0.02% | +2,895+37.6% | Added |
| AXS Investments LLC | 10,591 | $573.0K | 0.14% | +10,591 | New |
| Intellectus Partners, LLC | 10,500 | $570.8K | 0.15% | −10.0% | Reduced |
| Founders Financial Alliance, LLC | 10,471 | $566.5K | 0.17% | +874+9.1% | Added |
| SMART Wealth LLC | 10,394 | $562.3K | 0.25% | +10,394 | New |
| First Hawaiian Bank | 10,358 | $560.4K | 0.02% | −364−3.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,310 | $557.8K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 10,276 | $556.0K | 0.02% | +52+0.5% | Added |
| Resources Investment Advisors, LLC. | 10,220 | $552.9K | 0.01% | +3,298+47.6% | Added |
| Federation des caisses Desjardins du Quebec | 10,109 | $552.2K | 0.00% | +8,463+514.2% | Added |
| Patron Partners Advisors, LLC | 10,151 | $549.2K | 0.33% | −1,068−9.5% | Reduced |
| Portside Wealth Group, LLC | 10,098 | $546.3K | 0.10% | +493+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 9,996 | $540.8K | 0.02% | −942−8.6% | Reduced |
| Associated Banc-Corp | 9,975 | $539.6K | 0.02% | −110−1.1% | Reduced |
| Moneta Group Investment Advisors LLC | 9,966 | $539.2K | 0.01% | −417−4.0% | Reduced |
| Westpac Banking Corp | 9,956 | $538.6K | 0.04% | −20,624−67.4% | Reduced |
| Chesapeake Asset Management LLC | 9,950 | $538.3K | 0.53% | −6,992−41.3% | Reduced |
| Romano Brothers and Company | 9,924 | $536.9K | 0.07% | +1,141+13.0% | Added |
| Prudential PLC | 9,902 | $535.7K | 0.00% | −19,687−66.5% | Reduced |
| Powers Advisory Group, LLC | 9,887 | $534.9K | 0.31% | −159−1.6% | Reduced |
| First Affirmative Financial Network | 9,828 | $531.7K | 0.39% | +201+2.1% | Added |
| Groesbeck Investment Management Corp | 9,815 | $531.0K | 0.57% | +9,815 | New |
| CWA Asset Management Group, LLC | 9,784 | $529.3K | 0.03% | +3,190+48.4% | Added |
| Family Legacy, Inc. | 9,690 | $524.2K | 0.19% | +40+0.4% | Added |
| NBC Securities, Inc. | 9,648 | $521.0K | 0.05% | +1,150+13.5% | Added |
| Meeder Advisory Services, Inc. | 9,605 | $519.6K | 0.05% | +1,032+12.0% | Added |
| Wealth Alliance Advisory Group, LLC | 9,504 | $514.2K | 0.12% | +254+2.7% | Added |
| Sterling Financial Planning, Inc. | 9,480 | $512.9K | 0.21% | +1,600+20.3% | Added |
| Ingalls & Snyder LLC | 9,450 | $511.0K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,459 | $510.8K | 0.03% | −559−5.6% | Reduced |
| Cypress Capital Group | 9,353 | $506.0K | 0.06% | −1,509−13.9% | Reduced |
| Tiemann Investment Advisors, LLC | 9,304 | $503.4K | 0.23% | −818−8.1% | Reduced |
| Buckley Wealth Management, LLC | 9,276 | $501.8K | 0.16% | +340+3.8% | Added |
| NFP Retirement, Inc. | 9,256 | $500.8K | 0.04% | +52+0.6% | Added |
| Summa Corp. | 9,250 | $500.4K | 0.27% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9,152 | $495.1K | 0.24% | −3,314−26.6% | Reduced |
| Quad-Cities Investment Group, LLC | 9,151 | $495.1K | 0.29% | +126+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 9,118 | $493.3K | 0.04% | +2,247+32.7% | Added |
| West Paces Advisors Inc. | 9,093 | $491.9K | 0.13% | +414+4.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,069 | $490.6K | 0.02% | +2,435+36.7% | Added |
| Siemens Fonds Invest GmbH | 9,017 | $487.8K | 0.04% | +1,526+20.4% | Added |
| Valeo Financial Advisors, LLC | 9,058 | $486.2K | 0.02% | −542−5.6% | Reduced |
| Cigna Investments Inc | 8,939 | $484.0K | 0.09% | +1,320+17.3% | Added |
| Prio Wealth Limited Partnership | 8,931 | $483.2K | 0.01% | +8,931 | New |
| Bessemer Group Inc | 8,904 | $481.0K | 0.00% | −1,296−12.7% | Reduced |
| Hendershot Investments Inc. | 8,812 | $476.7K | 0.07% | 00.0% | Unchanged |
| GTS Securities LLC | 8,777 | $474.8K | 0.01% | −7,896−47.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,754 | $473.6K | 0.12% | +144+1.7% | Added |