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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 8,736 | $472.6K | 0.04% | +992+12.8% | Added |
| Groupama Asset Managment | 8,734 | $472.5K | 0.01% | −29,364−77.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 8,729 | $472.2K | 0.12% | +8,729 | New |
| SMH Capital Advisors Inc | 8,695 | $470.4K | 1.27% | +8,695 | New |
| AE Wealth Management LLC | 8,678 | $469.5K | 0.01% | −70,086−89.0% | Reduced |
| NovaPoint Capital, LLC | 8,583 | $464.4K | 0.16% | −1,609−15.8% | Reduced |
| Abundance Wealth Counselors | 8,533 | $462.0K | 0.11% | +2,512+41.7% | Added |
| Quadcap Wealth Management, LLC | 8,538 | $461.9K | 0.11% | −144−1.7% | Reduced |
| Keudell/Morrison Wealth Management | 8,503 | $460.0K | 0.14% | +3,734+78.3% | Added |
| Private Trust Co NA | 8,493 | $459.4K | 0.05% | +504+6.3% | Added |
| TCG Advisory Services, LLC | 8,481 | $458.8K | 0.03% | +3,494+70.1% | Added |
| Community Bank & Trust, Waco, Texas | 8,430 | $456.0K | 0.11% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 8,250 | $448.4K | 0.05% | −199−2.4% | Reduced |
| Gen-Wealth Partners Inc | 8,211 | $444.2K | 0.22% | +8,211 | New |
| Keystone Financial Group | 8,177 | $442.4K | 0.06% | +2,325+39.7% | Added |
| Simplex Trading, LLC | 8,164 | $441.0K | 0.01% | +8,164 | New |
| Jefferies Financial Group Inc. | 8,136 | $440.2K | 0.01% | +8,136 | New |
| Citizens National Bank Trust Department | 8,118 | $439.2K | 0.10% | −690−7.8% | Reduced |
| National Asset Management, Inc. | 8,738 | $438.6K | 0.01% | +325+3.9% | Added |
| GYL Financial Synergies, LLC | 8,094 | $437.9K | 0.03% | +10.0% | Added |
| Financial Partners Group, Inc | 8,082 | $437.3K | 0.07% | +2,149+36.2% | Added |
| Ballentine Partners, LLC | 7,908 | $427.8K | 0.01% | +84+1.1% | Added |
| Focus Financial Network, Inc. | 8,188 | $426.0K | 0.02% | +8,188 | New |
| First National Advisers, LLC | 7,873 | $425.9K | 0.10% | +1,267+19.2% | Added |
| Financial Alternatives, Inc | 7,851 | $424.8K | 0.33% | −855−9.8% | Reduced |
| ProVise Management Group, LLC | 7,832 | $423.7K | 0.04% | +4,170+113.9% | Added |
| Geneos Wealth Management Inc. | 7,804 | $422.2K | 0.02% | +712+10.0% | Added |
| Stevens Capital Management LP | 7,804 | $422.0K | 0.08% | −10,089−56.4% | Reduced |
| Spire Wealth Management | 7,770 | $420.4K | 0.01% | +1,652+27.0% | Added |
| Summit Financial, LLC | 7,727 | $420.0K | 0.02% | +874+12.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,761 | $419.9K | 0.10% | +222+2.9% | Added |
| American Investment Services, Inc. | 7,755 | $419.5K | 0.07% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 7,745 | $419.0K | 0.12% | −635−7.6% | Reduced |
| Merit Financial Group, LLC | 7,571 | $418.4K | 0.01% | +3,231+74.4% | Added |
| Tactive Advisors, LLC | 7,697 | $416.4K | 0.22% | +46+0.6% | Added |
| CAPROCK Group, Inc. | 7,633 | $415.0K | 0.02% | +669+9.6% | Added |
| Hudson Bay Capital Management LP | 7,620 | $412.2K | 0.00% | −42,880−84.9% | Reduced |
| Ausdal Financial Partners, Inc. | 7,610 | $411.7K | 0.05% | +48+0.6% | Added |
| IFP Advisors, Inc | 7,482 | $404.6K | 0.02% | −155−2.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,469 | $404.1K | 0.05% | +161+2.2% | Added |
| Benchmark Investment Advisors LLC | 7,421 | $401.5K | 0.32% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 6,761 | $396.1K | 0.08% | 00.0% | Unchanged |
| CAP Partners, LLC | 7,309 | $395.4K | 0.35% | +851+13.2% | Added |
| Financial Advocates Investment Management | 7,292 | $394.5K | 0.02% | +1,044+16.7% | Added |
| Buckingham Strategic Wealth, LLC | 7,283 | $394.0K | 0.00% | +385+5.6% | Added |
| MQS Management LLC | 7,252 | $392.3K | 0.22% | −576−7.4% | Reduced |
| Trueblood Wealth Management, LLC | 7,233 | $391.3K | 0.22% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,200 | $389.5K | 0.01% | +1,168+19.4% | Added |
| Fisher Asset Management, LLC | 7,166 | $387.7K | 0.00% | +7,166 | New |
| Aviso Wealth Management | 7,157 | $387.2K | 0.24% | +566+8.6% | Added |
| HB Wealth Management, LLC | 7,145 | $386.6K | 0.00% | −320−4.3% | Reduced |
| Shell Asset Management Co | 7,311 | $386.0K | 0.02% | +7,311 | New |
| Gratus Capital LLC | 7,098 | $384.0K | 0.02% | +1,040+17.2% | Added |
| VELA Investment Management, LLC | 7,037 | $380.7K | 0.14% | 00.0% | Unchanged |
| Intrust Bank NA | 7,025 | $380.1K | 0.04% | +1,976+39.1% | Added |
| AllSquare Wealth Management LLC | 6,997 | $378.5K | 0.22% | −400−5.4% | Reduced |
| Brown Brothers Harriman & Co | 6,961 | $376.6K | 0.00% | +5,695+449.8% | Added |
| Hilltop Holdings Inc. | 6,956 | $376.3K | 0.04% | +1,144+19.7% | Added |
| AlphaCore Capital LLC | 6,922 | $376.3K | 0.10% | +117+1.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,950 | $376.0K | 0.04% | +800+13.0% | Added |
| Catalyst Funds Management Pty Ltd | 6,900 | $373.3K | 0.10% | +6,900 | New |
| Beacon Investment Advisors LLC | 6,895 | $373.0K | 0.21% | +346+5.3% | Added |
| Hazelview Securities Inc. | 6,900 | $368.9K | 0.07% | −682,800−99.0% | Reduced |
| New Insight Wealth Advisors | 6,801 | $367.9K | 0.23% | −1,090−13.8% | Reduced |
| Rodgers Brothers Inc. | 6,750 | $365.2K | 0.05% | +500+8.0% | Added |
| Flputnam Investment Management Co | 6,728 | $364.0K | 0.01% | −499−6.9% | Reduced |
| Nomura Holdings Inc | 6,639 | $359.2K | 0.00% | −121,831−94.8% | Reduced |
| Blue Fin Capital, Inc. | 6,630 | $358.7K | 0.08% | −370−5.3% | Reduced |
| Investmark Advisory Group LLC | 6,607 | $357.4K | 0.20% | +126+1.9% | Added |
| First Manhattan Co | 6,606 | $357.4K | 0.00% | −1,048−13.7% | Reduced |
| Western Wealth Management, LLC | 6,604 | $357.3K | 0.03% | +795+13.7% | Added |
| Norden Group LLC | 6,580 | $356.0K | 0.07% | +6,580 | New |
| Essex Savings Bank | 6,195 | $355.7K | 0.10% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 6,598 | $355.5K | 0.00% | −2,790−29.7% | Reduced |
| Panoramic Investment Advisors, LLC | 6,541 | $353.9K | 0.26% | +77+1.2% | Added |
| Regions Financial Corp | 6,524 | $352.9K | 0.00% | +96+1.5% | Added |
| Heartland Bank & Trust Co | 6,446 | $348.7K | 0.20% | −316−4.7% | Reduced |
| Northcape Wealth Management, LLC | 6,439 | $348.4K | 0.13% | −2,007−23.8% | Reduced |
| Sage Investment Advisers LLC | 6,412 | $346.9K | 0.40% | +6,412 | New |
| Guyasuta Investment Advisors Inc | 6,039 | $346.8K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 6,405 | $346.5K | 0.03% | +848+15.3% | Added |
| Stratos Wealth Advisors, LLC | 6,376 | $345.0K | 0.02% | +6,376 | New |
| Cape Investment Advisory, Inc. | 6,338 | $342.9K | 0.16% | +2,873+82.9% | Added |
| Channel Wealth LLC | 6,273 | $339.4K | 0.14% | +1,316+26.5% | Added |
| Opus Capital Group, LLC | 6,270 | $339.0K | 0.05% | −835−11.8% | Reduced |
| 180 Wealth Advisors, LLC | 6,245 | $337.9K | 0.06% | −328−5.0% | Reduced |
| Mather Group, LLC. | 5,866 | $336.8K | 0.01% | +6+0.1% | Added |
| Csenge Advisory Group | 6,135 | $331.9K | 0.02% | +1,456+31.1% | Added |
| Integrated Advisors Network LLC | 6,124 | $331.3K | 0.02% | +1,297+26.9% | Added |
| SignalPoint Asset Management, LLC | 6,085 | $329.2K | 0.09% | +15+0.2% | Added |
| Vident Advisory, LLC | 6,072 | $328.6K | 0.01% | +778+14.7% | Added |
| Farmers National Bank | 6,063 | $328.0K | 0.10% | −8,613−58.7% | Reduced |
| Connors Investor Services Inc | 6,045 | $327.0K | 0.03% | +1,900+45.8% | Added |
| Focused Wealth Management, Inc | 6,012 | $325.2K | 0.05% | +392+7.0% | Added |
| Asset Dedication, LLC | 6,539 | $325.0K | 0.02% | −16,357−71.4% | Reduced |
| Visionary Wealth Advisors | 5,942 | $321.5K | 0.02% | −113−1.9% | Reduced |
| Sunbelt Securities, Inc. | 5,923 | $320.4K | 0.04% | −526−8.2% | Reduced |
| Traynor Capital Management, Inc. | 5,920 | $320.3K | 0.03% | +5,920 | New |
| MeadowBrook Investment Advisors LLC | 5,892 | $318.8K | 0.30% | +1,222+26.2% | Added |
| Prudent Man Advisors, LLC | 5,885 | $318.4K | 0.12% | −419−6.6% | Reduced |