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 |
|---|---|---|---|---|---|
| Milestone Asset Management, LLC | 5,872 | $317.7K | 0.09% | +5,872 | New |
| Graypoint LLC | 5,844 | $316.2K | 0.02% | +559+10.6% | Added |
| BancorpSouth Bank | 5,829 | $315.3K | 0.02% | −455−7.2% | Reduced |
| Kinneret Advisory, LLC | 5,791 | $314.8K | 0.03% | −18−0.3% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,811 | $314.4K | 0.15% | −509−8.1% | Reduced |
| XML Financial, LLC | 5,797 | $313.6K | 0.03% | +701+13.8% | Added |
| Pinnacle Bancorp, Inc. | 5,780 | $312.7K | 0.09% | +1,660+40.3% | Added |
| Boston Financial Mangement LLC | 5,774 | $312.4K | 0.01% | +5,774 | New |
| Whittier Trust Co of Nevada Inc | 5,750 | $311.0K | 0.01% | −937−14.0% | Reduced |
| Court Place Advisors, LLC | 5,679 | $307.3K | 0.10% | −442−7.2% | Reduced |
| Imprint Wealth LLC | 5,733 | $306.5K | 0.07% | +5,733 | New |
| Harvest Portfolios Group Inc. | 5,652 | $305.8K | 0.01% | +5,652 | New |
| Brighton Jones LLC | 5,647 | $305.5K | 0.01% | −135−2.3% | Reduced |
| AJOVista, LLC | 5,632 | $304.7K | 0.83% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 5,626 | $304.4K | 0.12% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,614 | $303.7K | 0.01% | +653+13.2% | Added |
| Capital Investment Advisors, LLC | 5,605 | $303.2K | 0.01% | −92−1.6% | Reduced |
| Dudley Capital Management, LLC | 5,664 | $302.8K | 0.18% | 00.0% | Unchanged |
| Campion Asset Management LLC | 5,570 | $301.3K | 0.23% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,527 | $299.0K | 0.02% | +105+1.9% | Added |
| Good Life Advisors, LLC | 5,515 | $298.4K | 0.03% | −793−12.6% | Reduced |
| Cross Staff Investments Inc | 5,511 | $298.1K | 0.25% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 5,500 | $297.6K | 0.13% | −905−14.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,490 | $297.0K | 0.07% | +5,490 | New |
| DF Dent & Co Inc | 5,488 | $296.9K | 0.00% | +96+1.8% | Added |
| Bokf, NA | 5,554 | $296.9K | 0.01% | −1,043−15.8% | Reduced |
| Camden Capital, LLC | 5,488 | $296.9K | 0.03% | +1,988+56.8% | Added |
| Lummis Asset Management, LP | 5,457 | $295.2K | 0.40% | +5,457 | New |
| Farther Finance Advisors, LLC | 5,519 | $295.0K | 0.02% | +979+21.6% | Added |
| Larson Financial Group LLC | 5,441 | $294.3K | 0.02% | +3,004+123.3% | Added |
| Crescent Sterling, Ltd. | 5,408 | $292.6K | 0.27% | +250+4.8% | Added |
| Principle Wealth Partners LLC | 5,375 | $290.8K | 0.02% | +5,375 | New |
| Walker Asset Management, LLC | 5,361 | $290.0K | 0.19% | +422+8.5% | Added |
| Park Place Capital Corp | 5,355 | $289.7K | 0.10% | +55+1.0% | Added |
| Signet Financial Management, LLC | 5,354 | $289.7K | 0.04% | +227+4.4% | Added |
| Prairie Sky Financial Group LLC | 5,332 | $288.5K | 0.17% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 5,287 | $286.0K | 0.07% | +104+2.0% | Added |
| M&G Plc | 5,295 | $285.9K | 0.00% | +5,295 | New |
| Pitcairn Co | 5,251 | $284.1K | 0.02% | +5,251 | New |
| Evanson Asset Management, LLC | 5,240 | $283.5K | 0.02% | −295−5.3% | Reduced |
| Financial Counselors Inc | 5,240 | $283.5K | 0.00% | −401−7.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 5,240 | $283.5K | 0.10% | +100+1.9% | Added |
| Trajan Wealth LLC | 5,203 | $281.5K | 0.02% | +5,203 | New |
| Ignite Planners, LLC | 5,222 | $279.2K | 0.08% | −708−11.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,215 | $279.2K | 0.02% | +4,524+654.7% | Added |
| PFG Advisors | 5,157 | $279.0K | 0.02% | +93+1.8% | Added |
| Mason & Associates Inc | 5,147 | $278.5K | 0.07% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,139 | $278.0K | 0.06% | +5,139 | New |
| Ted Buchan & Co | 5,117 | $276.8K | 0.17% | −8,561−62.6% | Reduced |
| SeaCrest Wealth Management, LLC | 5,102 | $276.0K | 0.03% | +306+6.4% | Added |
| Stiles Financial Services Inc | 5,070 | $274.3K | 0.11% | +23+0.5% | Added |
| SS&H Financial Advisors, Inc. | 5,050 | $273.0K | 0.11% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 5,034 | $272.3K | 0.00% | −3,057−37.8% | Reduced |
| Cozad Asset Management Inc | 5,022 | $271.7K | 0.03% | +279+5.9% | Added |
| Catalyst Capital Advisors LLC | 5,000 | $270.5K | 0.01% | +5,000 | New |
| Smith, Moore & Co. | 4,957 | $268.2K | 0.03% | +10.0% | Added |
| Mayflower Financial Advisors, LLC | 4,953 | $267.9K | 0.04% | −111−2.2% | Reduced |
| Aspiriant, LLC | 4,927 | $266.6K | 0.01% | −259−5.0% | Reduced |
| Johnson Investment Counsel Inc | 4,919 | $266.1K | 0.00% | −1,204−19.7% | Reduced |
| Verition Fund Management LLC | 4,909 | $265.6K | 0.00% | −130,917−96.4% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 4,890 | $264.5K | 0.18% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 4,853 | $262.5K | 0.05% | −6,260−56.3% | Reduced |
| Old National Bancorp | 4,826 | $261.1K | 0.01% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 4,793 | $259.3K | 0.07% | +4,793 | New |
| Pinnacle Associates Ltd | 4,773 | $258.2K | 0.00% | +4,773 | New |
| Catalytic Wealth RIA, LLC | 4,706 | $254.6K | 0.05% | +384+8.9% | Added |
| Spreng Capital Management, Inc. | 4,700 | $254.3K | 0.14% | −474−9.2% | Reduced |
| Leo Wealth, LLC | 4,636 | $250.8K | 0.03% | +285+6.6% | Added |
| RSM US Wealth Management LLC | 4,612 | $249.3K | 0.01% | −3,165−40.7% | Reduced |
| OneAscent Financial Services LLC | 4,602 | $249.0K | 0.03% | −173−3.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,586 | $248.1K | 0.03% | +4,586 | New |
| Modera Wealth Management, LLC | 4,581 | $247.8K | 0.00% | +4,581 | New |
| Corton Capital Inc. | 4,576 | $247.6K | 0.09% | −2,758−37.6% | Reduced |
| Chilton Capital Management LLC | 4,533 | $246.3K | 0.01% | +728+19.1% | Added |
| Silverlake Wealth Management LLC | 4,548 | $246.1K | 0.13% | +328+7.8% | Added |
| Tobam | 4,538 | $246.0K | 0.02% | +589+14.9% | Added |
| West Family Investments, Inc. | 4,544 | $245.8K | 0.08% | +4,544 | New |
| Strategy Asset Managers LLC | 4,541 | $245.7K | 0.05% | +515+12.8% | Added |
| LexAurum Advisors, LLC | 4,520 | $244.5K | 0.06% | +989+28.0% | Added |
| Phoenix Holdings Ltd. | 4,529 | $244.3K | 0.00% | +4,529 | New |
| Johnson Bixby & Associates, LLC | 4,515 | $244.3K | 0.04% | −97−2.1% | Reduced |
| Main Street Financial Solutions, LLC | 4,512 | $244.1K | 0.03% | +140+3.2% | Added |
| Credit Capital Investments LLC | 4,500 | $243.4K | 0.30% | +4,500 | New |
| Hutchens & Kramer Investment Management Group, LLC | 4,548 | $243.1K | 0.14% | +888+24.3% | Added |
| Sovereign Financial Group, Inc. | 4,476 | $242.2K | 0.06% | +131+3.0% | Added |
| Kennedy Investment Group | 4,454 | $241.0K | 0.13% | −1,678−27.4% | Reduced |
| First Nebraska Trust Co | 4,436 | $240.0K | 0.02% | +80+1.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,408 | $238.5K | 0.01% | +4,408 | New |
| Stockman Wealth Management, Inc. | 4,334 | $234.5K | 0.04% | +46+1.1% | Added |
| Ancora Advisors, LLC | 4,334 | $234.5K | 0.01% | +211+5.1% | Added |
| Argent Trust Co | 4,327 | $234.1K | 0.01% | +4,327 | New |
| Rinkey Investments | 4,309 | $233.1K | 0.08% | +4,309 | New |
| Cyndeo Wealth Partners, LLC | 4,303 | $232.8K | 0.02% | −120−2.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,256 | $230.2K | 0.02% | +4,256 | New |
| Newbridge Financial Services Group, Inc. | 4,240 | $229.4K | 0.10% | −952−18.3% | Reduced |
| Slagle Financial, LLC | 4,233 | $229.0K | 0.12% | −4,083−49.1% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,227 | $228.7K | 0.11% | +4,227 | New |
| Los Angeles Capital Management LLC | 4,221 | $228.4K | 0.00% | +560+15.3% | Added |
| MBA Advisors LLC | 4,204 | $227.4K | 0.12% | +144+3.5% | Added |
| Aull & Monroe Investment Management Corp | 4,200 | $227.2K | 0.10% | 00.0% | Unchanged |