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, Q2 2024
Institutional positions in Realty Income Corp as of Jun 30, 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
- 1,182
- +6 vs. Q1 2024
- Shares held
- 671.8M
- −8.97M (−1.3%) vs. Q1 2024
- Total value
- $35.5B
- −$1.38B (−3.7%) vs. Q1 2024
- New holders
- 114
- 546 more added
- Sold out
- 108
- 384 more reduced
14 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1,569 | $82.9K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,592 | $84.1K | 0.01% | 00.0% | Unchanged |
| City State Bank | 1,600 | $84.5K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,600 | $84.5K | 0.04% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,600 | $84.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,615 | $85.3K | 0.01% | +84+5.5% | Added |
| Central Trust Co | 1,676 | $88.5K | 0.00% | +1+0.1% | Added |
| Anchor Investment Management, LLC | 1,708 | $90.2K | 0.01% | +51+3.1% | Added |
| Tompkins Financial Corp | 1,750 | $92.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,768 | $93.0K | 0.06% | −871−33.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,765 | $93.2K | 0.03% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,780 | $94.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,816 | $95.9K | 0.05% | +157+9.5% | Added |
| Main Street Group, LTD | 1,861 | $97.4K | 0.04% | −1,858−50.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,929 | $101.9K | 0.04% | −2,311−54.5% | Reduced |
| Indiana Trust & Investment Management CO | 1,933 | $102.1K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,957 | $103.4K | 0.01% | +374+23.6% | Added |
| Pinnacle Bancorp, Inc. | 1,978 | $104.5K | 0.03% | −3,802−65.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,982 | $104.7K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,993 | $105.3K | 0.01% | −1,338−40.2% | Reduced |
| Osterweis Capital Management Inc | 2,000 | $105.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,000 | $105.6K | 0.05% | +200+11.1% | Added |
| Financial Perspectives, Inc | 2,011 | $106.2K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,055 | $108.5K | 0.03% | +167+8.8% | Added |
| Parkside Financial Bank & Trust | 2,066 | $109.1K | 0.02% | +251+13.8% | Added |
| Toth Financial Advisory Corp | 2,085 | $110.1K | 0.01% | +20+1.0% | Added |
| Ninepoint Partners LP | 2,090 | $110.4K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,199 | $116.2K | 0.01% | +2,199 | New |
| Founders Capital Management | 2,280 | $120.4K | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 2,318 | $122.4K | 0.02% | +2,294+9,558.3% | Added |
| Widmann Financial Services, Inc. | 2,334 | $123.3K | 0.10% | +2,334 | New |
| Ridgewood Investments LLC | 2,388 | $126.2K | 0.06% | +2,388 | New |
| C M Bidwell & Associates Ltd | 2,413 | $127.5K | 0.09% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,425 | $128.1K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,433 | $128.5K | 0.08% | +2,433 | New |
| Bogart Wealth, LLC | 2,484 | $131.2K | 0.01% | +1,814+270.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,552 | $134.8K | 0.00% | +448+21.3% | Added |
| Sugarloaf Wealth Management, LLC | 2,603 | $137.5K | 0.03% | +26+1.0% | Added |
| M&R Capital Management Inc | 2,629 | $138.9K | 0.03% | +213+8.8% | Added |
| Motco | 2,664 | $140.7K | 0.01% | +515+24.0% | Added |
| Benjamin Edwards Inc | 2,755 | $146.0K | 0.03% | −114−4.0% | Reduced |
| Armstrong Advisory Group, Inc | 2,825 | $149.2K | 0.01% | −669−19.1% | Reduced |
| Tidemark, LLC | 2,856 | $150.8K | 0.07% | +743+35.2% | Added |
| Quarry LP | 2,856 | $150.9K | 0.06% | +2,856 | New |
| Gradient Investments LLC | 2,886 | $152.4K | 0.00% | −344−10.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,940 | $155.3K | 0.06% | +460+18.5% | Added |
| Tobam | 2,973 | $157.0K | 0.02% | −1,565−34.5% | Reduced |
| Rocky Mountain Advisers, LLC | 3,100 | $163.7K | 0.05% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,213 | $169.7K | 0.05% | +3,213 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3,321 | $175.4K | 0.00% | +10.0% | Added |
| JJJ Advisors Inc. | 3,565 | $188.3K | 0.04% | +19+0.5% | Added |
| Westside Investment Management, Inc. | 3,579 | $189.1K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,580 | $189.1K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 3,705 | $195.7K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3,718 | $196.0K | 0.00% | +207+5.9% | Added |
| Stockman Wealth Management, Inc. | 3,805 | $201.0K | 0.04% | −529−12.2% | Reduced |
| Coastwise Capital Group, LLC | 3,807 | $201.1K | 0.19% | +44+1.2% | Added |
| AMG National Trust Bank | 3,826 | $202.1K | 0.01% | −133−3.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,836 | $202.6K | 0.02% | +77+2.0% | Added |
| Sunpointe, LLC | 3,842 | $202.9K | 0.13% | +3,842 | New |
| First National Bank of Mount Dora, Trust Investment Services | 3,855 | $203.6K | 0.05% | −332−7.9% | Reduced |
| Advisory Alpha, LLC | 3,876 | $204.7K | 0.01% | −253−6.1% | Reduced |
| Sandbox Financial Partners, LLC | 3,877 | $204.8K | 0.08% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,919 | $207.0K | 0.11% | +44+1.1% | Added |
| Alpha Family Trust | 3,930 | $207.6K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 3,939 | $208.1K | 0.02% | −196−4.7% | Reduced |
| Ellis Investment Partners, LLC | 3,947 | $208.5K | 0.04% | +3,947 | New |
| Cetera Trust Company, N.A | 3,950 | $208.6K | 0.13% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 3,957 | $209.0K | 0.00% | −3,209−44.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,971 | $209.7K | 0.01% | −285−6.7% | Reduced |
| Verition Fund Management LLC | 3,981 | $210.3K | 0.00% | −928−18.9% | Reduced |
| Charter Oak Capital Management, LLC | 3,984 | $210.5K | 0.02% | +3,984 | New |
| FLC Capital Advisors | 4,008 | $211.7K | 0.05% | −94−2.3% | Reduced |
| Prosperity Wealth Management, Inc. | 4,019 | $212.3K | 0.10% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 4,031 | $213.0K | 0.02% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 4,043 | $213.6K | 0.20% | −1,365−25.2% | Reduced |
| Keystone Wealth Services, LLC | 4,056 | $214.2K | 0.07% | +43+1.1% | Added |
| Jacobsen Capital Management | 4,057 | $214.3K | 0.10% | +4,057 | New |
| Napa Wealth Management | 4,059 | $214.4K | 0.14% | +4,059 | New |
| Slagle Financial, LLC | 4,079 | $215.5K | 0.11% | −154−3.6% | Reduced |
| Kennedy Investment Group | 4,082 | $215.6K | 0.11% | −372−8.4% | Reduced |
| Pointe Capital Management LLC | 4,094 | $216.2K | 0.13% | 00.0% | Unchanged |
| DF Dent & Co Inc | 4,102 | $216.7K | 0.00% | −1,386−25.3% | Reduced |
| Bullock Wealth Management Group | 4,143 | $216.9K | 0.14% | +119+3.0% | Added |
| Wedmont Private Capital | 3,905 | $217.7K | 0.01% | +3,905 | New |
| Core Wealth Partners LLC | 4,123 | $217.8K | 0.15% | +57+1.4% | Added |
| Connors Investor Services Inc | 4,145 | $218.9K | 0.02% | −1,900−31.4% | Reduced |
| Smith, Moore & Co. | 4,177 | $220.6K | 0.02% | −780−15.7% | Reduced |
| Aull & Monroe Investment Management Corp | 4,200 | $221.8K | 0.11% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,221 | $223.0K | 0.00% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 4,244 | $224.2K | 0.03% | +4,244 | New |
| Congress Park Capital LLC | 4,250 | $224.5K | 0.09% | +250+6.3% | Added |
| Berger Financial Group, Inc | 4,252 | $224.6K | 0.02% | +82+2.0% | Added |
| FSB Premier Wealth Management, Inc. | 4,252 | $224.6K | 0.10% | +25+0.6% | Added |
| PFG Advisors | 4,323 | $228.3K | 0.02% | −834−16.2% | Reduced |
| Rinkey Investments | 4,329 | $228.7K | 0.08% | +20+0.5% | Added |
| Ancora Advisors, LLC | 4,334 | $228.9K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 4,348 | $229.7K | 0.02% | +4,348 | New |
| Colonial River Wealth Management, LLC | 4,366 | $230.6K | 0.12% | +4,366 | New |
| Axxcess Wealth Management, LLC | 4,366 | $230.6K | 0.01% | +4,366 | New |