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 |
|---|---|---|---|---|---|
| Graypoint LLC | 6,216 | $328.3K | 0.02% | +372+6.4% | Added |
| Regions Financial Corp | 6,278 | $331.6K | 0.00% | −246−3.8% | Reduced |
| SageView Advisory Group, LLC | 6,330 | $334.4K | 0.02% | +6,330 | New |
| Regal Investment Advisors LLC | 6,413 | $338.7K | 0.02% | +2,221+53.0% | Added |
| Angeles Investment Advisors, LLC | 6,434 | $339.8K | 0.02% | −5,924−47.9% | Reduced |
| Heartland Bank & Trust Co | 6,512 | $344.0K | 0.20% | +66+1.0% | Added |
| Fifth Third Wealth Advisors LLC | 6,524 | $344.6K | 0.03% | +6,524 | New |
| Guyasuta Investment Advisors Inc | 6,039 | $346.8K | 0.03% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,344 | $348.9K | 0.06% | +99+1.6% | Added |
| AlphaCore Capital LLC | 6,617 | $349.5K | 0.08% | −305−4.4% | Reduced |
| Blue Fin Capital, Inc. | 6,630 | $350.2K | 0.07% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 6,648 | $351.2K | 0.19% | +41+0.6% | Added |
| American Investment Services, Inc. | 6,676 | $352.6K | 0.06% | −1,079−13.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 6,376 | $352.7K | 0.00% | −222−3.4% | Reduced |
| Cape Investment Advisory, Inc. | 6,682 | $352.9K | 0.16% | +344+5.4% | Added |
| Flputnam Investment Management Co | 6,684 | $353.0K | 0.01% | −44−0.7% | Reduced |
| Jump Financial, LLC | 6,704 | $354.1K | 0.01% | −118,841−94.7% | Reduced |
| Sage Investment Advisers LLC | 6,710 | $354.4K | 0.40% | +298+4.6% | Added |
| Spire Wealth Management | 6,735 | $355.7K | 0.01% | −1,035−13.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,750 | $356.5K | 0.04% | −200−2.9% | Reduced |
| Rodgers Brothers Inc. | 6,750 | $356.5K | 0.05% | 00.0% | Unchanged |
| Excalibur Management Corp | 6,761 | $357.1K | 0.15% | +2,808+71.0% | Added |
| CAPROCK Group, Inc. | 6,783 | $358.3K | 0.01% | −850−11.1% | Reduced |
| EverSource Wealth Advisors, LLC | 6,241 | $358.4K | 0.02% | +1,026+19.7% | Added |
| Asset Dedication, LLC | 6,813 | $359.9K | 0.02% | +274+4.2% | Added |
| GTS Securities LLC | 6,862 | $362.5K | 0.01% | −1,915−21.8% | Reduced |
| Stratos Wealth Advisors, LLC | 6,886 | $363.7K | 0.02% | +510+8.0% | Added |
| IFP Advisors, Inc | 6,907 | $364.9K | 0.01% | −575−7.7% | Reduced |
| Essex Savings Bank | 6,980 | $368.6K | 0.10% | +785+12.7% | Added |
| Hendershot Investments Inc. | 6,995 | $369.5K | 0.05% | −1,817−20.6% | Reduced |
| Beacon Investment Advisors LLC | 7,094 | $374.7K | 0.19% | +199+2.9% | Added |
| Foundations Investment Advisors, LLC | 7,135 | $376.9K | 0.01% | +7,135 | New |
| Engineers Gate Manager LP | 7,163 | $378.4K | 0.01% | +7,163 | New |
| Trueblood Wealth Management, LLC | 7,233 | $382.0K | 0.22% | 00.0% | Unchanged |
| Aviso Wealth Management | 7,290 | $385.1K | 0.23% | +133+1.9% | Added |
| Vident Advisory, LLC | 7,302 | $385.7K | 0.01% | +1,230+20.3% | Added |
| Benchmark Investment Advisors LLC | 7,321 | $386.7K | 0.28% | −100−1.3% | Reduced |
| Harvest Portfolios Group Inc. | 7,377 | $389.7K | 0.01% | +1,725+30.5% | Added |
| CAP Partners, LLC | 7,518 | $397.1K | 0.32% | +209+2.9% | Added |
| Mount Yale Investment Advisors, LLC | 7,572 | $399.9K | 0.03% | −1,164−13.3% | Reduced |
| Traynor Capital Management, Inc. | 7,579 | $400.3K | 0.03% | +1,659+28.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,614 | $402.2K | 0.09% | −147−1.9% | Reduced |
| New Insight Wealth Advisors | 7,655 | $404.3K | 0.24% | +854+12.6% | Added |
| Financial Advocates Investment Management | 7,758 | $409.8K | 0.03% | +466+6.4% | Added |
| Hilltop Holdings Inc. | 7,760 | $409.9K | 0.05% | +804+11.6% | Added |
| Citizens National Bank Trust Department | 7,798 | $411.9K | 0.09% | −320−3.9% | Reduced |
| Ballentine Partners, LLC | 7,801 | $412.0K | 0.01% | −107−1.4% | Reduced |
| Cypress Capital Group | 7,816 | $412.8K | 0.05% | −1,537−16.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,850 | $414.6K | 0.00% | +567+7.8% | Added |
| Group One Trading, L.P. | 7,875 | $416.0K | 0.01% | −10,289−56.6% | Reduced |
| Valeo Financial Advisors, LLC | 7,883 | $416.4K | 0.01% | −1,175−13.0% | Reduced |
| Financial Partners Group, Inc | 7,954 | $420.1K | 0.07% | −128−1.6% | Reduced |
| Aptus Capital Advisors, LLC | 7,986 | $421.8K | 0.01% | +786+10.9% | Added |
| Groupama Asset Managment | 7,992 | $422.1K | 0.01% | −742−8.5% | Reduced |
| SMH Capital Advisors Inc | 8,017 | $423.5K | 1.30% | −678−7.8% | Reduced |
| Merit Financial Group, LLC | 8,020 | $423.6K | 0.01% | +449+5.9% | Added |
| Hamilton Capital Partners Inc. | 8,085 | $427.1K | 0.05% | +8,085 | New |
| West Paces Advisors Inc. | 8,101 | $427.9K | 0.11% | −992−10.9% | Reduced |
| Founders Financial Alliance, LLC | 8,135 | $429.7K | 0.13% | −2,336−22.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,159 | $431.0K | 0.11% | −271−3.2% | Reduced |
| Intellectus Partners, LLC | 8,163 | $431.2K | 0.12% | −2,337−22.3% | Reduced |
| Capital Investment Advisors, LLC | 8,165 | $431.3K | 0.01% | +2,560+45.7% | Added |
| J.W. Cole Advisors, Inc. | 8,177 | $431.9K | 0.02% | −1,282−13.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,308 | $434.7K | 0.06% | −161−2.2% | Reduced |
| Focused Wealth Management, Inc | 8,240 | $435.2K | 0.06% | +2,228+37.1% | Added |
| Mission Creek Capital Partners, Inc. | 8,283 | $437.5K | 0.11% | −446−5.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 8,314 | $439.1K | 0.03% | +1,909+29.8% | Added |
| Summit Financial, LLC | 8,346 | $440.8K | 0.02% | +619+8.0% | Added |
| Caldwell Sutter Capital, Inc. | 8,391 | $443.2K | 0.22% | −761−8.3% | Reduced |
| Patron Partners Advisors, LLC | 8,411 | $444.3K | 0.26% | −1,740−17.1% | Reduced |
| Geneos Wealth Management Inc. | 8,416 | $444.5K | 0.02% | +612+7.8% | Added |
| Revisor Wealth Management LLC | 8,461 | $446.9K | 0.31% | −5,140−37.8% | Reduced |
| Quadcap Wealth Management, LLC | 8,617 | $455.1K | 0.08% | +79+0.9% | Added |
| AdvisorNet Financial, Inc | 8,714 | $460.3K | 0.04% | −2,598−23.0% | Reduced |
| Balboa Wealth Partners | 8,772 | $463.3K | 0.12% | −2,037−18.8% | Reduced |
| Lazard Asset Management LLC | 8,899 | $469.0K | 0.00% | −3,889−30.4% | Reduced |
| NovaPoint Capital, LLC | 8,906 | $470.4K | 0.16% | +323+3.8% | Added |
| Prio Wealth Limited Partnership | 8,931 | $471.7K | 0.01% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 9,037 | $477.3K | 0.04% | +943+11.7% | Added |
| Quad-Cities Investment Group, LLC | 9,074 | $479.3K | 0.27% | −77−0.8% | Reduced |
| Private Trust Co NA | 9,075 | $479.4K | 0.05% | +582+6.9% | Added |
| Summit Financial Wealth Advisors, LLC | 9,080 | $479.6K | 0.10% | +3,941+76.7% | Added |
| Cigna Investments Inc | 9,109 | $481.0K | 0.09% | +170+1.9% | Added |
| Intrust Bank NA | 9,137 | $482.6K | 0.05% | +2,112+30.1% | Added |
| Ingalls & Snyder LLC | 9,150 | $483.0K | 0.02% | −300−3.2% | Reduced |
| Keystone Financial Group | 9,162 | $483.9K | 0.17% | +985+12.0% | Added |
| HB Wealth Management, LLC | 9,162 | $484.0K | 0.01% | +2,017+28.2% | Added |
| Catalytic Wealth RIA, LLC | 9,184 | $485.1K | 0.10% | +4,478+95.2% | Added |
| Gen-Wealth Partners Inc | 9,242 | $488.2K | 0.24% | +1,031+12.6% | Added |
| Summa Corp. | 9,250 | $488.6K | 0.24% | 00.0% | Unchanged |
| First National Advisers, LLC | 9,256 | $488.9K | 0.09% | +1,383+17.6% | Added |
| Buckley Wealth Management, LLC | 9,274 | $489.9K | 0.16% | −20.0% | Reduced |
| First Hawaiian Bank | 9,282 | $490.3K | 0.02% | −1,076−10.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 9,307 | $491.6K | 0.11% | −197−2.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,315 | $492.0K | 0.11% | +561+6.4% | Added |
| NFP Retirement, Inc. | 9,323 | $492.4K | 0.04% | +67+0.7% | Added |
| Channel Wealth LLC | 9,390 | $496.0K | 0.18% | +3,117+49.7% | Added |
| Sound Financial Strategies Group, LLC | 9,406 | $496.8K | 0.43% | +9,406 | New |
| CCM Investment Advisers LLC | 9,410 | $497.0K | 0.06% | −2,130−18.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 9,433 | $498.0K | 0.14% | +1,688+21.8% | Added |