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 |
|---|---|---|---|---|---|
| Sterling Financial Planning, Inc. | 9,480 | $500.7K | 0.20% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 9,568 | $505.4K | 0.48% | −382−3.8% | Reduced |
| Tiemann Investment Advisors, LLC | 9,582 | $506.1K | 0.23% | +278+3.0% | Added |
| Bessemer Group Inc | 9,618 | $507.0K | 0.00% | +714+8.0% | Added |
| Family Legacy, Inc. | 9,606 | $507.4K | 0.18% | −84−0.9% | Reduced |
| GAMMA Investing LLC | 9,660 | $510.2K | 0.07% | +5,774+148.6% | Added |
| Cary Street Partner Investment Advisory LLC | 9,660 | $510.2K | 0.02% | −336−3.4% | Reduced |
| Focus Financial Network, Inc. | 8,860 | $510.6K | 0.02% | +672+8.2% | Added |
| Siemens Fonds Invest GmbH | 9,674 | $511.0K | 0.04% | +657+7.3% | Added |
| Fukoku Mutual Life Insurance Co | 9,703 | $512.5K | 0.04% | +585+6.4% | Added |
| WFA of San Diego, LLC | 9,718 | $513.3K | 0.46% | +9,718 | New |
| Convergence Financial, LLC | 9,833 | $519.4K | 0.14% | +9,833 | New |
| Romano Brothers and Company | 9,854 | $520.5K | 0.07% | −70−0.7% | Reduced |
| First Affirmative Financial Network | 9,900 | $522.9K | 0.36% | +72+0.7% | Added |
| International Assets Investment Management, LLC | 9,925 | $524.2K | 0.05% | −5,247−34.6% | Reduced |
| First County Bank | 9,953 | $525.7K | 0.27% | −1,175−10.6% | Reduced |
| Associated Banc-Corp | 9,990 | $527.7K | 0.02% | +15+0.2% | Added |
| Global X Japan Co., Ltd. | 9,996 | $528.0K | 0.07% | +3,235+47.8% | Added |
| CFS Investment Advisory Services, LLC | 10,012 | $529.0K | 0.04% | +10,012 | New |
| Portside Wealth Group, LLC | 10,028 | $529.7K | 0.10% | −70−0.7% | Reduced |
| NBC Securities, Inc. | 10,090 | $532.0K | 0.05% | +442+4.6% | Added |
| HBK Sorce Advisory LLC | 10,076 | $532.2K | 0.02% | −200−1.9% | Reduced |
| Fullcircle Wealth LLC | 9,359 | $535.9K | 0.26% | +9,359 | New |
| Powers Advisory Group, LLC | 10,151 | $536.2K | 0.29% | +264+2.7% | Added |
| Mather Group, LLC. | 9,945 | $538.0K | 0.01% | +4,079+69.5% | Added |
| Quadrant Capital Group LLC | 10,191 | $538.3K | 0.04% | −413−3.9% | Reduced |
| Dynamic Advisor Solutions LLC | 10,284 | $543.2K | 0.02% | −2,087−16.9% | Reduced |
| Resources Investment Advisors, LLC. | 10,344 | $546.3K | 0.01% | +124+1.2% | Added |
| Cullen/Frost Bankers, Inc. | 10,357 | $547.1K | 0.01% | +47+0.5% | Added |
| Financial Management Network Inc | 10,318 | $547.8K | 0.13% | −1,255−10.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,499 | $554.6K | 0.05% | −7,487−41.6% | Reduced |
| Walleye Capital LLC | 10,592 | $559.5K | 0.01% | +10,592 | New |
| Bailard, Inc. | 10,595 | $559.6K | 0.02% | 00.0% | Unchanged |
| Crane Advisory, LLC | 10,544 | $559.8K | 0.11% | −703−6.3% | Reduced |
| Moneta Group Investment Advisors LLC | 10,652 | $562.6K | 0.01% | +686+6.9% | Added |
| SlateStone Wealth, LLC | 10,745 | $568.0K | 0.06% | +47+0.4% | Added |
| Van Hulzen Asset Management, LLC | 10,932 | $577.0K | 0.04% | −721−6.2% | Reduced |
| JBR Co Financial Management Inc | 10,953 | $578.5K | 0.41% | −1,108−9.2% | Reduced |
| Ausdal Financial Partners, Inc. | 11,275 | $595.5K | 0.06% | +3,665+48.2% | Added |
| AE Wealth Management LLC | 11,277 | $595.6K | 0.01% | +2,599+29.9% | Added |
| Proequities, Inc. | 11,288 | $596.2K | 0.04% | −6,807−37.6% | Reduced |
| N.E.W. Advisory Services LLC | 11,300 | $596.9K | 0.06% | −415−3.5% | Reduced |
| Black Swift Group, LLC | 11,390 | $601.6K | 0.14% | −1,275−10.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,400 | $602.1K | 0.02% | +6,992+158.6% | Added |
| Bokf, NA | 11,513 | $608.1K | 0.01% | +5,959+107.3% | Added |
| Keudell/Morrison Wealth Management | 11,526 | $608.8K | 0.18% | +3,023+35.6% | Added |
| Harbour Trust & Investment Management Co | 11,653 | $615.5K | 0.07% | −1,228−9.5% | Reduced |
| Jeppson Wealth Management, LLC | 11,657 | $615.7K | 0.23% | −134−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 10,623 | $620.1K | 0.02% | −1,226−10.3% | Reduced |
| My Legacy Advisors, LLC | 11,936 | $630.5K | 0.20% | −757−6.0% | Reduced |
| Checchi Capital Advisers, LLC | 11,939 | $630.6K | 0.05% | −1,538−11.4% | Reduced |
| Horizon Investments, LLC | 12,092 | $632.7K | 0.02% | +709+6.2% | Added |
| Consolidated Portfolio Review Corp | 12,058 | $636.9K | 0.15% | +7,265+151.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,071 | $637.6K | 0.03% | +3,002+33.1% | Added |
| TCW Group Inc | 12,199 | $644.4K | 0.01% | −990−7.5% | Reduced |
| Bright Futures Wealth Management, LLC. | 10,921 | $647.8K | 0.35% | +10,921 | New |
| Tarbox Family Office, Inc. | 12,312 | $650.3K | 0.11% | −1,954−13.7% | Reduced |
| Brown Advisory Inc | 12,362 | $653.0K | 0.00% | −372−2.9% | Reduced |
| Wetherby Asset Management Inc | 12,413 | $655.7K | 0.03% | −438−3.4% | Reduced |
| Westpac Banking Corp | 12,413 | $655.7K | 0.05% | +2,457+24.7% | Added |
| William Allan, LLC | 12,450 | $658.0K | 0.44% | +885+7.7% | Added |
| Nomura Holdings Inc | 12,595 | $665.3K | 0.00% | +5,956+89.7% | Added |
| Cyndeo Wealth Partners, LLC | 12,722 | $672.0K | 0.05% | +8,419+195.7% | Added |
| Legacy Financial Advisors, Inc. | 12,842 | $678.3K | 0.12% | +222+1.8% | Added |
| Truvestments Capital LLC | 12,874 | $680.0K | 0.27% | −1,895−12.8% | Reduced |
| Marex Group plc | 13,000 | $686.7K | 0.02% | −175,148−93.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,087 | $687.8K | 0.10% | −155−1.2% | Reduced |
| Pearl River Capital, LLC | 13,028 | $688.1K | 0.11% | +545+4.4% | Added |
| Moseley Investment Management Inc | 13,056 | $689.6K | 0.32% | +131+1.0% | Added |
| Duncker Streett & Co Inc | 13,218 | $698.2K | 0.13% | −281−2.1% | Reduced |
| PFW Advisors LLC | 13,228 | $698.7K | 0.22% | −188−1.4% | Reduced |
| Harbour Investments, Inc. | 13,243 | $699.6K | 0.02% | +295+2.3% | Added |
| National Asset Management, Inc. | 13,262 | $700.5K | 0.02% | +4,524+51.8% | Added |
| Modern Wealth Management, LLC | 13,280 | $701.5K | 0.05% | +1,879+16.5% | Added |
| Stephens Inc | 13,288 | $701.9K | 0.01% | +2,166+19.5% | Added |
| Money Concepts Capital Corp | 13,317 | $703.4K | 0.06% | +943+7.6% | Added |
| Mosaic Family Wealth Partners, LLC | 13,374 | $706.4K | 0.11% | −1,000−7.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 13,488 | $712.4K | 0.39% | +963+7.7% | Added |
| Profund Advisors LLC | 13,488 | $712.4K | 0.03% | +946+7.5% | Added |
| Boothbay Fund Management, LLC | 13,579 | $717.2K | 0.02% | +13,579 | New |
| TFG Advisers LLC | 13,610 | $718.9K | 0.28% | −243−1.8% | Reduced |
| Vawter Financial, Ltd. | 13,672 | $722.2K | 0.50% | −100−0.7% | Reduced |
| Panagora Asset Management Inc | 13,733 | $725.4K | 0.00% | −6,126−30.8% | Reduced |
| HHM Wealth Advisors, LLC | 13,737 | $725.6K | 0.11% | +12,093+735.6% | Added |
| SMART Wealth LLC | 13,942 | $736.4K | 0.30% | +3,548+34.1% | Added |
| Meeder Advisory Services, Inc. | 14,026 | $740.9K | 0.05% | +4,421+46.0% | Added |
| Magnolia Capital Management Ltd | 14,087 | $744.0K | 0.62% | −3,793−21.2% | Reduced |
| Prudential PLC | 14,103 | $744.9K | 0.01% | +4,201+42.4% | Added |
| Gratus Capital LLC | 14,129 | $746.3K | 0.03% | +7,031+99.1% | Added |
| Denver Wealth Management, Inc. | 14,135 | $746.6K | 0.37% | +122+0.9% | Added |
| Loudon Investment Management, LLC | 14,170 | $748.5K | 0.44% | +500+3.7% | Added |
| Oak Hill Wealth Advisors, LLC | 14,183 | $749.2K | 0.23% | +14,183 | New |
| Verus Capital Partners, LLC | 14,209 | $750.5K | 0.08% | −583−3.9% | Reduced |
| UBS Oconnor LLC | 14,300 | $755.3K | 0.02% | +14,300 | New |
| Prime Capital Investment Advisors, LLC | 14,448 | $763.2K | 0.01% | −5,360−27.1% | Reduced |
| Harbor Investment Advisory, LLC | 14,476 | $764.6K | 0.08% | −48−0.3% | Reduced |
| Empowered Funds, LLC | 14,673 | $771.2K | 0.01% | +3,440+30.6% | Added |
| Oak Thistle LLC | 14,694 | $776.1K | 0.58% | +14,694 | New |
| Bridgefront Capital, LLC | 14,821 | $782.8K | 0.33% | −3,916−20.9% | Reduced |
| V-Square Quantitative Management LLC | 14,849 | $784.3K | 0.13% | −1,173−7.3% | Reduced |