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 |
|---|---|---|---|---|---|
| Private Ocean, LLC | 14,948 | $789.6K | 0.07% | +201+1.4% | Added |
| Perigon Wealth Management, LLC | 14,949 | $789.6K | 0.02% | +66+0.4% | Added |
| Reuter James Wealth Management, LLC | 15,113 | $798.2K | 0.59% | +3,985+35.8% | Added |
| L.M. Kohn & Company | 15,279 | $807.1K | 0.22% | −205−1.3% | Reduced |
| Coastal Investment Advisors, Inc. | 15,320 | $809.2K | 0.16% | −172−1.1% | Reduced |
| LM Advisors LLC | 15,331 | $810.0K | 0.00% | +11,143+266.1% | Added |
| First National Trust Co | 15,639 | $826.1K | 0.03% | −462−2.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 15,699 | $829.2K | 0.02% | −187,420−92.3% | Reduced |
| Golden State Equity Partners | 15,878 | $838.7K | 0.17% | +15,878 | New |
| Samalin Investment Counsel, LLC | 15,925 | $841.2K | 0.39% | +364+2.3% | Added |
| Perkins Coie Trust Co | 16,104 | $850.4K | 0.20% | −400−2.4% | Reduced |
| Glen Eagle Advisors, LLC | 16,118 | $851.4K | 0.16% | −534−3.2% | Reduced |
| United Capital Financial Advisers, LLC | 16,205 | $855.9K | 0.01% | +2,391+17.3% | Added |
| Kingswood Wealth Advisors, LLC | 16,327 | $862.4K | 0.08% | −6,618−28.8% | Reduced |
| Massmutual Trust Co FSB | 16,334 | $862.8K | 0.03% | −641−3.8% | Reduced |
| First Trust Investment Solutions L.P. | 16,672 | $880.6K | 0.12% | +4,780+40.2% | Added |
| Teacher Retirement System of Texas | 16,745 | $884.0K | 0.01% | −4,414−20.9% | Reduced |
| Greenleaf Trust | 16,741 | $884.3K | 0.01% | +5,701+51.6% | Added |
| Pasadena Private Wealth, LLC | 16,819 | $888.4K | 0.21% | +910+5.7% | Added |
| Banco Santander, S.A. | 16,896 | $892.4K | 0.01% | −1,776−9.5% | Reduced |
| Arkadios Wealth Advisors | 16,904 | $892.9K | 0.06% | +4,287+34.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,071 | $901.7K | 0.01% | −6,096−26.3% | Reduced |
| Change Path, LLC | 17,178 | $907.0K | 0.05% | +746+4.5% | Added |
| Foresight Capital Management Advisors, Inc. | 17,259 | $912.0K | 0.62% | +1,698+10.9% | Added |
| Armstrong, Fleming & Moore, Inc | 17,354 | $916.6K | 0.59% | +18+0.1% | Added |
| Blair William & Co | 17,397 | $918.9K | 0.00% | −117−0.7% | Reduced |
| Park Avenue Securities LLC | 17,389 | $919.0K | 0.01% | −379−2.1% | Reduced |
| Magnetar Financial LLC | 17,577 | $928.4K | 0.02% | +17,577 | New |
| NorthRock Partners, LLC | 17,586 | $928.9K | 0.03% | −48−0.3% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,611 | $930.2K | 0.03% | −335−1.9% | Reduced |
| Alpha Cubed Investments, LLC | 17,642 | $931.8K | 0.04% | +1,013+6.1% | Added |
| LRI Investments, LLC | 17,653 | $932.4K | 0.11% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 17,654 | $932.5K | 0.04% | +17,654 | New |
| Global Retirement Partners, LLC | 17,667 | $933.2K | 0.03% | +925+5.5% | Added |
| Compass Ion Advisors, LLC | 17,331 | $937.6K | 0.13% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 17,766 | $938.4K | 0.21% | +2,778+18.5% | Added |
| Perennial Investment Advisors, LLC | 17,868 | $943.8K | 0.14% | −455−2.5% | Reduced |
| Buckingham Strategic Partners | 17,939 | $947.6K | 0.02% | −163−0.9% | Reduced |
| Essex Financial Services, Inc. | 15,827 | $953.1K | 0.07% | +2,407+17.9% | Added |
| Chiron Capital Management, LLC | 18,103 | $956.2K | 0.91% | −699−3.7% | Reduced |
| Allen Capital Group, LLC | 18,120 | $957.1K | 0.13% | +1,054+6.2% | Added |
| Naples Global Advisors, LLC | 18,171 | $959.8K | 0.10% | −99−0.5% | Reduced |
| IFG Advisory, LLC | 18,174 | $960.0K | 0.06% | +2,666+17.2% | Added |
| Cornerstone Advisors, LLC | 18,200 | $961.3K | 0.04% | −4,800−20.9% | Reduced |
| MQS Management LLC | 18,260 | $964.5K | 0.58% | +11,008+151.8% | Added |
| Stanley-Laman Group, Ltd. | 18,285 | $965.8K | 0.14% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,320 | $967.7K | 0.40% | +5,845+46.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18,569 | $980.9K | 0.31% | +18,569 | New |
| Nwam LLC | 18,718 | $988.7K | 0.29% | +189+1.0% | Added |
| Belpointe Asset Management LLC | 18,793 | $992.7K | 0.07% | −5,131−21.4% | Reduced |
| HighPoint Advisor Group LLC | 17,065 | $996.0K | 0.06% | −610−3.5% | Reduced |
| Colonial Trust Co | 18,907 | $998.7K | 0.18% | −199−1.0% | Reduced |
| Edmp, Inc. | 19,056 | $1.01M | 0.91% | +182+1.0% | Added |
| Diligent Investors, LLC | 19,236 | $1.02M | 0.25% | +476+2.5% | Added |
| Investment Management Corp of Ontario | 19,240 | $1.02M | 0.03% | +5,800+43.2% | Added |
| Lockheed Martin Investment Management Co | 19,250 | $1.02M | 0.06% | −11,705−37.8% | Reduced |
| RDA Financial Network | 19,274 | $1.02M | 0.33% | −140−0.7% | Reduced |
| Adams Asset Advisors, LLC | 19,275 | $1.02M | 0.13% | −4,716−19.7% | Reduced |
| Brinker Capital Investments, LLC | 19,278 | $1.02M | 0.01% | +2,978+18.3% | Added |
| Orion Portfolio Solutions, LLC | 19,278 | $1.02M | 0.01% | +2,978+18.3% | Added |
| RB Capital Management, LLC | 19,284 | $1.02M | 0.26% | −1,305−6.3% | Reduced |
| Nations Financial Group Inc, | 19,506 | $1.03M | 0.08% | +92+0.5% | Added |
| Glenmede Trust Co NA | 19,554 | $1.03M | 0.01% | −779−3.8% | Reduced |
| Miracle Mile Advisors, LLC | 19,625 | $1.04M | 0.03% | −632−3.1% | Reduced |
| Savant Capital, LLC | 19,729 | $1.04M | 0.01% | +4,663+31.0% | Added |
| Heirloom Wealth Management | 19,858 | $1.05M | 0.34% | −4,217−17.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 19,879 | $1.05M | 0.17% | +673+3.5% | Added |
| Systematic Financial Management LP | 20,019 | $1.06M | 0.03% | −145,573−87.9% | Reduced |
| Cornercap Investment Counsel Inc | 20,027 | $1.06M | 0.17% | −258−1.3% | Reduced |
| Inspire Trust Co, N.A. | 20,225 | $1.07M | 0.35% | +7,000+52.9% | Added |
| Prosperity Planning, Inc. | 20,266 | $1.07M | 0.37% | +4,000+24.6% | Added |
| Independent Advisor Alliance | 20,387 | $1.08M | 0.04% | +1,142+5.9% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 20,519 | $1.08M | 0.11% | +542+2.7% | Added |
| Sowell Financial Services LLC | 20,557 | $1.09M | 0.05% | −86−0.4% | Reduced |
| Investors Research Corp | 20,581 | $1.09M | 0.25% | +5,300+34.7% | Added |
| Verdence Capital Advisors LLC | 20,723 | $1.09M | 0.10% | +6,574+46.5% | Added |
| Boston Private Wealth LLC | 20,745 | $1.10M | 0.03% | −787−3.7% | Reduced |
| Concurrent Investment Advisors, LLC | 20,790 | $1.10M | 0.04% | +2,030+10.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 20,793 | $1.10M | 0.10% | +812+4.1% | Added |
| Fox Run Management, L.L.C. | 20,814 | $1.10M | 0.21% | +20,814 | New |
| Brown Brothers Harriman & Co | 20,837 | $1.10M | 0.01% | +13,876+199.3% | Added |
| Bay Rivers Group | 20,886 | $1.10M | 0.57% | −1,246−5.6% | Reduced |
| Broadwater Capital Management LLC | 20,930 | $1.11M | 0.85% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 21,156 | $1.12M | 0.02% | +21,156 | New |
| Founders Financial Securities LLC | 21,210 | $1.12M | 0.11% | +181+0.9% | Added |
| LongView Wealth Management | 21,211 | $1.12M | 0.41% | +4,741+28.8% | Added |
| Adviser Investments LLC | 21,248 | $1.12M | 0.01% | −297−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,273 | $1.12M | 0.05% | +2,430+12.9% | Added |
| Principal Securities, Inc. | 21,522 | $1.14M | 0.03% | +186+0.9% | Added |
| Applied Capital LLC | 21,532 | $1.14M | 0.99% | +2,008+10.3% | Added |
| Trust Investment Advisors | 21,766 | $1.15M | 0.73% | +1,160+5.6% | Added |
| United Services Automobile Association | 21,783 | $1.15M | 0.03% | −86−0.4% | Reduced |
| Benedict Financial Advisors Inc | 22,045 | $1.16M | 0.30% | +65+0.3% | Added |
| Cascade Investment Advisors, Inc. | 22,076 | $1.17M | 0.79% | +225+1.0% | Added |
| NEOS Investment Management LLC | 22,334 | $1.17M | 0.05% | +6,972+45.4% | Added |
| Vestmark Advisory Solutions, Inc. | 22,287 | $1.18M | 0.05% | −39−0.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 22,768 | $1.20M | 0.19% | −230−1.0% | Reduced |
| Bayesian Capital Management, LP | 22,844 | $1.21M | 0.14% | −18,600−44.9% | Reduced |
| Intech Investment Management LLC | 22,941 | $1.21M | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 23,116 | $1.22M | 0.02% | +19,783+593.5% | Added |