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 |
|---|---|---|---|---|---|
| Kennedy Investment Group | 4,082 | $215.6K | 0.11% | −372−8.4% | Reduced |
| Slagle Financial, LLC | 4,079 | $215.5K | 0.11% | −154−3.6% | Reduced |
| Napa Wealth Management | 4,059 | $214.4K | 0.14% | +4,059 | New |
| Jacobsen Capital Management | 4,057 | $214.3K | 0.10% | +4,057 | New |
| Keystone Wealth Services, LLC | 4,056 | $214.2K | 0.07% | +43+1.1% | Added |
| Crescent Sterling, Ltd. | 4,043 | $213.6K | 0.20% | −1,365−25.2% | Reduced |
| Morningstar Investment Management LLC | 4,031 | $213.0K | 0.02% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 4,019 | $212.3K | 0.10% | 00.0% | Unchanged |
| FLC Capital Advisors | 4,008 | $211.7K | 0.05% | −94−2.3% | Reduced |
| Charter Oak Capital Management, LLC | 3,984 | $210.5K | 0.02% | +3,984 | New |
| Verition Fund Management LLC | 3,981 | $210.3K | 0.00% | −928−18.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,971 | $209.7K | 0.01% | −285−6.7% | Reduced |
| Fisher Asset Management, LLC | 3,957 | $209.0K | 0.00% | −3,209−44.8% | Reduced |
| Cetera Trust Company, N.A | 3,950 | $208.6K | 0.13% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 3,947 | $208.5K | 0.04% | +3,947 | New |
| Cornerstone Wealth Management, LLC | 3,939 | $208.1K | 0.02% | −196−4.7% | Reduced |
| Alpha Family Trust | 3,930 | $207.6K | 0.12% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,919 | $207.0K | 0.11% | +44+1.1% | Added |
| Sandbox Financial Partners, LLC | 3,877 | $204.8K | 0.08% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 3,876 | $204.7K | 0.01% | −253−6.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 3,855 | $203.6K | 0.05% | −332−7.9% | Reduced |
| Sunpointe, LLC | 3,842 | $202.9K | 0.13% | +3,842 | New |
| Sound View Wealth Advisors Group, LLC | 3,836 | $202.6K | 0.02% | +77+2.0% | Added |
| AMG National Trust Bank | 3,826 | $202.1K | 0.01% | −133−3.4% | Reduced |
| Coastwise Capital Group, LLC | 3,807 | $201.1K | 0.19% | +44+1.2% | Added |
| Stockman Wealth Management, Inc. | 3,805 | $201.0K | 0.04% | −529−12.2% | Reduced |
| Ci Investments Inc. | 3,718 | $196.0K | 0.00% | +207+5.9% | Added |
| Whittier Trust Co | 3,705 | $195.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,580 | $189.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,579 | $189.1K | 0.04% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3,565 | $188.3K | 0.04% | +19+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,321 | $175.4K | 0.00% | +10.0% | Added |
| Opal Wealth Advisors, LLC | 3,213 | $169.7K | 0.05% | +3,213 | New |
| Rocky Mountain Advisers, LLC | 3,100 | $163.7K | 0.05% | 00.0% | Unchanged |
| Tobam | 2,973 | $157.0K | 0.02% | −1,565−34.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,940 | $155.3K | 0.06% | +460+18.5% | Added |
| Gradient Investments LLC | 2,886 | $152.4K | 0.00% | −344−10.7% | Reduced |
| Quarry LP | 2,856 | $150.9K | 0.06% | +2,856 | New |
| Tidemark, LLC | 2,856 | $150.8K | 0.07% | +743+35.2% | Added |
| Armstrong Advisory Group, Inc | 2,825 | $149.2K | 0.01% | −669−19.1% | Reduced |
| Benjamin Edwards Inc | 2,755 | $146.0K | 0.03% | −114−4.0% | Reduced |
| Motco | 2,664 | $140.7K | 0.01% | +515+24.0% | Added |
| M&R Capital Management Inc | 2,629 | $138.9K | 0.03% | +213+8.8% | Added |
| Sugarloaf Wealth Management, LLC | 2,603 | $137.5K | 0.03% | +26+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 2,552 | $134.8K | 0.00% | +448+21.3% | Added |
| Bogart Wealth, LLC | 2,484 | $131.2K | 0.01% | +1,814+270.7% | Added |
| Cromwell Holdings LLC | 2,433 | $128.5K | 0.08% | +2,433 | New |
| Caldwell Trust Co | 2,425 | $128.1K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 2,413 | $127.5K | 0.09% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2,388 | $126.2K | 0.06% | +2,388 | New |
| Widmann Financial Services, Inc. | 2,334 | $123.3K | 0.10% | +2,334 | New |
| Quest Partners LLC | 2,318 | $122.4K | 0.02% | +2,294+9,558.3% | Added |
| Founders Capital Management | 2,280 | $120.4K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,199 | $116.2K | 0.01% | +2,199 | New |
| Ninepoint Partners LP | 2,090 | $110.4K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2,085 | $110.1K | 0.01% | +20+1.0% | Added |
| Parkside Financial Bank & Trust | 2,066 | $109.1K | 0.02% | +251+13.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,055 | $108.5K | 0.03% | +167+8.8% | Added |
| Financial Perspectives, Inc | 2,011 | $106.2K | 0.04% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 1,993 | $105.3K | 0.01% | −1,338−40.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,982 | $104.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,978 | $104.5K | 0.03% | −3,802−65.8% | Reduced |
| Lindbrook Capital, LLC | 1,957 | $103.4K | 0.01% | +374+23.6% | Added |
| Indiana Trust & Investment Management CO | 1,933 | $102.1K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,929 | $101.9K | 0.04% | −2,311−54.5% | Reduced |
| Main Street Group, LTD | 1,861 | $97.4K | 0.04% | −1,858−50.0% | Reduced |
| Castleview Partners, LLC | 1,816 | $95.9K | 0.05% | +157+9.5% | Added |
| JNBA Financial Advisors | 1,780 | $94.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,765 | $93.2K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 1,768 | $93.0K | 0.06% | −871−33.0% | Reduced |
| Tompkins Financial Corp | 1,750 | $92.4K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,708 | $90.2K | 0.01% | +51+3.1% | Added |
| Central Trust Co | 1,676 | $88.5K | 0.00% | +1+0.1% | Added |
| Creative Financial Designs Inc | 1,615 | $85.3K | 0.01% | +84+5.5% | Added |
| 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 |
| Bangor Savings Bank | 1,592 | $84.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,569 | $82.9K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,563 | $82.6K | 0.00% | −200−11.3% | Reduced |
| New Millennium Group LLC | 1,553 | $82.0K | 0.05% | +1,553 | New |
| Leonteq Securities AG | 1,547 | $81.7K | 0.01% | +1,101+246.9% | Added |
| TSFG, LLC | 1,524 | $80.0K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,500 | $79.3K | 0.03% | +6+0.4% | Added |
| Semmax Financial Advisors Inc. | 1,289 | $78.1K | 0.02% | −1,392−51.9% | Reduced |
| HM Payson & Co | 1,474 | $77.9K | 0.00% | +659+80.9% | Added |
| Beacon Capital Management, LLC | 1,466 | $77.4K | 0.01% | +2+0.1% | Added |
| Front Row Advisors LLC | 1,460 | $77.1K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,450 | $76.6K | 0.02% | −650−31.0% | Reduced |
| Chris Bulman Inc | 1,447 | $76.4K | 0.05% | +1,447 | New |
| Hollencrest Capital Management | 1,416 | $74.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,412 | $74.6K | 0.01% | +367+35.1% | Added |
| McIlrath & Eck, LLC | 1,363 | $72.0K | 0.01% | −48−3.4% | Reduced |
| Register Financial Advisors LLC | 1,355 | $71.6K | 0.04% | +5+0.4% | Added |
| Rothschild Investment LLC | 1,275 | $67.3K | 0.00% | +182+16.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,252 | $66.1K | 0.01% | −405−24.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,257 | $66.0K | 0.00% | +1,257 | New |
| Grove Bank & Trust | 1,233 | $65.1K | 0.01% | −234−16.0% | Reduced |