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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 20,837 | $1.10M | 0.01% | +13,876+199.3% | Added |
| Fox Run Management, L.L.C. | 20,814 | $1.10M | 0.21% | +20,814 | New |
| Schaper Benz & Wise Investment Counsel Inc | 20,793 | $1.10M | 0.10% | +812+4.1% | Added |
| Concurrent Investment Advisors, LLC | 20,790 | $1.10M | 0.04% | +2,030+10.8% | Added |
| Boston Private Wealth LLC | 20,745 | $1.10M | 0.03% | −787−3.7% | Reduced |
| Verdence Capital Advisors LLC | 20,723 | $1.09M | 0.10% | +6,574+46.5% | Added |
| Investors Research Corp | 20,581 | $1.09M | 0.25% | +5,300+34.7% | Added |
| Sowell Financial Services LLC | 20,557 | $1.09M | 0.05% | −86−0.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 20,519 | $1.08M | 0.11% | +542+2.7% | Added |
| Independent Advisor Alliance | 20,387 | $1.08M | 0.04% | +1,142+5.9% | Added |
| Prosperity Planning, Inc. | 20,266 | $1.07M | 0.37% | +4,000+24.6% | Added |
| Inspire Trust Co, N.A. | 20,225 | $1.07M | 0.35% | +7,000+52.9% | Added |
| Cornercap Investment Counsel Inc | 20,027 | $1.06M | 0.17% | −258−1.3% | Reduced |
| Systematic Financial Management LP | 20,019 | $1.06M | 0.03% | −145,573−87.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 19,879 | $1.05M | 0.17% | +673+3.5% | Added |
| Heirloom Wealth Management | 19,858 | $1.05M | 0.34% | −4,217−17.5% | Reduced |
| Savant Capital, LLC | 19,729 | $1.04M | 0.01% | +4,663+31.0% | Added |
| Miracle Mile Advisors, LLC | 19,625 | $1.04M | 0.03% | −632−3.1% | Reduced |
| Glenmede Trust Co NA | 19,554 | $1.03M | 0.01% | −779−3.8% | Reduced |
| Nations Financial Group Inc, | 19,506 | $1.03M | 0.08% | +92+0.5% | Added |
| RB Capital Management, LLC | 19,284 | $1.02M | 0.26% | −1,305−6.3% | 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 |
| Adams Asset Advisors, LLC | 19,275 | $1.02M | 0.13% | −4,716−19.7% | Reduced |
| RDA Financial Network | 19,274 | $1.02M | 0.33% | −140−0.7% | Reduced |
| Lockheed Martin Investment Management Co | 19,250 | $1.02M | 0.06% | −11,705−37.8% | Reduced |
| Investment Management Corp of Ontario | 19,240 | $1.02M | 0.03% | +5,800+43.2% | Added |
| Diligent Investors, LLC | 19,236 | $1.02M | 0.25% | +476+2.5% | Added |
| Edmp, Inc. | 19,056 | $1.01M | 0.91% | +182+1.0% | Added |
| Colonial Trust Co | 18,907 | $998.7K | 0.18% | −199−1.0% | Reduced |
| HighPoint Advisor Group LLC | 17,065 | $996.0K | 0.06% | −610−3.5% | Reduced |
| Belpointe Asset Management LLC | 18,793 | $992.7K | 0.07% | −5,131−21.4% | Reduced |
| Nwam LLC | 18,718 | $988.7K | 0.29% | +189+1.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18,569 | $980.9K | 0.31% | +18,569 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,320 | $967.7K | 0.40% | +5,845+46.9% | Added |
| Stanley-Laman Group, Ltd. | 18,285 | $965.8K | 0.14% | 00.0% | Unchanged |
| MQS Management LLC | 18,260 | $964.5K | 0.58% | +11,008+151.8% | Added |
| Cornerstone Advisors, LLC | 18,200 | $961.3K | 0.04% | −4,800−20.9% | Reduced |
| IFG Advisory, LLC | 18,174 | $960.0K | 0.06% | +2,666+17.2% | Added |
| Naples Global Advisors, LLC | 18,171 | $959.8K | 0.10% | −99−0.5% | Reduced |
| Allen Capital Group, LLC | 18,120 | $957.1K | 0.13% | +1,054+6.2% | Added |
| Chiron Capital Management, LLC | 18,103 | $956.2K | 0.91% | −699−3.7% | Reduced |
| Essex Financial Services, Inc. | 15,827 | $953.1K | 0.07% | +2,407+17.9% | Added |
| Buckingham Strategic Partners | 17,939 | $947.6K | 0.02% | −163−0.9% | Reduced |
| Perennial Investment Advisors, LLC | 17,868 | $943.8K | 0.14% | −455−2.5% | Reduced |
| Delta Investment Management, LLC | 17,766 | $938.4K | 0.21% | +2,778+18.5% | Added |
| Compass Ion Advisors, LLC | 17,331 | $937.6K | 0.13% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 17,667 | $933.2K | 0.03% | +925+5.5% | Added |
| La Banque Postale Asset Management SA | 17,654 | $932.5K | 0.04% | +17,654 | New |
| LRI Investments, LLC | 17,653 | $932.4K | 0.11% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 17,642 | $931.8K | 0.04% | +1,013+6.1% | Added |
| Clifford Swan Investment Counsel LLC | 17,611 | $930.2K | 0.03% | −335−1.9% | Reduced |
| NorthRock Partners, LLC | 17,586 | $928.9K | 0.03% | −48−0.3% | Reduced |
| Magnetar Financial LLC | 17,577 | $928.4K | 0.02% | +17,577 | New |
| Park Avenue Securities LLC | 17,389 | $919.0K | 0.01% | −379−2.1% | Reduced |
| Blair William & Co | 17,397 | $918.9K | 0.00% | −117−0.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 17,354 | $916.6K | 0.59% | +18+0.1% | Added |
| Foresight Capital Management Advisors, Inc. | 17,259 | $912.0K | 0.62% | +1,698+10.9% | Added |
| Change Path, LLC | 17,178 | $907.0K | 0.05% | +746+4.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,071 | $901.7K | 0.01% | −6,096−26.3% | Reduced |
| Arkadios Wealth Advisors | 16,904 | $892.9K | 0.06% | +4,287+34.0% | Added |
| Banco Santander, S.A. | 16,896 | $892.4K | 0.01% | −1,776−9.5% | Reduced |
| Pasadena Private Wealth, LLC | 16,819 | $888.4K | 0.21% | +910+5.7% | Added |
| Greenleaf Trust | 16,741 | $884.3K | 0.01% | +5,701+51.6% | Added |
| Teacher Retirement System of Texas | 16,745 | $884.0K | 0.01% | −4,414−20.9% | Reduced |
| First Trust Investment Solutions L.P. | 16,672 | $880.6K | 0.12% | +4,780+40.2% | Added |
| Massmutual Trust Co FSB | 16,334 | $862.8K | 0.03% | −641−3.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,327 | $862.4K | 0.08% | −6,618−28.8% | Reduced |
| United Capital Financial Advisers, LLC | 16,205 | $855.9K | 0.01% | +2,391+17.3% | Added |
| Glen Eagle Advisors, LLC | 16,118 | $851.4K | 0.16% | −534−3.2% | Reduced |
| Perkins Coie Trust Co | 16,104 | $850.4K | 0.20% | −400−2.4% | Reduced |
| Samalin Investment Counsel, LLC | 15,925 | $841.2K | 0.39% | +364+2.3% | Added |
| Golden State Equity Partners | 15,878 | $838.7K | 0.17% | +15,878 | New |
| Oversea-Chinese Banking CORP Ltd | 15,699 | $829.2K | 0.02% | −187,420−92.3% | Reduced |
| First National Trust Co | 15,639 | $826.1K | 0.03% | −462−2.9% | Reduced |
| LM Advisors LLC | 15,331 | $810.0K | 0.00% | +11,143+266.1% | Added |
| Coastal Investment Advisors, Inc. | 15,320 | $809.2K | 0.16% | −172−1.1% | Reduced |
| L.M. Kohn & Company | 15,279 | $807.1K | 0.22% | −205−1.3% | Reduced |
| Reuter James Wealth Management, LLC | 15,113 | $798.2K | 0.59% | +3,985+35.8% | Added |
| Perigon Wealth Management, LLC | 14,949 | $789.6K | 0.02% | +66+0.4% | Added |
| Private Ocean, LLC | 14,948 | $789.6K | 0.07% | +201+1.4% | Added |
| V-Square Quantitative Management LLC | 14,849 | $784.3K | 0.13% | −1,173−7.3% | Reduced |
| Bridgefront Capital, LLC | 14,821 | $782.8K | 0.33% | −3,916−20.9% | Reduced |
| Oak Thistle LLC | 14,694 | $776.1K | 0.58% | +14,694 | New |
| Empowered Funds, LLC | 14,673 | $771.2K | 0.01% | +3,440+30.6% | Added |
| Harbor Investment Advisory, LLC | 14,476 | $764.6K | 0.08% | −48−0.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 14,448 | $763.2K | 0.01% | −5,360−27.1% | Reduced |
| UBS Oconnor LLC | 14,300 | $755.3K | 0.02% | +14,300 | New |
| Verus Capital Partners, LLC | 14,209 | $750.5K | 0.08% | −583−3.9% | Reduced |
| Oak Hill Wealth Advisors, LLC | 14,183 | $749.2K | 0.23% | +14,183 | New |
| Loudon Investment Management, LLC | 14,170 | $748.5K | 0.44% | +500+3.7% | Added |
| Denver Wealth Management, Inc. | 14,135 | $746.6K | 0.37% | +122+0.9% | Added |
| Gratus Capital LLC | 14,129 | $746.3K | 0.03% | +7,031+99.1% | Added |
| Prudential PLC | 14,103 | $744.9K | 0.01% | +4,201+42.4% | Added |
| Magnolia Capital Management Ltd | 14,087 | $744.0K | 0.62% | −3,793−21.2% | Reduced |
| Meeder Advisory Services, Inc. | 14,026 | $740.9K | 0.05% | +4,421+46.0% | Added |
| SMART Wealth LLC | 13,942 | $736.4K | 0.30% | +3,548+34.1% | Added |
| HHM Wealth Advisors, LLC | 13,737 | $725.6K | 0.11% | +12,093+735.6% | Added |
| Panagora Asset Management Inc | 13,733 | $725.4K | 0.00% | −6,126−30.8% | Reduced |
| Vawter Financial, Ltd. | 13,672 | $722.2K | 0.50% | −100−0.7% | Reduced |