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 Trust Co NA | 9,075 | $479.4K | 0.05% | +582+6.9% | Added |
| Quad-Cities Investment Group, LLC | 9,074 | $479.3K | 0.27% | −77−0.8% | Reduced |
| GYL Financial Synergies, LLC | 9,037 | $477.3K | 0.04% | +943+11.7% | Added |
| Prio Wealth Limited Partnership | 8,931 | $471.7K | 0.01% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 8,906 | $470.4K | 0.16% | +323+3.8% | Added |
| Lazard Asset Management LLC | 8,899 | $469.0K | 0.00% | −3,889−30.4% | Reduced |
| Balboa Wealth Partners | 8,772 | $463.3K | 0.12% | −2,037−18.8% | Reduced |
| AdvisorNet Financial, Inc | 8,714 | $460.3K | 0.04% | −2,598−23.0% | Reduced |
| Quadcap Wealth Management, LLC | 8,617 | $455.1K | 0.08% | +79+0.9% | Added |
| Revisor Wealth Management LLC | 8,461 | $446.9K | 0.31% | −5,140−37.8% | Reduced |
| Geneos Wealth Management Inc. | 8,416 | $444.5K | 0.02% | +612+7.8% | Added |
| Patron Partners Advisors, LLC | 8,411 | $444.3K | 0.26% | −1,740−17.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 8,391 | $443.2K | 0.22% | −761−8.3% | Reduced |
| Summit Financial, LLC | 8,346 | $440.8K | 0.02% | +619+8.0% | Added |
| Procyon Private Wealth Partners, LLC | 8,314 | $439.1K | 0.03% | +1,909+29.8% | Added |
| Mission Creek Capital Partners, Inc. | 8,283 | $437.5K | 0.11% | −446−5.1% | Reduced |
| Focused Wealth Management, Inc | 8,240 | $435.2K | 0.06% | +2,228+37.1% | Added |
| Hudson Valley Investment Advisors Inc | 7,308 | $434.7K | 0.06% | −161−2.2% | Reduced |
| J.W. Cole Advisors, Inc. | 8,177 | $431.9K | 0.02% | −1,282−13.6% | Reduced |
| Capital Investment Advisors, LLC | 8,165 | $431.3K | 0.01% | +2,560+45.7% | Added |
| Intellectus Partners, LLC | 8,163 | $431.2K | 0.12% | −2,337−22.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 8,159 | $431.0K | 0.11% | −271−3.2% | Reduced |
| Founders Financial Alliance, LLC | 8,135 | $429.7K | 0.13% | −2,336−22.3% | Reduced |
| West Paces Advisors Inc. | 8,101 | $427.9K | 0.11% | −992−10.9% | Reduced |
| Hamilton Capital Partners Inc. | 8,085 | $427.1K | 0.05% | +8,085 | New |
| Merit Financial Group, LLC | 8,020 | $423.6K | 0.01% | +449+5.9% | Added |
| SMH Capital Advisors Inc | 8,017 | $423.5K | 1.30% | −678−7.8% | Reduced |
| Groupama Asset Managment | 7,992 | $422.1K | 0.01% | −742−8.5% | Reduced |
| Aptus Capital Advisors, LLC | 7,986 | $421.8K | 0.01% | +786+10.9% | Added |
| Financial Partners Group, Inc | 7,954 | $420.1K | 0.07% | −128−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 7,883 | $416.4K | 0.01% | −1,175−13.0% | Reduced |
| Group One Trading, L.P. | 7,875 | $416.0K | 0.01% | −10,289−56.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,850 | $414.6K | 0.00% | +567+7.8% | Added |
| Cypress Capital Group | 7,816 | $412.8K | 0.05% | −1,537−16.4% | Reduced |
| Ballentine Partners, LLC | 7,801 | $412.0K | 0.01% | −107−1.4% | Reduced |
| Citizens National Bank Trust Department | 7,798 | $411.9K | 0.09% | −320−3.9% | Reduced |
| Hilltop Holdings Inc. | 7,760 | $409.9K | 0.05% | +804+11.6% | Added |
| Financial Advocates Investment Management | 7,758 | $409.8K | 0.03% | +466+6.4% | Added |
| New Insight Wealth Advisors | 7,655 | $404.3K | 0.24% | +854+12.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,614 | $402.2K | 0.09% | −147−1.9% | Reduced |
| Traynor Capital Management, Inc. | 7,579 | $400.3K | 0.03% | +1,659+28.0% | Added |
| Mount Yale Investment Advisors, LLC | 7,572 | $399.9K | 0.03% | −1,164−13.3% | Reduced |
| CAP Partners, LLC | 7,518 | $397.1K | 0.32% | +209+2.9% | Added |
| Harvest Portfolios Group Inc. | 7,377 | $389.7K | 0.01% | +1,725+30.5% | Added |
| Benchmark Investment Advisors LLC | 7,321 | $386.7K | 0.28% | −100−1.3% | Reduced |
| Vident Advisory, LLC | 7,302 | $385.7K | 0.01% | +1,230+20.3% | Added |
| Aviso Wealth Management | 7,290 | $385.1K | 0.23% | +133+1.9% | Added |
| Trueblood Wealth Management, LLC | 7,233 | $382.0K | 0.22% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 7,163 | $378.4K | 0.01% | +7,163 | New |
| Foundations Investment Advisors, LLC | 7,135 | $376.9K | 0.01% | +7,135 | New |
| Beacon Investment Advisors LLC | 7,094 | $374.7K | 0.19% | +199+2.9% | Added |
| Hendershot Investments Inc. | 6,995 | $369.5K | 0.05% | −1,817−20.6% | Reduced |
| Essex Savings Bank | 6,980 | $368.6K | 0.10% | +785+12.7% | Added |
| IFP Advisors, Inc | 6,907 | $364.9K | 0.01% | −575−7.7% | Reduced |
| Stratos Wealth Advisors, LLC | 6,886 | $363.7K | 0.02% | +510+8.0% | Added |
| GTS Securities LLC | 6,862 | $362.5K | 0.01% | −1,915−21.8% | Reduced |
| Asset Dedication, LLC | 6,813 | $359.9K | 0.02% | +274+4.2% | Added |
| EverSource Wealth Advisors, LLC | 6,241 | $358.4K | 0.02% | +1,026+19.7% | Added |
| CAPROCK Group, Inc. | 6,783 | $358.3K | 0.01% | −850−11.1% | Reduced |
| Excalibur Management Corp | 6,761 | $357.1K | 0.15% | +2,808+71.0% | Added |
| 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 |
| Spire Wealth Management | 6,735 | $355.7K | 0.01% | −1,035−13.3% | Reduced |
| Sage Investment Advisers LLC | 6,710 | $354.4K | 0.40% | +298+4.6% | Added |
| Jump Financial, LLC | 6,704 | $354.1K | 0.01% | −118,841−94.7% | Reduced |
| Flputnam Investment Management Co | 6,684 | $353.0K | 0.01% | −44−0.7% | Reduced |
| Cape Investment Advisory, Inc. | 6,682 | $352.9K | 0.16% | +344+5.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 6,376 | $352.7K | 0.00% | −222−3.4% | Reduced |
| American Investment Services, Inc. | 6,676 | $352.6K | 0.06% | −1,079−13.9% | Reduced |
| Investmark Advisory Group LLC | 6,648 | $351.2K | 0.19% | +41+0.6% | Added |
| Blue Fin Capital, Inc. | 6,630 | $350.2K | 0.07% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,617 | $349.5K | 0.08% | −305−4.4% | Reduced |
| 180 Wealth Advisors, LLC | 6,344 | $348.9K | 0.06% | +99+1.6% | Added |
| Guyasuta Investment Advisors Inc | 6,039 | $346.8K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 6,524 | $344.6K | 0.03% | +6,524 | New |
| Heartland Bank & Trust Co | 6,512 | $344.0K | 0.20% | +66+1.0% | Added |
| Angeles Investment Advisors, LLC | 6,434 | $339.8K | 0.02% | −5,924−47.9% | Reduced |
| Regal Investment Advisors LLC | 6,413 | $338.7K | 0.02% | +2,221+53.0% | Added |
| SageView Advisory Group, LLC | 6,330 | $334.4K | 0.02% | +6,330 | New |
| Regions Financial Corp | 6,278 | $331.6K | 0.00% | −246−3.8% | Reduced |
| Graypoint LLC | 6,216 | $328.3K | 0.02% | +372+6.4% | Added |
| Prudent Man Advisors, LLC | 6,211 | $328.1K | 0.12% | +326+5.5% | Added |
| Milestone Asset Management, LLC | 6,209 | $328.0K | 0.08% | +337+5.7% | Added |
| SignalPoint Asset Management, LLC | 6,201 | $327.5K | 0.09% | +116+1.9% | Added |
| TCG Advisory Services, LLC | 6,139 | $324.3K | 0.02% | −2,342−27.6% | Reduced |
| Csenge Advisory Group | 6,129 | $323.8K | 0.02% | −6−0.1% | Reduced |
| Cohen Investment Advisors LLC | 6,445 | $321.9K | 0.26% | −30,118−82.4% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,092 | $321.8K | 0.30% | +200+3.4% | Added |
| Integrated Advisors Network LLC | 6,079 | $321.1K | 0.02% | −45−0.7% | Reduced |
| Opus Capital Group, LLC | 6,086 | $321.0K | 0.05% | −184−2.9% | Reduced |
| Insigneo Advisory Services, LLC | 5,384 | $318.6K | 0.04% | −2,866−34.7% | Reduced |
| Petix & Botte Co | 6,028 | $318.4K | 0.09% | +6,028 | New |
| AllSquare Wealth Management LLC | 5,997 | $316.8K | 0.19% | −1,000−14.3% | Reduced |
| Summit Trail Advisors, LLC | 5,974 | $315.5K | 0.01% | +1,828+44.1% | Added |
| Brighton Jones LLC | 5,941 | $313.8K | 0.01% | +294+5.2% | Added |
| Sunbelt Securities, Inc. | 5,936 | $313.6K | 0.03% | +13+0.2% | Added |
| Argent Trust Co | 5,907 | $312.0K | 0.01% | +1,580+36.5% | Added |
| Leo Wealth, LLC | 5,903 | $311.8K | 0.03% | +1,267+27.3% | Added |
| Camden Capital, LLC | 5,892 | $311.2K | 0.02% | +404+7.4% | Added |
| Beverly Hills Private Wealth, LLC | 5,835 | $308.2K | 0.07% | +345+6.3% | Added |