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Livermore
Livermore
ZHEN

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, Q3 2024

Institutional positions in Realty Income Corp as of Sep 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
1,245
+74 vs. Q2 2024
Shares held
696.7M
+108.9M (+18.5%) vs. Q2 2024
Total value
$44.2B
+$13.1B (+42.2%) vs. Q2 2024
New holders
159
534 more added
Sold out
85
405 more reduced

11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 1,245 institutions
Q1 2021: 878 institutionsQ2 2021: 934 institutionsQ3 2021: 956 institutionsQ4 2021: 1,108 institutionsQ1 2022: 1,102 institutionsQ2 2022: 1,091 institutionsQ3 2022: 1,076 institutionsQ4 2022: 1,118 institutionsQ1 2023: 1,116 institutionsQ2 2023: 1,100 institutionsQ3 2023: 1,063 institutionsQ4 2023: 1,156 institutionsQ1 2024: 1,190 institutionsQ2 2024: 1,182 institutionsQ3 2024: 1,245 institutionsQ4 2024: 1,267 institutionsQ1 2025: 1,279 institutionsQ2 2025: 1,288 institutionsQ3 2025: 1,341 institutionsQ4 2025: 1,371 institutionsQ1 2026: 1,448 institutionsQ2 2026: 1,465 institutions
Value heldQ3 2024: $44.2B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $19.6BQ4 2021: $32.7BQ1 2022: $32.2BQ2 2022: $33.8BQ3 2022: $29.9BQ4 2022: $34.1BQ1 2023: $34.8BQ2 2023: $33.9BQ3 2023: $28.6BQ4 2023: $34.9BQ1 2024: $36.9BQ2 2024: $35.5BQ3 2024: $44.2BQ4 2024: $36.6BQ1 2025: $40.6BQ2 2025: $41.0BQ3 2025: $43.1BQ4 2025: $41.1BQ1 2026: $43.5BQ2 2026: $46.2B
Institutions holding O and their total value by quarter
QuarterHoldersValue
Q2 20261,465$46.2B
Q1 20261,448$43.5B
Q4 20251,371$41.1B
Q3 20251,341$43.1B
Q2 20251,288$41.0B
Q1 20251,279$40.6B
Q4 20241,267$36.6B
Q3 20241,245$44.2B
Q2 20241,182$35.5B
Q1 20241,190$36.9B
Q4 20231,156$34.9B
Q3 20231,063$28.6B
Q2 20231,100$33.9B
Q1 20231,116$34.8B
Q4 20221,118$34.1B
Q3 20221,076$29.9B
Q2 20221,091$33.8B
Q1 20221,102$32.2B
Q4 20211,108$32.7B
Q3 2021956$19.6B
Q2 2021934$18.6B
Q1 2021878$16.9B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2024.

Institutions holding O in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$40.00%0Unchanged
Cranbrook Wealth Management, LLC1$640.00%+1New
Mendota Financial Group, LLC2$1270.00%+2New
REAP Financial Group, LLC4$2540.00%00.0%Unchanged
NVWM, LLC5$3170.00%−271−98.2%Reduced
Leonteq Securities AG6$3810.00%−1,541−99.6%Reduced
WestEnd Advisors, LLC6$3810.00%+6New
Voisard Asset Management Group, Inc.11$6980.00%+11New
MCF Advisors LLC12$7620.00%00.0%Unchanged
Clarity Asset Management, Inc.13$8120.00%00.0%Unchanged
American Capital Advisory, LLC14$8880.00%+14New
Migdal Insurance & Financial Holdings Ltd.12$1.00K0.00%−1,245−99.0%Reduced
Coston, McIsaac & Partners26$1.00K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.18$1.14K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.19$1.21K0.00%00.0%Unchanged
Fairman Group, LLC19$1.21K0.00%00.0%Unchanged
Caitlin John, LLC23$1.32K0.00%00.0%Unchanged
Cornerstone Planning Group LLC24$1.45K0.00%+8+50.0%Added
Pacific Center for Financial Services23$1.46K0.00%00.0%Unchanged
Valued Wealth Advisors LLC28$1.78K0.00%+25+833.3%Added
JDM Financial Group LLC28$1.78K0.00%+28New
Systematic Financial Management LP30$1.94K0.00%−19,989−99.9%Reduced
CarsonAllaria Wealth Management, Ltd.37$2.40K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC40$2.54K0.00%+20+100.0%Added
Eagle Bay Advisors LLC44$2.79K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc45$2.85K0.00%−839−94.9%Reduced
Tradewinds Capital Management, LLC47$2.98K0.00%00.0%Unchanged
Johnson Financial Group, Inc.47$2.98K0.00%+47New
Financial Management Professionals, Inc.40$3.00K0.00%−18−31.0%Reduced
Robinswood Financial LLC50$3.17K0.00%−447−89.9%Reduced
Kozak & Associates, Inc.52$3.32K0.00%00.0%Unchanged
Raffa Wealth Management, LLC57$3.62K0.00%00.0%Unchanged
Delta Asset Management LLC60$3.81K0.00%00.0%Unchanged
Country Trust Bank62$3.93K0.00%−275−81.6%Reduced
Mascoma Wealth Management LLC67$4.25K0.00%00.0%Unchanged
POM Investment Strategies, LLC72$4.57K0.00%+1+1.4%Added
TFC Financial Management73$4.64K0.00%+16+28.1%Added
Chilton Capital Management LLC74$4.69K0.00%−4,317−98.3%Reduced
CKW Financial Group75$5.00K0.00%00.0%Unchanged
Tributary Capital Management, LLC82$5.20K0.00%00.0%Unchanged
Avion Wealth101$6.00K0.00%−60−37.3%Reduced
Nemes Rush Group LLC112$6.06K0.00%−268−70.5%Reduced
Cedar Mountain Advisors, LLC99$6.28K0.00%+99New
Global Trust Asset Management, LLC100$6.34K0.00%00.0%Unchanged
Spectrum Wealth Counsel, LLC100$6.34K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC103$6.53K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC104$6.61K0.00%+104New
HighMark Wealth Management LLC106$6.75K0.00%−99−48.3%Reduced
Dunhill Financial, LLC108$6.86K0.00%+55+103.8%Added
Carolinas Wealth Consulting LLC109$6.91K0.00%+10+10.1%Added
Operose Advisors LLC110$6.98K0.00%00.0%Unchanged
Fairscale Capital, LLC120$7.61K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.121$7.67K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.143$8.19K0.01%00.0%Unchanged
Capital Performance Advisors LLP135$8.54K0.00%+135New
Moisand Fitzgerald Tamayo, LLC136$8.63K0.00%00.0%Unchanged
Proffitt & Goodson Inc138$8.74K0.00%+138New
Crewe Advisors LLC148$9.39K0.00%+32+27.6%Added
PSI Advisors, LLC150$9.51K0.00%00.0%Unchanged
Insight Financial Services159$10.1K0.01%00.0%Unchanged
Elequin Capital LP159$10.1K0.00%+75+89.3%Added
Sittner & Nelson, LLC163$10.3K0.00%00.0%Unchanged
FSC Wealth Advisors, LLC169$10.7K0.01%+2+1.2%Added
Bare Financial Services, Inc173$11.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.173$11.0K0.00%00.0%Unchanged
Legacy Investment Solutions, LLC200$11.4K0.01%+200New
Legacy Wealth Managment, LLC200$11.4K0.01%+200New
St Germain D J Co Inc185$11.7K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.188$11.9K0.00%00.0%Unchanged
Roble, Belko & Company, Inc184$12.0K0.00%+53+40.5%Added
Sachetta, LLC195$12.4K0.00%+13+7.1%Added
Highline Wealth Partners LLC199$12.6K0.00%+23+13.1%Added
Strategic Investment Solutions, Inc.200$12.7K0.00%00.0%Unchanged
Hoese & Co LLP200$12.7K0.01%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC200$12.7K0.02%00.0%Unchanged
AlphaMark Advisors, LLC200$13.0K0.00%+200New
DT Investment Partners, LLC207$13.1K0.00%+207New
South State Corp.215$13.6K0.00%+215New
CVA Family Office, LLC219$13.9K0.00%+44+25.1%Added
Washington Trust Advisors, Inc.233$14.8K0.00%00.0%Unchanged
CGC Financial Services, LLC236$15.0K0.01%00.0%Unchanged
Evermay Wealth Management LLC238$15.1K0.00%00.0%Unchanged
ORG Partners LLC238$15.5K0.00%−200−45.7%Reduced
Clear Investment Research, LLC253$16.1K0.02%00.0%Unchanged
Salomon & Ludwin, LLC254$16.1K0.00%00.0%Unchanged
New Age Alpha Advisors, LLC255$16.2K0.01%+255New
Sandy Spring Bank268$17.0K0.00%−29−9.8%Reduced
SOA Wealth Advisors, LLC.274$17.4K0.00%00.0%Unchanged
Planning Capital Management Corp274$17.4K0.01%+234+585.0%Added
Reston Wealth Management LLC280$17.7K0.01%+280New
Hemington Wealth Management313$18.0K0.00%+313New
Barrett & Company, Inc.284$18.0K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC287$18.2K0.01%+6+2.1%Added
Pacific Capital Wealth Advisors, Inc288$18.3K0.00%−5−1.7%Reduced
Aspire Private Capital, LLC306$19.4K0.00%+3+1.0%Added
Global Financial Private Client, LLC310$19.7K0.01%+310New
First Pacific Financial310$19.7K0.00%+310New
FNY Investment Advisers, LLC330$20.0K0.01%+55+20.0%Added
WR Wealth Planners, LLC319$20.2K0.01%00.0%Unchanged
Aspect Partners, LLC325$20.6K0.01%−14−4.1%Reduced