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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Transcendent Capital Group LLC | 341 | $21.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 342 | $21.7K | 0.01% | +4+1.2% | Added |
| Hobbs Group Advisors, LLC | 344 | $21.8K | 0.01% | +116+50.9% | Added |
| CBIZ Investment Advisory Services, LLC | 346 | $21.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 350 | $22.2K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 350 | $22.2K | 0.01% | +350 | New |
| Northwest Financial Advisors | 355 | $22.5K | 0.02% | +355 | New |
| Monetary Management Group Inc | 360 | $22.8K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 367 | $23.3K | 0.00% | +5+1.4% | Added |
| Valley National Advisers Inc | 380 | $24.0K | 0.00% | −192−33.6% | Reduced |
| Community Bank, N.A. | 380 | $24.1K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 385 | $24.4K | 0.01% | −80−17.2% | Reduced |
| TruNorth Capital Management, LLC | 391 | $24.8K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $25.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $25.4K | 0.02% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 408 | $25.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 416 | $26.4K | 0.00% | +8+2.0% | Added |
| Oarsman Capital, Inc. | 426 | $27.0K | 0.00% | +426 | New |
| American National Bank | 427 | $27.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 428 | $27.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 432 | $27.4K | 0.01% | +6+1.4% | Added |
| Hoey Investments, Inc | 544 | $28.7K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 10,087 | $29.1K | 0.01% | +10,087 | New |
| Meeder Asset Management Inc | 463 | $29.4K | 0.00% | +20+4.5% | Added |
| Archer Investment Corp | 469 | $29.8K | 0.01% | +5+1.1% | Added |
| Strengthening Families & Communities, LLC | 477 | $30.2K | 0.01% | −52−9.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 479 | $30.4K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 480 | $30.4K | 0.01% | +480 | New |
| MB, Levis & Associates, LLC | 482 | $30.6K | 0.02% | +3+0.6% | Added |
| Rosenberg Matthew Hamilton | 491 | $31.1K | 0.01% | +211+75.4% | Added |
| Investment Research & Advisory Group, Inc. | 500 | $31.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 509 | $32.3K | 0.01% | +9+1.8% | Added |
| Bell Investment Advisors, Inc | 510 | $32.3K | 0.01% | −29−5.4% | Reduced |
| GW&K Investment Management, LLC | 526 | $33.0K | 0.00% | +65+14.1% | Added |
| Creative Capital Management Investments LLC | 525 | $33.3K | 0.01% | +300+133.3% | Added |
| Financial Network Wealth Advisors LLC | 532 | $33.7K | 0.03% | −324−37.9% | Reduced |
| Quarry LP | 545 | $34.6K | 0.01% | −2,311−80.9% | Reduced |
| Independence Bank of Kentucky | 550 | $34.9K | 0.01% | +425+340.0% | Added |
| Continuum Advisory, LLC | 628 | $35.2K | 0.00% | +15+2.4% | Added |
| Private Wealth Management Group, LLC | 555 | $35.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 580 | $36.8K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 596 | $37.8K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 597 | $37.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 575 | $38.0K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 625 | $39.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 628 | $39.8K | 0.01% | +100+18.9% | Added |
| Hilltop National Bank | 631 | $40.0K | 0.01% | −11−1.7% | Reduced |
| Riverview Trust Co | 649 | $41.2K | 0.04% | +19+3.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $42.2K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $42.2K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 695 | $44.0K | 0.04% | +284+69.1% | Added |
| MV Capital Management, Inc. | 694 | $44.0K | 0.00% | +157+29.2% | Added |
| Compass Wealth Management LLC | 700 | $44.4K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 737 | $46.7K | 0.03% | −63−7.9% | Reduced |
| Deseret Mutual Benefit Administrators | 739 | $46.9K | 0.02% | +23+3.2% | Added |
| Venturi Wealth Management, LLC | 741 | $47.0K | 0.00% | −11−1.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 769 | $48.8K | 0.00% | +769 | New |
| Activest Wealth Management | 782 | $49.6K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 785 | $49.8K | 0.02% | +2+0.3% | Added |
| Silvant Capital Management LLC | 796 | $50.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $50.7K | 0.01% | +800 | New |
| HM Payson & Co | 821 | $52.1K | 0.00% | −653−44.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 823 | $52.2K | 0.01% | −1,780−68.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 837 | $53.1K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 864 | $54.8K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 872 | $55.3K | 0.08% | −59−6.3% | Reduced |
| Semmax Financial Advisors Inc. | 1,022 | $58.2K | 0.02% | −267−20.7% | Reduced |
| Godsey & Gibb Associates | 920 | $58.3K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 927 | $58.8K | 0.02% | +437+89.2% | Added |
| Bellevue Asset Management, LLC | 930 | $59.0K | 0.03% | +1+0.1% | Added |
| GPS Wealth Strategies Group, LLC | 938 | $59.5K | 0.01% | −314−25.1% | Reduced |
| First Horizon Advisors, Inc. | 947 | $60.1K | 0.00% | +718+313.5% | Added |
| Fortis Group Advisors, LLC | 950 | $60.2K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 970 | $61.5K | 0.04% | −50−4.9% | Reduced |
| Capital Advisors, Ltd. LLC | 989 | $63.0K | 0.01% | +808+446.4% | Added |
| Future Financial Wealth Managment LLC | 1,000 | $63.4K | 0.05% | +1,000 | New |
| Salem Investment Counselors Inc | 1,010 | $64.1K | 0.00% | +200+24.7% | Added |
| Darwin Advisors, LLC | 1,019 | $64.6K | 0.02% | +1,019 | New |
| RE Dickinson Investment Advisors, LLC | 1,026 | $65.1K | 0.04% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,080 | $68.5K | 0.04% | +1,080 | New |
| Bank of New Hampshire | 1,100 | $69.8K | 0.02% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,119 | $71.0K | 0.03% | +1,119 | New |
| Hexagon Capital Partners LLC | 1,152 | $73.1K | 0.01% | +8+0.7% | Added |
| Trust Co | 1,197 | $75.9K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,210 | $76.7K | 0.01% | +1,210 | New |
| Cypress Capital Management LLC (WY) | 1,218 | $77.2K | 0.08% | +1,218 | New |
| Beacon Capital Management, LLC | 1,280 | $81.2K | 0.01% | −186−12.7% | Reduced |
| Rothschild Investment LLC | 1,305 | $82.8K | 0.01% | +30+2.4% | Added |
| McIlrath & Eck, LLC | 1,363 | $86.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,409 | $89.4K | 0.01% | +176+14.3% | Added |
| Quent Capital, LLC | 1,416 | $89.8K | 0.01% | +4+0.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,418 | $89.9K | 0.03% | −637−31.0% | Reduced |
| Central Trust Co | 1,446 | $91.7K | 0.00% | −230−13.7% | Reduced |
| Front Row Advisors LLC | 1,460 | $92.6K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,475 | $93.5K | 0.03% | +25+1.7% | Added |
| TSFG, LLC | 1,534 | $97.0K | 0.02% | +10+0.7% | Added |
| Capital Analysts, LLC | 1,543 | $98.0K | 0.00% | +581+60.4% | Added |
| Versant Capital Management, Inc | 1,569 | $99.5K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,592 | $101.0K | 0.01% | 00.0% | Unchanged |