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 |
|---|---|---|---|---|---|
| ESL Trust Services, LLC | 1,600 | $101.5K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,600 | $101.5K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1,620 | $102.7K | 0.00% | +57+3.6% | Added |
| Creative Financial Designs Inc | 1,706 | $108.2K | 0.01% | +91+5.6% | Added |
| Anchor Investment Management, LLC | 1,719 | $109.0K | 0.01% | +11+0.6% | Added |
| Glass Jacobson Investment Advisors llc | 1,765 | $111.9K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,780 | $112.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,781 | $113.0K | 0.02% | +1,513+564.6% | Added |
| Optimum Investment Advisors | 1,800 | $114.2K | 0.05% | −200−10.0% | Reduced |
| Castleview Partners, LLC | 1,841 | $116.7K | 0.07% | +25+1.4% | Added |
| Tompkins Financial Corp | 1,871 | $118.7K | 0.01% | +121+6.9% | Added |
| Parkside Financial Bank & Trust | 1,926 | $122.1K | 0.02% | −140−6.8% | Reduced |
| Indiana Trust & Investment Management CO | 1,933 | $122.6K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,940 | $123.0K | 0.08% | +172+9.7% | Added |
| Hollencrest Capital Management | 1,946 | $123.4K | 0.01% | +530+37.4% | Added |
| Flaharty Asset Management, LLC | 1,965 | $124.6K | 0.02% | +1,965 | New |
| Pinnacle Bancorp, Inc. | 1,978 | $125.4K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,982 | $125.7K | 0.03% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $126.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $127.5K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,012 | $127.6K | 0.01% | +19+1.0% | Added |
| Baldwin Brothers Inc | 2,040 | $129.4K | 0.01% | +810+65.9% | Added |
| Manchester Capital Management LLC | 2,048 | $129.9K | 0.02% | +1,089+113.6% | Added |
| Alta Advisers Ltd | 2,100 | $133.2K | 0.06% | +500+31.3% | Added |
| Smartleaf Asset Management LLC | 2,155 | $135.2K | 0.02% | +1,205+126.8% | Added |
| CoreCap Advisors, LLC | 2,153 | $136.5K | 0.01% | +2,153 | New |
| Toth Financial Advisory Corp | 2,167 | $137.4K | 0.02% | +82+3.9% | Added |
| Caldwell Trust Co | 2,214 | $140.4K | 0.01% | −211−8.7% | Reduced |
| Motco | 2,245 | $142.4K | 0.01% | −419−15.7% | Reduced |
| Founders Capital Management | 2,280 | $144.6K | 0.09% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,343 | $148.6K | 0.01% | +386+19.7% | Added |
| Fortitude Family Office, LLC | 2,365 | $150.0K | 0.06% | +2,221+1,542.4% | Added |
| Cromwell Holdings LLC | 2,433 | $154.3K | 0.10% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,442 | $154.9K | 0.02% | +243+11.1% | Added |
| Bogart Wealth, LLC | 2,485 | $157.6K | 0.01% | +10.0% | Added |
| C M Bidwell & Associates Ltd | 2,496 | $158.3K | 0.10% | +83+3.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,500 | $158.6K | 0.00% | −52−2.0% | Reduced |
| Armstrong Advisory Group, Inc | 2,516 | $159.6K | 0.01% | −309−10.9% | Reduced |
| New Millennium Group LLC | 2,627 | $166.6K | 0.11% | +1,074+69.2% | Added |
| M&R Capital Management Inc | 2,664 | $168.9K | 0.04% | +35+1.3% | Added |
| Plato Investment Management Ltd | 2,704 | $171.3K | 0.01% | +2,359+683.8% | Added |
| Coastline Trust Co | 2,760 | $175.0K | 0.02% | +2,760 | New |
| Main Street Group, LTD | 2,768 | $175.5K | 0.07% | +907+48.7% | Added |
| Tidemark, LLC | 2,879 | $182.6K | 0.07% | +23+0.8% | Added |
| Coastal Investment Advisors, Inc. | 3,124 | $194.0K | 0.09% | −12,196−79.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,060 | $194.1K | 0.07% | +120+4.1% | Added |
| Rocky Mountain Advisers, LLC | 3,100 | $196.6K | 0.06% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 3,154 | $200.0K | 0.03% | +3,154 | New |
| Financial Alternatives, Inc | 3,159 | $200.4K | 0.14% | +3,159 | New |
| Kovitz Investment Group Partners, LLC | 3,162 | $200.8K | 0.00% | +3,162 | New |
| Ridgewood Investments LLC | 3,179 | $201.6K | 0.10% | +791+33.1% | Added |
| Koshinski Asset Management, Inc. | 3,195 | $202.6K | 0.02% | +3,195 | New |
| Diversified, LLC | 3,201 | $203.0K | 0.02% | +3,201 | New |
| Diversified Enterprises, LLC | 3,201 | $203.0K | 0.02% | +3,201 | New |
| Octavia Wealth Advisors, LLC | 3,201 | $203.0K | 0.03% | +3,201 | New |
| Somerset Trust Co | 3,216 | $204.0K | 0.08% | +3,216 | New |
| Commons Capital, LLC | 3,216 | $204.0K | 0.23% | +3,216 | New |
| Strategic Blueprint, LLC | 3,219 | $204.1K | 0.01% | +3,219 | New |
| Guyasuta Investment Advisors Inc | 3,226 | $204.6K | 0.01% | −2,813−46.6% | Reduced |
| Tobam | 3,240 | $205.0K | 0.04% | +267+9.0% | Added |
| Quotient Wealth Partners, LLC | 3,235 | $205.2K | 0.01% | +3,235 | New |
| BCJ Capital Management, LLC | 3,243 | $205.7K | 0.02% | +3,243 | New |
| Planned Solutions, Inc. | 3,245 | $205.8K | 0.08% | +3,245 | New |
| McDaniel Terry & Co | 3,269 | $207.0K | 0.02% | +3,269 | New |
| Empower Advisory Group, LLC | 3,274 | $207.6K | 0.00% | +3,274 | New |
| Balyasny Asset Management LLC | 3,276 | $207.8K | 0.00% | +3,276 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,282 | $208.1K | 0.01% | +2,432+286.1% | Added |
| Semus Wealth Partners LLC | 3,284 | $208.2K | 0.15% | +3,284 | New |
| Stonebrook Private Inc. | 3,291 | $208.7K | 0.06% | +3,291 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3,312 | $210.1K | 0.00% | −9−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,321 | $210.6K | 0.01% | +3,321 | New |
| Aspiriant, LLC | 3,345 | $212.1K | 0.01% | +3,345 | New |
| Patrick M Sweeney & Associates, Inc | 3,348 | $212.3K | 0.16% | +3,348 | New |
| Fidelis Capital Partners, LLC | 3,311 | $212.7K | 0.03% | +3,311 | New |
| Simon Quick Advisors, LLC | 3,359 | $213.0K | 0.01% | +3,359 | New |
| Lazari Capital Management, Inc. | 3,359 | $213.0K | 0.09% | +3,359 | New |
| Schechter Investment Advisors, LLC | 3,373 | $213.9K | 0.02% | +3,373 | New |
| First Interstate Bank | 3,386 | $214.7K | 0.01% | +3,386 | New |
| Clear Creek Financial Management, LLC | 3,390 | $215.0K | 0.02% | +3,390 | New |
| BSW Wealth Partners | 3,399 | $215.6K | 0.03% | +3,399 | New |
| L2 Asset Management, LLC | 3,417 | $216.7K | 0.06% | +3,417 | New |
| Morningstar Investment Management LLC | 3,496 | $217.0K | 0.02% | −535−13.3% | Reduced |
| Mindset Wealth Management, LLC | 3,428 | $217.4K | 0.09% | +3,428 | New |
| Moss Adams Wealth Advisors LLC | 3,433 | $217.7K | 0.02% | +3,433 | New |
| Silver Lake Group, L.L.C. | 3,450 | $217.9K | 0.00% | +3,450 | New |
| First Nebraska Trust Co | 3,436 | $217.9K | 0.02% | −1,000−22.5% | Reduced |
| Everpar Advisors LLC | 3,439 | $218.1K | 0.11% | −1,321−27.8% | Reduced |
| Keel Point, LLC | 3,442 | $218.3K | 0.02% | −913−21.0% | Reduced |
| CX Institutional | 3,442 | $218.3K | 0.01% | +3,442 | New |
| Silvia McColl Wealth Management, LLC | 3,450 | $218.8K | 0.16% | +3,450 | New |
| Johnson Investment Counsel Inc | 3,458 | $219.3K | 0.00% | +3,458 | New |
| Strategic Wealth Designers | 3,489 | $219.8K | 0.02% | +3,489 | New |
| Conning Inc. | 3,467 | $219.9K | 0.01% | +3,467 | New |
| Wealth Quarterback LLC | 3,470 | $220.1K | 0.11% | +3,470 | New |
| Sand Hill Global Advisors, LLC | 3,482 | $220.8K | 0.01% | −1,200−25.6% | Reduced |
| Shelton Capital Management | 3,496 | $221.7K | 0.01% | +3,496 | New |
| FDx Advisors, Inc. | 3,499 | $222.0K | 0.06% | +3,499 | New |
| Wesbanco Bank Inc | 3,520 | $223.2K | 0.01% | +3,520 | New |
| Cornerstone Wealth Management, LLC | 3,536 | $224.2K | 0.02% | −403−10.2% | Reduced |
| LPF Advisors LLC | 3,544 | $224.8K | 0.19% | +3,544 | New |