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 |
|---|---|---|---|---|---|
| Atlas Financial Advisors, Inc. | 3,570 | $226.4K | 0.36% | +3,570 | New |
| Zacks Investment Management | 3,573 | $226.6K | 0.00% | +3,573 | New |
| Westside Investment Management, Inc. | 3,579 | $226.9K | 0.05% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3,580 | $227.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,584 | $227.3K | 0.01% | −750−17.3% | Reduced |
| Sonora Investment Management Group, LLC | 3,584 | $227.3K | 0.02% | +3,584 | New |
| Exencial Wealth Advisors, LLC | 3,587 | $227.5K | 0.01% | −1,278−26.3% | Reduced |
| JFS Wealth Advisors, LLC | 3,599 | $228.2K | 0.02% | +2,970+472.2% | Added |
| MBA Advisors LLC | 3,629 | $230.2K | 0.11% | +3,629 | New |
| Spirepoint Private Client, LLC | 3,655 | $231.8K | 0.03% | +3,655 | New |
| Signal Advisors Wealth, LLC | 3,664 | $232.4K | 0.03% | +3,664 | New |
| Y-Intercept (Hong Kong) Ltd | 3,670 | $232.8K | 0.01% | +3,670 | New |
| Wealth Management Associates, Inc. | 3,676 | $233.1K | 0.10% | +3,676 | New |
| PDS Planning, Inc | 3,686 | $233.8K | 0.02% | +3,686 | New |
| Busey Wealth Management | 3,689 | $234.0K | 0.01% | +3,689 | New |
| Cherry Creek Investment Advisors, Inc. | 3,699 | $234.6K | 0.12% | +3,699 | New |
| CFO4Life Group, LLC | 3,703 | $234.8K | 0.04% | +3,703 | New |
| Brevan Howard Capital Management LP | 3,729 | $236.5K | 0.01% | +3,729 | New |
| Connors Investor Services Inc | 3,745 | $237.5K | 0.02% | −400−9.7% | Reduced |
| Jentner Corp | 3,747 | $237.6K | 0.07% | +3,747 | New |
| DF Dent & Co Inc | 3,753 | $238.0K | 0.00% | −349−8.5% | Reduced |
| Pitcairn Co | 3,757 | $238.3K | 0.01% | −1,163−23.6% | Reduced |
| Trajan Wealth LLC | 3,804 | $241.3K | 0.01% | +3,804 | New |
| Sunpointe, LLC | 3,832 | $243.0K | 0.20% | −10−0.3% | Reduced |
| Scott Capital Advisors, LLC | 3,850 | $244.1K | 0.07% | +3,850 | New |
| Crescent Sterling, Ltd. | 3,859 | $244.8K | 0.23% | −184−4.6% | Reduced |
| Advisory Alpha, LLC | 3,868 | $245.3K | 0.01% | −8−0.2% | Reduced |
| Whittier Trust Co | 3,871 | $245.5K | 0.00% | +166+4.5% | Added |
| Sandbox Financial Partners, LLC | 3,878 | $245.9K | 0.09% | +10.0% | Added |
| LGT Fund Management Co Ltd. | 3,942 | $246.1K | 0.03% | +3,942 | New |
| Northstar Advisory Group, LLC | 3,885 | $246.4K | 0.13% | +3,885 | New |
| AMG National Trust Bank | 3,886 | $246.4K | 0.01% | +60+1.6% | Added |
| PFG Advisors | 3,895 | $247.0K | 0.02% | −428−9.9% | Reduced |
| Hoxton Planning & Management, LLC | 3,898 | $247.2K | 0.10% | +3,898 | New |
| Werba Rubin Papier Wealth Management | 3,899 | $247.3K | 0.06% | +3,899 | New |
| Mattern Wealth Management LLC | 3,906 | $247.7K | 0.05% | +3,906 | New |
| Capstone Investment Advisors, LLC | 3,912 | $248.1K | 0.00% | −35,648−90.1% | Reduced |
| Cetera Trust Company, N.A | 3,925 | $248.9K | 0.15% | −25−0.6% | Reduced |
| Alpha Family Trust | 3,930 | $249.2K | 0.14% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 3,960 | $251.1K | 0.12% | +41+1.0% | Added |
| Central Valley Advisors, LLC | 3,964 | $251.4K | 0.14% | +3,964 | New |
| Keystone Wealth Services, LLC | 3,968 | $251.6K | 0.07% | −88−2.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,988 | $252.9K | 0.02% | −6,511−62.0% | Reduced |
| EJF Capital LLC | 4,000 | $253.7K | 0.17% | +4,000 | New |
| Dorsey & Whitney Trust CO LLC | 4,010 | $254.3K | 0.01% | +39+1.0% | Added |
| Financial Counselors Inc | 4,013 | $254.5K | 0.00% | −1,645−29.1% | Reduced |
| Prosperity Wealth Management, Inc. | 4,019 | $254.9K | 0.10% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 4,019 | $254.9K | 0.16% | +4,019 | New |
| Ci Investments Inc. | 4,019 | $255.0K | 0.00% | +301+8.1% | Added |
| Slagle Financial, LLC | 4,040 | $256.2K | 0.11% | −39−1.0% | Reduced |
| Asset Dedication, LLC | 4,054 | $257.1K | 0.02% | −2,759−40.5% | Reduced |
| Jacobsen Capital Management | 4,062 | $257.6K | 0.11% | +5+0.1% | Added |
| Wrapmanager Inc | 4,068 | $258.0K | 0.07% | −1,386−25.4% | Reduced |
| Stockman Wealth Management, Inc. | 4,072 | $258.2K | 0.04% | +267+7.0% | Added |
| LexAurum Advisors, LLC | 4,073 | $258.3K | 0.06% | −318−7.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,090 | $259.4K | 0.02% | −362−8.1% | Reduced |
| Pointe Capital Management LLC | 4,094 | $259.6K | 0.15% | 00.0% | Unchanged |
| Aviso Wealth Management | 4,118 | $261.1K | 0.14% | −3,172−43.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 4,167 | $264.2K | 0.01% | +4,167 | New |
| Aull & Monroe Investment Management Corp | 4,200 | $266.4K | 0.12% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 4,221 | $267.7K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 4,227 | $268.1K | 0.00% | +4,227 | New |
| Smith, Moore & Co. | 4,231 | $268.4K | 0.03% | +54+1.3% | Added |
| Wedmont Private Capital | 4,369 | $269.4K | 0.02% | +464+11.9% | Added |
| Congress Park Capital LLC | 4,250 | $269.5K | 0.10% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,254 | $269.8K | 0.09% | +4,254 | New |
| LaSalle St. Investment Advisors, LLC | 4,269 | $270.0K | 0.11% | +4,269 | New |
| Cascade Financial Partners, LLC | 4,244 | $270.3K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 4,289 | $272.0K | 0.05% | +4,289 | New |
| Yoder Wealth Management, Inc. | 4,293 | $272.3K | 0.16% | +4,293 | New |
| Coastwise Capital Group, LLC | 4,300 | $272.7K | 0.22% | +493+12.9% | Added |
| Colonial River Wealth Management, LLC | 4,325 | $274.3K | 0.14% | −41−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 4,325 | $274.3K | 0.01% | −41−0.9% | Reduced |
| Bullock Wealth Management Group | 4,355 | $274.4K | 0.17% | +212+5.1% | Added |
| Gilman Hill Asset Management, LLC | 4,341 | $275.3K | 0.05% | +4,341 | New |
| Moody National Bank Trust Division | 4,356 | $276.3K | 0.03% | +4,356 | New |
| Sovereign Financial Group, Inc. | 4,362 | $276.7K | 0.06% | −150−3.3% | Reduced |
| Boston Financial Mangement LLC | 4,374 | $277.4K | 0.01% | −1,000−18.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 4,057 | $278.9K | 0.00% | −2,319−36.4% | Reduced |
| Berger Financial Group, Inc | 4,441 | $281.7K | 0.02% | +189+4.4% | Added |
| Lantz Financial LLC | 4,465 | $283.2K | 0.08% | +30+0.7% | Added |
| Tyche Wealth Partners LLC | 4,472 | $283.6K | 0.06% | −193−4.1% | Reduced |
| Rinkey Investments | 4,504 | $285.6K | 0.09% | +175+4.0% | Added |
| First Manhattan Co | 4,506 | $285.8K | 0.00% | −800−15.1% | Reduced |
| Good Life Advisors, LLC | 4,528 | $287.2K | 0.02% | −756−14.3% | Reduced |
| Legacy Advisors, LLC | 4,531 | $287.4K | 0.03% | +4,531 | New |
| Modera Wealth Management, LLC | 4,532 | $287.4K | 0.00% | −38−0.8% | Reduced |
| Atticus Wealth Management, LLC | 4,543 | $288.1K | 0.09% | +18+0.4% | Added |
| Northcape Wealth Management, LLC | 4,563 | $289.4K | 0.09% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,578 | $290.3K | 0.11% | +15+0.3% | Added |
| Charter Oak Capital Management, LLC | 4,601 | $291.8K | 0.03% | +617+15.5% | Added |
| Cozad Asset Management Inc | 4,638 | $294.1K | 0.03% | −194−4.0% | Reduced |
| Holderness Investments Co | 4,653 | $295.1K | 0.06% | +262+6.0% | Added |
| Stiles Financial Services Inc | 4,716 | $299.1K | 0.11% | +17+0.4% | Added |
| Leo Wealth, LLC | 4,729 | $299.9K | 0.03% | −1,174−19.9% | Reduced |
| West Family Investments, Inc. | 4,783 | $303.3K | 0.10% | +321+7.2% | Added |
| TD Waterhouse Canada Inc. | 4,824 | $303.9K | 0.00% | +4,150+615.7% | Added |
| Lake Street Advisors Group, LLC | 4,814 | $305.3K | 0.01% | −52−1.1% | Reduced |
| MONECO Advisors, LLC | 4,894 | $310.4K | 0.04% | +4,894 | New |
| ETF Store, Inc. | 4,902 | $310.9K | 0.32% | +252+5.4% | Added |