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 |
|---|---|---|---|---|---|
| MeadowBrook Investment Advisors LLC | 4,915 | $311.7K | 0.28% | −1,177−19.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,925 | $312.3K | 0.09% | +60+1.2% | Added |
| SeaCrest Wealth Management, LLC | 4,930 | $312.7K | 0.03% | −153−3.0% | Reduced |
| Napa Wealth Management | 4,940 | $313.3K | 0.15% | +881+21.7% | Added |
| ProVise Management Group, LLC | 4,949 | $313.9K | 0.02% | +386+8.5% | Added |
| Verdad Advisers, LP | 4,951 | $314.0K | 0.42% | +4,951 | New |
| Morningstar Investment Services LLC | 5,015 | $315.0K | 0.00% | +413+9.0% | Added |
| RIA Advisory Group LLC | 4,986 | $316.2K | 0.11% | +4,986 | New |
| Catalyst Capital Advisors LLC | 5,000 | $317.1K | 0.01% | 00.0% | Unchanged |
| Channel Wealth LLC | 5,042 | $319.7K | 0.11% | −4,348−46.3% | Reduced |
| SS&H Financial Advisors, Inc. | 5,050 | $320.0K | 0.12% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 5,060 | $320.9K | 0.21% | −461−8.3% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,093 | $323.0K | 0.07% | −742−12.7% | Reduced |
| Insigneo Advisory Services, LLC | 5,103 | $323.6K | 0.03% | −281−5.2% | Reduced |
| BlueChip Wealth Advisors LLC | 5,108 | $323.9K | 0.17% | −100−1.9% | Reduced |
| Visionary Wealth Advisors | 5,126 | $325.1K | 0.02% | +63+1.2% | Added |
| FLC Capital Advisors | 5,136 | $325.7K | 0.08% | +1,128+28.1% | Added |
| Mason & Associates Inc | 5,143 | $326.2K | 0.08% | −4−0.1% | Reduced |
| Evanson Asset Management, LLC | 5,158 | $327.1K | 0.02% | +13+0.3% | Added |
| Mayflower Financial Advisors, LLC | 5,162 | $327.4K | 0.05% | +122+2.4% | Added |
| Whittier Trust Co of Nevada Inc | 5,182 | $328.6K | 0.01% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 5,185 | $328.8K | 0.03% | −567−9.9% | Reduced |
| Avestar Capital, LLC | 5,192 | $329.3K | 0.04% | +235+4.7% | Added |
| Whalen Wealth Management Inc. | 5,196 | $329.5K | 0.23% | +5,196 | New |
| Argent Trust Co | 5,207 | $330.2K | 0.01% | −700−11.9% | Reduced |
| EverSource Wealth Advisors, LLC | 5,226 | $331.4K | 0.02% | −1,015−16.3% | Reduced |
| Western Wealth Management, LLC | 5,235 | $332.0K | 0.02% | +47+0.9% | Added |
| Premier Path Wealth Partners, LLC | 5,259 | $333.5K | 0.05% | +475+9.9% | Added |
| Ignite Planners, LLC | 5,273 | $334.4K | 0.08% | +31+0.6% | Added |
| Prairie Sky Financial Group LLC | 5,332 | $338.2K | 0.19% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 5,342 | $338.8K | 0.02% | +5,342 | New |
| Landscape Capital Management, L.L.C. | 5,352 | $339.4K | 0.03% | +5,352 | New |
| Principle Wealth Partners LLC | 5,375 | $340.9K | 0.02% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 5,390 | $341.8K | 0.24% | +500+10.2% | Added |
| Lummis Asset Management, LP | 5,457 | $346.1K | 0.40% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 5,475 | $347.2K | 0.02% | −664−10.8% | Reduced |
| Brighton Jones LLC | 5,486 | $347.9K | 0.01% | −455−7.7% | Reduced |
| Strategy Asset Managers LLC | 5,489 | $348.1K | 0.07% | +1,012+22.6% | Added |
| MBB Public Markets I LLC | 5,490 | $348.2K | 0.03% | −55,325−91.0% | Reduced |
| Cross Staff Investments Inc | 5,511 | $349.5K | 0.27% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 5,481 | $352.0K | 0.34% | +158+3.0% | Added |
| CIC Wealth, LLC | 5,565 | $352.9K | 0.09% | +5,565 | New |
| Campion Asset Management LLC | 5,570 | $353.2K | 0.26% | 00.0% | Unchanged |
| TPG Advisors LLC | 5,616 | $356.2K | 0.28% | +114+2.1% | Added |
| Vance Wealth, Inc. | 5,626 | $356.8K | 0.14% | −20.0% | Reduced |
| BKD Wealth Advisors, LLC | 5,657 | $358.8K | 0.01% | +20.0% | Added |
| Transcend Wealth Collective, LLC | 5,663 | $359.2K | 0.02% | −10.0% | Reduced |
| Vise Technologies, Inc. | 5,683 | $360.4K | 0.05% | +5,683 | New |
| Csenge Advisory Group | 5,843 | $360.8K | 0.02% | −286−4.7% | Reduced |
| Wolverine Asset Management LLC | 5,711 | $362.2K | 0.01% | −21,127−78.7% | Reduced |
| Walker Asset Management, LLC | 5,767 | $365.7K | 0.23% | +76+1.3% | Added |
| Court Place Advisors, LLC | 5,772 | $366.1K | 0.11% | +8+0.1% | Added |
| Westwood Holdings Group Inc. | 5,786 | $366.9K | 0.00% | −100,316−94.5% | Reduced |
| Grimes & Company, Inc. | 5,831 | $369.8K | 0.01% | +5,831 | New |
| Teacher Retirement System of Texas | 5,830 | $370.0K | 0.00% | −10,915−65.2% | Reduced |
| Farther Finance Advisors, LLC | 5,868 | $372.0K | 0.01% | +555+10.4% | Added |
| Fragasso Group Inc. | 5,885 | $373.2K | 0.03% | +5,885 | New |
| 180 Wealth Advisors, LLC | 5,920 | $375.4K | 0.06% | −424−6.7% | Reduced |
| King Luther Capital Management Corp | 5,922 | $375.6K | 0.00% | −26,899−82.0% | Reduced |
| SignalPoint Asset Management, LLC | 6,045 | $379.2K | 0.09% | −156−2.5% | Reduced |
| Everhart Financial Group, Inc. | 5,990 | $379.9K | 0.08% | +1,319+28.2% | Added |
| AllSquare Wealth Management LLC | 5,997 | $380.3K | 0.22% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,028 | $381.0K | 0.00% | −2,871−32.3% | Reduced |
| Petix & Botte Co | 6,028 | $382.3K | 0.10% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 6,050 | $383.7K | 0.04% | +503+9.1% | Added |
| Camden Capital, LLC | 6,051 | $383.8K | 0.04% | +159+2.7% | Added |
| Opus Capital Group, LLC | 6,061 | $384.0K | 0.05% | −25−0.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,080 | $385.6K | 0.07% | −3,000−33.0% | Reduced |
| IFP Advisors, Inc | 6,138 | $389.3K | 0.01% | −769−11.1% | Reduced |
| 9258 Wealth Management, LLC | 6,141 | $389.5K | 0.06% | +537+9.6% | Added |
| Integrated Advisors Network LLC | 6,178 | $391.8K | 0.02% | +99+1.6% | Added |
| Milestone Asset Management, LLC | 6,190 | $392.6K | 0.09% | −19−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 6,231 | $393.0K | 0.03% | +6,231 | New |
| Prudent Man Advisors, LLC | 6,211 | $393.9K | 0.13% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,234 | $395.0K | 0.02% | +6,234 | New |
| Park Place Capital Corp | 6,230 | $395.1K | 0.11% | +648+11.6% | Added |
| Atomi Financial Group, Inc. | 6,236 | $395.5K | 0.02% | +1,888+43.4% | Added |
| Rodgers Brothers Inc. | 6,250 | $396.4K | 0.05% | −500−7.4% | Reduced |
| Heartland Bank & Trust Co | 6,269 | $397.6K | 0.21% | −243−3.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,349 | $402.6K | 0.04% | −1,223−16.2% | Reduced |
| Regions Financial Corp | 6,384 | $404.9K | 0.00% | +106+1.7% | Added |
| Centiva Capital, LP | 6,398 | $405.8K | 0.02% | +6,398 | New |
| Angeles Investment Advisors, LLC | 6,434 | $408.0K | 0.02% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 6,492 | $411.7K | 0.21% | +6,492 | New |
| Dudley Capital Management, LLC | 6,504 | $412.5K | 0.22% | +790+13.8% | Added |
| Aptus Capital Advisors, LLC | 6,519 | $413.4K | 0.01% | −1,467−18.4% | Reduced |
| AlphaCore Capital LLC | 6,541 | $414.8K | 0.09% | −76−1.1% | Reduced |
| Core Wealth Partners LLC | 6,576 | $417.0K | 0.25% | +2,453+59.5% | Added |
| Sound View Wealth Advisors Group, LLC | 6,576 | $417.1K | 0.03% | +2,740+71.4% | Added |
| Blue Fin Capital, Inc. | 6,630 | $420.4K | 0.08% | 00.0% | Unchanged |
| American Investment Services, Inc. | 6,676 | $423.4K | 0.07% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 6,692 | $424.4K | 0.29% | +6,692 | New |
| Cape Investment Advisory, Inc. | 6,698 | $424.8K | 0.17% | +16+0.2% | Added |
| Sage Investment Advisers LLC | 6,711 | $425.6K | 0.45% | +10.0% | Added |
| Investmark Advisory Group LLC | 6,755 | $428.4K | 0.21% | +107+1.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,776 | $429.7K | 0.05% | +26+0.4% | Added |
| BancorpSouth Bank | 6,806 | $431.6K | 0.03% | +1,200+21.4% | Added |
| Fullcircle Wealth LLC | 7,056 | $432.5K | 0.19% | −2,303−24.6% | Reduced |
| Graypoint LLC | 6,826 | $432.9K | 0.03% | +610+9.8% | Added |
| Stratos Wealth Advisors, LLC | 6,880 | $436.4K | 0.02% | −6−0.1% | Reduced |