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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 6,893 | $437.2K | 0.09% | −905−11.6% | Reduced |
| Summit Trail Advisors, LLC | 6,912 | $438.4K | 0.01% | +938+15.7% | Added |
| Bessemer Group Inc | 6,969 | $442.0K | 0.00% | −2,649−27.5% | Reduced |
| Hendershot Investments Inc. | 6,995 | $443.6K | 0.06% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 7,009 | $444.5K | 0.06% | +7,009 | New |
| New Insight Wealth Advisors | 7,024 | $445.5K | 0.23% | −631−8.2% | Reduced |
| Spire Wealth Management | 7,028 | $445.7K | 0.02% | +293+4.4% | Added |
| Excalibur Management Corp | 7,039 | $446.4K | 0.17% | +278+4.1% | Added |
| Truvestments Capital LLC | 7,069 | $448.3K | 0.12% | −5,805−45.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 7,142 | $452.9K | 0.21% | −1,249−14.9% | Reduced |
| Ellis Investment Partners, LLC | 7,158 | $454.0K | 0.09% | +3,211+81.4% | Added |
| Benchmark Investment Advisors LLC | 7,321 | $464.3K | 0.33% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 7,343 | $465.7K | 0.02% | −2,317−24.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 7,427 | $471.0K | 0.11% | −856−10.3% | Reduced |
| Jump Financial, LLC | 7,452 | $472.6K | 0.01% | +748+11.2% | Added |
| Trueblood Wealth Management, LLC | 7,484 | $474.6K | 0.24% | +251+3.5% | Added |
| Valeo Financial Advisors, LLC | 7,536 | $477.9K | 0.01% | −347−4.4% | Reduced |
| CAP Partners, LLC | 7,583 | $480.9K | 0.36% | +65+0.9% | Added |
| Flputnam Investment Management Co | 7,608 | $482.5K | 0.01% | +924+13.8% | Added |
| GYL Financial Synergies, LLC | 7,691 | $487.8K | 0.04% | −1,346−14.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,709 | $489.0K | 0.11% | −450−5.5% | Reduced |
| Cypress Capital Group | 7,714 | $489.2K | 0.05% | −102−1.3% | Reduced |
| Essex Savings Bank | 7,818 | $495.8K | 0.12% | +838+12.0% | Added |
| Optiver Holding B.V. | 7,822 | $496.1K | 0.01% | +7,822 | New |
| Procyon Private Wealth Partners, LLC | 7,836 | $496.7K | 0.03% | −478−5.7% | Reduced |
| Norden Group LLC | 7,833 | $496.8K | 0.06% | +2,387+43.8% | Added |
| J.W. Cole Advisors, Inc. | 7,839 | $497.1K | 0.02% | −338−4.1% | Reduced |
| SMH Capital Advisors Inc | 7,901 | $501.1K | 1.55% | −116−1.4% | Reduced |
| Financial Partners Group, Inc | 7,903 | $501.2K | 0.07% | −51−0.6% | Reduced |
| CCM Investment Advisers LLC | 7,920 | $502.3K | 0.06% | −1,490−15.8% | Reduced |
| Beacon Investment Advisors LLC | 7,975 | $505.8K | 0.24% | +881+12.4% | Added |
| Revisor Wealth Management LLC | 7,977 | $505.9K | 0.32% | −484−5.7% | Reduced |
| Anson Funds Management LP | 8,000 | $507.4K | 0.07% | +8,000 | New |
| Geneos Wealth Management Inc. | 8,005 | $507.7K | 0.02% | −411−4.9% | Reduced |
| Ballentine Partners, LLC | 8,048 | $510.4K | 0.01% | +247+3.2% | Added |
| XML Financial, LLC | 8,056 | $510.9K | 0.05% | +2,956+58.0% | Added |
| CWA Asset Management Group, LLC | 8,150 | $516.9K | 0.03% | +8,150 | New |
| Capital Investment Advisors, LLC | 8,161 | $517.6K | 0.01% | −40.0% | Reduced |
| Mather Group, LLC. | 8,178 | $518.6K | 0.01% | −1,767−17.8% | Reduced |
| Intellectus Partners, LLC | 8,199 | $520.0K | 0.13% | +36+0.4% | Added |
| Focused Wealth Management, Inc | 8,301 | $526.4K | 0.07% | +61+0.7% | Added |
| Financial Advocates Investment Management | 8,349 | $529.5K | 0.03% | +591+7.6% | Added |
| Founders Financial Alliance, LLC | 8,396 | $532.4K | 0.15% | +261+3.2% | Added |
| Quadcap Wealth Management, LLC | 8,452 | $536.0K | 0.08% | −165−1.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 8,615 | $546.4K | 0.22% | +4,363+102.6% | Added |
| Gen-Wealth Partners Inc | 9,093 | $550.0K | 0.24% | −149−1.6% | Reduced |
| CAPROCK Group, Inc. | 8,687 | $550.9K | 0.02% | +1,904+28.1% | Added |
| CFS Investment Advisory Services, LLC | 8,694 | $551.0K | 0.05% | −1,318−13.2% | Reduced |
| First County Bank | 8,785 | $557.1K | 0.28% | −1,168−11.7% | Reduced |
| Focus Financial Network, Inc. | 8,820 | $559.3K | 0.02% | −40−0.5% | Reduced |
| Marshall Wace, LLP | 8,820 | $559.4K | 0.00% | +8,820 | New |
| Larson Financial Group LLC | 8,832 | $560.2K | 0.03% | +3,407+62.8% | Added |
| AdvisorNet Financial, Inc | 8,848 | $561.1K | 0.04% | +134+1.5% | Added |
| First Heartland Consultants, Inc. | 8,871 | $563.0K | 0.06% | −25,817−74.4% | Reduced |
| West Paces Advisors Inc. | 8,910 | $565.1K | 0.14% | +809+10.0% | Added |
| Foundations Investment Advisors, LLC | 8,920 | $565.7K | 0.01% | +1,785+25.0% | Added |
| Global X Japan Co., Ltd. | 8,968 | $568.8K | 0.07% | −1,028−10.3% | Reduced |
| Cigna Investments Inc | 8,974 | $570.0K | 0.10% | −135−1.5% | Reduced |
| NovaPoint Capital, LLC | 8,999 | $570.7K | 0.18% | +93+1.0% | Added |
| Keystone Financial Group | 9,089 | $576.4K | 0.07% | −73−0.8% | Reduced |
| First Hawaiian Bank | 9,118 | $578.3K | 0.02% | −164−1.8% | Reduced |
| Ingalls & Snyder LLC | 9,150 | $580.0K | 0.02% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 9,170 | $581.6K | 0.29% | +96+1.1% | Added |
| Tiemann Investment Advisors, LLC | 9,260 | $587.2K | 0.25% | −322−3.4% | Reduced |
| Intrust Bank NA | 9,273 | $588.1K | 0.06% | +136+1.5% | Added |
| Catalytic Wealth RIA, LLC | 9,311 | $590.5K | 0.10% | +127+1.4% | Added |
| NFP Retirement, Inc. | 9,364 | $593.9K | 0.05% | +41+0.4% | Added |
| WFA of San Diego, LLC | 9,389 | $595.5K | 0.50% | −329−3.4% | Reduced |
| Summit Financial, LLC | 9,398 | $596.0K | 0.02% | +1,052+12.6% | Added |
| Buckley Wealth Management, LLC | 9,450 | $599.3K | 0.18% | +176+1.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 9,486 | $601.0K | 0.18% | +53+0.6% | Added |
| Sterling Financial Planning, Inc. | 9,480 | $601.2K | 0.22% | 00.0% | Unchanged |
| First Affirmative Financial Network | 9,485 | $601.6K | 0.33% | −415−4.2% | Reduced |
| Patron Partners Advisors, LLC | 9,564 | $606.5K | 0.34% | +1,153+13.7% | Added |
| Family Legacy, Inc. | 9,606 | $609.2K | 0.20% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 9,703 | $615.4K | 0.04% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 9,740 | $617.7K | 0.01% | +3,906+67.0% | Added |
| HBK Sorce Advisory LLC | 9,780 | $620.2K | 0.02% | −296−2.9% | Reduced |
| Chesapeake Asset Management LLC | 9,788 | $620.8K | 0.54% | +220+2.3% | Added |
| Bailard, Inc. | 9,810 | $622.1K | 0.02% | −785−7.4% | Reduced |
| Sound Financial Strategies Group, LLC | 9,841 | $624.1K | 0.50% | +435+4.6% | Added |
| Portside Wealth Group, LLC | 9,852 | $624.8K | 0.11% | −176−1.8% | Reduced |
| NBC Securities, Inc. | 9,881 | $626.0K | 0.05% | −209−2.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,891 | $627.3K | 0.14% | +576+6.2% | Added |
| Romano Brothers and Company | 9,994 | $633.8K | 0.08% | +140+1.4% | Added |
| Powers Advisory Group, LLC | 10,014 | $635.1K | 0.32% | −137−1.3% | Reduced |
| Associated Banc-Corp | 10,075 | $639.0K | 0.02% | +85+0.9% | Added |
| Financial Management Network Inc | 10,392 | $644.4K | 0.13% | +74+0.7% | Added |
| Private Trust Co NA | 10,187 | $646.1K | 0.07% | +1,112+12.3% | Added |
| Crane Advisory, LLC | 10,544 | $648.6K | 0.12% | 00.0% | Unchanged |
| First National Advisers, LLC | 10,276 | $651.7K | 0.10% | +1,020+11.0% | Added |
| BluePath Capital Management, LLC | 10,322 | $654.6K | 0.41% | +10,322 | New |
| HB Wealth Management, LLC | 10,382 | $658.5K | 0.01% | +1,220+13.3% | Added |
| Quadrant Capital Group LLC | 10,448 | $662.6K | 0.05% | +257+2.5% | Added |
| Cullen/Frost Bankers, Inc. | 10,511 | $666.6K | 0.01% | +154+1.5% | Added |
| AE Wealth Management LLC | 10,512 | $666.7K | 0.01% | −765−6.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,658 | $675.9K | 0.03% | −1,413−11.7% | Reduced |
| SlateStone Wealth, LLC | 10,685 | $678.0K | 0.06% | −60−0.6% | Reduced |
| HHM Wealth Advisors, LLC | 10,707 | $679.0K | 0.10% | −3,030−22.1% | Reduced |
| Chicago Partners Investment Group LLC | 10,774 | $692.1K | 0.02% | +151+1.4% | Added |