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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 10,938 | $693.7K | 0.06% | +1,264+13.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,960 | $695.1K | 0.15% | +3,346+43.9% | Added |
| Moneta Group Investment Advisors LLC | 10,971 | $695.8K | 0.01% | +319+3.0% | Added |
| Bokf, NA | 11,153 | $695.9K | 0.01% | −360−3.1% | Reduced |
| Harbour Trust & Investment Management Co | 11,126 | $705.6K | 0.08% | −527−4.5% | Reduced |
| Chiron Capital Management, LLC | 11,204 | $710.6K | 0.63% | −6,899−38.1% | Reduced |
| Sunbelt Securities, Inc. | 11,217 | $711.4K | 0.07% | +5,281+89.0% | Added |
| Summa Corp. | 11,250 | $713.5K | 0.34% | +2,000+21.6% | Added |
| Wolverine Trading, LLC | 11,417 | $716.2K | 0.02% | −19,206−62.7% | Reduced |
| Regal Investment Advisors LLC | 11,339 | $719.1K | 0.05% | +4,926+76.8% | Added |
| My Legacy Advisors, LLC | 11,501 | $729.4K | 0.29% | −435−3.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,567 | $733.6K | 0.04% | +5,043+77.3% | Added |
| First Trust Investment Solutions L.P. | 11,646 | $738.6K | 0.08% | −5,026−30.1% | Reduced |
| Jeppson Wealth Management, LLC | 11,658 | $739.3K | 0.26% | +10.0% | Added |
| Nicholson Wealth Management Group, LLC | 11,673 | $740.3K | 0.61% | +11,673 | New |
| Tarbox Family Office, Inc. | 11,687 | $741.2K | 0.12% | −625−5.1% | Reduced |
| Checchi Capital Advisers, LLC | 11,700 | $742.0K | 0.06% | −239−2.0% | Reduced |
| Brown Advisory Inc | 11,845 | $751.2K | 0.00% | −517−4.2% | Reduced |
| TCW Group Inc | 11,916 | $755.7K | 0.01% | −283−2.3% | Reduced |
| Prestige Wealth Management Group LLC | 11,934 | $756.9K | 0.16% | +11,093+1,319.0% | Added |
| Keudell/Morrison Wealth Management | 11,954 | $758.1K | 0.21% | +428+3.7% | Added |
| GAMMA Investing LLC | 12,097 | $767.2K | 0.08% | +2,437+25.2% | Added |
| Wetherby Asset Management Inc | 12,163 | $771.4K | 0.04% | −250−2.0% | Reduced |
| Horizon Investments, LLC | 12,330 | $775.3K | 0.02% | +238+2.0% | Added |
| Proequities, Inc. | 12,243 | $776.4K | 0.05% | +955+8.5% | Added |
| National Asset Management, Inc. | 12,399 | $781.3K | 0.02% | −863−6.5% | Reduced |
| Cornercap Investment Counsel Inc | 12,453 | $789.8K | 0.23% | −7,574−37.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 12,486 | $791.9K | 0.12% | −888−6.6% | Reduced |
| Harbour Investments, Inc. | 12,634 | $801.3K | 0.02% | −609−4.6% | Reduced |
| Consolidated Portfolio Review Corp | 12,640 | $801.6K | 0.18% | +582+4.8% | Added |
| Meeder Advisory Services, Inc. | 12,723 | $806.9K | 0.05% | −1,303−9.3% | Reduced |
| Legacy Financial Advisors, Inc. | 12,790 | $811.1K | 0.14% | −52−0.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,813 | $812.6K | 0.06% | +91+0.7% | Added |
| Infrastructure Capital Advisors, LLC | 12,932 | $816.7K | 0.12% | −155−1.2% | Reduced |
| William Allan, LLC | 12,940 | $820.7K | 0.51% | +490+3.9% | Added |
| Stephens Inc | 13,004 | $824.7K | 0.01% | −284−2.1% | Reduced |
| Moseley Investment Management Inc | 13,057 | $828.1K | 0.33% | +10.0% | Added |
| FJ Capital Management LLC | 13,138 | $833.2K | 0.09% | +13,138 | New |
| Duncker Streett & Co Inc | 13,220 | $838.4K | 0.15% | +20.0% | Added |
| Black Swift Group, LLC | 13,240 | $839.7K | 0.19% | +1,850+16.2% | Added |
| Modern Wealth Management, LLC | 13,266 | $841.4K | 0.05% | −14−0.1% | Reduced |
| Segall Bryant & Hamill, LLC | 13,300 | $843.5K | 0.01% | +13,300 | New |
| Verus Capital Partners, LLC | 13,421 | $850.9K | 0.08% | −788−5.5% | Reduced |
| Congress Wealth Management LLC | 13,468 | $854.2K | 0.01% | +8,829+190.3% | Added |
| N.E.W. Advisory Services LLC | 13,508 | $856.7K | 0.08% | +2,208+19.5% | Added |
| Bright Futures Wealth Management, LLC. | 14,308 | $865.3K | 0.42% | +3,387+31.0% | Added |
| Vawter Financial, Ltd. | 13,672 | $867.1K | 0.53% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 13,707 | $869.3K | 0.09% | +2,432+21.6% | Added |
| Panagora Asset Management Inc | 13,729 | $870.7K | 0.00% | −40.0% | Reduced |
| Abundance Wealth Counselors | 13,817 | $876.0K | 0.18% | +13,817 | New |
| GTS Securities LLC | 13,828 | $877.0K | 0.02% | +6,966+101.5% | Added |
| Magnolia Capital Management Ltd | 13,872 | $880.0K | 0.70% | −215−1.5% | Reduced |
| TFG Advisers LLC | 13,885 | $880.6K | 0.32% | +275+2.0% | Added |
| Money Concepts Capital Corp | 13,893 | $881.1K | 0.07% | +576+4.3% | Added |
| Denver Wealth Management, Inc. | 13,988 | $887.1K | 0.41% | −147−1.0% | Reduced |
| Resources Investment Advisors, LLC. | 14,064 | $891.9K | 0.01% | +3,720+36.0% | Added |
| Prudential PLC | 14,103 | $894.4K | 0.00% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 14,122 | $895.6K | 0.22% | +14,122 | New |
| Retirement Planning Co of New England, Inc. | 14,151 | $897.5K | 0.45% | +663+4.9% | Added |
| Heirloom Wealth Management | 14,294 | $906.5K | 0.28% | −5,564−28.0% | Reduced |
| Harbor Investment Advisory, LLC | 14,466 | $917.4K | 0.09% | −10−0.1% | Reduced |
| Westpac Banking Corp | 14,466 | $917.4K | 0.06% | +2,053+16.5% | Added |
| Park Avenue Securities LLC | 14,593 | $925.0K | 0.01% | −2,796−16.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,671 | $931.2K | 0.00% | +14,670+1,467,000.0% | Added |
| Banco Santander, S.A. | 14,787 | $937.8K | 0.01% | −2,109−12.5% | Reduced |
| Loudon Investment Management, LLC | 14,870 | $943.1K | 0.52% | +700+4.9% | Added |
| Empowered Funds, LLC | 15,101 | $953.7K | 0.01% | +428+2.9% | Added |
| Perigon Wealth Management, LLC | 15,052 | $954.6K | 0.03% | +103+0.7% | Added |
| Steel Peak Wealth Management LLC | 15,079 | $956.3K | 0.04% | +15,079 | New |
| L.M. Kohn & Company | 15,121 | $959.0K | 0.24% | −158−1.0% | Reduced |
| LM Advisors LLC | 15,161 | $962.0K | 0.20% | −170−1.1% | Reduced |
| Essex Financial Services, Inc. | 15,117 | $962.8K | 0.07% | −710−4.5% | Reduced |
| Alpha Cubed Investments, LLC | 15,198 | $963.9K | 0.04% | −2,444−13.9% | Reduced |
| Glen Eagle Advisors, LLC | 15,280 | $969.1K | 0.16% | −838−5.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,323 | $971.8K | 0.01% | +875+6.1% | Added |
| Stoneridge Investment Partners LLC | 15,392 | $976.0K | 0.36% | −16,608−51.9% | Reduced |
| Reuter James Wealth Management, LLC | 15,455 | $980.2K | 0.18% | +342+2.3% | Added |
| LRI Investments, LLC | 17,555 | $984.3K | 0.10% | −98−0.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,575 | $987.8K | 0.04% | −2,036−11.6% | Reduced |
| HighPoint Advisor Group LLC | 16,801 | $989.2K | 0.06% | −264−1.5% | Reduced |
| First National Trust Co | 15,637 | $991.7K | 0.04% | −20.0% | Reduced |
| Samalin Investment Counsel, LLC | 15,731 | $997.7K | 0.43% | −194−1.2% | Reduced |
| Compass Ion Advisors, LLC | 15,772 | $1.00M | 0.12% | −1,559−9.0% | Reduced |
| Golden State Equity Partners | 15,851 | $1.01M | 0.16% | −27−0.2% | Reduced |
| Convergence Financial, LLC | 16,083 | $1.02M | 0.22% | +6,250+63.6% | Added |
| United Capital Financial Advisers, LLC | 16,149 | $1.02M | 0.01% | −56−0.3% | Reduced |
| Pasadena Private Wealth, LLC | 16,237 | $1.03M | 0.22% | −582−3.5% | Reduced |
| Bryn Mawr Trust Co | 16,279 | $1.03M | 0.02% | +16,279 | New |
| Armstrong, Fleming & Moore, Inc | 16,280 | $1.03M | 0.60% | −1,074−6.2% | Reduced |
| V-Square Quantitative Management LLC | 16,287 | $1.03M | 0.15% | +1,438+9.7% | Added |
| Wealthspire Advisors, LLC | 16,355 | $1.04M | 0.01% | +16,355 | New |
| Brinker Capital Investments, LLC | 16,490 | $1.05M | 0.01% | −2,788−14.5% | Reduced |
| Orion Portfolio Solutions, LLC | 16,490 | $1.05M | 0.01% | −2,788−14.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 16,593 | $1.05M | 0.03% | +894+5.7% | Added |
| Versor Investments LP | 16,600 | $1.05M | 0.17% | −50,006−75.1% | Reduced |
| Delta Investment Management, LLC | 16,628 | $1.05M | 0.21% | −1,138−6.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,694 | $1.06M | 0.03% | +5,294+46.4% | Added |
| Wealthcare Advisory Partners LLC | 16,789 | $1.06M | 0.03% | +16,789 | New |
| Massmutual Trust Co FSB | 16,858 | $1.07M | 0.03% | +524+3.2% | Added |
| Greenleaf Trust | 16,911 | $1.07M | 0.01% | +170+1.0% | Added |