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 |
|---|---|---|---|---|---|
| JBR Co Financial Management Inc | 16,937 | $1.07M | 0.70% | +5,984+54.6% | Added |
| Allen Capital Group, LLC | 16,957 | $1.08M | 0.14% | −1,163−6.4% | Reduced |
| RDA Financial Network | 17,003 | $1.08M | 0.33% | −2,271−11.8% | Reduced |
| Nwam LLC | 17,093 | $1.08M | 0.07% | −1,625−8.7% | Reduced |
| NorthRock Partners, LLC | 17,339 | $1.10M | 0.04% | −247−1.4% | Reduced |
| Buckingham Strategic Partners | 17,440 | $1.11M | 0.02% | −499−2.8% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,635 | $1.12M | 0.43% | −685−3.7% | Reduced |
| United Services Automobile Association | 17,927 | $1.14M | 0.03% | −3,856−17.7% | Reduced |
| Hilltop Holdings Inc. | 17,956 | $1.14M | 0.07% | +10,196+131.4% | Added |
| Naples Global Advisors, LLC | 18,046 | $1.14M | 0.11% | −125−0.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,265 | $1.15M | 0.08% | +1,938+11.9% | Added |
| Vinva Investment Management Ltd | 18,479 | $1.16M | 0.05% | −9,275−33.4% | Reduced |
| Stanley-Laman Group, Ltd. | 18,285 | $1.16M | 0.16% | 00.0% | Unchanged |
| RB Capital Management, LLC | 18,376 | $1.17M | 0.27% | −908−4.7% | Reduced |
| Foresight Capital Management Advisors, Inc. | 18,576 | $1.18M | 0.70% | +1,317+7.6% | Added |
| Blair William & Co | 18,632 | $1.18M | 0.00% | +1,235+7.1% | Added |
| SMART Wealth LLC | 18,753 | $1.19M | 0.47% | +4,811+34.5% | Added |
| Perennial Investment Advisors, LLC | 19,008 | $1.21M | 0.16% | +1,140+6.4% | Added |
| Ashton Thomas Private Wealth, LLC | 19,253 | $1.22M | 0.07% | −9,484−33.0% | Reduced |
| Diligent Investors, LLC | 19,263 | $1.22M | 0.28% | +27+0.1% | Added |
| Adams Asset Advisors, LLC | 19,275 | $1.22M | 0.16% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 19,374 | $1.23M | 0.04% | +9,090+88.4% | Added |
| Red Cedar Investment Management, LLC | 19,609 | $1.24M | 0.16% | +19,609 | New |
| Trust Investment Advisors | 19,854 | $1.26M | 0.80% | −1,912−8.8% | Reduced |
| Vident Advisory, LLC | 20,030 | $1.27M | 0.03% | +12,728+174.3% | Added |
| WCM Investment Management, LLC | 20,361 | $1.28M | 0.00% | +14,798+266.0% | Added |
| Bleakley Financial Group, LLC | 20,198 | $1.28M | 0.04% | −5,665−21.9% | Reduced |
| Prosperity Planning, Inc. | 20,266 | $1.29M | 0.41% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,369 | $1.29M | 0.36% | +1,800+9.7% | Added |
| Glenmede Trust Co NA | 20,391 | $1.29M | 0.01% | +837+4.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 20,420 | $1.30M | 0.10% | −373−1.8% | Reduced |
| Bay Rivers Group | 20,444 | $1.30M | 0.64% | −442−2.1% | Reduced |
| Arkadios Wealth Advisors | 20,461 | $1.30M | 0.07% | +3,557+21.0% | Added |
| IFG Advisory, LLC | 20,485 | $1.30M | 0.08% | +2,311+12.7% | Added |
| Wedbush Securities Inc | 20,631 | $1.31M | 0.05% | −2,619−11.3% | Reduced |
| Code Waechter LLC | 20,624 | $1.31M | 1.25% | +20,624 | New |
| Centaurus Financial, Inc. | 20,643 | $1.31M | 0.08% | −5,148−20.0% | Reduced |
| Global Retirement Partners, LLC | 20,688 | $1.31M | 0.04% | +3,021+17.1% | Added |
| Sowell Financial Services LLC | 20,698 | $1.31M | 0.06% | +141+0.7% | Added |
| Investors Research Corp | 20,706 | $1.31M | 0.29% | +125+0.6% | Added |
| Savant Capital, LLC | 20,802 | $1.32M | 0.01% | +1,073+5.4% | Added |
| Broadwater Capital Management LLC | 20,930 | $1.33M | 0.98% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 21,083 | $1.34M | 0.12% | −127−0.6% | Reduced |
| Ronald Blue Trust, Inc. | 25,422 | $1.34M | 0.02% | +2,266+9.8% | Added |
| Concurrent Investment Advisors, LLC | 21,276 | $1.35M | 0.04% | +486+2.3% | Added |
| Colonial Trust Co | 21,389 | $1.36M | 0.21% | +2,482+13.1% | Added |
| Applied Capital LLC | 21,439 | $1.36M | 1.06% | −93−0.4% | Reduced |
| Teamwork Financial Advisors, LLC | 21,591 | $1.37M | 0.19% | +21,591 | New |
| Walleye Capital LLC | 21,616 | $1.37M | 0.01% | +11,024+104.1% | Added |
| Adviser Investments LLC | 21,873 | $1.39M | 0.02% | +625+2.9% | Added |
| Benedict Financial Advisors Inc | 21,934 | $1.39M | 0.33% | −111−0.5% | Reduced |
| Independent Advisor Alliance | 21,958 | $1.39M | 0.05% | +1,571+7.7% | Added |
| Cascade Investment Advisors, Inc. | 21,986 | $1.39M | 0.89% | −90−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 22,071 | $1.40M | 0.03% | +915+4.3% | Added |
| Vestmark Advisory Solutions, Inc. | 22,140 | $1.40M | 0.05% | −147−0.7% | Reduced |
| Principal Securities, Inc. | 22,224 | $1.41M | 0.03% | +702+3.3% | Added |
| Inspire Trust Co, N.A. | 22,225 | $1.41M | 0.39% | +2,000+9.9% | Added |
| Pensionmark Financial Group, LLC | 22,251 | $1.41M | 0.04% | +22,251 | New |
| Brown Brothers Harriman & Co | 22,420 | $1.42M | 0.01% | +1,583+7.6% | Added |
| Verdence Capital Advisors LLC | 22,564 | $1.43M | 0.11% | +1,841+8.9% | Added |
| Harvest Portfolios Group Inc. | 22,577 | $1.43M | 0.05% | +15,200+206.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 22,653 | $1.44M | 0.01% | +5,582+32.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 22,653 | $1.44M | 0.01% | +22,653 | New |
| Linden Thomas Advisory Services, LLC | 22,716 | $1.44M | 0.20% | −52−0.2% | Reduced |
| Atom Investors LP | 22,921 | $1.45M | 0.15% | +22,921 | New |
| Intech Investment Management LLC | 22,941 | $1.45M | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 22,955 | $1.46M | 0.56% | −202−0.9% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 23,104 | $1.47M | 0.62% | −1,466−6.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 23,138 | $1.47M | 0.03% | −3,227−12.2% | Reduced |
| Advisory Services Network, LLC | 27,996 | $1.48M | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 23,530 | $1.49M | 0.23% | +3,651+18.4% | Added |
| Moors & Cabot, Inc. | 23,636 | $1.50M | 0.07% | +333+1.4% | Added |
| Worldquant Millennium Advisors LLC | 23,726 | $1.50M | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 24,091 | $1.53M | 0.00% | −6,546−21.4% | Reduced |
| Prospera Financial Services Inc | 24,163 | $1.53M | 0.04% | −864−3.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 24,329 | $1.54M | 0.12% | −403−1.6% | Reduced |
| Profund Advisors LLC | 24,412 | $1.55M | 0.06% | +10,924+81.0% | Added |
| Tokio Marine Asset Management Co Ltd | 24,457 | $1.55M | 0.07% | +3,184+15.0% | Added |
| Commerzbank Aktiengesellschaft | 24,687 | $1.57M | 0.04% | +1,403+6.0% | Added |
| Investment Advisory Group, LLC | 24,725 | $1.57M | 0.54% | +276+1.1% | Added |
| Kovack Advisors, Inc. | 24,758 | $1.57M | 0.17% | −2,574−9.4% | Reduced |
| Commerce Bank | 25,224 | $1.60M | 0.01% | −1,841−6.8% | Reduced |
| Merit Financial Group, LLC | 25,237 | $1.60M | 0.04% | +17,217+214.7% | Added |
| LongView Wealth Management | 25,310 | $1.61M | 0.51% | +4,099+19.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 25,446 | $1.61M | 0.14% | +4,927+24.0% | Added |
| Apollon Wealth Management, LLC | 25,452 | $1.61M | 0.05% | −648−2.5% | Reduced |
| Kesler, Norman & Wride, LLC | 25,552 | $1.62M | 0.32% | +1,904+8.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,784 | $1.64M | 0.11% | −2,302−8.2% | Reduced |
| CIBC Private Wealth Group, LLC | 25,810 | $1.64M | 0.00% | +792+3.2% | Added |
| Cornerstone Advisors, LLC | 26,100 | $1.66M | 0.07% | +7,900+43.4% | Added |
| Shufro Rose & Co LLC | 31,500 | $1.66M | 0.14% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 26,260 | $1.67M | 0.00% | −58,602−69.1% | Reduced |
| Mystic Asset Management, Inc. | 26,298 | $1.67M | 0.63% | +320+1.2% | Added |
| Credit Agricole S A | 26,407 | $1.67M | 0.01% | −11,051−29.5% | Reduced |
| Ameritas Advisory Services, LLC | 26,531 | $1.68M | 0.07% | −203−0.8% | Reduced |
| Signaturefd, LLC | 26,578 | $1.69M | 0.03% | +1,673+6.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 26,693 | $1.69M | 0.04% | 00.0% | Unchanged |
| Caxton Associates LP | 26,776 | $1.70M | 0.08% | −4,749−15.1% | Reduced |
| Griffin Asset Management, Inc. | 26,857 | $1.70M | 0.19% | +3,723+16.1% | Added |
| GeoWealth Management, LLC | 26,922 | $1.71M | 0.06% | −1,789−6.2% | Reduced |