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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 4,010 | $254.3K | 0.01% | +39+1.0% | Added |
| EJF Capital LLC | 4,000 | $253.7K | 0.17% | +4,000 | New |
| Campbell & CO Investment Adviser LLC | 3,988 | $252.9K | 0.02% | −6,511−62.0% | Reduced |
| Keystone Wealth Services, LLC | 3,968 | $251.6K | 0.07% | −88−2.2% | Reduced |
| Central Valley Advisors, LLC | 3,964 | $251.4K | 0.14% | +3,964 | New |
| Flynn Zito Capital Management, LLC | 3,960 | $251.1K | 0.12% | +41+1.0% | Added |
| Alpha Family Trust | 3,930 | $249.2K | 0.14% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,925 | $248.9K | 0.15% | −25−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 3,912 | $248.1K | 0.00% | −35,648−90.1% | Reduced |
| Mattern Wealth Management LLC | 3,906 | $247.7K | 0.05% | +3,906 | New |
| Werba Rubin Papier Wealth Management | 3,899 | $247.3K | 0.06% | +3,899 | New |
| Hoxton Planning & Management, LLC | 3,898 | $247.2K | 0.10% | +3,898 | New |
| PFG Advisors | 3,895 | $247.0K | 0.02% | −428−9.9% | Reduced |
| AMG National Trust Bank | 3,886 | $246.4K | 0.01% | +60+1.6% | Added |
| Northstar Advisory Group, LLC | 3,885 | $246.4K | 0.13% | +3,885 | New |
| LGT Fund Management Co Ltd. | 3,942 | $246.1K | 0.03% | +3,942 | New |
| Sandbox Financial Partners, LLC | 3,878 | $245.9K | 0.09% | +10.0% | Added |
| Whittier Trust Co | 3,871 | $245.5K | 0.00% | +166+4.5% | Added |
| Advisory Alpha, LLC | 3,868 | $245.3K | 0.01% | −8−0.2% | Reduced |
| Crescent Sterling, Ltd. | 3,859 | $244.8K | 0.23% | −184−4.6% | Reduced |
| Scott Capital Advisors, LLC | 3,850 | $244.1K | 0.07% | +3,850 | New |
| Sunpointe, LLC | 3,832 | $243.0K | 0.20% | −10−0.3% | Reduced |
| Trajan Wealth LLC | 3,804 | $241.3K | 0.01% | +3,804 | New |
| Pitcairn Co | 3,757 | $238.3K | 0.01% | −1,163−23.6% | Reduced |
| DF Dent & Co Inc | 3,753 | $238.0K | 0.00% | −349−8.5% | Reduced |
| Jentner Corp | 3,747 | $237.6K | 0.07% | +3,747 | New |
| Connors Investor Services Inc | 3,745 | $237.5K | 0.02% | −400−9.7% | Reduced |
| Brevan Howard Capital Management LP | 3,729 | $236.5K | 0.01% | +3,729 | New |
| CFO4Life Group, LLC | 3,703 | $234.8K | 0.04% | +3,703 | New |
| Cherry Creek Investment Advisors, Inc. | 3,699 | $234.6K | 0.12% | +3,699 | New |
| Busey Wealth Management | 3,689 | $234.0K | 0.01% | +3,689 | New |
| PDS Planning, Inc | 3,686 | $233.8K | 0.02% | +3,686 | New |
| Wealth Management Associates, Inc. | 3,676 | $233.1K | 0.10% | +3,676 | New |
| Y-Intercept (Hong Kong) Ltd | 3,670 | $232.8K | 0.01% | +3,670 | New |
| Signal Advisors Wealth, LLC | 3,664 | $232.4K | 0.03% | +3,664 | New |
| Spirepoint Private Client, LLC | 3,655 | $231.8K | 0.03% | +3,655 | New |
| MBA Advisors LLC | 3,629 | $230.2K | 0.11% | +3,629 | New |
| JFS Wealth Advisors, LLC | 3,599 | $228.2K | 0.02% | +2,970+472.2% | Added |
| Exencial Wealth Advisors, LLC | 3,587 | $227.5K | 0.01% | −1,278−26.3% | Reduced |
| Sonora Investment Management Group, LLC | 3,584 | $227.3K | 0.02% | +3,584 | New |
| Ancora Advisors, LLC | 3,584 | $227.3K | 0.01% | −750−17.3% | Reduced |
| Montag A & Associates Inc | 3,580 | $227.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,579 | $226.9K | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 3,573 | $226.6K | 0.00% | +3,573 | New |
| Atlas Financial Advisors, Inc. | 3,570 | $226.4K | 0.36% | +3,570 | New |
| LPF Advisors LLC | 3,544 | $224.8K | 0.19% | +3,544 | New |
| Cornerstone Wealth Management, LLC | 3,536 | $224.2K | 0.02% | −403−10.2% | Reduced |
| Wesbanco Bank Inc | 3,520 | $223.2K | 0.01% | +3,520 | New |
| FDx Advisors, Inc. | 3,499 | $222.0K | 0.06% | +3,499 | New |
| Shelton Capital Management | 3,496 | $221.7K | 0.01% | +3,496 | New |
| Sand Hill Global Advisors, LLC | 3,482 | $220.8K | 0.01% | −1,200−25.6% | Reduced |
| Wealth Quarterback LLC | 3,470 | $220.1K | 0.11% | +3,470 | New |
| Conning Inc. | 3,467 | $219.9K | 0.01% | +3,467 | New |
| Strategic Wealth Designers | 3,489 | $219.8K | 0.02% | +3,489 | New |
| Johnson Investment Counsel Inc | 3,458 | $219.3K | 0.00% | +3,458 | New |
| Silvia McColl Wealth Management, LLC | 3,450 | $218.8K | 0.16% | +3,450 | New |
| CX Institutional | 3,442 | $218.3K | 0.01% | +3,442 | New |
| Keel Point, LLC | 3,442 | $218.3K | 0.02% | −913−21.0% | Reduced |
| Everpar Advisors LLC | 3,439 | $218.1K | 0.11% | −1,321−27.8% | Reduced |
| First Nebraska Trust Co | 3,436 | $217.9K | 0.02% | −1,000−22.5% | Reduced |
| Silver Lake Group, L.L.C. | 3,450 | $217.9K | 0.00% | +3,450 | New |
| Moss Adams Wealth Advisors LLC | 3,433 | $217.7K | 0.02% | +3,433 | New |
| Mindset Wealth Management, LLC | 3,428 | $217.4K | 0.09% | +3,428 | New |
| Morningstar Investment Management LLC | 3,496 | $217.0K | 0.02% | −535−13.3% | Reduced |
| L2 Asset Management, LLC | 3,417 | $216.7K | 0.06% | +3,417 | New |
| BSW Wealth Partners | 3,399 | $215.6K | 0.03% | +3,399 | New |
| Clear Creek Financial Management, LLC | 3,390 | $215.0K | 0.02% | +3,390 | New |
| First Interstate Bank | 3,386 | $214.7K | 0.01% | +3,386 | New |
| Schechter Investment Advisors, LLC | 3,373 | $213.9K | 0.02% | +3,373 | New |
| Lazari Capital Management, Inc. | 3,359 | $213.0K | 0.09% | +3,359 | New |
| Simon Quick Advisors, LLC | 3,359 | $213.0K | 0.01% | +3,359 | New |
| Fidelis Capital Partners, LLC | 3,311 | $212.7K | 0.03% | +3,311 | New |
| Patrick M Sweeney & Associates, Inc | 3,348 | $212.3K | 0.16% | +3,348 | New |
| Aspiriant, LLC | 3,345 | $212.1K | 0.01% | +3,345 | New |
| Robertson Stephens Wealth Management, LLC | 3,321 | $210.6K | 0.01% | +3,321 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3,312 | $210.1K | 0.00% | −9−0.3% | Reduced |
| Stonebrook Private Inc. | 3,291 | $208.7K | 0.06% | +3,291 | New |
| Semus Wealth Partners LLC | 3,284 | $208.2K | 0.15% | +3,284 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,282 | $208.1K | 0.01% | +2,432+286.1% | Added |
| Balyasny Asset Management LLC | 3,276 | $207.8K | 0.00% | +3,276 | New |
| Empower Advisory Group, LLC | 3,274 | $207.6K | 0.00% | +3,274 | New |
| McDaniel Terry & Co | 3,269 | $207.0K | 0.02% | +3,269 | New |
| Planned Solutions, Inc. | 3,245 | $205.8K | 0.08% | +3,245 | New |
| BCJ Capital Management, LLC | 3,243 | $205.7K | 0.02% | +3,243 | New |
| Quotient Wealth Partners, LLC | 3,235 | $205.2K | 0.01% | +3,235 | New |
| Tobam | 3,240 | $205.0K | 0.04% | +267+9.0% | Added |
| Guyasuta Investment Advisors Inc | 3,226 | $204.6K | 0.01% | −2,813−46.6% | Reduced |
| Strategic Blueprint, LLC | 3,219 | $204.1K | 0.01% | +3,219 | New |
| Commons Capital, LLC | 3,216 | $204.0K | 0.23% | +3,216 | New |
| Somerset Trust Co | 3,216 | $204.0K | 0.08% | +3,216 | New |
| Octavia Wealth Advisors, LLC | 3,201 | $203.0K | 0.03% | +3,201 | New |
| Diversified, LLC | 3,201 | $203.0K | 0.02% | +3,201 | New |
| Diversified Enterprises, LLC | 3,201 | $203.0K | 0.02% | +3,201 | New |
| Koshinski Asset Management, Inc. | 3,195 | $202.6K | 0.02% | +3,195 | New |
| Ridgewood Investments LLC | 3,179 | $201.6K | 0.10% | +791+33.1% | Added |
| Kovitz Investment Group Partners, LLC | 3,162 | $200.8K | 0.00% | +3,162 | New |
| Financial Alternatives, Inc | 3,159 | $200.4K | 0.14% | +3,159 | New |
| Nilsine Partners, LLC | 3,154 | $200.0K | 0.03% | +3,154 | New |
| Rocky Mountain Advisers, LLC | 3,100 | $196.6K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,060 | $194.1K | 0.07% | +120+4.1% | Added |