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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 3,124 | $194.0K | 0.09% | −12,196−79.6% | Reduced |
| Tidemark, LLC | 2,879 | $182.6K | 0.07% | +23+0.8% | Added |
| Main Street Group, LTD | 2,768 | $175.5K | 0.07% | +907+48.7% | Added |
| Coastline Trust Co | 2,760 | $175.0K | 0.02% | +2,760 | New |
| Plato Investment Management Ltd | 2,704 | $171.3K | 0.01% | +2,359+683.8% | Added |
| M&R Capital Management Inc | 2,664 | $168.9K | 0.04% | +35+1.3% | Added |
| New Millennium Group LLC | 2,627 | $166.6K | 0.11% | +1,074+69.2% | Added |
| Armstrong Advisory Group, Inc | 2,516 | $159.6K | 0.01% | −309−10.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,500 | $158.6K | 0.00% | −52−2.0% | Reduced |
| C M Bidwell & Associates Ltd | 2,496 | $158.3K | 0.10% | +83+3.4% | Added |
| Bogart Wealth, LLC | 2,485 | $157.6K | 0.01% | +10.0% | Added |
| Y.D. More Investments Ltd | 2,442 | $154.9K | 0.02% | +243+11.1% | Added |
| Cromwell Holdings LLC | 2,433 | $154.3K | 0.10% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2,365 | $150.0K | 0.06% | +2,221+1,542.4% | Added |
| Lindbrook Capital, LLC | 2,343 | $148.6K | 0.01% | +386+19.7% | Added |
| Founders Capital Management | 2,280 | $144.6K | 0.09% | 00.0% | Unchanged |
| Motco | 2,245 | $142.4K | 0.01% | −419−15.7% | Reduced |
| Caldwell Trust Co | 2,214 | $140.4K | 0.01% | −211−8.7% | Reduced |
| Toth Financial Advisory Corp | 2,167 | $137.4K | 0.02% | +82+3.9% | Added |
| CoreCap Advisors, LLC | 2,153 | $136.5K | 0.01% | +2,153 | New |
| Smartleaf Asset Management LLC | 2,155 | $135.2K | 0.02% | +1,205+126.8% | Added |
| Alta Advisers Ltd | 2,100 | $133.2K | 0.06% | +500+31.3% | Added |
| Manchester Capital Management LLC | 2,048 | $129.9K | 0.02% | +1,089+113.6% | Added |
| Baldwin Brothers Inc | 2,040 | $129.4K | 0.01% | +810+65.9% | Added |
| SRS Capital Advisors, Inc. | 2,012 | $127.6K | 0.01% | +19+1.0% | Added |
| Financial Perspectives, Inc | 2,011 | $127.5K | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $126.8K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,982 | $125.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,978 | $125.4K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 1,965 | $124.6K | 0.02% | +1,965 | New |
| Hollencrest Capital Management | 1,946 | $123.4K | 0.01% | +530+37.4% | Added |
| Covestor Ltd | 1,940 | $123.0K | 0.08% | +172+9.7% | Added |
| Indiana Trust & Investment Management CO | 1,933 | $122.6K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,926 | $122.1K | 0.02% | −140−6.8% | Reduced |
| Tompkins Financial Corp | 1,871 | $118.7K | 0.01% | +121+6.9% | Added |
| Castleview Partners, LLC | 1,841 | $116.7K | 0.07% | +25+1.4% | Added |
| Optimum Investment Advisors | 1,800 | $114.2K | 0.05% | −200−10.0% | Reduced |
| FinTrust Capital Advisors, LLC | 1,781 | $113.0K | 0.02% | +1,513+564.6% | Added |
| JNBA Financial Advisors | 1,780 | $112.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,765 | $111.9K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,719 | $109.0K | 0.01% | +11+0.6% | Added |
| Creative Financial Designs Inc | 1,706 | $108.2K | 0.01% | +91+5.6% | Added |
| Heritage Wealth Advisors | 1,620 | $102.7K | 0.00% | +57+3.6% | Added |
| ESL Trust Services, LLC | 1,600 | $101.5K | 0.02% | 00.0% | Unchanged |
| City State Bank | 1,600 | $101.5K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,592 | $101.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,569 | $99.5K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,543 | $98.0K | 0.00% | +581+60.4% | Added |
| TSFG, LLC | 1,534 | $97.0K | 0.02% | +10+0.7% | Added |
| Cedar Wealth Management, LLC | 1,475 | $93.5K | 0.03% | +25+1.7% | Added |
| Front Row Advisors LLC | 1,460 | $92.6K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,446 | $91.7K | 0.00% | −230−13.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,418 | $89.9K | 0.03% | −637−31.0% | Reduced |
| Quent Capital, LLC | 1,416 | $89.8K | 0.01% | +4+0.3% | Added |
| Grove Bank & Trust | 1,409 | $89.4K | 0.01% | +176+14.3% | Added |
| McIlrath & Eck, LLC | 1,363 | $86.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,305 | $82.8K | 0.01% | +30+2.4% | Added |
| Beacon Capital Management, LLC | 1,280 | $81.2K | 0.01% | −186−12.7% | Reduced |
| Cypress Capital Management LLC (WY) | 1,218 | $77.2K | 0.08% | +1,218 | New |
| NBT Bank N A | 1,210 | $76.7K | 0.01% | +1,210 | New |
| Trust Co | 1,197 | $75.9K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,152 | $73.1K | 0.01% | +8+0.7% | Added |
| Winthrop Capital Management, LLC | 1,119 | $71.0K | 0.03% | +1,119 | New |
| Bank of New Hampshire | 1,100 | $69.8K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,080 | $68.5K | 0.04% | +1,080 | New |
| RE Dickinson Investment Advisors, LLC | 1,026 | $65.1K | 0.04% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,019 | $64.6K | 0.02% | +1,019 | New |
| Salem Investment Counselors Inc | 1,010 | $64.1K | 0.00% | +200+24.7% | Added |
| Future Financial Wealth Managment LLC | 1,000 | $63.4K | 0.05% | +1,000 | New |
| Capital Advisors, Ltd. LLC | 989 | $63.0K | 0.01% | +808+446.4% | Added |
| Wolff Wiese Magana LLC | 970 | $61.5K | 0.04% | −50−4.9% | Reduced |
| Fortis Group Advisors, LLC | 950 | $60.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 947 | $60.1K | 0.00% | +718+313.5% | Added |
| GPS Wealth Strategies Group, LLC | 938 | $59.5K | 0.01% | −314−25.1% | Reduced |
| Bellevue Asset Management, LLC | 930 | $59.0K | 0.03% | +1+0.1% | Added |
| Pacifica Partners Inc. | 927 | $58.8K | 0.02% | +437+89.2% | Added |
| Godsey & Gibb Associates | 920 | $58.3K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,022 | $58.2K | 0.02% | −267−20.7% | Reduced |
| Wiser Advisor Group LLC | 872 | $55.3K | 0.08% | −59−6.3% | Reduced |
| Central Pacific Bank - Trust Division | 864 | $54.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 837 | $53.1K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 823 | $52.2K | 0.01% | −1,780−68.4% | Reduced |
| HM Payson & Co | 821 | $52.1K | 0.00% | −653−44.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 800 | $50.7K | 0.01% | +800 | New |
| Silvant Capital Management LLC | 796 | $50.5K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 785 | $49.8K | 0.02% | +2+0.3% | Added |
| Activest Wealth Management | 782 | $49.6K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 769 | $48.8K | 0.00% | +769 | New |
| Venturi Wealth Management, LLC | 741 | $47.0K | 0.00% | −11−1.5% | Reduced |
| Deseret Mutual Benefit Administrators | 739 | $46.9K | 0.02% | +23+3.2% | Added |
| 1620 Investment Advisors, Inc. | 737 | $46.7K | 0.03% | −63−7.9% | Reduced |
| Compass Wealth Management LLC | 700 | $44.4K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 694 | $44.0K | 0.00% | +157+29.2% | Added |
| Dynamic Wealth Strategies, LLC | 695 | $44.0K | 0.04% | +284+69.1% | Added |
| Hoertkorn Richard Charles | 666 | $42.2K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $42.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 649 | $41.2K | 0.04% | +19+3.0% | Added |
| Hilltop National Bank | 631 | $40.0K | 0.01% | −11−1.7% | Reduced |
| Concord Wealth Partners | 628 | $39.8K | 0.01% | +100+18.9% | Added |
| McMahon Financial Advisors, LLC | 625 | $39.6K | 0.01% | 00.0% | Unchanged |