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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 575 | $38.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 597 | $37.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 596 | $37.8K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 580 | $36.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 555 | $35.2K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 628 | $35.2K | 0.00% | +15+2.4% | Added |
| Independence Bank of Kentucky | 550 | $34.9K | 0.01% | +425+340.0% | Added |
| Quarry LP | 545 | $34.6K | 0.01% | −2,311−80.9% | Reduced |
| Financial Network Wealth Advisors LLC | 532 | $33.7K | 0.03% | −324−37.9% | Reduced |
| Creative Capital Management Investments LLC | 525 | $33.3K | 0.01% | +300+133.3% | Added |
| GW&K Investment Management, LLC | 526 | $33.0K | 0.00% | +65+14.1% | Added |
| Bell Investment Advisors, Inc | 510 | $32.3K | 0.01% | −29−5.4% | Reduced |
| Key Financial Inc | 509 | $32.3K | 0.01% | +9+1.8% | Added |
| Investment Research & Advisory Group, Inc. | 500 | $31.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 491 | $31.1K | 0.01% | +211+75.4% | Added |
| MB, Levis & Associates, LLC | 482 | $30.6K | 0.02% | +3+0.6% | Added |
| Mechanics Financial Corp | 480 | $30.4K | 0.01% | +480 | New |
| Mark Sheptoff Financial Planning, LLC | 479 | $30.4K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 477 | $30.2K | 0.01% | −52−9.8% | Reduced |
| Archer Investment Corp | 469 | $29.8K | 0.01% | +5+1.1% | Added |
| Meeder Asset Management Inc | 463 | $29.4K | 0.00% | +20+4.5% | Added |
| Empirical Asset Management, LLC | 10,087 | $29.1K | 0.01% | +10,087 | New |
| Hoey Investments, Inc | 544 | $28.7K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 432 | $27.4K | 0.01% | +6+1.4% | Added |
| Carmichael Hill & Associates, Inc. | 428 | $27.1K | 0.01% | 00.0% | Unchanged |
| American National Bank | 427 | $27.1K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 426 | $27.0K | 0.00% | +426 | New |
| Tortoise Investment Management, LLC | 416 | $26.4K | 0.00% | +8+2.0% | Added |
| Providence Capital Advisors, LLC | 408 | $25.9K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $25.4K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $25.4K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 391 | $24.8K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 385 | $24.4K | 0.01% | −80−17.2% | Reduced |
| Community Bank, N.A. | 380 | $24.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 380 | $24.0K | 0.00% | −192−33.6% | Reduced |
| Albion Financial Group | 367 | $23.3K | 0.00% | +5+1.4% | Added |
| Monetary Management Group Inc | 360 | $22.8K | 0.01% | 00.0% | Unchanged |
| Northwest Financial Advisors | 355 | $22.5K | 0.02% | +355 | New |
| Hartford Financial Management Inc. | 350 | $22.2K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 350 | $22.2K | 0.01% | +350 | New |
| CBIZ Investment Advisory Services, LLC | 346 | $21.9K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 344 | $21.8K | 0.01% | +116+50.9% | Added |
| Abound Wealth Management | 342 | $21.7K | 0.01% | +4+1.2% | Added |
| Transcendent Capital Group LLC | 341 | $21.6K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 325 | $20.6K | 0.01% | −14−4.1% | Reduced |
| WR Wealth Planners, LLC | 319 | $20.2K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 330 | $20.0K | 0.01% | +55+20.0% | Added |
| First Pacific Financial | 310 | $19.7K | 0.00% | +310 | New |
| Global Financial Private Client, LLC | 310 | $19.7K | 0.01% | +310 | New |
| Aspire Private Capital, LLC | 306 | $19.4K | 0.00% | +3+1.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 288 | $18.3K | 0.00% | −5−1.7% | Reduced |
| Richard W. Paul & Associates, LLC | 287 | $18.2K | 0.01% | +6+2.1% | Added |
| Barrett & Company, Inc. | 284 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 313 | $18.0K | 0.00% | +313 | New |
| Reston Wealth Management LLC | 280 | $17.7K | 0.01% | +280 | New |
| Planning Capital Management Corp | 274 | $17.4K | 0.01% | +234+585.0% | Added |
| SOA Wealth Advisors, LLC. | 274 | $17.4K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 268 | $17.0K | 0.00% | −29−9.8% | Reduced |
| New Age Alpha Advisors, LLC | 255 | $16.2K | 0.01% | +255 | New |
| Salomon & Ludwin, LLC | 254 | $16.1K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 253 | $16.1K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 238 | $15.5K | 0.00% | −200−45.7% | Reduced |
| Evermay Wealth Management LLC | 238 | $15.1K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 236 | $15.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 233 | $14.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 219 | $13.9K | 0.00% | +44+25.1% | Added |
| South State Corp. | 215 | $13.6K | 0.00% | +215 | New |
| DT Investment Partners, LLC | 207 | $13.1K | 0.00% | +207 | New |
| AlphaMark Advisors, LLC | 200 | $13.0K | 0.00% | +200 | New |
| Strategic Investment Solutions, Inc. | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $12.7K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $12.7K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 199 | $12.6K | 0.00% | +23+13.1% | Added |
| Sachetta, LLC | 195 | $12.4K | 0.00% | +13+7.1% | Added |
| Roble, Belko & Company, Inc | 184 | $12.0K | 0.00% | +53+40.5% | Added |
| Ameliora Wealth Management Ltd. | 188 | $11.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 185 | $11.7K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 200 | $11.4K | 0.01% | +200 | New |
| Legacy Wealth Managment, LLC | 200 | $11.4K | 0.01% | +200 | New |
| Bare Financial Services, Inc | 173 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 173 | $11.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 169 | $10.7K | 0.01% | +2+1.2% | Added |
| Sittner & Nelson, LLC | 163 | $10.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 159 | $10.1K | 0.00% | +75+89.3% | Added |
| Insight Financial Services | 159 | $10.1K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $9.51K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 148 | $9.39K | 0.00% | +32+27.6% | Added |
| Proffitt & Goodson Inc | 138 | $8.74K | 0.00% | +138 | New |
| Moisand Fitzgerald Tamayo, LLC | 136 | $8.63K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 135 | $8.54K | 0.00% | +135 | New |
| Kiely Wealth Advisory Group, Inc. | 143 | $8.19K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 121 | $7.67K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 120 | $7.61K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 110 | $6.98K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 109 | $6.91K | 0.00% | +10+10.1% | Added |
| Dunhill Financial, LLC | 108 | $6.86K | 0.00% | +55+103.8% | Added |
| HighMark Wealth Management LLC | 106 | $6.75K | 0.00% | −99−48.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 104 | $6.61K | 0.00% | +104 | New |
| Boyd Watterson Asset Management LLC | 103 | $6.53K | 0.00% | 00.0% | Unchanged |