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 |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 137,500 | $8.72M | 0.16% | +50,000+57.1% | Added |
| Community Bank of Raymore | 136,059 | $8.63M | 6.52% | −28,295−17.2% | Reduced |
| MAI Capital Management | 134,809 | $8.55M | 0.08% | −15,046−10.0% | Reduced |
| Insight Folios Inc | 133,271 | $8.45M | 3.02% | +6,831+5.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 133,053 | $8.44M | 0.09% | +133,053 | New |
| Leslie Global Wealth, LLC | 132,162 | $8.38M | 4.07% | +8,610+7.0% | Added |
| Mattern Capital Management, LLC | 130,088 | $8.25M | 1.04% | +118+0.1% | Added |
| WealthPlan Investment Management, LLC | 130,041 | $8.25M | 0.84% | +3,712+2.9% | Added |
| F/M Investments LLC | 130,001 | $8.24M | 0.28% | −1,683−1.3% | Reduced |
| Venture Visionary Partners LLC | 129,855 | $8.24M | 0.36% | +909+0.7% | Added |
| Metis Global Partners, LLC | 129,749 | $8.23M | 0.26% | +22,475+21.0% | Added |
| GSI Capital Advisors LLC | 129,454 | $8.21M | 4.11% | +28,593+28.3% | Added |
| Xponance, Inc. | 128,812 | $8.17M | 0.08% | +7,742+6.4% | Added |
| Rafferty Asset Management, LLC | 123,790 | $7.85M | 0.03% | +3,580+3.0% | Added |
| M&T Bank Corp | 122,969 | $7.80M | 0.03% | −320−0.3% | Reduced |
| Schroder Investment Management Group | 121,026 | $7.59M | 0.01% | +9,876+8.9% | Added |
| Public Employees Retirement Association of Colorado | 119,092 | $7.55M | 0.03% | +365+0.3% | Added |
| Advisors Management Group Inc | 119,073 | $7.55M | 1.78% | +137+0.1% | Added |
| Wealthfront Advisers LLC | 118,318 | $7.50M | 0.02% | +10,019+9.3% | Added |
| Tredje AP-fonden | 118,000 | $7.48M | 0.07% | 00.0% | Unchanged |
| Bank of Nova Scotia | 117,590 | $7.46M | 0.02% | +20,546+21.2% | Added |
| Windle Wealth, LLC | 116,466 | $7.39M | 4.01% | +1,326+1.2% | Added |
| New York Life Investment Management LLC | 116,142 | $7.37M | 0.07% | −4,138−3.4% | Reduced |
| Davenport & Co LLC | 115,597 | $7.33M | 0.04% | −541−0.5% | Reduced |
| Core Alternative Capital | 115,051 | $7.28M | 1.41% | −12,614−9.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 115,386 | $7.24M | 0.03% | +28,210+32.4% | Added |
| Mutual of America Capital Management LLC | 112,614 | $7.14M | 0.08% | −2,753−2.4% | Reduced |
| Farmers & Merchants Investments Inc | 112,124 | $7.11M | 0.22% | +6,613+6.3% | Added |
| Country Club Bank | 112,613 | $7.06M | 0.47% | −2,220−1.9% | Reduced |
| Canal Capital Management, LLC | 110,893 | $7.03M | 1.12% | +6,110+5.8% | Added |
| SG Americas Securities, LLC | 110,175 | $6.99M | 0.03% | −105,510−48.9% | Reduced |
| Marathon Capital Management | 109,944 | $6.97M | 1.69% | +330.0% | Added |
| Thompson Siegel & Walmsley LLC | 109,263 | $6.93M | 0.10% | +964+0.9% | Added |
| Tectonic Advisors LLC | 109,091 | $6.92M | 0.45% | +15,435+16.5% | Added |
| United Asset Strategies, Inc. | 108,328 | $6.87M | 0.64% | +4,466+4.3% | Added |
| Sequoia Financial Advisors, LLC | 106,763 | $6.77M | 0.07% | −9,815−8.4% | Reduced |
| Zions Bancorporation, N.A. | 106,704 | $6.77M | 0.49% | −2,478−2.3% | Reduced |
| MML Investors Services, LLC | 104,997 | $6.66M | 0.02% | +1,190+1.1% | Added |
| Trust Co of Virginia | 104,649 | $6.64M | 0.59% | +497+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 103,509 | $6.56M | 0.01% | −1,048,698−91.0% | Reduced |
| Illinois Municipal Retirement Fund | 103,447 | $6.56M | 0.09% | +67,666+189.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 103,586 | $6.56M | 0.01% | −431−0.4% | Reduced |
| Foster Victor Wealth Advisors, LLC | 102,921 | $6.36M | 0.51% | +2,960+3.0% | Added |
| Stratos Wealth Partners, LTD. | 100,290 | $6.36M | 0.09% | +7,446+8.0% | Added |
| Miller Howard Investments Inc | 99,060 | $6.28M | 0.19% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 98,499 | $6.25M | 0.15% | −17,872−15.4% | Reduced |
| TownSquare Capital, LLC | 97,284 | $6.17M | 0.07% | +6,454+7.1% | Added |
| Pensionfund Sabic | 96,738 | $6.13M | 1.92% | −9,500−8.9% | Reduced |
| Captrust Financial Advisors | 96,169 | $6.10M | 0.02% | +2,609+2.8% | Added |
| Dearborn Partners LLC | 95,537 | $6.06M | 0.25% | +1,488+1.6% | Added |
| Telos Capital Management, Inc. | 94,004 | $5.96M | 0.63% | −6,827−6.8% | Reduced |
| Dupree Financial Group, LLC | 93,849 | $5.95M | 2.38% | +705+0.8% | Added |
| WealthPLAN Partners, LLC | 93,257 | $5.91M | 0.79% | −8,900−8.7% | Reduced |
| Sterling Capital Management LLC | 92,030 | $5.84M | 0.08% | +92,030 | New |
| Alpha Omega Wealth Management LLC | 91,756 | $5.82M | 1.07% | −2,413−2.6% | Reduced |
| Elo Mutual Pension Insurance Co | 91,688 | $5.81M | 0.12% | +7,352+8.7% | Added |
| Oppenheimer & Co Inc | 91,410 | $5.80M | 0.09% | +4,982+5.8% | Added |
| Avantax Advisory Services, Inc. | 91,075 | $5.78M | 0.04% | +15,512+20.5% | Added |
| Pathway Financial Advisers, LLC | 88,028 | $5.58M | 2.53% | +3,146+3.7% | Added |
| Cerity Partners LLC | 86,934 | $5.51M | 0.01% | +32,600+60.0% | Added |
| Coldstream Capital Management Inc | 86,794 | $5.49M | 0.12% | +1,953+2.3% | Added |
| Manning & Napier Advisors LLC | 86,295 | $5.47M | 0.06% | −2,044−2.3% | Reduced |
| LVM Capital Management Ltd | 100,605 | $5.31M | 0.60% | 00.0% | Unchanged |
| JustInvest LLC | 83,629 | $5.30M | 0.09% | +9,635+13.0% | Added |
| Kingsview Wealth Management, LLC | 83,574 | $5.30M | 0.11% | +22,461+36.8% | Added |
| Snowden Capital Advisors LLC | 83,184 | $5.28M | 0.16% | −44,344−34.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 81,011 | $5.14M | 0.15% | +1,024+1.3% | Added |
| Gotham Asset Management, LLC | 80,775 | $5.12M | 0.05% | −1,568−1.9% | Reduced |
| Vestcor Inc | 79,857 | $5.07M | 0.16% | −13,377−14.3% | Reduced |
| Intact Investment Management Inc. | 79,800 | $5.06M | 0.17% | +13,900+21.1% | Added |
| Great Valley Advisor Group, Inc. | 78,511 | $4.98M | 0.12% | +12,368+18.7% | Added |
| Concentric Wealth Management, LLC | 77,261 | $4.90M | 1.19% | +1,413+1.9% | Added |
| Mutual Advisors, LLC | 77,239 | $4.89M | 0.14% | −996−1.3% | Reduced |
| Pathstone Holdings, LLC | 76,316 | $4.84M | 0.02% | +9,358+14.0% | Added |
| Baugh & Associates, LLC | 78,689 | $4.81M | 2.48% | +1,179+1.5% | Added |
| Beacon Financial Group | 75,307 | $4.78M | 0.52% | −1,642−2.1% | Reduced |
| International Assets Investment Management, LLC | 301,572 | $4.75M | 0.02% | +291,647+2,938.5% | Added |
| Norinchukin Bank, The | 74,966 | $4.75M | 0.11% | +4,500+6.4% | Added |
| CWM, LLC | 74,943 | $4.75M | 0.02% | −1,129−1.5% | Reduced |
| Signature Wealth Management Group | 74,838 | $4.75M | 1.90% | +221+0.3% | Added |
| Oregon Public Employees Retirement Fund | 74,540 | $4.73M | 0.09% | −270−0.4% | Reduced |
| Atria Investments LLC | 73,834 | $4.68M | 0.06% | +450+0.6% | Added |
| Peapack Gladstone Financial Corp | 71,562 | $4.54M | 0.07% | +518+0.7% | Added |
| Liberty One Investment Management, LLC | 71,363 | $4.53M | 0.46% | +3,871+5.7% | Added |
| Mackenzie Financial Corp | 71,261 | $4.52M | 0.01% | −25,895−26.7% | Reduced |
| Level Four Advisory Services, LLC | 75,121 | $4.46M | 0.19% | +14,363+23.6% | Added |
| Swiss Life Asset Management Ltd | 70,373 | $4.46M | 0.05% | −4,685−6.2% | Reduced |
| First Foundation Advisors | 70,175 | $4.45M | 0.17% | −5,923−7.8% | Reduced |
| Exchange Traded Concepts, LLC | 69,522 | $4.41M | 0.10% | −7,832−10.1% | Reduced |
| Hallmark Capital Management Inc | 68,932 | $4.37M | 0.32% | −1,117−1.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 67,901 | $4.31M | 0.01% | −1,518−2.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 67,885 | $4.31M | 1.28% | +397+0.6% | Added |
| Gulf International Bank (UK) Ltd | 67,603 | $4.29M | 0.11% | +937+1.4% | Added |
| Bard Financial Services, Inc. | 67,570 | $4.29M | 0.51% | −3,315−4.7% | Reduced |
| Prairiewood Capital, LLC | 67,386 | $4.27M | 1.81% | +3,132+4.9% | Added |
| Ethic Inc. | 78,385 | $4.24M | 0.11% | −4,632−5.6% | Reduced |
| Adelante Capital Management LLC | 66,501 | $4.22M | 0.27% | −560−0.8% | Reduced |
| Advisors Asset Management, Inc. | 66,009 | $4.19M | 0.08% | −29,236−30.7% | Reduced |
| HBW Advisory Services LLC | 65,413 | $4.15M | 0.61% | −16,519−20.2% | Reduced |
| Raymond James Trust N.A. | 65,248 | $4.14M | 0.09% | +22,294+51.9% | Added |