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 |
|---|---|---|---|---|---|
| Synergy Financial Management, LLC | 64,885 | $4.12M | 0.63% | −26,628−29.1% | Reduced |
| Pacer Advisors, Inc. | 64,748 | $4.11M | 0.01% | −33,456−34.1% | Reduced |
| Baird Financial Group, Inc. | 64,147 | $4.07M | 0.01% | +1,102+1.7% | Added |
| Teachers Retirement System of the State of Kentucky | 63,662 | $4.04M | 0.04% | −1,745−2.7% | Reduced |
| Dakota Wealth Management | 63,397 | $4.02M | 0.09% | −3,650−5.4% | Reduced |
| Nordea Investment Management AB | 63,629 | $4.01M | 0.00% | −1,297−2.0% | Reduced |
| Quantinno Capital Management LP | 62,286 | $3.95M | 0.05% | +13,553+27.8% | Added |
| Marco Investment Management LLC | 62,121 | $3.94M | 0.34% | +851+1.4% | Added |
| DoubleLine ETF Adviser LP | 62,073 | $3.94M | 0.96% | +62,073 | New |
| Kentucky Retirement Systems | 60,669 | $3.85M | 0.11% | −4,949−7.5% | Reduced |
| Gold Investment Management Ltd. | 60,399 | $3.82M | 1.60% | +280.0% | Added |
| GWM Advisors LLC | 59,855 | $3.80M | 0.02% | +8,465+16.5% | Added |
| Martin Capital Partners, LLC | 59,555 | $3.78M | 1.87% | −17,008−22.2% | Reduced |
| Colony Group, LLC | 59,352 | $3.76M | 0.01% | −69,172−53.8% | Reduced |
| We Are One Seven, LLC | 59,314 | $3.76M | 0.16% | −386−0.6% | Reduced |
| Fort Pitt Capital Group, LLC | 59,126 | $3.75M | 0.11% | +2,197+3.9% | Added |
| North Star Investment Management Corp. | 58,379 | $3.70M | 0.26% | +443+0.8% | Added |
| Perpetual Ltd | 58,048 | $3.68M | 0.04% | −12,770−18.0% | Reduced |
| Private Advisor Group, LLC | 57,893 | $3.67M | 0.02% | −1,673−2.8% | Reduced |
| Ostrum Asset Management | 57,674 | $3.66M | 0.30% | +349+0.6% | Added |
| Kinloch Capital, LLC | 57,596 | $3.65M | 1.77% | −1,577−2.7% | Reduced |
| Highland Capital Management, LLC | 57,375 | $3.64M | 0.21% | −3,180−5.3% | Reduced |
| Ensign Peak Advisors, Inc | 56,733 | $3.60M | 0.01% | +12,605+28.6% | Added |
| Mizuho Securities USA LLC | 56,471 | $3.58M | 0.08% | −10,674−15.9% | Reduced |
| Swedbank AB | 56,382 | $3.58M | 0.00% | +31+0.1% | Added |
| Intrua Financial, LLC | 56,021 | $3.55M | 0.58% | −1,529−2.7% | Reduced |
| Assetmark, Inc | 55,802 | $3.54M | 0.01% | +6,364+12.9% | Added |
| Kempner Capital Management Inc. | 54,888 | $3.48M | 1.78% | 00.0% | Unchanged |
| Hartford Investment Management Co | 54,645 | $3.47M | 0.11% | −1,019−1.8% | Reduced |
| Aviva PLC | 54,356 | $3.45M | 0.01% | +2,054+3.9% | Added |
| Candriam Luxembourg S.C.A. | 54,220 | $3.44M | 0.02% | +6,266+13.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 54,000 | $3.42M | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 53,962 | $3.42M | 0.40% | −77−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 53,721 | $3.41M | 0.11% | −1,475−2.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 53,658 | $3.40M | 0.03% | +1,258+2.4% | Added |
| Vanderbilt University | 53,205 | $3.37M | 0.62% | +8,185+18.2% | Added |
| O'Shaughnessy Asset Management, LLC | 54,085 | $3.36M | 0.03% | +14,953+38.2% | Added |
| TD Private Client Wealth LLC | 52,775 | $3.35M | 0.10% | −477−0.9% | Reduced |
| Presima Inc. | 52,578 | $3.33M | 0.73% | −299,125−85.1% | Reduced |
| Fifth Third Bancorp | 52,311 | $3.32M | 0.01% | −982−1.8% | Reduced |
| Capital Square, LLC | 51,745 | $3.28M | 1.99% | +4,085+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 51,460 | $3.26M | 0.03% | +12,241+31.2% | Added |
| Maryland State Retirement & Pension System | 50,250 | $3.19M | 0.07% | −16,908−25.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 50,020 | $3.17M | 0.10% | −8,036−13.8% | Reduced |
| Agf Management Ltd | 50,002 | $3.17M | 0.02% | +4,912+10.9% | Added |
| Azimuth Capital Investment Management LLC | 49,805 | $3.16M | 0.12% | +4,545+10.0% | Added |
| Virginia Wealth Management Group, Inc. | 49,635 | $3.15M | 1.97% | +15,268+44.4% | Added |
| Ashton Thomas Securities, LLC | 49,179 | $3.12M | 0.61% | +3,753+8.3% | Added |
| Louisiana State Employees Retirement System | 49,000 | $3.11M | 0.06% | −300−0.6% | Reduced |
| Rakuten Investment Management, Inc. | 49,344 | $3.10M | 0.02% | +12,401+33.6% | Added |
| Securian Asset Management, Inc | 48,165 | $3.05M | 0.09% | −1,904−3.8% | Reduced |
| Silver Lake Advisory, LLC | 47,706 | $3.03M | 1.24% | −731−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 47,672 | $3.02M | 0.08% | +8,131+20.6% | Added |
| Southland Equity Partners LLC | 47,600 | $3.02M | 0.73% | +14,498+43.8% | Added |
| Keybank National Association | 47,394 | $3.01M | 0.01% | −1,117−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,127 | $2.99M | 0.06% | +22,698+92.9% | Added |
| Oppenheimer Asset Management Inc. | 47,072 | $2.99M | 0.04% | −4,468−8.7% | Reduced |
| Kempen Capital Management N.V. | 46,093 | $2.92M | 0.03% | −22,052−32.4% | Reduced |
| Naviter Wealth, LLC | 45,164 | $2.86M | 0.40% | −3,697−7.6% | Reduced |
| QRG Capital Management, Inc. | 44,971 | $2.85M | 0.03% | +648+1.5% | Added |
| Van Hulzen Asset Management, LLC | 40,958 | $2.80M | 0.20% | +30,026+274.7% | Added |
| EP Wealth Advisors, LLC | 43,936 | $2.79M | 0.02% | +4,935+12.7% | Added |
| Gladstone Institutional Advisory LLC | 43,270 | $2.74M | 0.13% | −28,986−40.1% | Reduced |
| Resources Management Corp | 42,886 | $2.72M | 0.37% | +3,044+7.6% | Added |
| New Mexico Educational Retirement Board | 42,600 | $2.70M | 0.09% | +700+1.7% | Added |
| Kestra Private Wealth Services, LLC | 42,143 | $2.67M | 0.05% | +1,413+3.5% | Added |
| Symphony Financial, Ltd. Co. | 42,195 | $2.65M | 0.44% | +251+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 41,570 | $2.64M | 0.00% | +677+1.7% | Added |
| Parallax Volatility Advisers, L.P. | 41,119 | $2.61M | 0.07% | +41,119 | New |
| Allstate Corp | 41,044 | $2.60M | 0.25% | −29,382−41.7% | Reduced |
| Parsons Capital Management Inc | 41,022 | $2.60M | 0.16% | 00.0% | Unchanged |
| Lido Advisors, LLC | 40,670 | $2.58M | 0.02% | +7,860+24.0% | Added |
| Berry Wealth Group, LP | 40,660 | $2.58M | 1.85% | +40,660 | New |
| First National Bank of Omaha | 40,458 | $2.57M | 0.16% | −2,042−4.8% | Reduced |
| Gateway Investment Advisers LLC | 40,335 | $2.56M | 0.03% | +3,862+10.6% | Added |
| Sigma Planning Corp | 40,217 | $2.55M | 0.08% | +4,797+13.5% | Added |
| Integrated Wealth Concepts LLC | 40,129 | $2.54M | 0.03% | +923+2.4% | Added |
| IMC-Chicago, LLC | 39,946 | $2.53M | 0.07% | −90,383−69.3% | Reduced |
| Cohen Investment Advisors LLC | 39,941 | $2.53M | 1.55% | +33,496+519.7% | Added |
| Burns Matteson Capital Management, LLC | 44,129 | $2.50M | 1.40% | −3,443−7.2% | Reduced |
| Perkins Coie Trust Co | 39,059 | $2.48M | 0.55% | +22,955+142.5% | Added |
| Prosperity Consulting Group, LLC | 39,032 | $2.48M | 0.19% | −1,503−3.7% | Reduced |
| Colonial Trust Advisors | 38,984 | $2.47M | 0.21% | +1,363+3.6% | Added |
| Blackhawk Capital Partners LLC. | 38,393 | $2.43M | 1.30% | −3,852−9.1% | Reduced |
| Financial Sense Advisors, Inc. | 37,899 | $2.40M | 0.66% | −127−0.3% | Reduced |
| First Financial Bank - Trust Division | 37,746 | $2.39M | 0.22% | +37,746 | New |
| Frank, Rimerman Advisors LLC | 37,023 | $2.35M | 0.17% | −415−1.1% | Reduced |
| Security National Bank of Sioux City Iowa | 36,927 | $2.34M | 1.43% | +62+0.2% | Added |
| AIA Group Ltd | 36,780 | $2.33M | 0.06% | −38,590−51.2% | Reduced |
| Goepper Burkhardt LLC | 36,477 | $2.31M | 0.95% | +6,321+21.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 36,384 | $2.31M | 0.04% | +7,109+24.3% | Added |
| Crossmark Global Holdings, Inc. | 36,324 | $2.30M | 0.04% | +1,039+2.9% | Added |
| Icon Wealth Advisors, LLC | 36,170 | $2.29M | 0.19% | −347−1.0% | Reduced |
| Hutner Capital Management Inc | 36,012 | $2.28M | 1.14% | −154−0.4% | Reduced |
| Alliance Wealth Advisors, LLC | 35,901 | $2.28M | 0.60% | +1,866+5.5% | Added |
| Gamco Investors, Inc. Et Al | 35,100 | $2.23M | 0.02% | −1,600−4.4% | Reduced |
| Toroso Investments, LLC | 35,097 | $2.22M | 0.02% | +9,891+39.2% | Added |
| RFG Advisory, LLC | 34,790 | $2.21M | 0.07% | +1,922+5.8% | Added |
| Coppell Advisory Solutions LLC | 34,939 | $2.19M | 0.33% | +1,438+4.3% | Added |
| Capital Investment Advisory Services, LLC | 34,397 | $2.18M | 0.21% | −218−0.6% | Reduced |