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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 33,760 | $2.14M | 0.02% | −2,005−5.6% | Reduced |
| Richard Bernstein Advisors LLC | 33,703 | $2.14M | 0.05% | −6,270−15.7% | Reduced |
| NewEdge Wealth, LLC | 33,684 | $2.14M | 0.04% | −61−0.2% | Reduced |
| First Bank & Trust | 33,507 | $2.13M | 0.40% | +3,345+11.1% | Added |
| Hamilton Capital Partners Inc. | 33,316 | $2.11M | 0.18% | +25,231+312.1% | Added |
| OMC Financial Services LTD | 39,941 | $2.11M | 1.00% | 00.0% | Unchanged |
| Veriti Management LLC | 33,161 | $2.10M | 0.11% | +2,529+8.3% | Added |
| Brown Miller Wealth Management, LLC | 33,101 | $2.09M | 0.81% | +475+1.5% | Added |
| IHT Wealth Management, LLC | 32,172 | $2.04M | 0.06% | +2,185+7.3% | Added |
| Independent Financial Group, LLC | 32,031 | $2.03M | 0.07% | +5,745+21.9% | Added |
| Umb Bank N A | 32,025 | $2.03M | 0.03% | −7,467−18.9% | Reduced |
| Asset Planning Corporation | 31,997 | $2.03M | 1.32% | +102+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 31,979 | $2.03M | 0.01% | +8,110+34.0% | Added |
| ICW Investment Advisors LLC | 31,803 | $2.02M | 0.84% | +551+1.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 31,594 | $2.00M | 1.81% | −1,193−3.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 31,504 | $2.00M | 0.18% | +632+2.0% | Added |
| Redwood Investment Management, LLC | 31,757 | $1.99M | 0.18% | −7,059−18.2% | Reduced |
| Fulton Bank, N.A. | 31,369 | $1.99M | 0.08% | +2,577+9.0% | Added |
| Ieq Capital, LLC | 31,247 | $1.98M | 0.02% | +3,645+13.2% | Added |
| Stock Yards Bank & Trust Co | 31,217 | $1.98M | 0.06% | −5,438−14.8% | Reduced |
| FourThought Financial Partners, LLC | 30,401 | $1.93M | 0.23% | −71−0.2% | Reduced |
| Schnieders Capital Management LLC | 30,273 | $1.92M | 0.37% | +1,159+4.0% | Added |
| Texas Yale Capital Corp. | 30,229 | $1.92M | 0.08% | −320−1.0% | Reduced |
| Equitable Holdings, Inc. | 30,026 | $1.90M | 0.02% | +1,890+6.7% | Added |
| Change Path, LLC | 29,529 | $1.87M | 0.06% | +12,351+71.9% | Added |
| Castle Rock Wealth Management, LLC | 30,283 | $1.87M | 0.45% | +761+2.6% | Added |
| ZWJ Investment Counsel Inc | 29,279 | $1.86M | 0.08% | +164+0.6% | Added |
| RSM US Wealth Management LLC | 29,309 | $1.85M | 0.03% | +3,488+13.5% | Added |
| Spirit of America Management Corp | 29,033 | $1.84M | 0.37% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 28,940 | $1.84M | 0.04% | +9,700+50.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 28,929 | $1.83M | 0.02% | +1,236+4.5% | Added |
| Nations Financial Group Inc, | 28,922 | $1.83M | 0.13% | +9,416+48.3% | Added |
| Ossiam | 28,852 | $1.83M | 0.04% | −8,060−21.8% | Reduced |
| Altman Advisors, Inc. | 28,837 | $1.83M | 0.81% | +342+1.2% | Added |
| Walleye Trading LLC | 28,312 | $1.80M | 0.04% | −12,648−30.9% | Reduced |
| Wealth Alliance | 28,286 | $1.79M | 0.21% | +162+0.6% | Added |
| PFG Investments, LLC | 28,148 | $1.79M | 0.12% | +401+1.4% | Added |
| NEOS Investment Management LLC | 28,018 | $1.77M | 0.05% | +5,684+25.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,601 | $1.75M | 0.04% | −112−0.4% | Reduced |
| Penserra Capital Management LLC | 27,513 | $1.74M | 0.04% | +4,397+19.0% | Added |
| Great Lakes Advisors, LLC | 27,347 | $1.73M | 0.01% | −763−2.7% | Reduced |
| Kestra Advisory Services, LLC | 27,294 | $1.73M | 0.01% | −114,296−80.7% | Reduced |
| Belpointe Asset Management LLC | 27,166 | $1.72M | 0.10% | +8,373+44.6% | Added |
| Security National Bank of So Dak | 27,065 | $1.72M | 0.95% | −105−0.4% | Reduced |
| Edmp, Inc. | 27,018 | $1.71M | 1.41% | +7,962+41.8% | Added |
| GeoWealth Management, LLC | 26,922 | $1.71M | 0.06% | −1,789−6.2% | Reduced |
| Griffin Asset Management, Inc. | 26,857 | $1.70M | 0.19% | +3,723+16.1% | Added |
| Caxton Associates LP | 26,776 | $1.70M | 0.08% | −4,749−15.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 26,693 | $1.69M | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 26,578 | $1.69M | 0.03% | +1,673+6.7% | Added |
| Ameritas Advisory Services, LLC | 26,531 | $1.68M | 0.07% | −203−0.8% | Reduced |
| Credit Agricole S A | 26,407 | $1.67M | 0.01% | −11,051−29.5% | Reduced |
| Mystic Asset Management, Inc. | 26,298 | $1.67M | 0.63% | +320+1.2% | Added |
| Robeco Institutional Asset Management B.V. | 26,260 | $1.67M | 0.00% | −58,602−69.1% | Reduced |
| Shufro Rose & Co LLC | 31,500 | $1.66M | 0.14% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 26,100 | $1.66M | 0.07% | +7,900+43.4% | Added |
| CIBC Private Wealth Group, LLC | 25,810 | $1.64M | 0.00% | +792+3.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 25,784 | $1.64M | 0.11% | −2,302−8.2% | Reduced |
| Kesler, Norman & Wride, LLC | 25,552 | $1.62M | 0.32% | +1,904+8.1% | Added |
| Apollon Wealth Management, LLC | 25,452 | $1.61M | 0.05% | −648−2.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 25,446 | $1.61M | 0.14% | +4,927+24.0% | Added |
| LongView Wealth Management | 25,310 | $1.61M | 0.51% | +4,099+19.3% | Added |
| Merit Financial Group, LLC | 25,237 | $1.60M | 0.04% | +17,217+214.7% | Added |
| Commerce Bank | 25,224 | $1.60M | 0.01% | −1,841−6.8% | Reduced |
| Kovack Advisors, Inc. | 24,758 | $1.57M | 0.17% | −2,574−9.4% | Reduced |
| Investment Advisory Group, LLC | 24,725 | $1.57M | 0.54% | +276+1.1% | Added |
| Commerzbank Aktiengesellschaft | 24,687 | $1.57M | 0.04% | +1,403+6.0% | Added |
| Tokio Marine Asset Management Co Ltd | 24,457 | $1.55M | 0.07% | +3,184+15.0% | Added |
| Profund Advisors LLC | 24,412 | $1.55M | 0.06% | +10,924+81.0% | Added |
| Jaffetilchin Investment Partners, LLC | 24,329 | $1.54M | 0.12% | −403−1.6% | Reduced |
| Prospera Financial Services Inc | 24,163 | $1.53M | 0.04% | −864−3.5% | Reduced |
| 1832 Asset Management L.P. | 24,091 | $1.53M | 0.00% | −6,546−21.4% | Reduced |
| Worldquant Millennium Advisors LLC | 23,726 | $1.50M | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 23,636 | $1.50M | 0.07% | +333+1.4% | Added |
| Jamison Private Wealth Management, Inc. | 23,530 | $1.49M | 0.23% | +3,651+18.4% | Added |
| Advisory Services Network, LLC | 27,996 | $1.48M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 23,138 | $1.47M | 0.03% | −3,227−12.2% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 23,104 | $1.47M | 0.62% | −1,466−6.0% | Reduced |
| Raleigh Capital Management Inc. | 22,955 | $1.46M | 0.56% | −202−0.9% | Reduced |
| Intech Investment Management LLC | 22,941 | $1.45M | 0.02% | 00.0% | Unchanged |
| Atom Investors LP | 22,921 | $1.45M | 0.15% | +22,921 | New |
| Linden Thomas Advisory Services, LLC | 22,716 | $1.44M | 0.20% | −52−0.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 22,653 | $1.44M | 0.01% | +5,582+32.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 22,653 | $1.44M | 0.01% | +22,653 | New |
| Harvest Portfolios Group Inc. | 22,577 | $1.43M | 0.05% | +15,200+206.0% | Added |
| Verdence Capital Advisors LLC | 22,564 | $1.43M | 0.11% | +1,841+8.9% | Added |
| Brown Brothers Harriman & Co | 22,420 | $1.42M | 0.01% | +1,583+7.6% | Added |
| Pensionmark Financial Group, LLC | 22,251 | $1.41M | 0.04% | +22,251 | New |
| Inspire Trust Co, N.A. | 22,225 | $1.41M | 0.39% | +2,000+9.9% | Added |
| Principal Securities, Inc. | 22,224 | $1.41M | 0.03% | +702+3.3% | Added |
| Vestmark Advisory Solutions, Inc. | 22,140 | $1.40M | 0.05% | −147−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 22,071 | $1.40M | 0.03% | +915+4.3% | Added |
| Cascade Investment Advisors, Inc. | 21,986 | $1.39M | 0.89% | −90−0.4% | Reduced |
| Independent Advisor Alliance | 21,958 | $1.39M | 0.05% | +1,571+7.7% | Added |
| Benedict Financial Advisors Inc | 21,934 | $1.39M | 0.33% | −111−0.5% | Reduced |
| Adviser Investments LLC | 21,873 | $1.39M | 0.02% | +625+2.9% | Added |
| Walleye Capital LLC | 21,616 | $1.37M | 0.01% | +11,024+104.1% | Added |
| Teamwork Financial Advisors, LLC | 21,591 | $1.37M | 0.19% | +21,591 | New |
| Applied Capital LLC | 21,439 | $1.36M | 1.06% | −93−0.4% | Reduced |
| Colonial Trust Co | 21,389 | $1.36M | 0.21% | +2,482+13.1% | Added |