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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 21,276 | $1.35M | 0.04% | +486+2.3% | Added |
| Ronald Blue Trust, Inc. | 25,422 | $1.34M | 0.02% | +2,266+9.8% | Added |
| Founders Financial Securities LLC | 21,083 | $1.34M | 0.12% | −127−0.6% | Reduced |
| Broadwater Capital Management LLC | 20,930 | $1.33M | 0.98% | 00.0% | Unchanged |
| Savant Capital, LLC | 20,802 | $1.32M | 0.01% | +1,073+5.4% | Added |
| Investors Research Corp | 20,706 | $1.31M | 0.29% | +125+0.6% | Added |
| Sowell Financial Services LLC | 20,698 | $1.31M | 0.06% | +141+0.7% | Added |
| Global Retirement Partners, LLC | 20,688 | $1.31M | 0.04% | +3,021+17.1% | Added |
| Centaurus Financial, Inc. | 20,643 | $1.31M | 0.08% | −5,148−20.0% | Reduced |
| Wedbush Securities Inc | 20,631 | $1.31M | 0.05% | −2,619−11.3% | Reduced |
| Code Waechter LLC | 20,624 | $1.31M | 1.25% | +20,624 | New |
| IFG Advisory, LLC | 20,485 | $1.30M | 0.08% | +2,311+12.7% | Added |
| Arkadios Wealth Advisors | 20,461 | $1.30M | 0.07% | +3,557+21.0% | Added |
| Bay Rivers Group | 20,444 | $1.30M | 0.64% | −442−2.1% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 20,420 | $1.30M | 0.10% | −373−1.8% | Reduced |
| Glenmede Trust Co NA | 20,391 | $1.29M | 0.01% | +837+4.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,369 | $1.29M | 0.36% | +1,800+9.7% | Added |
| Prosperity Planning, Inc. | 20,266 | $1.29M | 0.41% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 20,198 | $1.28M | 0.04% | −5,665−21.9% | Reduced |
| WCM Investment Management, LLC | 20,361 | $1.28M | 0.00% | +14,798+266.0% | Added |
| Vident Advisory, LLC | 20,030 | $1.27M | 0.03% | +12,728+174.3% | Added |
| Trust Investment Advisors | 19,854 | $1.26M | 0.80% | −1,912−8.8% | Reduced |
| Red Cedar Investment Management, LLC | 19,609 | $1.24M | 0.16% | +19,609 | New |
| Dynamic Advisor Solutions LLC | 19,374 | $1.23M | 0.04% | +9,090+88.4% | Added |
| Adams Asset Advisors, LLC | 19,275 | $1.22M | 0.16% | 00.0% | Unchanged |
| Diligent Investors, LLC | 19,263 | $1.22M | 0.28% | +27+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 19,253 | $1.22M | 0.07% | −9,484−33.0% | Reduced |
| Perennial Investment Advisors, LLC | 19,008 | $1.21M | 0.16% | +1,140+6.4% | Added |
| SMART Wealth LLC | 18,753 | $1.19M | 0.47% | +4,811+34.5% | Added |
| Blair William & Co | 18,632 | $1.18M | 0.00% | +1,235+7.1% | Added |
| Foresight Capital Management Advisors, Inc. | 18,576 | $1.18M | 0.70% | +1,317+7.6% | Added |
| RB Capital Management, LLC | 18,376 | $1.17M | 0.27% | −908−4.7% | Reduced |
| Stanley-Laman Group, Ltd. | 18,285 | $1.16M | 0.16% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 18,479 | $1.16M | 0.05% | −9,275−33.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 18,265 | $1.15M | 0.08% | +1,938+11.9% | Added |
| Naples Global Advisors, LLC | 18,046 | $1.14M | 0.11% | −125−0.7% | Reduced |
| Hilltop Holdings Inc. | 17,956 | $1.14M | 0.07% | +10,196+131.4% | Added |
| United Services Automobile Association | 17,927 | $1.14M | 0.03% | −3,856−17.7% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 17,635 | $1.12M | 0.43% | −685−3.7% | Reduced |
| Buckingham Strategic Partners | 17,440 | $1.11M | 0.02% | −499−2.8% | Reduced |
| NorthRock Partners, LLC | 17,339 | $1.10M | 0.04% | −247−1.4% | Reduced |
| Nwam LLC | 17,093 | $1.08M | 0.07% | −1,625−8.7% | Reduced |
| RDA Financial Network | 17,003 | $1.08M | 0.33% | −2,271−11.8% | Reduced |
| Allen Capital Group, LLC | 16,957 | $1.08M | 0.14% | −1,163−6.4% | Reduced |
| JBR Co Financial Management Inc | 16,937 | $1.07M | 0.70% | +5,984+54.6% | Added |
| Greenleaf Trust | 16,911 | $1.07M | 0.01% | +170+1.0% | Added |
| Massmutual Trust Co FSB | 16,858 | $1.07M | 0.03% | +524+3.2% | Added |
| Wealthcare Advisory Partners LLC | 16,789 | $1.06M | 0.03% | +16,789 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,694 | $1.06M | 0.03% | +5,294+46.4% | Added |
| Delta Investment Management, LLC | 16,628 | $1.05M | 0.21% | −1,138−6.4% | Reduced |
| Versor Investments LP | 16,600 | $1.05M | 0.17% | −50,006−75.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 16,593 | $1.05M | 0.03% | +894+5.7% | Added |
| Brinker Capital Investments, LLC | 16,490 | $1.05M | 0.01% | −2,788−14.5% | Reduced |
| Orion Portfolio Solutions, LLC | 16,490 | $1.05M | 0.01% | −2,788−14.5% | Reduced |
| Wealthspire Advisors, LLC | 16,355 | $1.04M | 0.01% | +16,355 | New |
| V-Square Quantitative Management LLC | 16,287 | $1.03M | 0.15% | +1,438+9.7% | Added |
| Armstrong, Fleming & Moore, Inc | 16,280 | $1.03M | 0.60% | −1,074−6.2% | Reduced |
| Bryn Mawr Trust Co | 16,279 | $1.03M | 0.02% | +16,279 | New |
| Pasadena Private Wealth, LLC | 16,237 | $1.03M | 0.22% | −582−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 16,149 | $1.02M | 0.01% | −56−0.3% | Reduced |
| Convergence Financial, LLC | 16,083 | $1.02M | 0.22% | +6,250+63.6% | Added |
| Golden State Equity Partners | 15,851 | $1.01M | 0.16% | −27−0.2% | Reduced |
| Compass Ion Advisors, LLC | 15,772 | $1.00M | 0.12% | −1,559−9.0% | Reduced |
| Samalin Investment Counsel, LLC | 15,731 | $997.7K | 0.43% | −194−1.2% | Reduced |
| First National Trust Co | 15,637 | $991.7K | 0.04% | −20.0% | Reduced |
| HighPoint Advisor Group LLC | 16,801 | $989.2K | 0.06% | −264−1.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,575 | $987.8K | 0.04% | −2,036−11.6% | Reduced |
| LRI Investments, LLC | 17,555 | $984.3K | 0.10% | −98−0.6% | Reduced |
| Reuter James Wealth Management, LLC | 15,455 | $980.2K | 0.18% | +342+2.3% | Added |
| Stoneridge Investment Partners LLC | 15,392 | $976.0K | 0.36% | −16,608−51.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,323 | $971.8K | 0.01% | +875+6.1% | Added |
| Glen Eagle Advisors, LLC | 15,280 | $969.1K | 0.16% | −838−5.2% | Reduced |
| Alpha Cubed Investments, LLC | 15,198 | $963.9K | 0.04% | −2,444−13.9% | Reduced |
| Essex Financial Services, Inc. | 15,117 | $962.8K | 0.07% | −710−4.5% | Reduced |
| LM Advisors LLC | 15,161 | $962.0K | 0.20% | −170−1.1% | Reduced |
| L.M. Kohn & Company | 15,121 | $959.0K | 0.24% | −158−1.0% | Reduced |
| Steel Peak Wealth Management LLC | 15,079 | $956.3K | 0.04% | +15,079 | New |
| Perigon Wealth Management, LLC | 15,052 | $954.6K | 0.03% | +103+0.7% | Added |
| Empowered Funds, LLC | 15,101 | $953.7K | 0.01% | +428+2.9% | Added |
| Loudon Investment Management, LLC | 14,870 | $943.1K | 0.52% | +700+4.9% | Added |
| Banco Santander, S.A. | 14,787 | $937.8K | 0.01% | −2,109−12.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,671 | $931.2K | 0.00% | +14,670+1,467,000.0% | Added |
| Park Avenue Securities LLC | 14,593 | $925.0K | 0.01% | −2,796−16.1% | Reduced |
| Harbor Investment Advisory, LLC | 14,466 | $917.4K | 0.09% | −10−0.1% | Reduced |
| Westpac Banking Corp | 14,466 | $917.4K | 0.06% | +2,053+16.5% | Added |
| Heirloom Wealth Management | 14,294 | $906.5K | 0.28% | −5,564−28.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 14,151 | $897.5K | 0.45% | +663+4.9% | Added |
| Atlanta Consulting Group Advisors, LLC | 14,122 | $895.6K | 0.22% | +14,122 | New |
| Prudential PLC | 14,103 | $894.4K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,064 | $891.9K | 0.01% | +3,720+36.0% | Added |
| Denver Wealth Management, Inc. | 13,988 | $887.1K | 0.41% | −147−1.0% | Reduced |
| Money Concepts Capital Corp | 13,893 | $881.1K | 0.07% | +576+4.3% | Added |
| TFG Advisers LLC | 13,885 | $880.6K | 0.32% | +275+2.0% | Added |
| Magnolia Capital Management Ltd | 13,872 | $880.0K | 0.70% | −215−1.5% | Reduced |
| GTS Securities LLC | 13,828 | $877.0K | 0.02% | +6,966+101.5% | Added |
| Abundance Wealth Counselors | 13,817 | $876.0K | 0.18% | +13,817 | New |
| Panagora Asset Management Inc | 13,729 | $870.7K | 0.00% | −40.0% | Reduced |
| Ausdal Financial Partners, Inc. | 13,707 | $869.3K | 0.09% | +2,432+21.6% | Added |
| Vawter Financial, Ltd. | 13,672 | $867.1K | 0.53% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 14,308 | $865.3K | 0.42% | +3,387+31.0% | Added |