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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 13,508 | $856.7K | 0.08% | +2,208+19.5% | Added |
| Congress Wealth Management LLC | 13,468 | $854.2K | 0.01% | +8,829+190.3% | Added |
| Verus Capital Partners, LLC | 13,421 | $850.9K | 0.08% | −788−5.5% | Reduced |
| Segall Bryant & Hamill, LLC | 13,300 | $843.5K | 0.01% | +13,300 | New |
| Modern Wealth Management, LLC | 13,266 | $841.4K | 0.05% | −14−0.1% | Reduced |
| Black Swift Group, LLC | 13,240 | $839.7K | 0.19% | +1,850+16.2% | Added |
| Duncker Streett & Co Inc | 13,220 | $838.4K | 0.15% | +20.0% | Added |
| FJ Capital Management LLC | 13,138 | $833.2K | 0.09% | +13,138 | New |
| Moseley Investment Management Inc | 13,057 | $828.1K | 0.33% | +10.0% | Added |
| Stephens Inc | 13,004 | $824.7K | 0.01% | −284−2.1% | Reduced |
| William Allan, LLC | 12,940 | $820.7K | 0.51% | +490+3.9% | Added |
| Infrastructure Capital Advisors, LLC | 12,932 | $816.7K | 0.12% | −155−1.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 12,813 | $812.6K | 0.06% | +91+0.7% | Added |
| Legacy Financial Advisors, Inc. | 12,790 | $811.1K | 0.14% | −52−0.4% | Reduced |
| Meeder Advisory Services, Inc. | 12,723 | $806.9K | 0.05% | −1,303−9.3% | Reduced |
| Consolidated Portfolio Review Corp | 12,640 | $801.6K | 0.18% | +582+4.8% | Added |
| Harbour Investments, Inc. | 12,634 | $801.3K | 0.02% | −609−4.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 12,486 | $791.9K | 0.12% | −888−6.6% | Reduced |
| Cornercap Investment Counsel Inc | 12,453 | $789.8K | 0.23% | −7,574−37.8% | Reduced |
| National Asset Management, Inc. | 12,399 | $781.3K | 0.02% | −863−6.5% | Reduced |
| Proequities, Inc. | 12,243 | $776.4K | 0.05% | +955+8.5% | Added |
| Horizon Investments, LLC | 12,330 | $775.3K | 0.02% | +238+2.0% | Added |
| Wetherby Asset Management Inc | 12,163 | $771.4K | 0.04% | −250−2.0% | Reduced |
| GAMMA Investing LLC | 12,097 | $767.2K | 0.08% | +2,437+25.2% | Added |
| Keudell/Morrison Wealth Management | 11,954 | $758.1K | 0.21% | +428+3.7% | Added |
| Prestige Wealth Management Group LLC | 11,934 | $756.9K | 0.16% | +11,093+1,319.0% | Added |
| TCW Group Inc | 11,916 | $755.7K | 0.01% | −283−2.3% | Reduced |
| Brown Advisory Inc | 11,845 | $751.2K | 0.00% | −517−4.2% | Reduced |
| Checchi Capital Advisers, LLC | 11,700 | $742.0K | 0.06% | −239−2.0% | Reduced |
| Tarbox Family Office, Inc. | 11,687 | $741.2K | 0.12% | −625−5.1% | Reduced |
| Nicholson Wealth Management Group, LLC | 11,673 | $740.3K | 0.61% | +11,673 | New |
| Jeppson Wealth Management, LLC | 11,658 | $739.3K | 0.26% | +10.0% | Added |
| First Trust Investment Solutions L.P. | 11,646 | $738.6K | 0.08% | −5,026−30.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 11,567 | $733.6K | 0.04% | +5,043+77.3% | Added |
| My Legacy Advisors, LLC | 11,501 | $729.4K | 0.29% | −435−3.6% | Reduced |
| Regal Investment Advisors LLC | 11,339 | $719.1K | 0.05% | +4,926+76.8% | Added |
| Wolverine Trading, LLC | 11,417 | $716.2K | 0.02% | −19,206−62.7% | Reduced |
| Summa Corp. | 11,250 | $713.5K | 0.34% | +2,000+21.6% | Added |
| Sunbelt Securities, Inc. | 11,217 | $711.4K | 0.07% | +5,281+89.0% | Added |
| Chiron Capital Management, LLC | 11,204 | $710.6K | 0.63% | −6,899−38.1% | Reduced |
| Harbour Trust & Investment Management Co | 11,126 | $705.6K | 0.08% | −527−4.5% | Reduced |
| Bokf, NA | 11,153 | $695.9K | 0.01% | −360−3.1% | Reduced |
| Moneta Group Investment Advisors LLC | 10,971 | $695.8K | 0.01% | +319+3.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 10,960 | $695.1K | 0.15% | +3,346+43.9% | Added |
| Siemens Fonds Invest GmbH | 10,938 | $693.7K | 0.06% | +1,264+13.1% | Added |
| Chicago Partners Investment Group LLC | 10,774 | $692.1K | 0.02% | +151+1.4% | Added |
| HHM Wealth Advisors, LLC | 10,707 | $679.0K | 0.10% | −3,030−22.1% | Reduced |
| SlateStone Wealth, LLC | 10,685 | $678.0K | 0.06% | −60−0.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,658 | $675.9K | 0.03% | −1,413−11.7% | Reduced |
| AE Wealth Management LLC | 10,512 | $666.7K | 0.01% | −765−6.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 10,511 | $666.6K | 0.01% | +154+1.5% | Added |
| Quadrant Capital Group LLC | 10,448 | $662.6K | 0.05% | +257+2.5% | Added |
| HB Wealth Management, LLC | 10,382 | $658.5K | 0.01% | +1,220+13.3% | Added |
| BluePath Capital Management, LLC | 10,322 | $654.6K | 0.41% | +10,322 | New |
| First National Advisers, LLC | 10,276 | $651.7K | 0.10% | +1,020+11.0% | Added |
| Crane Advisory, LLC | 10,544 | $648.6K | 0.12% | 00.0% | Unchanged |
| Private Trust Co NA | 10,187 | $646.1K | 0.07% | +1,112+12.3% | Added |
| Financial Management Network Inc | 10,392 | $644.4K | 0.13% | +74+0.7% | Added |
| Associated Banc-Corp | 10,075 | $639.0K | 0.02% | +85+0.9% | Added |
| Powers Advisory Group, LLC | 10,014 | $635.1K | 0.32% | −137−1.3% | Reduced |
| Romano Brothers and Company | 9,994 | $633.8K | 0.08% | +140+1.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,891 | $627.3K | 0.14% | +576+6.2% | Added |
| NBC Securities, Inc. | 9,881 | $626.0K | 0.05% | −209−2.1% | Reduced |
| Portside Wealth Group, LLC | 9,852 | $624.8K | 0.11% | −176−1.8% | Reduced |
| Sound Financial Strategies Group, LLC | 9,841 | $624.1K | 0.50% | +435+4.6% | Added |
| Bailard, Inc. | 9,810 | $622.1K | 0.02% | −785−7.4% | Reduced |
| Chesapeake Asset Management LLC | 9,788 | $620.8K | 0.54% | +220+2.3% | Added |
| HBK Sorce Advisory LLC | 9,780 | $620.2K | 0.02% | −296−2.9% | Reduced |
| Clearstead Advisors, LLC | 9,740 | $617.7K | 0.01% | +3,906+67.0% | Added |
| Fukoku Mutual Life Insurance Co | 9,703 | $615.4K | 0.04% | 00.0% | Unchanged |
| Family Legacy, Inc. | 9,606 | $609.2K | 0.20% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 9,564 | $606.5K | 0.34% | +1,153+13.7% | Added |
| First Affirmative Financial Network | 9,485 | $601.6K | 0.33% | −415−4.2% | Reduced |
| Sterling Financial Planning, Inc. | 9,480 | $601.2K | 0.22% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9,486 | $601.0K | 0.18% | +53+0.6% | Added |
| Buckley Wealth Management, LLC | 9,450 | $599.3K | 0.18% | +176+1.9% | Added |
| Summit Financial, LLC | 9,398 | $596.0K | 0.02% | +1,052+12.6% | Added |
| WFA of San Diego, LLC | 9,389 | $595.5K | 0.50% | −329−3.4% | Reduced |
| NFP Retirement, Inc. | 9,364 | $593.9K | 0.05% | +41+0.4% | Added |
| Catalytic Wealth RIA, LLC | 9,311 | $590.5K | 0.10% | +127+1.4% | Added |
| Intrust Bank NA | 9,273 | $588.1K | 0.06% | +136+1.5% | Added |
| Tiemann Investment Advisors, LLC | 9,260 | $587.2K | 0.25% | −322−3.4% | Reduced |
| Quad-Cities Investment Group, LLC | 9,170 | $581.6K | 0.29% | +96+1.1% | Added |
| Ingalls & Snyder LLC | 9,150 | $580.0K | 0.02% | 00.0% | Unchanged |
| First Hawaiian Bank | 9,118 | $578.3K | 0.02% | −164−1.8% | Reduced |
| Keystone Financial Group | 9,089 | $576.4K | 0.07% | −73−0.8% | Reduced |
| NovaPoint Capital, LLC | 8,999 | $570.7K | 0.18% | +93+1.0% | Added |
| Cigna Investments Inc | 8,974 | $570.0K | 0.10% | −135−1.5% | Reduced |
| Global X Japan Co., Ltd. | 8,968 | $568.8K | 0.07% | −1,028−10.3% | Reduced |
| Foundations Investment Advisors, LLC | 8,920 | $565.7K | 0.01% | +1,785+25.0% | Added |
| West Paces Advisors Inc. | 8,910 | $565.1K | 0.14% | +809+10.0% | Added |
| First Heartland Consultants, Inc. | 8,871 | $563.0K | 0.06% | −25,817−74.4% | Reduced |
| AdvisorNet Financial, Inc | 8,848 | $561.1K | 0.04% | +134+1.5% | Added |
| Larson Financial Group LLC | 8,832 | $560.2K | 0.03% | +3,407+62.8% | Added |
| Marshall Wace, LLP | 8,820 | $559.4K | 0.00% | +8,820 | New |
| Focus Financial Network, Inc. | 8,820 | $559.3K | 0.02% | −40−0.5% | Reduced |
| First County Bank | 8,785 | $557.1K | 0.28% | −1,168−11.7% | Reduced |
| CFS Investment Advisory Services, LLC | 8,694 | $551.0K | 0.05% | −1,318−13.2% | Reduced |
| CAPROCK Group, Inc. | 8,687 | $550.9K | 0.02% | +1,904+28.1% | Added |
| Gen-Wealth Partners Inc | 9,093 | $550.0K | 0.24% | −149−1.6% | Reduced |