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 |
|---|---|---|---|---|---|
| FSB Premier Wealth Management, Inc. | 8,615 | $546.4K | 0.22% | +4,363+102.6% | Added |
| Quadcap Wealth Management, LLC | 8,452 | $536.0K | 0.08% | −165−1.9% | Reduced |
| Founders Financial Alliance, LLC | 8,396 | $532.4K | 0.15% | +261+3.2% | Added |
| Financial Advocates Investment Management | 8,349 | $529.5K | 0.03% | +591+7.6% | Added |
| Focused Wealth Management, Inc | 8,301 | $526.4K | 0.07% | +61+0.7% | Added |
| Intellectus Partners, LLC | 8,199 | $520.0K | 0.13% | +36+0.4% | Added |
| Mather Group, LLC. | 8,178 | $518.6K | 0.01% | −1,767−17.8% | Reduced |
| Capital Investment Advisors, LLC | 8,161 | $517.6K | 0.01% | −40.0% | Reduced |
| CWA Asset Management Group, LLC | 8,150 | $516.9K | 0.03% | +8,150 | New |
| XML Financial, LLC | 8,056 | $510.9K | 0.05% | +2,956+58.0% | Added |
| Ballentine Partners, LLC | 8,048 | $510.4K | 0.01% | +247+3.2% | Added |
| Geneos Wealth Management Inc. | 8,005 | $507.7K | 0.02% | −411−4.9% | Reduced |
| Anson Funds Management LP | 8,000 | $507.4K | 0.07% | +8,000 | New |
| Revisor Wealth Management LLC | 7,977 | $505.9K | 0.32% | −484−5.7% | Reduced |
| Beacon Investment Advisors LLC | 7,975 | $505.8K | 0.24% | +881+12.4% | Added |
| CCM Investment Advisers LLC | 7,920 | $502.3K | 0.06% | −1,490−15.8% | Reduced |
| Financial Partners Group, Inc | 7,903 | $501.2K | 0.07% | −51−0.6% | Reduced |
| SMH Capital Advisors Inc | 7,901 | $501.1K | 1.55% | −116−1.4% | Reduced |
| J.W. Cole Advisors, Inc. | 7,839 | $497.1K | 0.02% | −338−4.1% | Reduced |
| Norden Group LLC | 7,833 | $496.8K | 0.06% | +2,387+43.8% | Added |
| Procyon Private Wealth Partners, LLC | 7,836 | $496.7K | 0.03% | −478−5.7% | Reduced |
| Optiver Holding B.V. | 7,822 | $496.1K | 0.01% | +7,822 | New |
| Essex Savings Bank | 7,818 | $495.8K | 0.12% | +838+12.0% | Added |
| Cypress Capital Group | 7,714 | $489.2K | 0.05% | −102−1.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,709 | $489.0K | 0.11% | −450−5.5% | Reduced |
| GYL Financial Synergies, LLC | 7,691 | $487.8K | 0.04% | −1,346−14.9% | Reduced |
| Flputnam Investment Management Co | 7,608 | $482.5K | 0.01% | +924+13.8% | Added |
| CAP Partners, LLC | 7,583 | $480.9K | 0.36% | +65+0.9% | Added |
| Valeo Financial Advisors, LLC | 7,536 | $477.9K | 0.01% | −347−4.4% | Reduced |
| Trueblood Wealth Management, LLC | 7,484 | $474.6K | 0.24% | +251+3.5% | Added |
| Jump Financial, LLC | 7,452 | $472.6K | 0.01% | +748+11.2% | Added |
| Mission Creek Capital Partners, Inc. | 7,427 | $471.0K | 0.11% | −856−10.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 7,343 | $465.7K | 0.02% | −2,317−24.0% | Reduced |
| Benchmark Investment Advisors LLC | 7,321 | $464.3K | 0.33% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7,158 | $454.0K | 0.09% | +3,211+81.4% | Added |
| Caldwell Sutter Capital, Inc. | 7,142 | $452.9K | 0.21% | −1,249−14.9% | Reduced |
| Truvestments Capital LLC | 7,069 | $448.3K | 0.12% | −5,805−45.1% | Reduced |
| Excalibur Management Corp | 7,039 | $446.4K | 0.17% | +278+4.1% | Added |
| Spire Wealth Management | 7,028 | $445.7K | 0.02% | +293+4.4% | Added |
| New Insight Wealth Advisors | 7,024 | $445.5K | 0.23% | −631−8.2% | Reduced |
| Dark Forest Capital Management LP | 7,009 | $444.5K | 0.06% | +7,009 | New |
| Hendershot Investments Inc. | 6,995 | $443.6K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,969 | $442.0K | 0.00% | −2,649−27.5% | Reduced |
| Summit Trail Advisors, LLC | 6,912 | $438.4K | 0.01% | +938+15.7% | Added |
| Citizens National Bank Trust Department | 6,893 | $437.2K | 0.09% | −905−11.6% | Reduced |
| Stratos Wealth Advisors, LLC | 6,880 | $436.4K | 0.02% | −6−0.1% | Reduced |
| Graypoint LLC | 6,826 | $432.9K | 0.03% | +610+9.8% | Added |
| Fullcircle Wealth LLC | 7,056 | $432.5K | 0.19% | −2,303−24.6% | Reduced |
| BancorpSouth Bank | 6,806 | $431.6K | 0.03% | +1,200+21.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 6,776 | $429.7K | 0.05% | +26+0.4% | Added |
| Investmark Advisory Group LLC | 6,755 | $428.4K | 0.21% | +107+1.6% | Added |
| Sage Investment Advisers LLC | 6,711 | $425.6K | 0.45% | +10.0% | Added |
| Cape Investment Advisory, Inc. | 6,698 | $424.8K | 0.17% | +16+0.2% | Added |
| Panoramic Investment Advisors, LLC | 6,692 | $424.4K | 0.29% | +6,692 | New |
| American Investment Services, Inc. | 6,676 | $423.4K | 0.07% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 6,630 | $420.4K | 0.08% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 6,576 | $417.1K | 0.03% | +2,740+71.4% | Added |
| Core Wealth Partners LLC | 6,576 | $417.0K | 0.25% | +2,453+59.5% | Added |
| AlphaCore Capital LLC | 6,541 | $414.8K | 0.09% | −76−1.1% | Reduced |
| Aptus Capital Advisors, LLC | 6,519 | $413.4K | 0.01% | −1,467−18.4% | Reduced |
| Dudley Capital Management, LLC | 6,504 | $412.5K | 0.22% | +790+13.8% | Added |
| TCFG Wealth Management, LLC | 6,492 | $411.7K | 0.21% | +6,492 | New |
| Angeles Investment Advisors, LLC | 6,434 | $408.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,398 | $405.8K | 0.02% | +6,398 | New |
| Regions Financial Corp | 6,384 | $404.9K | 0.00% | +106+1.7% | Added |
| Mount Yale Investment Advisors, LLC | 6,349 | $402.6K | 0.04% | −1,223−16.2% | Reduced |
| Heartland Bank & Trust Co | 6,269 | $397.6K | 0.21% | −243−3.7% | Reduced |
| Rodgers Brothers Inc. | 6,250 | $396.4K | 0.05% | −500−7.4% | Reduced |
| Atomi Financial Group, Inc. | 6,236 | $395.5K | 0.02% | +1,888+43.4% | Added |
| Park Place Capital Corp | 6,230 | $395.1K | 0.11% | +648+11.6% | Added |
| Shell Asset Management Co | 6,234 | $395.0K | 0.02% | +6,234 | New |
| Prudent Man Advisors, LLC | 6,211 | $393.9K | 0.13% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,231 | $393.0K | 0.03% | +6,231 | New |
| Milestone Asset Management, LLC | 6,190 | $392.6K | 0.09% | −19−0.3% | Reduced |
| Integrated Advisors Network LLC | 6,178 | $391.8K | 0.02% | +99+1.6% | Added |
| 9258 Wealth Management, LLC | 6,141 | $389.5K | 0.06% | +537+9.6% | Added |
| IFP Advisors, Inc | 6,138 | $389.3K | 0.01% | −769−11.1% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,080 | $385.6K | 0.07% | −3,000−33.0% | Reduced |
| Opus Capital Group, LLC | 6,061 | $384.0K | 0.05% | −25−0.4% | Reduced |
| Camden Capital, LLC | 6,051 | $383.8K | 0.04% | +159+2.7% | Added |
| Marcum Wealth, LLC | 6,050 | $383.7K | 0.04% | +503+9.1% | Added |
| Petix & Botte Co | 6,028 | $382.3K | 0.10% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,028 | $381.0K | 0.00% | −2,871−32.3% | Reduced |
| AllSquare Wealth Management LLC | 5,997 | $380.3K | 0.22% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,990 | $379.9K | 0.08% | +1,319+28.2% | Added |
| SignalPoint Asset Management, LLC | 6,045 | $379.2K | 0.09% | −156−2.5% | Reduced |
| King Luther Capital Management Corp | 5,922 | $375.6K | 0.00% | −26,899−82.0% | Reduced |
| 180 Wealth Advisors, LLC | 5,920 | $375.4K | 0.06% | −424−6.7% | Reduced |
| Fragasso Group Inc. | 5,885 | $373.2K | 0.03% | +5,885 | New |
| Farther Finance Advisors, LLC | 5,868 | $372.0K | 0.01% | +555+10.4% | Added |
| Teacher Retirement System of Texas | 5,830 | $370.0K | 0.00% | −10,915−65.2% | Reduced |
| Grimes & Company, Inc. | 5,831 | $369.8K | 0.01% | +5,831 | New |
| Westwood Holdings Group Inc. | 5,786 | $366.9K | 0.00% | −100,316−94.5% | Reduced |
| Court Place Advisors, LLC | 5,772 | $366.1K | 0.11% | +8+0.1% | Added |
| Walker Asset Management, LLC | 5,767 | $365.7K | 0.23% | +76+1.3% | Added |
| Wolverine Asset Management LLC | 5,711 | $362.2K | 0.01% | −21,127−78.7% | Reduced |
| Csenge Advisory Group | 5,843 | $360.8K | 0.02% | −286−4.7% | Reduced |
| Vise Technologies, Inc. | 5,683 | $360.4K | 0.05% | +5,683 | New |
| Transcend Wealth Collective, LLC | 5,663 | $359.2K | 0.02% | −10.0% | Reduced |
| BKD Wealth Advisors, LLC | 5,657 | $358.8K | 0.01% | +20.0% | Added |