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 |
|---|---|---|---|---|---|
| Vance Wealth, Inc. | 5,626 | $356.8K | 0.14% | −20.0% | Reduced |
| TPG Advisors LLC | 5,616 | $356.2K | 0.28% | +114+2.1% | Added |
| Campion Asset Management LLC | 5,570 | $353.2K | 0.26% | 00.0% | Unchanged |
| CIC Wealth, LLC | 5,565 | $352.9K | 0.09% | +5,565 | New |
| Phillips Wealth Planners LLC | 5,481 | $352.0K | 0.34% | +158+3.0% | Added |
| Cross Staff Investments Inc | 5,511 | $349.5K | 0.27% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 5,490 | $348.2K | 0.03% | −55,325−91.0% | Reduced |
| Strategy Asset Managers LLC | 5,489 | $348.1K | 0.07% | +1,012+22.6% | Added |
| Brighton Jones LLC | 5,486 | $347.9K | 0.01% | −455−7.7% | Reduced |
| TCG Advisory Services, LLC | 5,475 | $347.2K | 0.02% | −664−10.8% | Reduced |
| Lummis Asset Management, LP | 5,457 | $346.1K | 0.40% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 5,390 | $341.8K | 0.24% | +500+10.2% | Added |
| Principle Wealth Partners LLC | 5,375 | $340.9K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,352 | $339.4K | 0.03% | +5,352 | New |
| Meridian Wealth Management, LLC | 5,342 | $338.8K | 0.02% | +5,342 | New |
| Prairie Sky Financial Group LLC | 5,332 | $338.2K | 0.19% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,273 | $334.4K | 0.08% | +31+0.6% | Added |
| Premier Path Wealth Partners, LLC | 5,259 | $333.5K | 0.05% | +475+9.9% | Added |
| Western Wealth Management, LLC | 5,235 | $332.0K | 0.02% | +47+0.9% | Added |
| EverSource Wealth Advisors, LLC | 5,226 | $331.4K | 0.02% | −1,015−16.3% | Reduced |
| Argent Trust Co | 5,207 | $330.2K | 0.01% | −700−11.9% | Reduced |
| Whalen Wealth Management Inc. | 5,196 | $329.5K | 0.23% | +5,196 | New |
| Avestar Capital, LLC | 5,192 | $329.3K | 0.04% | +235+4.7% | Added |
| Eqis Capital Management, Inc. | 5,185 | $328.8K | 0.03% | −567−9.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,182 | $328.6K | 0.01% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 5,162 | $327.4K | 0.05% | +122+2.4% | Added |
| Evanson Asset Management, LLC | 5,158 | $327.1K | 0.02% | +13+0.3% | Added |
| Mason & Associates Inc | 5,143 | $326.2K | 0.08% | −4−0.1% | Reduced |
| FLC Capital Advisors | 5,136 | $325.7K | 0.08% | +1,128+28.1% | Added |
| Visionary Wealth Advisors | 5,126 | $325.1K | 0.02% | +63+1.2% | Added |
| BlueChip Wealth Advisors LLC | 5,108 | $323.9K | 0.17% | −100−1.9% | Reduced |
| Insigneo Advisory Services, LLC | 5,103 | $323.6K | 0.03% | −281−5.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,093 | $323.0K | 0.07% | −742−12.7% | Reduced |
| NorthStar Asset Management LLC | 5,060 | $320.9K | 0.21% | −461−8.3% | Reduced |
| SS&H Financial Advisors, Inc. | 5,050 | $320.0K | 0.12% | 00.0% | Unchanged |
| Channel Wealth LLC | 5,042 | $319.7K | 0.11% | −4,348−46.3% | Reduced |
| Catalyst Capital Advisors LLC | 5,000 | $317.1K | 0.01% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,986 | $316.2K | 0.11% | +4,986 | New |
| Morningstar Investment Services LLC | 5,015 | $315.0K | 0.00% | +413+9.0% | Added |
| Verdad Advisers, LP | 4,951 | $314.0K | 0.42% | +4,951 | New |
| ProVise Management Group, LLC | 4,949 | $313.9K | 0.02% | +386+8.5% | Added |
| Napa Wealth Management | 4,940 | $313.3K | 0.15% | +881+21.7% | Added |
| SeaCrest Wealth Management, LLC | 4,930 | $312.7K | 0.03% | −153−3.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,925 | $312.3K | 0.09% | +60+1.2% | Added |
| MeadowBrook Investment Advisors LLC | 4,915 | $311.7K | 0.28% | −1,177−19.3% | Reduced |
| ETF Store, Inc. | 4,902 | $310.9K | 0.32% | +252+5.4% | Added |
| MONECO Advisors, LLC | 4,894 | $310.4K | 0.04% | +4,894 | New |
| Lake Street Advisors Group, LLC | 4,814 | $305.3K | 0.01% | −52−1.1% | Reduced |
| TD Waterhouse Canada Inc. | 4,824 | $303.9K | 0.00% | +4,150+615.7% | Added |
| West Family Investments, Inc. | 4,783 | $303.3K | 0.10% | +321+7.2% | Added |
| Leo Wealth, LLC | 4,729 | $299.9K | 0.03% | −1,174−19.9% | Reduced |
| Stiles Financial Services Inc | 4,716 | $299.1K | 0.11% | +17+0.4% | Added |
| Holderness Investments Co | 4,653 | $295.1K | 0.06% | +262+6.0% | Added |
| Cozad Asset Management Inc | 4,638 | $294.1K | 0.03% | −194−4.0% | Reduced |
| Charter Oak Capital Management, LLC | 4,601 | $291.8K | 0.03% | +617+15.5% | Added |
| Silverlake Wealth Management LLC | 4,578 | $290.3K | 0.11% | +15+0.3% | Added |
| Northcape Wealth Management, LLC | 4,563 | $289.4K | 0.09% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,543 | $288.1K | 0.09% | +18+0.4% | Added |
| Modera Wealth Management, LLC | 4,532 | $287.4K | 0.00% | −38−0.8% | Reduced |
| Legacy Advisors, LLC | 4,531 | $287.4K | 0.03% | +4,531 | New |
| Good Life Advisors, LLC | 4,528 | $287.2K | 0.02% | −756−14.3% | Reduced |
| First Manhattan Co | 4,506 | $285.8K | 0.00% | −800−15.1% | Reduced |
| Rinkey Investments | 4,504 | $285.6K | 0.09% | +175+4.0% | Added |
| Tyche Wealth Partners LLC | 4,472 | $283.6K | 0.06% | −193−4.1% | Reduced |
| Lantz Financial LLC | 4,465 | $283.2K | 0.08% | +30+0.7% | Added |
| Berger Financial Group, Inc | 4,441 | $281.7K | 0.02% | +189+4.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 4,057 | $278.9K | 0.00% | −2,319−36.4% | Reduced |
| Boston Financial Mangement LLC | 4,374 | $277.4K | 0.01% | −1,000−18.6% | Reduced |
| Sovereign Financial Group, Inc. | 4,362 | $276.7K | 0.06% | −150−3.3% | Reduced |
| Moody National Bank Trust Division | 4,356 | $276.3K | 0.03% | +4,356 | New |
| Gilman Hill Asset Management, LLC | 4,341 | $275.3K | 0.05% | +4,341 | New |
| Bullock Wealth Management Group | 4,355 | $274.4K | 0.17% | +212+5.1% | Added |
| Colonial River Wealth Management, LLC | 4,325 | $274.3K | 0.14% | −41−0.9% | Reduced |
| Axxcess Wealth Management, LLC | 4,325 | $274.3K | 0.01% | −41−0.9% | Reduced |
| Coastwise Capital Group, LLC | 4,300 | $272.7K | 0.22% | +493+12.9% | Added |
| Yoder Wealth Management, Inc. | 4,293 | $272.3K | 0.16% | +4,293 | New |
| JT Stratford LLC | 4,289 | $272.0K | 0.05% | +4,289 | New |
| Cascade Financial Partners, LLC | 4,244 | $270.3K | 0.03% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 4,269 | $270.0K | 0.11% | +4,269 | New |
| Skopos Labs, Inc. | 4,254 | $269.8K | 0.09% | +4,254 | New |
| Congress Park Capital LLC | 4,250 | $269.5K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,369 | $269.4K | 0.02% | +464+11.9% | Added |
| Smith, Moore & Co. | 4,231 | $268.4K | 0.03% | +54+1.3% | Added |
| Howard Capital Management Inc. | 4,227 | $268.1K | 0.00% | +4,227 | New |
| Los Angeles Capital Management LLC | 4,221 | $267.7K | 0.00% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 4,200 | $266.4K | 0.12% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 4,167 | $264.2K | 0.01% | +4,167 | New |
| Aviso Wealth Management | 4,118 | $261.1K | 0.14% | −3,172−43.5% | Reduced |
| Pointe Capital Management LLC | 4,094 | $259.6K | 0.15% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,090 | $259.4K | 0.02% | −362−8.1% | Reduced |
| LexAurum Advisors, LLC | 4,073 | $258.3K | 0.06% | −318−7.2% | Reduced |
| Stockman Wealth Management, Inc. | 4,072 | $258.2K | 0.04% | +267+7.0% | Added |
| Wrapmanager Inc | 4,068 | $258.0K | 0.07% | −1,386−25.4% | Reduced |
| Jacobsen Capital Management | 4,062 | $257.6K | 0.11% | +5+0.1% | Added |
| Asset Dedication, LLC | 4,054 | $257.1K | 0.02% | −2,759−40.5% | Reduced |
| Slagle Financial, LLC | 4,040 | $256.2K | 0.11% | −39−1.0% | Reduced |
| Ci Investments Inc. | 4,019 | $255.0K | 0.00% | +301+8.1% | Added |
| Prosperity Wealth Management, Inc. | 4,019 | $254.9K | 0.10% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 4,019 | $254.9K | 0.16% | +4,019 | New |
| Financial Counselors Inc | 4,013 | $254.5K | 0.00% | −1,645−29.1% | Reduced |