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Livermore
Livermore
ZHEN

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, Q4 2024

Institutional positions in Realty Income Corp as of Dec 31, 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
1,267
+44 vs. Q3 2024
Shares held
686.4M
−2.46M (−0.4%) vs. Q3 2024
Total value
$36.6B
−$7.03B (−16.1%) vs. Q3 2024
New holders
185
485 more added
Sold out
141
477 more reduced

22 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,267 institutions
Q1 2021: 878 institutionsQ2 2021: 934 institutionsQ3 2021: 956 institutionsQ4 2021: 1,108 institutionsQ1 2022: 1,102 institutionsQ2 2022: 1,091 institutionsQ3 2022: 1,076 institutionsQ4 2022: 1,118 institutionsQ1 2023: 1,116 institutionsQ2 2023: 1,100 institutionsQ3 2023: 1,063 institutionsQ4 2023: 1,156 institutionsQ1 2024: 1,190 institutionsQ2 2024: 1,182 institutionsQ3 2024: 1,245 institutionsQ4 2024: 1,267 institutionsQ1 2025: 1,279 institutionsQ2 2025: 1,288 institutionsQ3 2025: 1,341 institutionsQ4 2025: 1,371 institutionsQ1 2026: 1,448 institutionsQ2 2026: 1,465 institutions
Value heldQ4 2024: $36.6B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $19.6BQ4 2021: $32.7BQ1 2022: $32.2BQ2 2022: $33.8BQ3 2022: $29.9BQ4 2022: $34.1BQ1 2023: $34.8BQ2 2023: $33.9BQ3 2023: $28.6BQ4 2023: $34.9BQ1 2024: $36.9BQ2 2024: $35.5BQ3 2024: $44.2BQ4 2024: $36.6BQ1 2025: $40.6BQ2 2025: $41.0BQ3 2025: $43.1BQ4 2025: $41.1BQ1 2026: $43.5BQ2 2026: $46.2B
Institutions holding O and their total value by quarter
QuarterHoldersValue
Q2 20261,465$46.2B
Q1 20261,448$43.5B
Q4 20251,371$41.1B
Q3 20251,341$43.1B
Q2 20251,288$41.0B
Q1 20251,279$40.6B
Q4 20241,267$36.6B
Q3 20241,245$44.2B
Q2 20241,182$35.5B
Q1 20241,190$36.9B
Q4 20231,156$34.9B
Q3 20231,063$28.6B
Q2 20231,100$33.9B
Q1 20231,116$34.8B
Q4 20221,118$34.1B
Q3 20221,076$29.9B
Q2 20221,091$33.8B
Q1 20221,102$32.2B
Q4 20211,108$32.7B
Q3 2021956$19.6B
Q2 2021934$18.6B
Q1 2021878$16.9B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q3 2024.

Institutions holding O in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC0$160.00%0New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1$530.00%−14,670−100.0%Reduced
Cranbrook Wealth Management, LLC1$540.00%00.0%Unchanged
REAP Financial Group, LLC4$2140.00%00.0%Unchanged
Leonteq Securities AG6$3200.00%00.0%Unchanged
YANKCOM Partnership8$4270.00%+8New
NBC Securities, Inc.8$4630.04%−9,873−99.9%Reduced
Parkworth Wealth Management, Inc.0$5340.00%0New
Winnow Wealth LLC11$5820.00%+11New
Clarity Asset Management, Inc.13$6940.00%00.0%Unchanged
American Capital Advisory, LLC14$7480.00%00.0%Unchanged
True Wealth Design, LLC14$7490.00%+14New
DHJJ Financial Advisors, Ltd.18$9620.00%00.0%Unchanged
Crewe Advisors LLC20$1.08K0.00%−128−86.5%Reduced
GHP Investment Advisors, Inc.21$1.12K0.00%−100−82.6%Reduced
Caitong International Asset Management Co., Ltd21$1.12K0.00%+21New
Principia Wealth Advisory, LLC23$1.23K0.00%+23New
Pacific Center for Financial Services23$1.23K0.00%00.0%Unchanged
Cornerstone Planning Group LLC22$1.23K0.00%−2−8.3%Reduced
Caitlin John, LLC23$1.25K0.00%00.0%Unchanged
Valued Wealth Advisors LLC25$1.34K0.00%−3−10.7%Reduced
WealthTrak Capital Management LLC25$1.34K0.00%+25New
Cassady Schiller Wealth Management, LLC27$1.44K0.00%+27New
Eagle Bay Advisors LLC28$1.50K0.00%−16−36.4%Reduced
Oarsman Capital, Inc.30$1.60K0.00%−396−93.0%Reduced
Systematic Financial Management LP30$1.63K0.00%00.0%Unchanged
NewSquare Capital LLC36$1.92K0.00%+36New
Mountain Hill Investment Partners Corp.37$2.00K0.00%+37New
CarsonAllaria Wealth Management, Ltd.38$2.05K0.00%+1+2.7%Added
Tradewinds Capital Management, LLC47$2.51K0.00%00.0%Unchanged
First Pacific Financial50$2.67K0.00%−260−83.9%Reduced
Robinswood Financial LLC50$2.71K0.00%00.0%Unchanged
Clark Wealth Partners51$2.74K0.00%+51New
Financial Management Professionals, Inc.52$2.76K0.00%+12+30.0%Added
Sachetta, LLC53$2.83K0.00%−142−72.8%Reduced
Pinnacle Financial Partners Inc45$2.85K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.54$2.88K0.00%+54New
Sanctuary Wealth Management, L.L.C.55$2.94K0.00%+36+189.5%Added
Raffa Wealth Management, LLC57$3.04K0.00%00.0%Unchanged
TFC Financial Management57$3.05K0.00%−16−21.9%Reduced
Delta Asset Management LLC60$3.21K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC60$3.21K0.00%+20+50.0%Added
Country Trust Bank62$3.31K0.00%00.0%Unchanged
Mascoma Wealth Management LLC67$3.58K0.00%00.0%Unchanged
Tributary Capital Management, LLC69$3.69K0.00%−13−15.9%Reduced
POM Investment Strategies, LLC73$3.90K0.00%+1+1.4%Added
Strengthening Families & Communities, LLC72$4.00K0.00%−405−84.9%Reduced
Centricity Wealth Management, LLC81$4.33K0.00%+81New
WPG Advisers, LLC91$4.86K0.00%+91New
Chilton Capital Management LLC94$5.02K0.00%+20+27.0%Added
Spectrum Wealth Counsel, LLC100$5.34K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC100$5.34K0.00%+100New
Pineridge Advisors LLC100$5.34K0.00%+100New
Capital & Planning, LLC100$5.34K0.00%+100New
Chapman Financial Group, LLC100$5.34K0.00%+100New
Boyd Watterson Asset Management LLC103$5.50K0.00%00.0%Unchanged
Synergy Investment Management, LLC104$5.54K0.00%+104New
HighMark Wealth Management LLC108$5.76K0.00%+2+1.9%Added
Asset Dedication, LLC110$5.88K0.00%−3,944−97.3%Reduced
Carolinas Wealth Consulting LLC112$5.98K0.00%+3+2.8%Added
High Note Wealth, LLC117$6.25K0.00%+117New
New Wave Wealth Advisors LLC131$6.99K0.00%+131New
Moisand Fitzgerald Tamayo, LLC136$7.26K0.00%00.0%Unchanged
Dunhill Financial, LLC141$7.55K0.00%+33+30.6%Added
Abound Wealth Management142$7.58K0.00%−200−58.5%Reduced
Kiely Wealth Advisory Group, Inc.143$7.72K0.00%00.0%Unchanged
Flagship Wealth Advisors, LLC150$8.01K0.00%+150New
FSC Wealth Advisors, LLC158$8.46K0.01%−11−6.5%Reduced
Insight Financial Services159$8.49K0.01%00.0%Unchanged
Oakworth Capital, Inc.173$9.24K0.00%00.0%Unchanged
Bare Financial Services, Inc173$9.24K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.177$9.45K0.00%+177New
Sittner & Nelson, LLC182$9.72K0.00%+19+11.7%Added
Roble, Belko & Company, Inc189$10.0K0.00%+5+2.7%Added
Navigoe, LLC200$10.0K0.01%+200New
Ameliora Wealth Management Ltd.188$10.0K0.00%00.0%Unchanged
Concord Wealth Partners190$10.1K0.00%−438−69.7%Reduced
Community Bank, N.A.200$10.7K0.00%−180−47.4%Reduced
Hoese & Co LLP200$10.7K0.01%00.0%Unchanged
Strategic Investment Solutions, Inc.200$10.7K0.00%00.0%Unchanged
Demars Financial Group, LLC576,988$10.8K0.35%+576,988New
Legacy Investment Solutions, LLC200$10.8K0.01%00.0%Unchanged
Legacy Wealth Managment, LLC200$10.8K0.01%00.0%Unchanged
AlphaMark Advisors, LLC200$11.0K0.00%00.0%Unchanged
Avion Wealth217$11.0K0.00%+116+114.9%Added
DT Investment Partners, LLC207$11.1K0.00%00.0%Unchanged
Highline Wealth Partners LLC208$11.1K0.00%+9+4.5%Added
IAG Wealth Partners, LLC218$11.6K0.00%+218New
Kozak & Associates, Inc.226$12.0K0.00%+174+334.6%Added
First Horizon Advisors, Inc.229$12.2K0.00%−718−75.8%Reduced
Washington Trust Advisors, Inc.233$12.4K0.00%00.0%Unchanged
Evermay Wealth Management LLC238$12.7K0.00%00.0%Unchanged
FNY Investment Advisers, LLC250$13.0K0.01%−80−24.2%Reduced
Salomon & Ludwin, LLC250$13.4K0.00%−4−1.6%Reduced
Clear Investment Research, LLC253$13.5K0.02%00.0%Unchanged
Hemington Wealth Management298$15.0K0.00%−15−4.8%Reduced
Barrett & Company, Inc.284$15.2K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC286$15.3K0.01%−1−0.3%Reduced
Pacific Capital Wealth Advisors, Inc288$15.4K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.293$15.6K0.01%+293New