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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 310 | $16.6K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 320 | $17.1K | 0.01% | −2,307−87.8% | Reduced |
| PSI Advisors, LLC | 322 | $17.2K | 0.01% | +172+114.7% | Added |
| Aspect Partners, LLC | 327 | $17.5K | 0.01% | +2+0.6% | Added |
| WR Wealth Planners, LLC | 336 | $17.9K | 0.01% | +17+5.3% | Added |
| Hantz Financial Services, Inc. | 334 | $18.0K | 0.00% | +334 | New |
| Transcendent Capital Group LLC | 341 | $18.2K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 346 | $18.5K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 360 | $19.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 372 | $19.9K | 0.00% | +5+1.4% | Added |
| Valley National Advisers Inc | 385 | $20.0K | 0.00% | +5+1.3% | Added |
| Sandy Spring Bank | 375 | $20.0K | 0.00% | +107+39.9% | Added |
| Altshuler Shaham Ltd | 385 | $20.6K | 0.00% | +385 | New |
| TruNorth Capital Management, LLC | 391 | $20.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $21.4K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $21.4K | 0.00% | −197−33.0% | Reduced |
| Arlington Trust Co LLC | 400 | $21.4K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 407 | $21.7K | 0.00% | +192+89.3% | Added |
| Tortoise Investment Management, LLC | 408 | $21.8K | 0.00% | −8−1.9% | Reduced |
| Kestra Investment Management, LLC | 411 | $21.9K | 0.00% | +411 | New |
| Capital A Wealth Management, LLC | 422 | $22.5K | 0.04% | +422 | New |
| Stance Capital LLC | 422 | $22.6K | 0.01% | +422 | New |
| American National Bank | 427 | $22.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 434 | $23.2K | 0.00% | +434 | New |
| Rise Advisors, LLC | 438 | $23.4K | 0.01% | +6+1.4% | Added |
| Meeder Asset Management Inc | 445 | $23.8K | 0.00% | −18−3.9% | Reduced |
| GW&K Investment Management, LLC | 454 | $24.0K | 0.00% | −72−13.7% | Reduced |
| Ameriflex Group, Inc. | 443 | $24.2K | 0.01% | +443 | New |
| Bell Investment Advisors, Inc | 464 | $24.8K | 0.00% | −46−9.0% | Reduced |
| Tucker Asset Management LLC | 471 | $25.2K | 0.00% | +86+22.3% | Added |
| Archer Investment Corp | 475 | $25.4K | 0.01% | +6+1.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 479 | $25.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 483 | $25.8K | 0.00% | −455−48.5% | Reduced |
| Main Street Group, LTD | 500 | $26.7K | 0.01% | −2,268−81.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 500 | $26.7K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 509 | $27.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 515 | $27.5K | 0.00% | +296+135.2% | Added |
| Lee Danner & Bass Inc | 518 | $27.7K | 0.00% | +518 | New |
| Continuum Advisory, LLC | 519 | $27.7K | 0.00% | −109−17.4% | Reduced |
| Private Wealth Management Group, LLC | 524 | $28.0K | 0.01% | −31−5.6% | Reduced |
| Creative Capital Management Investments LLC | 525 | $28.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 544 | $29.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 548 | $29.3K | 0.01% | +66+13.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 549 | $29.3K | 0.06% | +349+174.5% | Added |
| Hopwood Financial Services, Inc. | 550 | $29.4K | 0.02% | +550 | New |
| MV Capital Management, Inc. | 552 | $29.5K | 0.00% | −142−20.5% | Reduced |
| Bruce G. Allen Investments, LLC | 584 | $31.2K | 0.03% | −12−2.0% | Reduced |
| UMA Financial Services, Inc. | 597 | $31.9K | 0.01% | +597 | New |
| Smithfield Trust Co | 575 | $32.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 608 | $32.5K | 0.03% | +608 | New |
| Cypress Capital Management LLC (WY) | 609 | $32.5K | 0.04% | −609−50.0% | Reduced |
| Riverview Trust Co | 630 | $33.6K | 0.03% | −19−2.9% | Reduced |
| Hilltop National Bank | 631 | $33.7K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 638 | $34.1K | 0.02% | +638 | New |
| Fourth Dimension Wealth, LLC | 641 | $34.2K | 0.02% | +641 | New |
| Empirical Asset Management, LLC | 10,260 | $35.2K | 0.01% | +173+1.7% | Added |
| Hoertkorn Richard Charles | 666 | $35.6K | 0.01% | 00.0% | Unchanged |
| 10Elms LLP | 667 | $35.6K | 0.04% | +667 | New |
| BankPlus Trust Department | 684 | $36.5K | 0.01% | +684 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $37.3K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $37.4K | 0.02% | +700 | New |
| 1620 Investment Advisors, Inc. | 720 | $38.5K | 0.03% | −17−2.3% | Reduced |
| Deseret Mutual Benefit Administrators | 739 | $39.5K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 750 | $40.1K | 0.02% | +750 | New |
| St Germain D J Co Inc | 752 | $40.2K | 0.00% | +567+306.5% | Added |
| Plante Moran Financial Advisors, LLC | 769 | $41.1K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 782 | $41.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 796 | $42.5K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 800 | $42.7K | 0.02% | +800 | New |
| Venturi Wealth Management, LLC | 809 | $43.2K | 0.00% | +68+9.2% | Added |
| HM Payson & Co | 815 | $43.5K | 0.00% | −6−0.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 837 | $44.7K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 850 | $45.4K | 0.01% | +300+54.5% | Added |
| RE Dickinson Investment Advisors, LLC | 859 | $45.9K | 0.03% | −167−16.3% | Reduced |
| Central Pacific Bank - Trust Division | 864 | $46.1K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 877 | $46.8K | 0.01% | +765+683.0% | Added |
| Wiser Advisor Group LLC | 884 | $47.2K | 0.07% | +12+1.4% | Added |
| Sugarloaf Wealth Management, LLC | 885 | $47.3K | 0.01% | +62+7.5% | Added |
| Pacifica Partners Inc. | 907 | $47.7K | 0.02% | −20−2.2% | Reduced |
| Bellevue Asset Management, LLC | 932 | $49.8K | 0.03% | +2+0.2% | Added |
| Missouri Trust & Investment Co | 946 | $50.5K | 0.02% | +161+20.5% | Added |
| Fortis Group Advisors, LLC | 950 | $50.7K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 950 | $50.7K | 0.01% | +950 | New |
| Centennial Bank | 966 | $51.6K | 0.02% | +966 | New |
| Wolff Wiese Magana LLC | 974 | $52.0K | 0.03% | +4+0.4% | Added |
| Future Financial Wealth Managment LLC | 1,000 | $53.4K | 0.04% | 00.0% | Unchanged |
| Fairway Wealth LLC | 1,000 | $53.4K | 0.02% | +1,000 | New |
| Crews Bank & Trust | 1,011 | $54.0K | 0.01% | +1,011 | New |
| Semmax Financial Advisors Inc. | 1,028 | $56.7K | 0.02% | +6+0.6% | Added |
| Capital Advisors, Ltd. LLC | 1,060 | $57.0K | 0.01% | +71+7.2% | Added |
| NBT Bank N A | 1,071 | $57.2K | 0.00% | −139−11.5% | Reduced |
| CoreFirst Bank & Trust | 1,080 | $57.7K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,100 | $58.8K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,100 | $58.8K | 0.06% | +1,100 | New |
| Winthrop Capital Management, LLC | 1,119 | $59.0K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1,139 | $60.8K | 0.02% | +120+11.8% | Added |
| Roxbury Financial LLC | 1,080 | $62.6K | 0.06% | +1,080 | New |
| Trust Co | 1,197 | $63.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,214 | $64.8K | 0.04% | −6,129−83.5% | Reduced |