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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1,233 | $65.8K | 0.01% | +959+350.0% | Added |
| Aventura Private Wealth, LLC | 1,265 | $67.6K | 0.04% | +1,265 | New |
| Rothschild Investment LLC | 1,278 | $68.3K | 0.00% | −27−2.1% | Reduced |
| Founders Capital Management | 1,300 | $69.4K | 0.04% | −980−43.0% | Reduced |
| Beacon Capital Management, LLC | 1,307 | $69.8K | 0.01% | +27+2.1% | Added |
| Front Row Advisors LLC | 1,310 | $70.0K | 0.02% | −150−10.3% | Reduced |
| McIlrath & Eck, LLC | 1,310 | $70.0K | 0.01% | −53−3.9% | Reduced |
| Grove Bank & Trust | 1,324 | $70.7K | 0.01% | −85−6.0% | Reduced |
| Rosenberg Matthew Hamilton | 1,329 | $71.0K | 0.02% | +838+170.7% | Added |
| Loomis Sayles & Co L P | 1,364 | $73.0K | 0.00% | +1,364 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,411 | $75.4K | 0.02% | −7−0.5% | Reduced |
| Central Trust Co | 1,444 | $77.1K | 0.00% | −2−0.1% | Reduced |
| Manchester Capital Management LLC | 1,459 | $77.9K | 0.01% | −589−28.8% | Reduced |
| Pinnacle Bancorp, Inc. | 1,500 | $80.1K | 0.03% | −478−24.2% | Reduced |
| TSFG, LLC | 1,534 | $82.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,537 | $82.1K | 0.01% | −55−3.5% | Reduced |
| City State Bank | 1,550 | $82.8K | 0.03% | −50−3.1% | Reduced |
| Heritage Wealth Advisors | 1,563 | $83.5K | 0.00% | −57−3.5% | Reduced |
| Capital Analysts, LLC | 1,560 | $84.0K | 0.00% | +17+1.1% | Added |
| ESL Trust Services, LLC | 1,600 | $85.5K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,611 | $86.0K | 0.02% | +42+2.7% | Added |
| Salem Investment Counselors Inc | 1,680 | $89.7K | 0.00% | +670+66.3% | Added |
| Quent Capital, LLC | 1,725 | $92.2K | 0.01% | +309+21.8% | Added |
| Glass Jacobson Investment Advisors llc | 1,733 | $92.6K | 0.03% | −32−1.8% | Reduced |
| Anchor Investment Management, LLC | 1,738 | $92.8K | 0.01% | +19+1.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,611 | $95.0K | 0.00% | −2,446−60.3% | Reduced |
| JNBA Financial Advisors | 1,780 | $95.1K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,800 | $96.1K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 1,842 | $98.7K | 0.01% | +1,604+673.9% | Added |
| Creative Financial Designs Inc | 1,866 | $99.7K | 0.01% | +160+9.4% | Added |
| Indiana Trust & Investment Management CO | 1,933 | $103.2K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,946 | $103.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,978 | $105.6K | 0.03% | −4−0.2% | Reduced |
| Osterweis Capital Management Inc | 2,000 | $106.8K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,011 | $107.4K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,979 | $108.4K | 0.05% | +1,979 | New |
| Hexagon Capital Partners LLC | 2,030 | $108.4K | 0.02% | +878+76.2% | Added |
| Covestor Ltd | 2,096 | $112.0K | 0.07% | +156+8.0% | Added |
| TD Waterhouse Canada Inc. | 2,121 | $113.3K | 0.00% | −2,703−56.0% | Reduced |
| Parkside Financial Bank & Trust | 2,144 | $114.5K | 0.02% | +218+11.3% | Added |
| Caldwell Trust Co | 2,214 | $118.3K | 0.01% | 00.0% | Unchanged |
| Motco | 2,245 | $119.9K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 2,315 | $123.6K | 0.04% | +2,315 | New |
| Wood Tarver Financial Group, LLC | 2,325 | $124.0K | 0.04% | +2,325 | New |
| C M Bidwell & Associates Ltd | 2,413 | $128.9K | 0.08% | −83−3.3% | Reduced |
| Lindbrook Capital, LLC | 2,428 | $129.7K | 0.01% | +85+3.6% | Added |
| Fortitude Family Office, LLC | 2,477 | $132.3K | 0.05% | +112+4.7% | Added |
| SRS Capital Advisors, Inc. | 2,479 | $132.4K | 0.01% | +467+23.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,482 | $132.6K | 0.01% | −800−24.4% | Reduced |
| Y.D. More Investments Ltd | 2,497 | $133.4K | 0.01% | +55+2.3% | Added |
| Armstrong Advisory Group, Inc | 2,530 | $135.1K | 0.01% | +14+0.6% | Added |
| Cromwell Holdings LLC | 2,563 | $136.9K | 0.08% | +130+5.3% | Added |
| Montag A & Associates Inc | 2,580 | $137.8K | 0.01% | −1,000−27.9% | Reduced |
| Plato Investment Management Ltd | 2,704 | $144.9K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,723 | $145.0K | 0.11% | −6,763−71.3% | Reduced |
| Coastline Trust Co | 2,760 | $147.4K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,796 | $149.3K | 0.01% | +311+12.5% | Added |
| Tobam | 2,817 | $150.0K | 0.05% | −423−13.1% | Reduced |
| Tidemark, LLC | 2,883 | $154.0K | 0.06% | +4+0.1% | Added |
| Bayforest Capital Ltd | 2,890 | $154.4K | 0.19% | +2,890 | New |
| Bartlett & Co. Wealth Management LLC | 2,962 | $158.2K | 0.00% | +462+18.5% | Added |
| Ridgewood Investments LLC | 2,963 | $158.3K | 0.08% | −216−6.8% | Reduced |
| Smartleaf Asset Management LLC | 3,011 | $158.8K | 0.02% | +856+39.7% | Added |
| Toth Financial Advisory Corp | 3,071 | $164.0K | 0.02% | +904+41.7% | Added |
| Rocky Mountain Advisers, LLC | 3,100 | $165.6K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3,361 | $179.5K | 0.00% | +49+1.5% | Added |
| Westside Investment Management, Inc. | 3,580 | $191.2K | 0.04% | +10.0% | Added |
| JFS Wealth Advisors, LLC | 3,606 | $192.6K | 0.01% | +7+0.2% | Added |
| Raiffeisen Bank International AG | 3,654 | $192.7K | 0.00% | +3,654 | New |
| Ancora Advisors, LLC | 3,666 | $195.8K | 0.00% | +82+2.3% | Added |
| Guyasuta Investment Advisors Inc | 3,748 | $200.2K | 0.01% | +522+16.2% | Added |
| Congress Park Capital LLC | 3,750 | $200.3K | 0.07% | −500−11.8% | Reduced |
| Pitcairn Co | 3,780 | $201.9K | 0.01% | +23+0.6% | Added |
| Jentner Corp | 3,798 | $202.8K | 0.06% | +51+1.4% | Added |
| Callan Family Office, LLC | 3,811 | $203.5K | 0.01% | +3,811 | New |
| Whittier Trust Co | 3,816 | $203.8K | 0.00% | −55−1.4% | Reduced |
| Stockman Wealth Management, Inc. | 3,818 | $203.9K | 0.03% | −254−6.2% | Reduced |
| Quarry LP | 3,824 | $204.2K | 0.04% | +3,279+601.7% | Added |
| Western Wealth Management, LLC | 3,841 | $205.1K | 0.01% | −1,394−26.6% | Reduced |
| Werba Rubin Papier Wealth Management | 3,854 | $205.8K | 0.05% | −45−1.2% | Reduced |
| Morningstar Investment Management LLC | 3,861 | $206.0K | 0.02% | +365+10.4% | Added |
| Vivaldi Capital Management, LLC | 3,679 | $206.0K | 0.03% | +3,679 | New |
| Richards, Merrill & Peterson, Inc. | 3,868 | $206.6K | 0.11% | +3,868 | New |
| Cherry Creek Investment Advisors, Inc. | 3,868 | $206.6K | 0.10% | +169+4.6% | Added |
| Optas, LLC | 3,880 | $207.2K | 0.04% | +3,880 | New |
| Northstar Advisory Group, LLC | 3,885 | $207.5K | 0.11% | 00.0% | Unchanged |
| Keel Point, LLC | 3,911 | $208.9K | 0.02% | +469+13.6% | Added |
| Exencial Wealth Advisors, LLC | 3,915 | $209.1K | 0.01% | +328+9.1% | Added |
| MBA Advisors LLC | 3,920 | $209.4K | 0.11% | +291+8.0% | Added |
| Keystone Wealth Services, LLC | 3,923 | $209.5K | 0.06% | −45−1.1% | Reduced |
| Cetera Trust Company, N.A | 3,925 | $209.6K | 0.14% | 00.0% | Unchanged |
| Alpha Family Trust | 3,930 | $209.9K | 0.12% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,931 | $210.0K | 0.04% | −541−12.1% | Reduced |
| LGT Fund Management Co Ltd. | 3,942 | $210.5K | 0.02% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 3,946 | $210.8K | 0.11% | +3,946 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,950 | $211.0K | 0.07% | +890+29.1% | Added |
| Sandbox Financial Partners, LLC | 3,954 | $211.2K | 0.07% | +76+2.0% | Added |
| SG Americas Securities, LLC | 3,975 | $212.0K | 0.00% | −106,200−96.4% | Reduced |
| Simon Quick Advisors, LLC | 3,972 | $212.1K | 0.01% | +613+18.2% | Added |
| Boston Financial Mangement LLC | 3,974 | $212.2K | 0.01% | −400−9.1% | Reduced |