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 |
|---|---|---|---|---|---|
| Prosperity Wealth Management, Inc. | 3,975 | $212.3K | 0.09% | −44−1.1% | Reduced |
| Wealth Quarterback LLC | 3,975 | $212.3K | 0.10% | +505+14.6% | Added |
| Spire Wealth Management | 3,997 | $213.5K | 0.01% | −3,031−43.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,000 | $213.6K | 0.02% | −90−2.2% | Reduced |
| Slagle Financial, LLC | 4,016 | $214.5K | 0.10% | −24−0.6% | Reduced |
| Colonial River Wealth Management, LLC | 4,034 | $215.5K | 0.10% | −291−6.7% | Reduced |
| Axxcess Wealth Management, LLC | 4,034 | $215.5K | 0.01% | −291−6.7% | Reduced |
| Crescent Sterling, Ltd. | 4,036 | $215.6K | 0.22% | +177+4.6% | Added |
| Buffington Mohr McNeal | 4,048 | $216.2K | 0.04% | +4,048 | New |
| Helium Advisors LLC | 4,048 | $216.2K | 0.17% | +4,048 | New |
| Jacobsen Capital Management | 4,052 | $216.4K | 0.09% | −10−0.2% | Reduced |
| Cornerstone Wealth Management, LLC | 4,082 | $218.0K | 0.01% | +546+15.4% | Added |
| Cahill Financial Advisors Inc | 4,086 | $218.2K | 0.03% | +4,086 | New |
| Revisor Wealth Management LLC | 4,087 | $218.4K | 0.20% | −3,890−48.8% | Reduced |
| Pointe Capital Management LLC | 4,094 | $218.7K | 0.13% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,103 | $219.1K | 0.07% | −440−9.7% | Reduced |
| Trajan Wealth LLC | 4,103 | $219.1K | 0.01% | +299+7.9% | Added |
| Traynor Capital Management, Inc. | 4,142 | $221.2K | 0.02% | +4,142 | New |
| First Manhattan Co | 4,156 | $222.0K | 0.00% | −350−7.8% | Reduced |
| Reliant Investment Partners, LLC | 4,159 | $222.1K | 0.20% | +4,159 | New |
| LexAurum Advisors, LLC | 4,168 | $222.6K | 0.04% | +95+2.3% | Added |
| Fragasso Group Inc. | 4,171 | $222.8K | 0.02% | −1,714−29.1% | Reduced |
| Lantz Financial LLC | 4,175 | $223.0K | 0.06% | −290−6.5% | Reduced |
| Fidelis Capital Partners, LLC | 4,096 | $223.2K | 0.02% | +785+23.7% | Added |
| Insigneo Advisory Services, LLC | 4,189 | $223.7K | 0.02% | −914−17.9% | Reduced |
| Clear Creek Financial Management, LLC | 4,192 | $223.9K | 0.02% | +802+23.7% | Added |
| Wedmont Private Capital | 4,338 | $224.2K | 0.01% | −31−0.7% | Reduced |
| Aull & Monroe Investment Management Corp | 4,200 | $224.3K | 0.11% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,204 | $224.5K | 0.07% | −50−1.2% | Reduced |
| Los Angeles Capital Management LLC | 4,221 | $225.4K | 0.00% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 4,232 | $226.1K | 0.01% | +364+9.4% | Added |
| Certior Financial Group, LLC | 4,281 | $228.6K | 0.20% | +4,281 | New |
| Gilman Hill Asset Management, LLC | 4,291 | $229.2K | 0.04% | −50−1.2% | Reduced |
| Aspire Growth Partners LLC | 4,328 | $231.2K | 0.23% | +4,328 | New |
| Moody National Bank Trust Division | 4,355 | $232.6K | 0.02% | −10.0% | Reduced |
| Bullock Wealth Management Group | 4,359 | $232.8K | 0.14% | +4+0.1% | Added |
| Mesirow Financial Investment Management, Inc. | 4,362 | $233.0K | 0.00% | +4,362 | New |
| Park Place Capital Corp | 4,423 | $236.2K | 0.07% | −1,807−29.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,425 | $236.3K | 0.07% | −500−10.2% | Reduced |
| Petix & Botte Co | 4,426 | $236.4K | 0.06% | −1,602−26.6% | Reduced |
| Smith, Moore & Co. | 4,432 | $236.7K | 0.02% | +201+4.8% | Added |
| Berger Financial Group, Inc | 4,440 | $237.1K | 0.02% | −10.0% | Reduced |
| Howard Capital Management Inc. | 4,456 | $238.0K | 0.00% | +229+5.4% | Added |
| Titleist Asset Management, LLC | 4,463 | $238.4K | 0.03% | +4,463 | New |
| JT Stratford LLC | 4,463 | $238.4K | 0.04% | +174+4.1% | Added |
| Ontario Teachers Pension Plan Board | 4,481 | $239.3K | 0.00% | +4,481 | New |
| ProVise Management Group, LLC | 4,482 | $239.4K | 0.02% | −467−9.4% | Reduced |
| Good Life Advisors, LLC | 4,486 | $239.6K | 0.02% | −42−0.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,488 | $239.7K | 0.05% | −605−11.9% | Reduced |
| Legacy Advisors, LLC | 4,509 | $240.8K | 0.02% | −22−0.5% | Reduced |
| Lake Street Advisors Group, LLC | 4,521 | $241.4K | 0.01% | −293−6.1% | Reduced |
| Yoder Wealth Management, Inc. | 4,529 | $241.9K | 0.13% | +236+5.5% | Added |
| Charter Oak Capital Management, LLC | 4,556 | $243.4K | 0.02% | −45−1.0% | Reduced |
| Cozad Asset Management Inc | 4,562 | $243.7K | 0.02% | −76−1.6% | Reduced |
| Holderness Investments Co | 4,572 | $244.2K | 0.05% | −81−1.7% | Reduced |
| Silverlake Wealth Management LLC | 4,593 | $245.3K | 0.09% | +15+0.3% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 4,605 | $245.9K | 0.07% | +4,605 | New |
| FSA Investment Group, LLC | 4,638 | $246.5K | 0.21% | +4,638 | New |
| Wealth Management Associates, Inc. | 4,630 | $247.3K | 0.11% | +954+26.0% | Added |
| Court Place Advisors, LLC | 4,681 | $250.0K | 0.08% | −1,091−18.9% | Reduced |
| Flow Traders U.S. LLC | 4,694 | $251.0K | 0.01% | +4,694 | New |
| Everhart Financial Group, Inc. | 4,715 | $251.8K | 0.05% | −1,275−21.3% | Reduced |
| Flynn Zito Capital Management, LLC | 4,727 | $252.5K | 0.12% | +767+19.4% | Added |
| Stiles Financial Services Inc | 4,734 | $252.9K | 0.09% | +18+0.4% | Added |
| OneAscent Financial Services LLC | 4,749 | $254.0K | 0.02% | +4,749 | New |
| BlueChip Wealth Advisors LLC | 4,758 | $254.1K | 0.14% | −350−6.9% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 4,784 | $255.5K | 0.09% | −9,338−66.1% | Reduced |
| Polymer Capital Management (US) LLC | 4,786 | $255.6K | 0.08% | +4,786 | New |
| Marcum Wealth, LLC | 4,823 | $257.6K | 0.02% | −1,227−20.3% | Reduced |
| Phillips Wealth Planners LLC | 5,016 | $259.2K | 0.26% | −465−8.5% | Reduced |
| Modera Wealth Management, LLC | 4,904 | $261.9K | 0.00% | +372+8.2% | Added |
| Shelton Capital Management | 4,933 | $263.5K | 0.01% | +1,437+41.1% | Added |
| Strategy Asset Managers LLC | 4,934 | $263.5K | 0.05% | −555−10.1% | Reduced |
| Opus Capital Group, LLC | 4,946 | $264.0K | 0.03% | −1,115−18.4% | Reduced |
| Catalyst Capital Advisors LLC | 5,000 | $267.1K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 5,000 | $267.1K | 0.01% | +5,000 | New |
| Avestar Capital, LLC | 5,016 | $267.9K | 0.02% | −176−3.4% | Reduced |
| Pure Financial Advisors, Inc. | 5,027 | $268.5K | 0.01% | +5,027 | New |
| Whittier Trust Co of Nevada Inc | 5,037 | $269.0K | 0.01% | −145−2.8% | Reduced |
| Coastwise Capital Group, LLC | 5,036 | $269.0K | 0.21% | +736+17.1% | Added |
| Allianz SE | 5,045 | $269.5K | 0.01% | +5,045 | New |
| SeaCrest Wealth Management, LLC | 5,046 | $269.5K | 0.03% | +116+2.4% | Added |
| Visionary Wealth Advisors | 5,076 | $271.1K | 0.02% | −50−1.0% | Reduced |
| Whipplewood Advisors, LLC | 5,096 | $272.2K | 0.15% | +5,096 | New |
| Westbourne Investments, Inc. | 5,100 | $272.4K | 0.16% | +5,100 | New |
| EverSource Wealth Advisors, LLC | 5,128 | $273.9K | 0.02% | −98−1.9% | Reduced |
| International Assets Investment Management, LLC | 5,208 | $274.0K | 0.02% | −296,364−98.3% | Reduced |
| Ignite Planners, LLC | 5,164 | $275.1K | 0.06% | −109−2.1% | Reduced |
| Lummis Asset Management, LP | 5,154 | $275.3K | 0.35% | −303−5.6% | Reduced |
| Evanson Asset Management, LLC | 5,172 | $276.2K | 0.02% | +14+0.3% | Added |
| Alteri Wealth LLC | 5,194 | $277.4K | 0.08% | +5,194 | New |
| Mason & Associates Inc | 5,202 | $277.8K | 0.07% | +59+1.1% | Added |
| Sovereign Financial Group, Inc. | 5,202 | $277.8K | 0.06% | +840+19.3% | Added |
| Argent Trust Co | 5,207 | $278.1K | 0.01% | 00.0% | Unchanged |
| Atlas Legacy Advisors, LLC | 5,233 | $279.5K | 0.07% | +5,233 | New |
| Campion Asset Management LLC | 5,253 | $280.6K | 0.21% | −317−5.7% | Reduced |
| Rinkey Investments | 5,282 | $282.1K | 0.09% | +778+17.3% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,288 | $282.4K | 0.17% | +5,288 | New |
| Center for Financial Planning, Inc. | 5,291 | $282.6K | 0.04% | +4,711+812.2% | Added |
| GTS Securities LLC | 5,305 | $283.3K | 0.01% | −8,523−61.6% | Reduced |