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 |
|---|---|---|---|---|---|
| TPG Advisors LLC | 5,331 | $284.7K | 0.22% | −285−5.1% | Reduced |
| Prairie Sky Financial Group LLC | 5,332 | $284.8K | 0.17% | 00.0% | Unchanged |
| ETF Store, Inc. | 5,362 | $286.4K | 0.36% | +460+9.4% | Added |
| Atomi Financial Group, Inc. | 5,363 | $286.5K | 0.01% | −873−14.0% | Reduced |
| Hoxton Planning & Management, LLC | 5,367 | $286.7K | 0.11% | +1,469+37.7% | Added |
| Leo Wealth, LLC | 5,367 | $286.7K | 0.03% | +638+13.5% | Added |
| Principle Wealth Partners LLC | 5,374 | $287.1K | 0.02% | −10.0% | Reduced |
| Lecap Asset Management Ltd | 5,410 | $288.9K | 0.08% | +5,410 | New |
| Red Door Wealth Management, LLC | 5,419 | $289.4K | 0.04% | +5,419 | New |
| Premier Path Wealth Partners, LLC | 5,422 | $289.6K | 0.04% | +163+3.1% | Added |
| Meridian Wealth Management, LLC | 5,438 | $290.4K | 0.01% | +96+1.8% | Added |
| NorthStar Asset Management LLC | 5,473 | $292.3K | 0.19% | +413+8.2% | Added |
| Farther Finance Advisors, LLC | 5,491 | $293.3K | 0.01% | −377−6.4% | Reduced |
| Mayflower Financial Advisors, LLC | 5,496 | $293.5K | 0.04% | +334+6.5% | Added |
| ClearAlpha Technologies LP | 5,497 | $293.6K | 0.25% | +5,497 | New |
| Cross Staff Investments Inc | 5,511 | $294.3K | 0.22% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,566 | $297.3K | 0.02% | +1,556+38.8% | Added |
| BKD Wealth Advisors, LLC | 5,568 | $297.4K | 0.01% | −89−1.6% | Reduced |
| Alps Advisors Inc | 5,580 | $298.0K | 0.00% | +5,580 | New |
| PharVision Advisers, LLC | 5,624 | $300.4K | 0.25% | +5,624 | New |
| Vance Wealth, Inc. | 5,626 | $300.5K | 0.12% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 5,654 | $302.0K | 0.15% | −850−13.1% | Reduced |
| Financial Counselors Inc | 5,672 | $302.9K | 0.00% | +1,659+41.3% | Added |
| Ellis Investment Partners, LLC | 5,688 | $303.8K | 0.06% | −1,470−20.5% | Reduced |
| Wolverine Asset Management LLC | 5,711 | $305.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 5,722 | $305.6K | 0.00% | −200−3.4% | Reduced |
| Lazard Asset Management LLC | 5,760 | $307.0K | 0.00% | −268−4.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,750 | $307.1K | 0.03% | −1,026−15.1% | Reduced |
| ORG Wealth Partners, LLC | 5,770 | $308.2K | 0.10% | +5,770 | New |
| Huntleigh Advisors, Inc. | 5,773 | $308.3K | 0.07% | +5,773 | New |
| West Family Investments, Inc. | 5,801 | $309.8K | 0.11% | +1,018+21.3% | Added |
| Ci Investments Inc. | 5,831 | $311.0K | 0.00% | +1,812+45.1% | Added |
| DRW Securities, LLC | 5,826 | $311.2K | 0.02% | +5,826 | New |
| Cascade Financial Partners, LLC | 5,840 | $311.9K | 0.04% | +1,596+37.6% | Added |
| 180 Wealth Advisors, LLC | 5,845 | $312.2K | 0.05% | −75−1.3% | Reduced |
| SS&H Financial Advisors, Inc. | 5,867 | $314.0K | 0.11% | +817+16.2% | Added |
| Grimes & Company, Inc. | 5,909 | $315.6K | 0.01% | +78+1.3% | Added |
| MeadowBrook Investment Advisors LLC | 5,910 | $315.7K | 0.28% | +995+20.2% | Added |
| BancorpSouth Bank | 5,992 | $320.0K | 0.02% | −814−12.0% | Reduced |
| Comprehensive Money Management Services LLC | 5,994 | $320.1K | 0.26% | +5,994 | New |
| AllSquare Wealth Management LLC | 5,997 | $320.3K | 0.18% | 00.0% | Unchanged |
| Trace Wealth Advisors, LLC | 6,000 | $320.5K | 0.29% | +6,000 | New |
| Regions Financial Corp | 6,038 | $322.5K | 0.00% | −346−5.4% | Reduced |
| Walker Asset Management, LLC | 6,045 | $322.9K | 0.20% | +278+4.8% | Added |
| M&G Plc | 6,099 | $323.2K | 0.00% | +6,099 | New |
| Panoramic Investment Advisors, LLC | 6,080 | $324.7K | 0.21% | −612−9.1% | Reduced |
| Brighton Jones LLC | 6,101 | $325.9K | 0.01% | +615+11.2% | Added |
| Mount Yale Investment Advisors, LLC | 6,132 | $327.5K | 0.03% | −217−3.4% | Reduced |
| Citizens National Bank Trust Department | 6,153 | $328.6K | 0.07% | −740−10.7% | Reduced |
| SignalPoint Asset Management, LLC | 6,160 | $329.0K | 0.08% | +115+1.9% | Added |
| Vise Technologies, Inc. | 6,191 | $330.7K | 0.03% | +508+8.9% | Added |
| Credit Capital Investments LLC | 6,200 | $331.1K | 0.43% | +6,200 | New |
| Shell Asset Management Co | 6,221 | $332.0K | 0.01% | −13−0.2% | Reduced |
| Rodgers Brothers Inc. | 6,250 | $333.8K | 0.04% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,258 | $334.2K | 0.07% | −283−4.3% | Reduced |
| CAPROCK Group, Inc. | 6,265 | $334.6K | 0.01% | −2,422−27.9% | Reduced |
| Cape Investment Advisory, Inc. | 6,281 | $335.5K | 0.13% | −417−6.2% | Reduced |
| Integrated Advisors Network LLC | 6,283 | $335.6K | 0.02% | +105+1.7% | Added |
| Diametric Capital, LP | 6,318 | $337.4K | 0.23% | +6,318 | New |
| Caldwell Sutter Capital, Inc. | 6,342 | $338.7K | 0.16% | −800−11.2% | Reduced |
| XML Financial, LLC | 6,357 | $339.5K | 0.03% | −1,699−21.1% | Reduced |
| Angeles Investment Advisors, LLC | 6,457 | $344.9K | 0.02% | +23+0.4% | Added |
| Blue Fin Capital, Inc. | 6,530 | $348.8K | 0.06% | −100−1.5% | Reduced |
| Cornerstone Planning, LLC | 6,550 | $349.8K | 0.13% | +6,550 | New |
| Channel Wealth LLC | 6,580 | $351.4K | 0.11% | +1,538+30.5% | Added |
| MFA Wealth Services | 6,583 | $351.6K | 0.28% | +6,583 | New |
| Csenge Advisory Group | 6,652 | $355.3K | 0.02% | +809+13.8% | Added |
| American Investment Services, Inc. | 6,676 | $356.6K | 0.06% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 6,678 | $356.7K | 0.18% | +186+2.9% | Added |
| Hendershot Investments Inc. | 6,695 | $357.6K | 0.05% | −300−4.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 6,714 | $358.6K | 0.03% | +138+2.1% | Added |
| FLC Capital Advisors | 6,743 | $360.1K | 0.08% | +1,607+31.3% | Added |
| Atlas Financial Advisors, Inc. | 6,747 | $360.4K | 0.56% | +3,177+89.0% | Added |
| Stratos Wealth Advisors, LLC | 6,751 | $360.6K | 0.02% | −129−1.9% | Reduced |
| New Insight Wealth Advisors | 6,821 | $364.3K | 0.18% | −203−2.9% | Reduced |
| Excalibur Management Corp | 6,839 | $365.3K | 0.15% | −200−2.8% | Reduced |
| Pinnacle Associates Ltd | 6,858 | $366.3K | 0.00% | +6,858 | New |
| FSB Premier Wealth Management, Inc. | 6,906 | $368.8K | 0.15% | −1,709−19.8% | Reduced |
| Eqis Capital Management, Inc. | 6,959 | $371.6K | 0.03% | +1,774+34.2% | Added |
| Truvestments Capital LLC | 6,988 | $373.2K | 0.10% | −81−1.1% | Reduced |
| Everence Capital Management Inc | 7,010 | $374.0K | 0.02% | +7,010 | New |
| Arete Wealth Advisors, LLC | 7,233 | $385.0K | 0.03% | +1,002+16.1% | Added |
| Fullcircle Wealth LLC | 7,021 | $385.6K | 0.16% | −35−0.5% | Reduced |
| Benchmark Investment Advisors LLC | 7,256 | $387.5K | 0.25% | −65−0.9% | Reduced |
| Cary Street Partners Financial LLC | 7,300 | $389.9K | 0.01% | +7,300 | New |
| Mission Creek Capital Partners, Inc. | 7,340 | $392.0K | 0.09% | −87−1.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 7,356 | $392.9K | 0.08% | +7,356 | New |
| Financial Partners Group, Inc | 7,375 | $393.9K | 0.06% | −528−6.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 7,396 | $395.0K | 0.09% | −313−4.1% | Reduced |
| Black Swift Group, LLC | 7,400 | $395.2K | 0.08% | −5,840−44.1% | Reduced |
| Golden State Wealth Management, LLC | 7,497 | $400.4K | 0.06% | +7,497 | New |
| Graypoint LLC | 7,505 | $400.9K | 0.02% | +679+9.9% | Added |
| CWA Asset Management Group, LLC | 7,529 | $402.1K | 0.02% | −621−7.6% | Reduced |
| Norden Group LLC | 7,561 | $403.9K | 0.05% | −272−3.5% | Reduced |
| First County Bank | 7,573 | $404.5K | 0.23% | −1,212−13.8% | Reduced |
| Crestline Management, LP | 7,609 | $406.4K | 0.01% | +7,609 | New |
| Core Wealth Partners LLC | 7,614 | $406.7K | 0.23% | +1,038+15.8% | Added |
| Flputnam Investment Management Co | 7,622 | $407.1K | 0.01% | +14+0.2% | Added |
| Financial Advocates Investment Management | 7,637 | $407.9K | 0.02% | −712−8.5% | Reduced |
| CAP Partners, LLC | 7,639 | $408.0K | 0.29% | +56+0.7% | Added |