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 |
|---|---|---|---|---|---|
| LM Advisors LLC | 11,862 | $634.0K | 0.11% | −3,299−21.8% | Reduced |
| Cornercap Investment Counsel Inc | 11,950 | $638.3K | 0.21% | −503−4.0% | Reduced |
| Verus Capital Partners, LLC | 12,109 | $646.8K | 0.06% | −1,312−9.8% | Reduced |
| TCW Group Inc | 12,226 | $653.0K | 0.01% | +310+2.6% | Added |
| Mosaic Family Wealth Partners, LLC | 12,337 | $658.9K | 0.10% | −149−1.2% | Reduced |
| Horizon Investments, LLC | 12,463 | $659.2K | 0.02% | +133+1.1% | Added |
| Weiss Asset Management LP | 12,362 | $660.3K | 0.02% | +12,362 | New |
| William Allan, LLC | 12,540 | $669.8K | 0.41% | −400−3.1% | Reduced |
| Duncker Streett & Co Inc | 12,621 | $674.1K | 0.13% | −599−4.5% | Reduced |
| National Asset Management, Inc. | 12,640 | $675.1K | 0.02% | +241+1.9% | Added |
| HBK Sorce Advisory LLC | 12,655 | $675.9K | 0.02% | +2,875+29.4% | Added |
| AE Wealth Management LLC | 12,690 | $677.8K | 0.01% | +2,178+20.7% | Added |
| BluePath Capital Management, LLC | 12,955 | $679.8K | 0.37% | +2,633+25.5% | Added |
| Prestige Wealth Management Group LLC | 12,761 | $681.6K | 0.14% | +827+6.9% | Added |
| PFW Advisors LLC | 12,790 | $683.1K | 0.21% | +12,790 | New |
| MUFG Securities Americas Inc. | 12,920 | $690.1K | 0.09% | +12,920 | New |
| Brinker Capital Investments, LLC | 12,948 | $691.6K | 0.01% | −3,542−21.5% | Reduced |
| Orion Portfolio Solutions, LLC | 12,948 | $691.6K | 0.01% | −3,542−21.5% | Reduced |
| Moseley Investment Management Inc | 12,999 | $694.3K | 0.27% | −58−0.4% | Reduced |
| Silver Oak Securities, Inc | 13,188 | $695.4K | 0.06% | +13,188 | New |
| Segall Bryant & Hamill, LLC | 13,300 | $710.4K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 13,518 | $712.8K | 0.07% | +2,580+23.6% | Added |
| Profund Advisors LLC | 13,444 | $718.0K | 0.03% | −10,968−44.9% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,552 | $720.2K | 0.10% | +620+4.8% | Added |
| Vawter Financial, Ltd. | 13,532 | $722.7K | 0.43% | −140−1.0% | Reduced |
| Panagora Asset Management Inc | 13,628 | $727.9K | 0.00% | −101−0.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,692 | $731.3K | 0.01% | −1,631−10.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,725 | $733.1K | 0.03% | +3,067+28.8% | Added |
| Magnolia Capital Management Ltd | 13,737 | $734.0K | 0.58% | −135−1.0% | Reduced |
| Congress Wealth Management LLC | 13,750 | $734.5K | 0.01% | +282+2.1% | Added |
| Samalin Investment Counsel, LLC | 13,755 | $734.7K | 0.32% | −1,976−12.6% | Reduced |
| SMART Wealth LLC | 13,774 | $735.6K | 0.26% | −4,979−26.6% | Reduced |
| Park Avenue Securities LLC | 13,863 | $740.0K | 0.01% | −730−5.0% | Reduced |
| Glen Eagle Advisors, LLC | 13,897 | $742.2K | 0.12% | −1,383−9.1% | Reduced |
| Chiron Capital Management, LLC | 13,951 | $745.1K | 0.70% | +2,747+24.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 14,000 | $747.7K | 0.02% | −2,593−15.6% | Reduced |
| Ausdal Financial Partners, Inc. | 14,045 | $750.1K | 0.06% | +338+2.5% | Added |
| Keudell/Morrison Wealth Management | 14,074 | $751.7K | 0.20% | +2,120+17.7% | Added |
| Denver Wealth Management, Inc. | 14,089 | $752.5K | 0.34% | +101+0.7% | Added |
| TFG Advisers LLC | 14,131 | $754.7K | 0.27% | +246+1.8% | Added |
| Legacy Financial Advisors, Inc. | 14,357 | $766.8K | 0.13% | +1,567+12.3% | Added |
| Fifth Third Wealth Advisors LLC | 14,384 | $768.2K | 0.04% | +2,817+24.4% | Added |
| Westpac Banking Corp | 14,466 | $772.6K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 14,466 | $772.6K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 14,470 | $772.9K | 0.01% | −2,970−17.0% | Reduced |
| Sunbelt Securities, Inc. | 14,662 | $773.1K | 0.07% | +3,445+30.7% | Added |
| United Capital Financial Advisers, LLC | 14,567 | $778.0K | 0.01% | −1,582−9.8% | Reduced |
| L.M. Kohn & Company | 14,577 | $778.5K | 0.20% | −544−3.6% | Reduced |
| Bryn Mawr Trust Co | 14,589 | $779.2K | 0.01% | −1,690−10.4% | Reduced |
| Money Concepts Capital Corp | 14,733 | $786.9K | 0.06% | +840+6.0% | Added |
| NorthRock Partners, LLC | 14,801 | $790.5K | 0.03% | −2,538−14.6% | Reduced |
| Reuter James Wealth Management, LLC | 14,857 | $793.5K | 0.15% | −598−3.9% | Reduced |
| Abundance Wealth Counselors | 14,860 | $794.0K | 0.17% | +1,043+7.5% | Added |
| Wetherby Asset Management Inc | 15,013 | $801.9K | 0.04% | +2,850+23.4% | Added |
| First National Trust Co | 15,170 | $810.2K | 0.03% | −467−3.0% | Reduced |
| Sound Financial Strategies Group, LLC | 15,276 | $815.9K | 0.68% | +5,435+55.2% | Added |
| Clifford Swan Investment Counsel LLC | 15,311 | $817.8K | 0.03% | −264−1.7% | Reduced |
| N.E.W. Advisory Services LLC | 15,317 | $818.1K | 0.08% | +1,809+13.4% | Added |
| Perigon Wealth Management, LLC | 14,992 | $818.3K | 0.02% | −60−0.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 15,421 | $823.7K | 0.40% | +1,270+9.0% | Added |
| Van Hulzen Asset Management, LLC | 15,422 | $823.7K | 0.06% | −25,536−62.3% | Reduced |
| Compass Ion Advisors, LLC | 15,462 | $825.8K | 0.10% | −310−2.0% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 15,477 | $826.6K | 0.46% | +15,477 | New |
| Modern Wealth Management, LLC | 15,529 | $829.4K | 0.03% | +2,263+17.1% | Added |
| Essex Financial Services, Inc. | 15,588 | $832.6K | 0.06% | +471+3.1% | Added |
| GF Fund Management Co. Ltd. | 15,825 | $845.2K | 0.02% | +15,825 | New |
| Allen Capital Group, LLC | 15,916 | $850.1K | 0.10% | −1,041−6.1% | Reduced |
| AIA Group Ltd | 15,944 | $851.6K | 0.02% | −20,836−56.7% | Reduced |
| Alpha Cubed Investments, LLC | 15,947 | $851.8K | 0.04% | +749+4.9% | Added |
| HB Wealth Management, LLC | 16,083 | $857.0K | 0.01% | +5,701+54.9% | Added |
| Armstrong, Fleming & Moore, Inc | 16,128 | $861.4K | 0.52% | −152−0.9% | Reduced |
| Vident Advisory, LLC | 16,178 | $864.2K | 0.02% | −3,852−19.2% | Reduced |
| Ronald Blue Trust, Inc. | 16,284 | $869.7K | 0.01% | −9,138−35.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,291 | $870.1K | 0.02% | −403−2.4% | Reduced |
| Altman Advisors, Inc. | 16,316 | $871.4K | 0.37% | −12,521−43.4% | Reduced |
| Boston Private Wealth LLC | 16,354 | $873.5K | 0.02% | +16,354 | New |
| Merit Financial Group, LLC | 16,459 | $879.1K | 0.02% | −8,778−34.8% | Reduced |
| RB Capital Management, LLC | 16,515 | $882.1K | 0.21% | −1,861−10.1% | Reduced |
| Empowered Funds, LLC | 16,699 | $887.5K | 0.01% | +1,598+10.6% | Added |
| Commerce Bank | 16,622 | $887.8K | 0.01% | −8,602−34.1% | Reduced |
| Sage Investment Counsel LLC | 16,771 | $895.7K | 1.17% | +16,771 | New |
| Convergence Financial, LLC | 16,878 | $901.5K | 0.18% | +795+4.9% | Added |
| RDA Financial Network | 16,999 | $907.9K | 0.26% | −40.0% | Reduced |
| Gsa Capital Partners LLP | 17,239 | $921.0K | 0.07% | +17,239 | New |
| Massmutual Trust Co FSB | 17,258 | $921.8K | 0.03% | +400+2.4% | Added |
| LRI Investments, LLC | 17,330 | $925.6K | 0.09% | −225−1.3% | Reduced |
| JBR Co Financial Management Inc | 17,349 | $926.6K | 0.56% | +412+2.4% | Added |
| Wealthspire Advisors, LLC | 17,647 | $942.5K | 0.01% | +1,292+7.9% | Added |
| Virtu Financial LLC | 17,694 | $945.0K | 0.05% | +17,694 | New |
| Nwam LLC | 18,007 | $961.7K | 0.06% | +914+5.3% | Added |
| HighPoint Advisor Group LLC | 17,931 | $975.1K | 0.05% | +1,130+6.7% | Added |
| Stanley-Laman Group, Ltd. | 18,285 | $976.6K | 0.14% | 00.0% | Unchanged |
| Savant Capital, LLC | 18,300 | $977.4K | 0.01% | −2,502−12.0% | Reduced |
| Naples Global Advisors, LLC | 18,331 | $979.0K | 0.09% | +285+1.6% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 18,370 | $981.1K | 0.38% | +735+4.2% | Added |
| Bleakley Financial Group, LLC | 18,602 | $993.5K | 0.03% | −1,596−7.9% | Reduced |
| Virtus ETF Advisers LLC | 18,773 | $1.00M | 0.41% | +18,773 | New |
| Perennial Investment Advisors, LLC | 18,795 | $1.00M | 0.12% | −213−1.1% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 18,840 | $1.01M | 0.59% | −4,264−18.5% | Reduced |
| Diligent Investors, LLC | 18,847 | $1.01M | 0.23% | −416−2.2% | Reduced |