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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 18,938 | $1.01M | 0.03% | +18,938 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,159 | $1.02M | 0.01% | −9,770−33.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 19,314 | $1.03M | 0.04% | −2,826−12.8% | Reduced |
| Broadwater Capital Management LLC | 19,780 | $1.06M | 0.81% | −1,150−5.5% | Reduced |
| Adviser Investments LLC | 19,851 | $1.06M | 0.01% | −2,022−9.2% | Reduced |
| Griffin Asset Management, Inc. | 19,983 | $1.07M | 0.13% | −6,874−25.6% | Reduced |
| Sovran Advisors, LLC | 20,112 | $1.07M | 0.15% | +20,112 | New |
| Wealthcare Advisory Partners LLC | 20,203 | $1.08M | 0.03% | +3,414+20.3% | Added |
| Foresight Capital Management Advisors, Inc. | 20,209 | $1.08M | 0.63% | +1,633+8.8% | Added |
| Prosperity Planning, Inc. | 20,266 | $1.08M | 0.35% | 00.0% | Unchanged |
| Blair William & Co | 20,268 | $1.08M | 0.00% | +1,636+8.8% | Added |
| V-Square Quantitative Management LLC | 20,275 | $1.08M | 0.15% | +3,988+24.5% | Added |
| Investors Research Corp | 20,456 | $1.09M | 0.24% | −250−1.2% | Reduced |
| United Services Automobile Association | 20,564 | $1.10M | 0.04% | +2,637+14.7% | Added |
| Centaurus Financial, Inc. | 20,608 | $1.10M | 0.07% | −35−0.2% | Reduced |
| Bay Rivers Group | 20,644 | $1.10M | 0.53% | +200+1.0% | Added |
| Kovack Advisors, Inc. | 20,701 | $1.11M | 0.11% | −4,057−16.4% | Reduced |
| MSH Capital Advisors LLC | 20,729 | $1.11M | 0.35% | +20,729 | New |
| Oak Thistle LLC | 20,730 | $1.11M | 0.33% | +20,730 | New |
| Pasadena Private Wealth, LLC | 20,815 | $1.11M | 0.23% | +4,578+28.2% | Added |
| Founders Financial Securities LLC | 20,949 | $1.12M | 0.10% | −134−0.6% | Reduced |
| Code Waechter LLC | 20,982 | $1.12M | 0.98% | +358+1.7% | Added |
| Prospera Financial Services Inc | 21,189 | $1.13M | 0.03% | −2,974−12.3% | Reduced |
| Hilltop Holdings Inc. | 21,268 | $1.14M | 0.07% | +3,312+18.4% | Added |
| Oak Harbor Wealth Partners, LLC | 21,276 | $1.14M | 0.33% | +21,276 | New |
| Benedict Financial Advisors Inc | 21,552 | $1.15M | 0.28% | −382−1.7% | Reduced |
| Applied Capital LLC | 21,676 | $1.16M | 0.91% | +237+1.1% | Added |
| Wedbush Securities Inc | 21,806 | $1.17M | 0.04% | +1,175+5.7% | Added |
| Trust Investment Advisors | 21,925 | $1.17M | 0.75% | +2,071+10.4% | Added |
| IFG Advisory, LLC | 21,962 | $1.17M | 0.07% | +1,477+7.2% | Added |
| Loudon Investment Management, LLC | 21,980 | $1.17M | 0.67% | +7,110+47.8% | Added |
| Cascade Investment Advisors, Inc. | 21,986 | $1.17M | 0.75% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 22,086 | $1.18M | 0.15% | −630−2.8% | Reduced |
| Bowman & Co S.C. | 22,095 | $1.18M | 0.61% | +22,095 | New |
| Intech Investment Management LLC | 22,111 | $1.18M | 0.01% | −830−3.6% | Reduced |
| Kesler, Norman & Wride, LLC | 22,217 | $1.19M | 0.26% | −3,335−13.1% | Reduced |
| Magnolia Capital Advisors LLC | 22,273 | $1.19M | 0.31% | +22,273 | New |
| Glenmede Trust Co NA | 22,340 | $1.19M | 0.01% | +1,949+9.6% | Added |
| Prudential PLC | 22,518 | $1.20M | 0.01% | +8,415+59.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 22,652 | $1.21M | 0.10% | +2,232+10.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 22,653 | $1.21M | 0.01% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 22,701 | $1.21M | 0.10% | +137+0.6% | Added |
| Concurrent Investment Advisors, LLC | 22,704 | $1.21M | 0.03% | +1,428+6.7% | Added |
| Golden State Equity Partners | 22,923 | $1.22M | 0.23% | +7,072+44.6% | Added |
| Raleigh Capital Management Inc. | 23,032 | $1.23M | 0.47% | +77+0.3% | Added |
| Arkadios Wealth Advisors | 23,143 | $1.24M | 0.07% | +2,682+13.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 23,163 | $1.24M | 0.09% | −2,283−9.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,242 | $1.24M | 0.01% | −8,737−27.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23,282 | $1.24M | 0.25% | +2,913+14.3% | Added |
| Moors & Cabot, Inc. | 23,288 | $1.24M | 0.06% | −348−1.5% | Reduced |
| Adams Asset Advisors, LLC | 23,407 | $1.25M | 0.16% | +4,132+21.4% | Added |
| Sagespring Wealth Partners, LLC | 23,455 | $1.25M | 0.03% | +23,455 | New |
| Schnieders Capital Management LLC | 23,557 | $1.26M | 0.25% | −6,716−22.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 23,558 | $1.26M | 0.02% | +420+1.8% | Added |
| Sequoia Financial Advisors, LLC | 23,621 | $1.26M | 0.01% | −83,142−77.9% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 23,689 | $1.27M | 1.21% | +23,689 | New |
| Dynamic Advisor Solutions LLC | 23,745 | $1.27M | 0.05% | +4,371+22.6% | Added |
| Kingswood Wealth Advisors, LLC | 23,787 | $1.27M | 0.10% | +5,522+30.2% | Added |
| Investment Advisory Group, LLC | 23,883 | $1.28M | 0.43% | −842−3.4% | Reduced |
| Belpointe Asset Management LLC | 20,652 | $1.28M | 0.08% | −6,514−24.0% | Reduced |
| Independent Advisor Alliance | 24,134 | $1.29M | 0.02% | +2,176+9.9% | Added |
| Tokio Marine Asset Management Co Ltd | 24,457 | $1.31M | 0.05% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 24,461 | $1.31M | 0.35% | +24,461 | New |
| Brown Brothers Harriman & Co | 24,511 | $1.31M | 0.01% | +2,091+9.3% | Added |
| Principal Securities, Inc. | 24,564 | $1.31M | 0.03% | +2,340+10.5% | Added |
| WealthShield Partners, LLC | 24,607 | $1.31M | 0.19% | +24,607 | New |
| Colonial Trust Co | 24,832 | $1.33M | 0.20% | +3,443+16.1% | Added |
| RSM US Wealth Management LLC | 25,396 | $1.34M | 0.02% | −3,913−13.4% | Reduced |
| Apollon Wealth Management, LLC | 25,138 | $1.34M | 0.03% | −314−1.2% | Reduced |
| Security National Bank of So Dak | 25,420 | $1.36M | 0.76% | −1,645−6.1% | Reduced |
| Cullen Investment Group, Ltd. | 25,645 | $1.37M | 0.20% | +25,645 | New |
| Jaffetilchin Investment Partners, LLC | 25,812 | $1.38M | 0.10% | +1,483+6.1% | Added |
| Clearstead Advisors, LLC | 25,971 | $1.39M | 0.02% | +16,231+166.6% | Added |
| Cornerstone Advisors, LLC | 26,100 | $1.39M | 0.06% | 00.0% | Unchanged |
| Vanderbilt University | 26,287 | $1.40M | 0.28% | −26,918−50.6% | Reduced |
| Landscape Capital Management, L.L.C. | 26,403 | $1.41M | 0.15% | +21,051+393.3% | Added |
| Penserra Capital Management LLC | 26,443 | $1.41M | 0.03% | −1,070−3.9% | Reduced |
| CIBC Private Wealth Group, LLC | 27,042 | $1.42M | 0.00% | +1,232+4.8% | Added |
| Ameritas Advisory Services, LLC | 26,599 | $1.42M | 0.05% | +68+0.3% | Added |
| Jamison Private Wealth Management, Inc. | 26,985 | $1.44M | 0.21% | +3,455+14.7% | Added |
| Wealth Alliance | 27,171 | $1.45M | 0.17% | −1,115−3.9% | Reduced |
| Stock Yards Bank & Trust Co | 27,293 | $1.46M | 0.05% | −3,924−12.6% | Reduced |
| Peterson Wealth Services | 27,411 | $1.46M | 0.44% | +27,411 | New |
| Robeco Institutional Asset Management B.V. | 27,436 | $1.47M | 0.00% | +1,176+4.5% | Added |
| Beech Hill Advisors, Inc. | 27,500 | $1.47M | 0.55% | +27,500 | New |
| Ossiam | 27,533 | $1.47M | 0.03% | −1,319−4.6% | Reduced |
| Signaturefd, LLC | 27,620 | $1.48M | 0.03% | +1,042+3.9% | Added |
| FourThought Financial Partners, LLC | 27,639 | $1.48M | 0.15% | −2,762−9.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 27,789 | $1.48M | 0.03% | +188+0.7% | Added |
| Warren Averett Asset Management, LLC | 27,845 | $1.49M | 0.02% | +5,774+26.2% | Added |
| Inspire Trust Co, N.A. | 28,000 | $1.50M | 0.38% | +5,775+26.0% | Added |
| Equitable Holdings, Inc. | 28,056 | $1.50M | 0.01% | −1,970−6.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 28,149 | $1.50M | 1.00% | +16,476+141.1% | Added |
| F/M Investments LLC | 28,166 | $1.50M | 0.06% | −101,835−78.3% | Reduced |
| Great Lakes Advisors, LLC | 28,360 | $1.51M | 0.01% | +1,013+3.7% | Added |
| Spirit of America Management Corp | 29,033 | $1.55M | 0.31% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 29,058 | $1.55M | 0.04% | +2,365+8.9% | Added |
| GeoWealth Management, LLC | 29,289 | $1.56M | 0.05% | +2,367+8.8% | Added |
| PFG Investments, LLC | 29,292 | $1.56M | 0.10% | +1,144+4.1% | Added |
| ZWJ Investment Counsel Inc | 29,389 | $1.57M | 0.06% | +110+0.4% | Added |