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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 29,428 | $1.57M | 0.42% | +3,130+11.9% | Added |
| Independent Financial Group, LLC | 29,723 | $1.59M | 0.05% | −2,308−7.2% | Reduced |
| Gamco Investors, Inc. Et Al | 30,100 | $1.61M | 0.02% | −5,000−14.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,314 | $1.62M | 0.14% | −1,190−3.8% | Reduced |
| NewEdge Wealth, LLC | 30,314 | $1.62M | 0.03% | −3,370−10.0% | Reduced |
| Texas Yale Capital Corp. | 30,379 | $1.62M | 0.07% | +150+0.5% | Added |
| Ieq Capital, LLC | 30,512 | $1.63M | 0.02% | −735−2.4% | Reduced |
| Gateway Investment Advisers LLC | 30,683 | $1.64M | 0.02% | −9,652−23.9% | Reduced |
| Harvest Portfolios Group Inc. | 30,724 | $1.64M | 0.05% | +8,147+36.1% | Added |
| Weaver C. Barksdale & Associates, Inc. | 30,828 | $1.65M | 1.58% | −766−2.4% | Reduced |
| Fulton Bank, N.A. | 30,876 | $1.65M | 0.06% | −493−1.6% | Reduced |
| Advisory Services Network, LLC | 30,917 | $1.65M | 0.03% | +2,921+10.4% | Added |
| Walleye Capital LLC | 31,317 | $1.67M | 0.02% | +9,701+44.9% | Added |
| Asset Planning Corporation | 31,502 | $1.68M | 1.05% | −495−1.5% | Reduced |
| Freestone Grove Partners LP | 31,663 | $1.69M | 0.02% | +31,663 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 32,207 | $1.72M | 0.02% | −4,177−11.5% | Reduced |
| Martin Capital Partners, LLC | 32,213 | $1.72M | 2.04% | −27,342−45.9% | Reduced |
| Castle Rock Wealth Management, LLC | 31,592 | $1.72M | 0.41% | +1,309+4.3% | Added |
| Kempen Capital Management N.V. | 32,309 | $1.73M | 0.02% | −13,784−29.9% | Reduced |
| ICW Investment Advisors LLC | 32,312 | $1.73M | 0.72% | +509+1.6% | Added |
| Caxton Associates LP | 32,457 | $1.73M | 0.06% | +5,681+21.2% | Added |
| Aviva PLC | 33,325 | $1.78M | 0.00% | −21,031−38.7% | Reduced |
| Parsons Capital Management Inc | 33,522 | $1.79M | 0.10% | −7,500−18.3% | Reduced |
| Richard Bernstein Advisors LLC | 33,703 | $1.80M | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33,806 | $1.81M | 0.08% | +31,653+1,470.2% | Added |
| Summit Financial, LLC | 33,811 | $1.81M | 0.06% | +24,413+259.8% | Added |
| First National Bank of Omaha | 33,828 | $1.81M | 0.12% | −6,630−16.4% | Reduced |
| Beacon Pointe Advisors, LLC | 33,939 | $1.81M | 0.02% | +179+0.5% | Added |
| Brown Miller Wealth Management, LLC | 34,309 | $1.83M | 0.70% | +1,208+3.6% | Added |
| First Bank & Trust | 34,373 | $1.84M | 0.35% | +866+2.6% | Added |
| Coppell Advisory Solutions LLC | 34,952 | $1.84M | 0.26% | +130.0% | Added |
| Magnetar Financial LLC | 34,779 | $1.86M | 0.04% | +34,779 | New |
| LongView Wealth Management | 35,188 | $1.88M | 0.57% | +9,878+39.0% | Added |
| Stonebrook Private Inc. | 35,386 | $1.89M | 0.49% | +32,095+975.2% | Added |
| Change Path, LLC | 35,528 | $1.90M | 0.06% | +5,999+20.3% | Added |
| Stonebridge Financial Group, LLC | 35,753 | $1.91M | 0.21% | +35,753 | New |
| Commerzbank Aktiengesellschaft | 36,220 | $1.91M | 0.05% | +11,533+46.7% | Added |
| Redwood Investment Management, LLC | 35,880 | $1.92M | 0.19% | +4,123+13.0% | Added |
| IHT Wealth Management, LLC | 35,883 | $1.92M | 0.06% | +3,711+11.5% | Added |
| Icon Wealth Advisors, LLC | 35,988 | $1.92M | 0.16% | −182−0.5% | Reduced |
| Snowden Capital Advisors LLC | 36,076 | $1.93M | 0.06% | −47,108−56.6% | Reduced |
| Gladstone Institutional Advisory LLC | 36,113 | $1.93M | 0.09% | −7,157−16.5% | Reduced |
| Crossmark Global Holdings, Inc. | 36,218 | $1.94M | 0.04% | −106−0.3% | Reduced |
| Prosperity Consulting Group, LLC | 36,363 | $1.94M | 0.15% | −2,669−6.8% | Reduced |
| Security National Bank of Sioux City Iowa | 36,422 | $1.95M | 1.36% | −505−1.4% | Reduced |
| Asset Planning,Inc | 36,426 | $1.95M | 1.48% | +36,426 | New |
| NEOS Investment Management LLC | 36,726 | $1.95M | 0.05% | +8,708+31.1% | Added |
| Advisors Asset Management, Inc. | 36,649 | $1.96M | 0.04% | −29,360−44.5% | Reduced |
| Alliance Wealth Advisors, LLC | 36,668 | $1.96M | 0.51% | +767+2.1% | Added |
| RFG Advisory, LLC | 36,694 | $1.96M | 0.06% | +1,904+5.5% | Added |
| Perkins Coie Trust Co | 36,763 | $1.96M | 0.43% | −2,296−5.9% | Reduced |
| Goepper Burkhardt LLC | 36,765 | $1.96M | 0.80% | +288+0.8% | Added |
| Teamwork Financial Advisors, LLC | 37,122 | $1.98M | 0.26% | +15,531+71.9% | Added |
| Sowell Financial Services LLC | 37,253 | $1.99M | 0.10% | +16,555+80.0% | Added |
| Oppenheimer Asset Management Inc. | 37,454 | $2.00M | 0.02% | −9,618−20.4% | Reduced |
| Colonial Trust Advisors | 37,498 | $2.00M | 0.18% | −1,486−3.8% | Reduced |
| Burns Matteson Capital Management, LLC | 42,537 | $2.02M | 1.13% | −1,592−3.6% | Reduced |
| Lido Advisors, LLC | 38,909 | $2.08M | 0.01% | −1,761−4.3% | Reduced |
| Measured Risk Portfolios, Inc. | 38,938 | $2.08M | 2.31% | +38,938 | New |
| Allspring Global Investments Holdings, LLC | 39,714 | $2.09M | 0.00% | −1,856−4.5% | Reduced |
| Integrated Wealth Concepts LLC | 39,167 | $2.09M | 0.02% | −962−2.4% | Reduced |
| Edmp, Inc. | 39,297 | $2.10M | 1.99% | +12,279+45.4% | Added |
| First Financial Bank - Trust Division | 39,452 | $2.11M | 0.20% | +1,706+4.5% | Added |
| OMC Financial Services LTD | 39,991 | $2.14M | 0.91% | +50+0.1% | Added |
| Centiva Capital, LP | 40,579 | $2.17M | 0.08% | +34,181+534.2% | Added |
| Symphony Financial, Ltd. Co. | 39,367 | $2.18M | 0.34% | −2,828−6.7% | Reduced |
| Cohen Investment Advisors LLC | 41,221 | $2.20M | 1.33% | +1,280+3.2% | Added |
| New Mexico Educational Retirement Board | 41,500 | $2.22M | 0.07% | −1,100−2.6% | Reduced |
| 1832 Asset Management L.P. | 41,860 | $2.24M | 0.00% | +17,769+73.8% | Added |
| Global Retirement Partners, LLC | 41,990 | $2.24M | 0.06% | +21,302+103.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 41,998 | $2.24M | 0.07% | +37,831+907.9% | Added |
| Frank, Rimerman Advisors LLC | 42,362 | $2.26M | 0.16% | +5,339+14.4% | Added |
| Capital Investment Advisory Services, LLC | 42,468 | $2.27M | 0.22% | +8,071+23.5% | Added |
| Versor Investments LP | 43,100 | $2.30M | 0.40% | +26,500+159.6% | Added |
| Resources Management Corp | 43,285 | $2.31M | 0.32% | +399+0.9% | Added |
| Hutner Capital Management Inc | 43,423 | $2.32M | 1.12% | +7,411+20.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 43,453 | $2.32M | 0.07% | −6,567−13.1% | Reduced |
| Engineers Gate Manager LP | 43,865 | $2.34M | 0.04% | +43,865 | New |
| Toroso Investments, LLC | 44,434 | $2.36M | 0.02% | +9,337+26.6% | Added |
| Leslie Global Wealth, LLC | 44,242 | $2.36M | 1.10% | −87,920−66.5% | Reduced |
| Tower Research Capital LLC (TRC) | 44,349 | $2.37M | 0.05% | −3,323−7.0% | Reduced |
| We Are One Seven, LLC | 44,456 | $2.37M | 0.09% | −14,858−25.0% | Reduced |
| Capstone Investment Advisors, LLC | 44,713 | $2.39M | 0.02% | +40,801+1,043.0% | Added |
| Keybank National Association | 44,820 | $2.39M | 0.01% | −2,574−5.4% | Reduced |
| Berry Wealth Group, LP | 45,405 | $2.43M | 1.75% | +4,745+11.7% | Added |
| Umb Bank N A | 46,208 | $2.47M | 0.04% | +14,183+44.3% | Added |
| Shufro Rose & Co LLC | 46,250 | $2.47M | 0.19% | +14,750+46.8% | Added |
| Sigma Planning Corp | 46,268 | $2.47M | 0.08% | +6,051+15.0% | Added |
| Meridian Wealth Advisors, LLC | 46,388 | $2.48M | 0.41% | +46,388 | New |
| TD Private Client Wealth LLC | 46,435 | $2.48M | 0.07% | −6,340−12.0% | Reduced |
| Maryland State Retirement & Pension System | 46,540 | $2.49M | 0.05% | −3,710−7.4% | Reduced |
| Silver Lake Advisory, LLC | 46,554 | $2.49M | 1.09% | −1,152−2.4% | Reduced |
| Securian Asset Management, Inc | 47,037 | $2.51M | 0.07% | −1,128−2.3% | Reduced |
| Fifth Third Bancorp | 47,090 | $2.52M | 0.01% | −5,221−10.0% | Reduced |
| Louisiana State Employees Retirement System | 47,100 | $2.52M | 0.05% | −1,900−3.9% | Reduced |
| Hamilton Capital Partners Inc. | 47,104 | $2.52M | 0.19% | +13,788+41.4% | Added |
| Brentview Investment Management LLC | 47,276 | $2.52M | 1.43% | +47,276 | New |
| Blackhawk Capital Partners LLC. | 47,449 | $2.53M | 1.31% | +9,056+23.6% | Added |
| EP Wealth Advisors, LLC | 48,081 | $2.57M | 0.02% | +4,145+9.4% | Added |
| QRG Capital Management, Inc. | 48,220 | $2.58M | 0.03% | +3,249+7.2% | Added |