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 |
|---|---|---|---|---|---|
| Atlanta Consulting Group Advisors, LLC | 4,784 | $255.5K | 0.09% | −9,338−66.1% | Reduced |
| BlueChip Wealth Advisors LLC | 4,758 | $254.1K | 0.14% | −350−6.9% | Reduced |
| OneAscent Financial Services LLC | 4,749 | $254.0K | 0.02% | +4,749 | New |
| Stiles Financial Services Inc | 4,734 | $252.9K | 0.09% | +18+0.4% | Added |
| Flynn Zito Capital Management, LLC | 4,727 | $252.5K | 0.12% | +767+19.4% | Added |
| Everhart Financial Group, Inc. | 4,715 | $251.8K | 0.05% | −1,275−21.3% | Reduced |
| Flow Traders U.S. LLC | 4,694 | $251.0K | 0.01% | +4,694 | New |
| Court Place Advisors, LLC | 4,681 | $250.0K | 0.08% | −1,091−18.9% | Reduced |
| Wealth Management Associates, Inc. | 4,630 | $247.3K | 0.11% | +954+26.0% | Added |
| FSA Investment Group, LLC | 4,638 | $246.5K | 0.21% | +4,638 | New |
| Whitaker-Myers Wealth Managers, LTD. | 4,605 | $245.9K | 0.07% | +4,605 | New |
| Silverlake Wealth Management LLC | 4,593 | $245.3K | 0.09% | +15+0.3% | Added |
| Holderness Investments Co | 4,572 | $244.2K | 0.05% | −81−1.7% | Reduced |
| Cozad Asset Management Inc | 4,562 | $243.7K | 0.02% | −76−1.6% | Reduced |
| Charter Oak Capital Management, LLC | 4,556 | $243.4K | 0.02% | −45−1.0% | Reduced |
| Yoder Wealth Management, Inc. | 4,529 | $241.9K | 0.13% | +236+5.5% | Added |
| Lake Street Advisors Group, LLC | 4,521 | $241.4K | 0.01% | −293−6.1% | Reduced |
| Legacy Advisors, LLC | 4,509 | $240.8K | 0.02% | −22−0.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,488 | $239.7K | 0.05% | −605−11.9% | Reduced |
| Good Life Advisors, LLC | 4,486 | $239.6K | 0.02% | −42−0.9% | Reduced |
| ProVise Management Group, LLC | 4,482 | $239.4K | 0.02% | −467−9.4% | Reduced |
| Ontario Teachers Pension Plan Board | 4,481 | $239.3K | 0.00% | +4,481 | New |
| JT Stratford LLC | 4,463 | $238.4K | 0.04% | +174+4.1% | Added |
| Titleist Asset Management, LLC | 4,463 | $238.4K | 0.03% | +4,463 | New |
| Howard Capital Management Inc. | 4,456 | $238.0K | 0.00% | +229+5.4% | Added |
| Berger Financial Group, Inc | 4,440 | $237.1K | 0.02% | −10.0% | Reduced |
| Smith, Moore & Co. | 4,432 | $236.7K | 0.02% | +201+4.8% | Added |
| Petix & Botte Co | 4,426 | $236.4K | 0.06% | −1,602−26.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4,425 | $236.3K | 0.07% | −500−10.2% | Reduced |
| Park Place Capital Corp | 4,423 | $236.2K | 0.07% | −1,807−29.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,362 | $233.0K | 0.00% | +4,362 | New |
| Bullock Wealth Management Group | 4,359 | $232.8K | 0.14% | +4+0.1% | Added |
| Moody National Bank Trust Division | 4,355 | $232.6K | 0.02% | −10.0% | Reduced |
| Aspire Growth Partners LLC | 4,328 | $231.2K | 0.23% | +4,328 | New |
| Gilman Hill Asset Management, LLC | 4,291 | $229.2K | 0.04% | −50−1.2% | Reduced |
| Certior Financial Group, LLC | 4,281 | $228.6K | 0.20% | +4,281 | New |
| Advisory Alpha, LLC | 4,232 | $226.1K | 0.01% | +364+9.4% | Added |
| Los Angeles Capital Management LLC | 4,221 | $225.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 4,204 | $224.5K | 0.07% | −50−1.2% | Reduced |
| Aull & Monroe Investment Management Corp | 4,200 | $224.3K | 0.11% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,338 | $224.2K | 0.01% | −31−0.7% | Reduced |
| Clear Creek Financial Management, LLC | 4,192 | $223.9K | 0.02% | +802+23.7% | Added |
| Insigneo Advisory Services, LLC | 4,189 | $223.7K | 0.02% | −914−17.9% | Reduced |
| Fidelis Capital Partners, LLC | 4,096 | $223.2K | 0.02% | +785+23.7% | Added |
| Lantz Financial LLC | 4,175 | $223.0K | 0.06% | −290−6.5% | Reduced |
| Fragasso Group Inc. | 4,171 | $222.8K | 0.02% | −1,714−29.1% | Reduced |
| LexAurum Advisors, LLC | 4,168 | $222.6K | 0.04% | +95+2.3% | Added |
| Reliant Investment Partners, LLC | 4,159 | $222.1K | 0.20% | +4,159 | New |
| First Manhattan Co | 4,156 | $222.0K | 0.00% | −350−7.8% | Reduced |
| Traynor Capital Management, Inc. | 4,142 | $221.2K | 0.02% | +4,142 | New |
| Trajan Wealth LLC | 4,103 | $219.1K | 0.01% | +299+7.9% | Added |
| Atticus Wealth Management, LLC | 4,103 | $219.1K | 0.07% | −440−9.7% | Reduced |
| Pointe Capital Management LLC | 4,094 | $218.7K | 0.13% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 4,087 | $218.4K | 0.20% | −3,890−48.8% | Reduced |
| Cahill Financial Advisors Inc | 4,086 | $218.2K | 0.03% | +4,086 | New |
| Cornerstone Wealth Management, LLC | 4,082 | $218.0K | 0.01% | +546+15.4% | Added |
| Jacobsen Capital Management | 4,052 | $216.4K | 0.09% | −10−0.2% | Reduced |
| Buffington Mohr McNeal | 4,048 | $216.2K | 0.04% | +4,048 | New |
| Helium Advisors LLC | 4,048 | $216.2K | 0.17% | +4,048 | New |
| Crescent Sterling, Ltd. | 4,036 | $215.6K | 0.22% | +177+4.6% | Added |
| 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 |
| Slagle Financial, LLC | 4,016 | $214.5K | 0.10% | −24−0.6% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,000 | $213.6K | 0.02% | −90−2.2% | Reduced |
| Spire Wealth Management | 3,997 | $213.5K | 0.01% | −3,031−43.1% | Reduced |
| Wealth Quarterback LLC | 3,975 | $212.3K | 0.10% | +505+14.6% | Added |
| Prosperity Wealth Management, Inc. | 3,975 | $212.3K | 0.09% | −44−1.1% | Reduced |
| Boston Financial Mangement LLC | 3,974 | $212.2K | 0.01% | −400−9.1% | Reduced |
| Simon Quick Advisors, LLC | 3,972 | $212.1K | 0.01% | +613+18.2% | Added |
| SG Americas Securities, LLC | 3,975 | $212.0K | 0.00% | −106,200−96.4% | Reduced |
| Sandbox Financial Partners, LLC | 3,954 | $211.2K | 0.07% | +76+2.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,950 | $211.0K | 0.07% | +890+29.1% | Added |
| Prosperitas Financial LLC | 3,946 | $210.8K | 0.11% | +3,946 | New |
| LGT Fund Management Co Ltd. | 3,942 | $210.5K | 0.02% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,931 | $210.0K | 0.04% | −541−12.1% | Reduced |
| Alpha Family Trust | 3,930 | $209.9K | 0.12% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,925 | $209.6K | 0.14% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,923 | $209.5K | 0.06% | −45−1.1% | Reduced |
| MBA Advisors LLC | 3,920 | $209.4K | 0.11% | +291+8.0% | Added |
| Exencial Wealth Advisors, LLC | 3,915 | $209.1K | 0.01% | +328+9.1% | Added |
| Keel Point, LLC | 3,911 | $208.9K | 0.02% | +469+13.6% | Added |
| Northstar Advisory Group, LLC | 3,885 | $207.5K | 0.11% | 00.0% | Unchanged |
| Optas, LLC | 3,880 | $207.2K | 0.04% | +3,880 | New |
| Cherry Creek Investment Advisors, Inc. | 3,868 | $206.6K | 0.10% | +169+4.6% | Added |
| Richards, Merrill & Peterson, Inc. | 3,868 | $206.6K | 0.11% | +3,868 | New |
| Vivaldi Capital Management, LLC | 3,679 | $206.0K | 0.03% | +3,679 | New |
| Morningstar Investment Management LLC | 3,861 | $206.0K | 0.02% | +365+10.4% | Added |
| Werba Rubin Papier Wealth Management | 3,854 | $205.8K | 0.05% | −45−1.2% | Reduced |
| Western Wealth Management, LLC | 3,841 | $205.1K | 0.01% | −1,394−26.6% | Reduced |
| Quarry LP | 3,824 | $204.2K | 0.04% | +3,279+601.7% | Added |
| Stockman Wealth Management, Inc. | 3,818 | $203.9K | 0.03% | −254−6.2% | Reduced |
| Whittier Trust Co | 3,816 | $203.8K | 0.00% | −55−1.4% | Reduced |
| Callan Family Office, LLC | 3,811 | $203.5K | 0.01% | +3,811 | New |
| Jentner Corp | 3,798 | $202.8K | 0.06% | +51+1.4% | Added |
| Pitcairn Co | 3,780 | $201.9K | 0.01% | +23+0.6% | Added |
| Congress Park Capital LLC | 3,750 | $200.3K | 0.07% | −500−11.8% | Reduced |
| Guyasuta Investment Advisors Inc | 3,748 | $200.2K | 0.01% | +522+16.2% | Added |
| Ancora Advisors, LLC | 3,666 | $195.8K | 0.00% | +82+2.3% | Added |
| Raiffeisen Bank International AG | 3,654 | $192.7K | 0.00% | +3,654 | New |
| JFS Wealth Advisors, LLC | 3,606 | $192.6K | 0.01% | +7+0.2% | Added |