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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 3,580 | $191.2K | 0.04% | +10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,361 | $179.5K | 0.00% | +49+1.5% | Added |
| Rocky Mountain Advisers, LLC | 3,100 | $165.6K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,071 | $164.0K | 0.02% | +904+41.7% | Added |
| Smartleaf Asset Management LLC | 3,011 | $158.8K | 0.02% | +856+39.7% | Added |
| Ridgewood Investments LLC | 2,963 | $158.3K | 0.08% | −216−6.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,962 | $158.2K | 0.00% | +462+18.5% | Added |
| Bayforest Capital Ltd | 2,890 | $154.4K | 0.19% | +2,890 | New |
| Tidemark, LLC | 2,883 | $154.0K | 0.06% | +4+0.1% | Added |
| Tobam | 2,817 | $150.0K | 0.05% | −423−13.1% | Reduced |
| Bogart Wealth, LLC | 2,796 | $149.3K | 0.01% | +311+12.5% | Added |
| Coastline Trust Co | 2,760 | $147.4K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,723 | $145.0K | 0.11% | −6,763−71.3% | Reduced |
| Plato Investment Management Ltd | 2,704 | $144.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,580 | $137.8K | 0.01% | −1,000−27.9% | Reduced |
| Cromwell Holdings LLC | 2,563 | $136.9K | 0.08% | +130+5.3% | Added |
| Armstrong Advisory Group, Inc | 2,530 | $135.1K | 0.01% | +14+0.6% | Added |
| Y.D. More Investments Ltd | 2,497 | $133.4K | 0.01% | +55+2.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,482 | $132.6K | 0.01% | −800−24.4% | Reduced |
| SRS Capital Advisors, Inc. | 2,479 | $132.4K | 0.01% | +467+23.2% | Added |
| Fortitude Family Office, LLC | 2,477 | $132.3K | 0.05% | +112+4.7% | Added |
| Lindbrook Capital, LLC | 2,428 | $129.7K | 0.01% | +85+3.6% | Added |
| C M Bidwell & Associates Ltd | 2,413 | $128.9K | 0.08% | −83−3.3% | Reduced |
| Wood Tarver Financial Group, LLC | 2,325 | $124.0K | 0.04% | +2,325 | New |
| Transce3nd, LLC | 2,315 | $123.6K | 0.04% | +2,315 | New |
| Motco | 2,245 | $119.9K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 2,214 | $118.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,144 | $114.5K | 0.02% | +218+11.3% | Added |
| TD Waterhouse Canada Inc. | 2,121 | $113.3K | 0.00% | −2,703−56.0% | Reduced |
| Covestor Ltd | 2,096 | $112.0K | 0.07% | +156+8.0% | Added |
| Hexagon Capital Partners LLC | 2,030 | $108.4K | 0.02% | +878+76.2% | Added |
| Medallion Wealth Advisors, LLC | 1,979 | $108.4K | 0.05% | +1,979 | New |
| Financial Perspectives, Inc | 2,011 | $107.4K | 0.04% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 2,000 | $106.8K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,978 | $105.6K | 0.03% | −4−0.2% | Reduced |
| Hollencrest Capital Management | 1,946 | $103.9K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,933 | $103.2K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,866 | $99.7K | 0.01% | +160+9.4% | Added |
| ORG Partners LLC | 1,842 | $98.7K | 0.01% | +1,604+673.9% | Added |
| Optimum Investment Advisors | 1,800 | $96.1K | 0.04% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,780 | $95.1K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,611 | $95.0K | 0.00% | −2,446−60.3% | Reduced |
| Anchor Investment Management, LLC | 1,738 | $92.8K | 0.01% | +19+1.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,733 | $92.6K | 0.03% | −32−1.8% | Reduced |
| Quent Capital, LLC | 1,725 | $92.2K | 0.01% | +309+21.8% | Added |
| Salem Investment Counselors Inc | 1,680 | $89.7K | 0.00% | +670+66.3% | Added |
| Versant Capital Management, Inc | 1,611 | $86.0K | 0.02% | +42+2.7% | Added |
| ESL Trust Services, LLC | 1,600 | $85.5K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,560 | $84.0K | 0.00% | +17+1.1% | Added |
| Heritage Wealth Advisors | 1,563 | $83.5K | 0.00% | −57−3.5% | Reduced |
| City State Bank | 1,550 | $82.8K | 0.03% | −50−3.1% | Reduced |
| Bangor Savings Bank | 1,537 | $82.1K | 0.01% | −55−3.5% | Reduced |
| TSFG, LLC | 1,534 | $82.0K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,500 | $80.1K | 0.03% | −478−24.2% | Reduced |
| Manchester Capital Management LLC | 1,459 | $77.9K | 0.01% | −589−28.8% | Reduced |
| Central Trust Co | 1,444 | $77.1K | 0.00% | −2−0.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,411 | $75.4K | 0.02% | −7−0.5% | Reduced |
| Loomis Sayles & Co L P | 1,364 | $73.0K | 0.00% | +1,364 | New |
| Rosenberg Matthew Hamilton | 1,329 | $71.0K | 0.02% | +838+170.7% | Added |
| Grove Bank & Trust | 1,324 | $70.7K | 0.01% | −85−6.0% | Reduced |
| Front Row Advisors LLC | 1,310 | $70.0K | 0.02% | −150−10.3% | Reduced |
| McIlrath & Eck, LLC | 1,310 | $70.0K | 0.01% | −53−3.9% | Reduced |
| Beacon Capital Management, LLC | 1,307 | $69.8K | 0.01% | +27+2.1% | Added |
| Founders Capital Management | 1,300 | $69.4K | 0.04% | −980−43.0% | Reduced |
| Rothschild Investment LLC | 1,278 | $68.3K | 0.00% | −27−2.1% | Reduced |
| Aventura Private Wealth, LLC | 1,265 | $67.6K | 0.04% | +1,265 | New |
| SOA Wealth Advisors, LLC. | 1,233 | $65.8K | 0.01% | +959+350.0% | Added |
| Cary Street Partner Investment Advisory LLC | 1,214 | $64.8K | 0.04% | −6,129−83.5% | Reduced |
| Trust Co | 1,197 | $63.9K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,080 | $62.6K | 0.06% | +1,080 | New |
| Darwin Advisors, LLC | 1,139 | $60.8K | 0.02% | +120+11.8% | Added |
| Winthrop Capital Management, LLC | 1,119 | $59.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,100 | $58.8K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,100 | $58.8K | 0.06% | +1,100 | New |
| CoreFirst Bank & Trust | 1,080 | $57.7K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 1,071 | $57.2K | 0.00% | −139−11.5% | Reduced |
| Capital Advisors, Ltd. LLC | 1,060 | $57.0K | 0.01% | +71+7.2% | Added |
| Semmax Financial Advisors Inc. | 1,028 | $56.7K | 0.02% | +6+0.6% | Added |
| Crews Bank & Trust | 1,011 | $54.0K | 0.01% | +1,011 | New |
| Future Financial Wealth Managment LLC | 1,000 | $53.4K | 0.04% | 00.0% | Unchanged |
| Fairway Wealth LLC | 1,000 | $53.4K | 0.02% | +1,000 | New |
| Wolff Wiese Magana LLC | 974 | $52.0K | 0.03% | +4+0.4% | Added |
| Centennial Bank | 966 | $51.6K | 0.02% | +966 | New |
| Fortis Group Advisors, LLC | 950 | $50.7K | 0.01% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 950 | $50.7K | 0.01% | +950 | New |
| Missouri Trust & Investment Co | 946 | $50.5K | 0.02% | +161+20.5% | Added |
| Bellevue Asset Management, LLC | 932 | $49.8K | 0.03% | +2+0.2% | Added |
| Pacifica Partners Inc. | 907 | $47.7K | 0.02% | −20−2.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 885 | $47.3K | 0.01% | +62+7.5% | Added |
| Wiser Advisor Group LLC | 884 | $47.2K | 0.07% | +12+1.4% | Added |
| Nemes Rush Group LLC | 877 | $46.8K | 0.01% | +765+683.0% | Added |
| Central Pacific Bank - Trust Division | 864 | $46.1K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 859 | $45.9K | 0.03% | −167−16.3% | Reduced |
| Independence Bank of Kentucky | 850 | $45.4K | 0.01% | +300+54.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 837 | $44.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 815 | $43.5K | 0.00% | −6−0.7% | Reduced |
| Venturi Wealth Management, LLC | 809 | $43.2K | 0.00% | +68+9.2% | Added |
| United Community Bank | 800 | $42.7K | 0.02% | +800 | New |
| Silvant Capital Management LLC | 796 | $42.5K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 782 | $41.8K | 0.01% | 00.0% | Unchanged |