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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 769 | $41.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 752 | $40.2K | 0.00% | +567+306.5% | Added |
| Luken Investment Analytics, LLC | 750 | $40.1K | 0.02% | +750 | New |
| Deseret Mutual Benefit Administrators | 739 | $39.5K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 720 | $38.5K | 0.03% | −17−2.3% | Reduced |
| Orion Capital Management LLC | 700 | $37.4K | 0.02% | +700 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $37.3K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 684 | $36.5K | 0.01% | +684 | New |
| 10Elms LLP | 667 | $35.6K | 0.04% | +667 | New |
| Hoertkorn Richard Charles | 666 | $35.6K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 10,260 | $35.2K | 0.01% | +173+1.7% | Added |
| Fourth Dimension Wealth, LLC | 641 | $34.2K | 0.02% | +641 | New |
| Millstone Evans Group, LLC | 638 | $34.1K | 0.02% | +638 | New |
| Hilltop National Bank | 631 | $33.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 630 | $33.6K | 0.03% | −19−2.9% | Reduced |
| Cypress Capital Management LLC (WY) | 609 | $32.5K | 0.04% | −609−50.0% | Reduced |
| Sierra Ocean, LLC | 608 | $32.5K | 0.03% | +608 | New |
| Smithfield Trust Co | 575 | $32.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 597 | $31.9K | 0.01% | +597 | New |
| Bruce G. Allen Investments, LLC | 584 | $31.2K | 0.03% | −12−2.0% | Reduced |
| MV Capital Management, Inc. | 552 | $29.5K | 0.00% | −142−20.5% | Reduced |
| Hopwood Financial Services, Inc. | 550 | $29.4K | 0.02% | +550 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 549 | $29.3K | 0.06% | +349+174.5% | Added |
| MB, Levis & Associates, LLC | 548 | $29.3K | 0.01% | +66+13.7% | Added |
| Hoey Investments, Inc | 544 | $29.1K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 525 | $28.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 524 | $28.0K | 0.01% | −31−5.6% | Reduced |
| Continuum Advisory, LLC | 519 | $27.7K | 0.00% | −109−17.4% | Reduced |
| Lee Danner & Bass Inc | 518 | $27.7K | 0.00% | +518 | New |
| CVA Family Office, LLC | 515 | $27.5K | 0.00% | +296+135.2% | Added |
| Key Financial Inc | 509 | $27.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 500 | $26.7K | 0.01% | −2,268−81.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 500 | $26.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 483 | $25.8K | 0.00% | −455−48.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 479 | $25.6K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 475 | $25.4K | 0.01% | +6+1.3% | Added |
| Tucker Asset Management LLC | 471 | $25.2K | 0.00% | +86+22.3% | Added |
| Bell Investment Advisors, Inc | 464 | $24.8K | 0.00% | −46−9.0% | Reduced |
| Ameriflex Group, Inc. | 443 | $24.2K | 0.01% | +443 | New |
| GW&K Investment Management, LLC | 454 | $24.0K | 0.00% | −72−13.7% | Reduced |
| Meeder Asset Management Inc | 445 | $23.8K | 0.00% | −18−3.9% | Reduced |
| Rise Advisors, LLC | 438 | $23.4K | 0.01% | +6+1.4% | Added |
| Eastern Bank | 434 | $23.2K | 0.00% | +434 | New |
| American National Bank | 427 | $22.8K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 422 | $22.6K | 0.01% | +422 | New |
| Capital A Wealth Management, LLC | 422 | $22.5K | 0.04% | +422 | New |
| Kestra Investment Management, LLC | 411 | $21.9K | 0.00% | +411 | New |
| Tortoise Investment Management, LLC | 408 | $21.8K | 0.00% | −8−1.9% | Reduced |
| South State Corp. | 407 | $21.7K | 0.00% | +192+89.3% | Added |
| Washington Trust Co | 400 | $21.4K | 0.00% | −197−33.0% | Reduced |
| Arlington Trust Co LLC | 400 | $21.4K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $21.4K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 391 | $20.9K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 385 | $20.6K | 0.00% | +385 | New |
| Sandy Spring Bank | 375 | $20.0K | 0.00% | +107+39.9% | Added |
| Valley National Advisers Inc | 385 | $20.0K | 0.00% | +5+1.3% | Added |
| Albion Financial Group | 372 | $19.9K | 0.00% | +5+1.4% | Added |
| Monetary Management Group Inc | 360 | $19.2K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 346 | $18.5K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 341 | $18.2K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 334 | $18.0K | 0.00% | +334 | New |
| WR Wealth Planners, LLC | 336 | $17.9K | 0.01% | +17+5.3% | Added |
| Aspect Partners, LLC | 327 | $17.5K | 0.01% | +2+0.6% | Added |
| PSI Advisors, LLC | 322 | $17.2K | 0.01% | +172+114.7% | Added |
| New Millennium Group LLC | 320 | $17.1K | 0.01% | −2,307−87.8% | Reduced |
| Global Financial Private Client, LLC | 310 | $16.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 293 | $15.6K | 0.01% | +293 | New |
| Pacific Capital Wealth Advisors, Inc | 288 | $15.4K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 286 | $15.3K | 0.01% | −1−0.3% | Reduced |
| Barrett & Company, Inc. | 284 | $15.2K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 298 | $15.0K | 0.00% | −15−4.8% | Reduced |
| Clear Investment Research, LLC | 253 | $13.5K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 250 | $13.4K | 0.00% | −4−1.6% | Reduced |
| FNY Investment Advisers, LLC | 250 | $13.0K | 0.01% | −80−24.2% | Reduced |
| Evermay Wealth Management LLC | 238 | $12.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 233 | $12.4K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 229 | $12.2K | 0.00% | −718−75.8% | Reduced |
| Kozak & Associates, Inc. | 226 | $12.0K | 0.00% | +174+334.6% | Added |
| IAG Wealth Partners, LLC | 218 | $11.6K | 0.00% | +218 | New |
| Highline Wealth Partners LLC | 208 | $11.1K | 0.00% | +9+4.5% | Added |
| DT Investment Partners, LLC | 207 | $11.1K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 217 | $11.0K | 0.00% | +116+114.9% | Added |
| Legacy Investment Solutions, LLC | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 576,988 | $10.8K | 0.35% | +576,988 | New |
| Strategic Investment Solutions, Inc. | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $10.7K | 0.00% | −180−47.4% | Reduced |
| Hoese & Co LLP | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 190 | $10.1K | 0.00% | −438−69.7% | Reduced |
| Ameliora Wealth Management Ltd. | 188 | $10.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 189 | $10.0K | 0.00% | +5+2.7% | Added |
| Navigoe, LLC | 200 | $10.0K | 0.01% | +200 | New |
| Sittner & Nelson, LLC | 182 | $9.72K | 0.00% | +19+11.7% | Added |
| Vermillion Wealth Management, Inc. | 177 | $9.45K | 0.00% | +177 | New |
| Oakworth Capital, Inc. | 173 | $9.24K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 173 | $9.24K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 159 | $8.49K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 158 | $8.46K | 0.01% | −11−6.5% | Reduced |