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 |
|---|---|---|---|---|---|
| Cohen Investment Advisors LLC | 41,221 | $2.20M | 1.33% | +1,280+3.2% | Added |
| Symphony Financial, Ltd. Co. | 39,367 | $2.18M | 0.34% | −2,828−6.7% | Reduced |
| Centiva Capital, LP | 40,579 | $2.17M | 0.08% | +34,181+534.2% | Added |
| OMC Financial Services LTD | 39,991 | $2.14M | 0.91% | +50+0.1% | Added |
| First Financial Bank - Trust Division | 39,452 | $2.11M | 0.20% | +1,706+4.5% | Added |
| Edmp, Inc. | 39,297 | $2.10M | 1.99% | +12,279+45.4% | Added |
| Integrated Wealth Concepts LLC | 39,167 | $2.09M | 0.02% | −962−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,714 | $2.09M | 0.00% | −1,856−4.5% | Reduced |
| Measured Risk Portfolios, Inc. | 38,938 | $2.08M | 2.31% | +38,938 | New |
| Lido Advisors, LLC | 38,909 | $2.08M | 0.01% | −1,761−4.3% | Reduced |
| Burns Matteson Capital Management, LLC | 42,537 | $2.02M | 1.13% | −1,592−3.6% | Reduced |
| Colonial Trust Advisors | 37,498 | $2.00M | 0.18% | −1,486−3.8% | Reduced |
| Oppenheimer Asset Management Inc. | 37,454 | $2.00M | 0.02% | −9,618−20.4% | Reduced |
| Sowell Financial Services LLC | 37,253 | $1.99M | 0.10% | +16,555+80.0% | Added |
| Teamwork Financial Advisors, LLC | 37,122 | $1.98M | 0.26% | +15,531+71.9% | Added |
| Goepper Burkhardt LLC | 36,765 | $1.96M | 0.80% | +288+0.8% | Added |
| Perkins Coie Trust Co | 36,763 | $1.96M | 0.43% | −2,296−5.9% | Reduced |
| RFG Advisory, LLC | 36,694 | $1.96M | 0.06% | +1,904+5.5% | Added |
| Alliance Wealth Advisors, LLC | 36,668 | $1.96M | 0.51% | +767+2.1% | Added |
| Advisors Asset Management, Inc. | 36,649 | $1.96M | 0.04% | −29,360−44.5% | Reduced |
| NEOS Investment Management LLC | 36,726 | $1.95M | 0.05% | +8,708+31.1% | Added |
| Asset Planning,Inc | 36,426 | $1.95M | 1.48% | +36,426 | New |
| Security National Bank of Sioux City Iowa | 36,422 | $1.95M | 1.36% | −505−1.4% | Reduced |
| Prosperity Consulting Group, LLC | 36,363 | $1.94M | 0.15% | −2,669−6.8% | Reduced |
| Crossmark Global Holdings, Inc. | 36,218 | $1.94M | 0.04% | −106−0.3% | Reduced |
| Gladstone Institutional Advisory LLC | 36,113 | $1.93M | 0.09% | −7,157−16.5% | Reduced |
| Snowden Capital Advisors LLC | 36,076 | $1.93M | 0.06% | −47,108−56.6% | Reduced |
| Icon Wealth Advisors, LLC | 35,988 | $1.92M | 0.16% | −182−0.5% | Reduced |
| IHT Wealth Management, LLC | 35,883 | $1.92M | 0.06% | +3,711+11.5% | Added |
| Redwood Investment Management, LLC | 35,880 | $1.92M | 0.19% | +4,123+13.0% | Added |
| Commerzbank Aktiengesellschaft | 36,220 | $1.91M | 0.05% | +11,533+46.7% | Added |
| Stonebridge Financial Group, LLC | 35,753 | $1.91M | 0.21% | +35,753 | New |
| Change Path, LLC | 35,528 | $1.90M | 0.06% | +5,999+20.3% | Added |
| Stonebrook Private Inc. | 35,386 | $1.89M | 0.49% | +32,095+975.2% | Added |
| LongView Wealth Management | 35,188 | $1.88M | 0.57% | +9,878+39.0% | Added |
| Magnetar Financial LLC | 34,779 | $1.86M | 0.04% | +34,779 | New |
| Coppell Advisory Solutions LLC | 34,952 | $1.84M | 0.26% | +130.0% | Added |
| First Bank & Trust | 34,373 | $1.84M | 0.35% | +866+2.6% | Added |
| Brown Miller Wealth Management, LLC | 34,309 | $1.83M | 0.70% | +1,208+3.6% | Added |
| Beacon Pointe Advisors, LLC | 33,939 | $1.81M | 0.02% | +179+0.5% | Added |
| First National Bank of Omaha | 33,828 | $1.81M | 0.12% | −6,630−16.4% | Reduced |
| Summit Financial, LLC | 33,811 | $1.81M | 0.06% | +24,413+259.8% | Added |
| CoreCap Advisors, LLC | 33,806 | $1.81M | 0.08% | +31,653+1,470.2% | Added |
| Richard Bernstein Advisors LLC | 33,703 | $1.80M | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 33,522 | $1.79M | 0.10% | −7,500−18.3% | Reduced |
| Aviva PLC | 33,325 | $1.78M | 0.00% | −21,031−38.7% | Reduced |
| Caxton Associates LP | 32,457 | $1.73M | 0.06% | +5,681+21.2% | Added |
| ICW Investment Advisors LLC | 32,312 | $1.73M | 0.72% | +509+1.6% | Added |
| Kempen Capital Management N.V. | 32,309 | $1.73M | 0.02% | −13,784−29.9% | Reduced |
| Castle Rock Wealth Management, LLC | 31,592 | $1.72M | 0.41% | +1,309+4.3% | Added |
| Martin Capital Partners, LLC | 32,213 | $1.72M | 2.04% | −27,342−45.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 32,207 | $1.72M | 0.02% | −4,177−11.5% | Reduced |
| Freestone Grove Partners LP | 31,663 | $1.69M | 0.02% | +31,663 | New |
| Asset Planning Corporation | 31,502 | $1.68M | 1.05% | −495−1.5% | Reduced |
| Walleye Capital LLC | 31,317 | $1.67M | 0.02% | +9,701+44.9% | Added |
| Advisory Services Network, LLC | 30,917 | $1.65M | 0.03% | +2,921+10.4% | Added |
| Fulton Bank, N.A. | 30,876 | $1.65M | 0.06% | −493−1.6% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 30,828 | $1.65M | 1.58% | −766−2.4% | Reduced |
| Harvest Portfolios Group Inc. | 30,724 | $1.64M | 0.05% | +8,147+36.1% | Added |
| Gateway Investment Advisers LLC | 30,683 | $1.64M | 0.02% | −9,652−23.9% | Reduced |
| Ieq Capital, LLC | 30,512 | $1.63M | 0.02% | −735−2.4% | Reduced |
| Texas Yale Capital Corp. | 30,379 | $1.62M | 0.07% | +150+0.5% | Added |
| NewEdge Wealth, LLC | 30,314 | $1.62M | 0.03% | −3,370−10.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 30,314 | $1.62M | 0.14% | −1,190−3.8% | Reduced |
| Gamco Investors, Inc. Et Al | 30,100 | $1.61M | 0.02% | −5,000−14.2% | Reduced |
| Independent Financial Group, LLC | 29,723 | $1.59M | 0.05% | −2,308−7.2% | Reduced |
| Mystic Asset Management, Inc. | 29,428 | $1.57M | 0.42% | +3,130+11.9% | Added |
| ZWJ Investment Counsel Inc | 29,389 | $1.57M | 0.06% | +110+0.4% | Added |
| PFG Investments, LLC | 29,292 | $1.56M | 0.10% | +1,144+4.1% | Added |
| GeoWealth Management, LLC | 29,289 | $1.56M | 0.05% | +2,367+8.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,058 | $1.55M | 0.04% | +2,365+8.9% | Added |
| Spirit of America Management Corp | 29,033 | $1.55M | 0.31% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 28,360 | $1.51M | 0.01% | +1,013+3.7% | Added |
| F/M Investments LLC | 28,166 | $1.50M | 0.06% | −101,835−78.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 28,149 | $1.50M | 1.00% | +16,476+141.1% | Added |
| Equitable Holdings, Inc. | 28,056 | $1.50M | 0.01% | −1,970−6.6% | Reduced |
| Inspire Trust Co, N.A. | 28,000 | $1.50M | 0.38% | +5,775+26.0% | Added |
| Warren Averett Asset Management, LLC | 27,845 | $1.49M | 0.02% | +5,774+26.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 27,789 | $1.48M | 0.03% | +188+0.7% | Added |
| FourThought Financial Partners, LLC | 27,639 | $1.48M | 0.15% | −2,762−9.1% | Reduced |
| Signaturefd, LLC | 27,620 | $1.48M | 0.03% | +1,042+3.9% | Added |
| Ossiam | 27,533 | $1.47M | 0.03% | −1,319−4.6% | Reduced |
| Beech Hill Advisors, Inc. | 27,500 | $1.47M | 0.55% | +27,500 | New |
| Robeco Institutional Asset Management B.V. | 27,436 | $1.47M | 0.00% | +1,176+4.5% | Added |
| Peterson Wealth Services | 27,411 | $1.46M | 0.44% | +27,411 | New |
| Stock Yards Bank & Trust Co | 27,293 | $1.46M | 0.05% | −3,924−12.6% | Reduced |
| Wealth Alliance | 27,171 | $1.45M | 0.17% | −1,115−3.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 26,985 | $1.44M | 0.21% | +3,455+14.7% | Added |
| Ameritas Advisory Services, LLC | 26,599 | $1.42M | 0.05% | +68+0.3% | Added |
| CIBC Private Wealth Group, LLC | 27,042 | $1.42M | 0.00% | +1,232+4.8% | Added |
| Penserra Capital Management LLC | 26,443 | $1.41M | 0.03% | −1,070−3.9% | Reduced |
| Landscape Capital Management, L.L.C. | 26,403 | $1.41M | 0.15% | +21,051+393.3% | Added |
| Vanderbilt University | 26,287 | $1.40M | 0.28% | −26,918−50.6% | Reduced |
| Cornerstone Advisors, LLC | 26,100 | $1.39M | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25,971 | $1.39M | 0.02% | +16,231+166.6% | Added |
| Jaffetilchin Investment Partners, LLC | 25,812 | $1.38M | 0.10% | +1,483+6.1% | Added |
| Cullen Investment Group, Ltd. | 25,645 | $1.37M | 0.20% | +25,645 | New |
| Security National Bank of So Dak | 25,420 | $1.36M | 0.76% | −1,645−6.1% | Reduced |
| Apollon Wealth Management, LLC | 25,138 | $1.34M | 0.03% | −314−1.2% | Reduced |
| RSM US Wealth Management LLC | 25,396 | $1.34M | 0.02% | −3,913−13.4% | Reduced |