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 |
|---|---|---|---|---|---|
| Allen Capital Group, LLC | 15,916 | $850.1K | 0.10% | −1,041−6.1% | Reduced |
| GF Fund Management Co. Ltd. | 15,825 | $845.2K | 0.02% | +15,825 | New |
| Essex Financial Services, Inc. | 15,588 | $832.6K | 0.06% | +471+3.1% | Added |
| Modern Wealth Management, LLC | 15,529 | $829.4K | 0.03% | +2,263+17.1% | Added |
| Roehl & Yi Investment Advisors, LLC | 15,477 | $826.6K | 0.46% | +15,477 | New |
| Compass Ion Advisors, LLC | 15,462 | $825.8K | 0.10% | −310−2.0% | Reduced |
| Van Hulzen Asset Management, LLC | 15,422 | $823.7K | 0.06% | −25,536−62.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 15,421 | $823.7K | 0.40% | +1,270+9.0% | Added |
| Perigon Wealth Management, LLC | 14,992 | $818.3K | 0.02% | −60−0.4% | Reduced |
| N.E.W. Advisory Services LLC | 15,317 | $818.1K | 0.08% | +1,809+13.4% | Added |
| Clifford Swan Investment Counsel LLC | 15,311 | $817.8K | 0.03% | −264−1.7% | Reduced |
| Sound Financial Strategies Group, LLC | 15,276 | $815.9K | 0.68% | +5,435+55.2% | Added |
| First National Trust Co | 15,170 | $810.2K | 0.03% | −467−3.0% | Reduced |
| Wetherby Asset Management Inc | 15,013 | $801.9K | 0.04% | +2,850+23.4% | Added |
| Abundance Wealth Counselors | 14,860 | $794.0K | 0.17% | +1,043+7.5% | Added |
| Reuter James Wealth Management, LLC | 14,857 | $793.5K | 0.15% | −598−3.9% | Reduced |
| NorthRock Partners, LLC | 14,801 | $790.5K | 0.03% | −2,538−14.6% | Reduced |
| Money Concepts Capital Corp | 14,733 | $786.9K | 0.06% | +840+6.0% | Added |
| Bryn Mawr Trust Co | 14,589 | $779.2K | 0.01% | −1,690−10.4% | Reduced |
| L.M. Kohn & Company | 14,577 | $778.5K | 0.20% | −544−3.6% | Reduced |
| United Capital Financial Advisers, LLC | 14,567 | $778.0K | 0.01% | −1,582−9.8% | Reduced |
| Sunbelt Securities, Inc. | 14,662 | $773.1K | 0.07% | +3,445+30.7% | Added |
| Buckingham Strategic Partners | 14,470 | $772.9K | 0.01% | −2,970−17.0% | Reduced |
| Westpac Banking Corp | 14,466 | $772.6K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 14,466 | $772.6K | 0.07% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 14,384 | $768.2K | 0.04% | +2,817+24.4% | Added |
| Legacy Financial Advisors, Inc. | 14,357 | $766.8K | 0.13% | +1,567+12.3% | Added |
| TFG Advisers LLC | 14,131 | $754.7K | 0.27% | +246+1.8% | Added |
| Denver Wealth Management, Inc. | 14,089 | $752.5K | 0.34% | +101+0.7% | Added |
| Keudell/Morrison Wealth Management | 14,074 | $751.7K | 0.20% | +2,120+17.7% | Added |
| Ausdal Financial Partners, Inc. | 14,045 | $750.1K | 0.06% | +338+2.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 14,000 | $747.7K | 0.02% | −2,593−15.6% | Reduced |
| Chiron Capital Management, LLC | 13,951 | $745.1K | 0.70% | +2,747+24.5% | Added |
| Glen Eagle Advisors, LLC | 13,897 | $742.2K | 0.12% | −1,383−9.1% | Reduced |
| Park Avenue Securities LLC | 13,863 | $740.0K | 0.01% | −730−5.0% | Reduced |
| SMART Wealth LLC | 13,774 | $735.6K | 0.26% | −4,979−26.6% | Reduced |
| Samalin Investment Counsel, LLC | 13,755 | $734.7K | 0.32% | −1,976−12.6% | Reduced |
| Congress Wealth Management LLC | 13,750 | $734.5K | 0.01% | +282+2.1% | Added |
| Magnolia Capital Management Ltd | 13,737 | $734.0K | 0.58% | −135−1.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,725 | $733.1K | 0.03% | +3,067+28.8% | Added |
| Prime Capital Investment Advisors, LLC | 13,692 | $731.3K | 0.01% | −1,631−10.6% | Reduced |
| Panagora Asset Management Inc | 13,628 | $727.9K | 0.00% | −101−0.7% | Reduced |
| Vawter Financial, Ltd. | 13,532 | $722.7K | 0.43% | −140−1.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,552 | $720.2K | 0.10% | +620+4.8% | Added |
| Profund Advisors LLC | 13,444 | $718.0K | 0.03% | −10,968−44.9% | Reduced |
| Siemens Fonds Invest GmbH | 13,518 | $712.8K | 0.07% | +2,580+23.6% | Added |
| Segall Bryant & Hamill, LLC | 13,300 | $710.4K | 0.01% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 13,188 | $695.4K | 0.06% | +13,188 | New |
| Moseley Investment Management Inc | 12,999 | $694.3K | 0.27% | −58−0.4% | Reduced |
| Brinker Capital Investments, LLC | 12,948 | $691.6K | 0.01% | −3,542−21.5% | Reduced |
| Orion Portfolio Solutions, LLC | 12,948 | $691.6K | 0.01% | −3,542−21.5% | Reduced |
| MUFG Securities Americas Inc. | 12,920 | $690.1K | 0.09% | +12,920 | New |
| PFW Advisors LLC | 12,790 | $683.1K | 0.21% | +12,790 | New |
| Prestige Wealth Management Group LLC | 12,761 | $681.6K | 0.14% | +827+6.9% | Added |
| BluePath Capital Management, LLC | 12,955 | $679.8K | 0.37% | +2,633+25.5% | Added |
| AE Wealth Management LLC | 12,690 | $677.8K | 0.01% | +2,178+20.7% | Added |
| HBK Sorce Advisory LLC | 12,655 | $675.9K | 0.02% | +2,875+29.4% | Added |
| National Asset Management, Inc. | 12,640 | $675.1K | 0.02% | +241+1.9% | Added |
| Duncker Streett & Co Inc | 12,621 | $674.1K | 0.13% | −599−4.5% | Reduced |
| William Allan, LLC | 12,540 | $669.8K | 0.41% | −400−3.1% | Reduced |
| Weiss Asset Management LP | 12,362 | $660.3K | 0.02% | +12,362 | New |
| Horizon Investments, LLC | 12,463 | $659.2K | 0.02% | +133+1.1% | Added |
| Mosaic Family Wealth Partners, LLC | 12,337 | $658.9K | 0.10% | −149−1.2% | Reduced |
| TCW Group Inc | 12,226 | $653.0K | 0.01% | +310+2.6% | Added |
| Verus Capital Partners, LLC | 12,109 | $646.8K | 0.06% | −1,312−9.8% | Reduced |
| Cornercap Investment Counsel Inc | 11,950 | $638.3K | 0.21% | −503−4.0% | Reduced |
| LM Advisors LLC | 11,862 | $634.0K | 0.11% | −3,299−21.8% | Reduced |
| Resources Investment Advisors, LLC. | 11,838 | $632.3K | 0.01% | −2,226−15.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 11,712 | $625.5K | 0.04% | −1,101−8.6% | Reduced |
| Greenleaf Trust | 11,672 | $623.4K | 0.01% | −5,239−31.0% | Reduced |
| Severin Investments, LLC | 11,623 | $620.8K | 0.62% | +11,623 | New |
| Jeppson Wealth Management, LLC | 11,587 | $618.9K | 0.22% | −71−0.6% | Reduced |
| GAMMA Investing LLC | 11,579 | $618.4K | 0.05% | −518−4.3% | Reduced |
| Generali Asset Management SPA SGR | 11,478 | $613.0K | 0.02% | +11,478 | New |
| Portside Wealth Group, LLC | 11,358 | $606.6K | 0.10% | +1,506+15.3% | Added |
| Brevan Howard Capital Management LP | 11,338 | $605.6K | 0.01% | +7,609+204.0% | Added |
| Stephens Inc | 11,326 | $604.9K | 0.01% | −1,678−12.9% | Reduced |
| Tarbox Family Office, Inc. | 11,273 | $602.1K | 0.10% | −414−3.5% | Reduced |
| Summa Corp. | 11,250 | $600.9K | 0.29% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 11,220 | $599.2K | 0.04% | −1,503−11.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 11,190 | $597.7K | 0.13% | +230+2.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 11,154 | $595.7K | 0.12% | +1,263+12.8% | Added |
| Manske Wealth Management | 11,141 | $595.1K | 0.24% | +11,141 | New |
| Edgestream Partners, L.P. | 11,106 | $593.2K | 0.03% | +11,106 | New |
| Checchi Capital Advisers, LLC | 11,101 | $592.9K | 0.04% | −599−5.1% | Reduced |
| My Legacy Advisors, LLC | 11,148 | $592.7K | 0.23% | −353−3.1% | Reduced |
| Proequities, Inc. | 10,936 | $590.1K | 0.03% | −1,307−10.7% | Reduced |
| Hager Investment Management Services, LLC | 10,964 | $585.6K | 0.37% | +10,964 | New |
| Cullen/Frost Bankers, Inc. | 10,888 | $581.6K | 0.01% | +377+3.6% | Added |
| Riggs Capital Management LLC | 10,796 | $576.6K | 0.57% | +10,796 | New |
| Bokf, NA | 11,127 | $574.9K | 0.01% | −26−0.2% | Reduced |
| Lakeview Capital Partners, LLC | 10,693 | $571.1K | 0.13% | +10,693 | New |
| HHM Wealth Advisors, LLC | 10,689 | $570.9K | 0.08% | −18−0.2% | Reduced |
| Saxon Interests, Inc. | 10,677 | $570.3K | 0.25% | +10,677 | New |
| Larson Financial Group LLC | 10,641 | $568.3K | 0.03% | +1,809+20.5% | Added |
| Oak Hill Wealth Advisors, LLC | 10,630 | $567.8K | 0.14% | +10,630 | New |
| Nations Financial Group Inc, | 10,615 | $567.0K | 0.04% | −18,307−63.3% | Reduced |
| SlateStone Wealth, LLC | 10,585 | $565.0K | 0.06% | −100−0.9% | Reduced |
| Patron Partners Advisors, LLC | 10,573 | $564.7K | 0.31% | +1,009+10.5% | Added |
| Delta Investment Management, LLC | 10,546 | $563.3K | 0.11% | −6,082−36.6% | Reduced |