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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 6,652 | $355.3K | 0.02% | +809+13.8% | Added |
| MFA Wealth Services | 6,583 | $351.6K | 0.28% | +6,583 | New |
| Channel Wealth LLC | 6,580 | $351.4K | 0.11% | +1,538+30.5% | Added |
| Cornerstone Planning, LLC | 6,550 | $349.8K | 0.13% | +6,550 | New |
| Blue Fin Capital, Inc. | 6,530 | $348.8K | 0.06% | −100−1.5% | Reduced |
| Angeles Investment Advisors, LLC | 6,457 | $344.9K | 0.02% | +23+0.4% | Added |
| XML Financial, LLC | 6,357 | $339.5K | 0.03% | −1,699−21.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,342 | $338.7K | 0.16% | −800−11.2% | Reduced |
| Diametric Capital, LP | 6,318 | $337.4K | 0.23% | +6,318 | New |
| Integrated Advisors Network LLC | 6,283 | $335.6K | 0.02% | +105+1.7% | Added |
| Cape Investment Advisory, Inc. | 6,281 | $335.5K | 0.13% | −417−6.2% | Reduced |
| CAPROCK Group, Inc. | 6,265 | $334.6K | 0.01% | −2,422−27.9% | Reduced |
| AlphaCore Capital LLC | 6,258 | $334.2K | 0.07% | −283−4.3% | Reduced |
| Rodgers Brothers Inc. | 6,250 | $333.8K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 6,221 | $332.0K | 0.01% | −13−0.2% | Reduced |
| Credit Capital Investments LLC | 6,200 | $331.1K | 0.43% | +6,200 | New |
| Vise Technologies, Inc. | 6,191 | $330.7K | 0.03% | +508+8.9% | Added |
| SignalPoint Asset Management, LLC | 6,160 | $329.0K | 0.08% | +115+1.9% | Added |
| Citizens National Bank Trust Department | 6,153 | $328.6K | 0.07% | −740−10.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,132 | $327.5K | 0.03% | −217−3.4% | Reduced |
| Brighton Jones LLC | 6,101 | $325.9K | 0.01% | +615+11.2% | Added |
| Panoramic Investment Advisors, LLC | 6,080 | $324.7K | 0.21% | −612−9.1% | Reduced |
| M&G Plc | 6,099 | $323.2K | 0.00% | +6,099 | New |
| Walker Asset Management, LLC | 6,045 | $322.9K | 0.20% | +278+4.8% | Added |
| Regions Financial Corp | 6,038 | $322.5K | 0.00% | −346−5.4% | Reduced |
| Trace Wealth Advisors, LLC | 6,000 | $320.5K | 0.29% | +6,000 | New |
| AllSquare Wealth Management LLC | 5,997 | $320.3K | 0.18% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 5,994 | $320.1K | 0.26% | +5,994 | New |
| BancorpSouth Bank | 5,992 | $320.0K | 0.02% | −814−12.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,910 | $315.7K | 0.28% | +995+20.2% | Added |
| Grimes & Company, Inc. | 5,909 | $315.6K | 0.01% | +78+1.3% | Added |
| SS&H Financial Advisors, Inc. | 5,867 | $314.0K | 0.11% | +817+16.2% | Added |
| 180 Wealth Advisors, LLC | 5,845 | $312.2K | 0.05% | −75−1.3% | Reduced |
| Cascade Financial Partners, LLC | 5,840 | $311.9K | 0.04% | +1,596+37.6% | Added |
| DRW Securities, LLC | 5,826 | $311.2K | 0.02% | +5,826 | New |
| Ci Investments Inc. | 5,831 | $311.0K | 0.00% | +1,812+45.1% | Added |
| West Family Investments, Inc. | 5,801 | $309.8K | 0.11% | +1,018+21.3% | Added |
| Huntleigh Advisors, Inc. | 5,773 | $308.3K | 0.07% | +5,773 | New |
| ORG Wealth Partners, LLC | 5,770 | $308.2K | 0.10% | +5,770 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,750 | $307.1K | 0.03% | −1,026−15.1% | Reduced |
| Lazard Asset Management LLC | 5,760 | $307.0K | 0.00% | −268−4.4% | Reduced |
| King Luther Capital Management Corp | 5,722 | $305.6K | 0.00% | −200−3.4% | Reduced |
| Wolverine Asset Management LLC | 5,711 | $305.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 5,688 | $303.8K | 0.06% | −1,470−20.5% | Reduced |
| Financial Counselors Inc | 5,672 | $302.9K | 0.00% | +1,659+41.3% | Added |
| Dudley Capital Management, LLC | 5,654 | $302.0K | 0.15% | −850−13.1% | Reduced |
| Vance Wealth, Inc. | 5,626 | $300.5K | 0.12% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 5,624 | $300.4K | 0.25% | +5,624 | New |
| Alps Advisors Inc | 5,580 | $298.0K | 0.00% | +5,580 | New |
| BKD Wealth Advisors, LLC | 5,568 | $297.4K | 0.01% | −89−1.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,566 | $297.3K | 0.02% | +1,556+38.8% | Added |
| Cross Staff Investments Inc | 5,511 | $294.3K | 0.22% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 5,497 | $293.6K | 0.25% | +5,497 | New |
| Mayflower Financial Advisors, LLC | 5,496 | $293.5K | 0.04% | +334+6.5% | Added |
| Farther Finance Advisors, LLC | 5,491 | $293.3K | 0.01% | −377−6.4% | Reduced |
| NorthStar Asset Management LLC | 5,473 | $292.3K | 0.19% | +413+8.2% | Added |
| Meridian Wealth Management, LLC | 5,438 | $290.4K | 0.01% | +96+1.8% | Added |
| Premier Path Wealth Partners, LLC | 5,422 | $289.6K | 0.04% | +163+3.1% | Added |
| Red Door Wealth Management, LLC | 5,419 | $289.4K | 0.04% | +5,419 | New |
| Lecap Asset Management Ltd | 5,410 | $288.9K | 0.08% | +5,410 | New |
| Principle Wealth Partners LLC | 5,374 | $287.1K | 0.02% | −10.0% | Reduced |
| Leo Wealth, LLC | 5,367 | $286.7K | 0.03% | +638+13.5% | Added |
| Hoxton Planning & Management, LLC | 5,367 | $286.7K | 0.11% | +1,469+37.7% | Added |
| Atomi Financial Group, Inc. | 5,363 | $286.5K | 0.01% | −873−14.0% | Reduced |
| ETF Store, Inc. | 5,362 | $286.4K | 0.36% | +460+9.4% | Added |
| Prairie Sky Financial Group LLC | 5,332 | $284.8K | 0.17% | 00.0% | Unchanged |
| TPG Advisors LLC | 5,331 | $284.7K | 0.22% | −285−5.1% | Reduced |
| GTS Securities LLC | 5,305 | $283.3K | 0.01% | −8,523−61.6% | Reduced |
| Center for Financial Planning, Inc. | 5,291 | $282.6K | 0.04% | +4,711+812.2% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 5,288 | $282.4K | 0.17% | +5,288 | New |
| Rinkey Investments | 5,282 | $282.1K | 0.09% | +778+17.3% | Added |
| Campion Asset Management LLC | 5,253 | $280.6K | 0.21% | −317−5.7% | Reduced |
| Atlas Legacy Advisors, LLC | 5,233 | $279.5K | 0.07% | +5,233 | New |
| Argent Trust Co | 5,207 | $278.1K | 0.01% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 5,202 | $277.8K | 0.06% | +840+19.3% | Added |
| Mason & Associates Inc | 5,202 | $277.8K | 0.07% | +59+1.1% | Added |
| Alteri Wealth LLC | 5,194 | $277.4K | 0.08% | +5,194 | New |
| Evanson Asset Management, LLC | 5,172 | $276.2K | 0.02% | +14+0.3% | Added |
| Lummis Asset Management, LP | 5,154 | $275.3K | 0.35% | −303−5.6% | Reduced |
| Ignite Planners, LLC | 5,164 | $275.1K | 0.06% | −109−2.1% | Reduced |
| International Assets Investment Management, LLC | 5,208 | $274.0K | 0.02% | −296,364−98.3% | Reduced |
| EverSource Wealth Advisors, LLC | 5,128 | $273.9K | 0.02% | −98−1.9% | Reduced |
| Westbourne Investments, Inc. | 5,100 | $272.4K | 0.16% | +5,100 | New |
| Whipplewood Advisors, LLC | 5,096 | $272.2K | 0.15% | +5,096 | New |
| Visionary Wealth Advisors | 5,076 | $271.1K | 0.02% | −50−1.0% | Reduced |
| SeaCrest Wealth Management, LLC | 5,046 | $269.5K | 0.03% | +116+2.4% | Added |
| Allianz SE | 5,045 | $269.5K | 0.01% | +5,045 | New |
| Coastwise Capital Group, LLC | 5,036 | $269.0K | 0.21% | +736+17.1% | Added |
| Whittier Trust Co of Nevada Inc | 5,037 | $269.0K | 0.01% | −145−2.8% | Reduced |
| Pure Financial Advisors, Inc. | 5,027 | $268.5K | 0.01% | +5,027 | New |
| Avestar Capital, LLC | 5,016 | $267.9K | 0.02% | −176−3.4% | Reduced |
| Catalyst Capital Advisors LLC | 5,000 | $267.1K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 5,000 | $267.1K | 0.01% | +5,000 | New |
| Opus Capital Group, LLC | 4,946 | $264.0K | 0.03% | −1,115−18.4% | Reduced |
| Strategy Asset Managers LLC | 4,934 | $263.5K | 0.05% | −555−10.1% | Reduced |
| Shelton Capital Management | 4,933 | $263.5K | 0.01% | +1,437+41.1% | Added |
| Modera Wealth Management, LLC | 4,904 | $261.9K | 0.00% | +372+8.2% | Added |
| Phillips Wealth Planners LLC | 5,016 | $259.2K | 0.26% | −465−8.5% | Reduced |
| Marcum Wealth, LLC | 4,823 | $257.6K | 0.02% | −1,227−20.3% | Reduced |
| Polymer Capital Management (US) LLC | 4,786 | $255.6K | 0.08% | +4,786 | New |