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, Q1 2025
Institutional positions in Realty Income Corp as of Mar 31, 2025. 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
- 1,279
- +38 vs. Q4 2024
- Shares held
- 700.7M
- +19.1M (+2.8%) vs. Q4 2024
- Total value
- $40.6B
- +$4.22B (+11.6%) vs. Q4 2024
- New holders
- 135
- 617 more added
- Sold out
- 97
- 382 more reduced
26 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 47,897 | $2.78M | 0.01% | +807+1.7% | Added |
| Edmp, Inc. | 47,915 | $2.78M | 2.33% | +8,618+21.9% | Added |
| Brendel Financial Advisors LLC | 47,982 | $2.78M | 1.69% | +47,982 | New |
| EP Wealth Advisors, LLC | 48,028 | $2.79M | 0.02% | −53−0.1% | Reduced |
| RFG Advisory, LLC | 48,423 | $2.81M | 0.08% | +11,729+32.0% | Added |
| Silver Lake Advisory, LLC | 49,057 | $2.85M | 1.24% | +2,503+5.4% | Added |
| Beacon Pointe Advisors, LLC | 49,117 | $2.85M | 0.03% | +15,178+44.7% | Added |
| Schonfeld Strategic Advisors LLC | 49,570 | $2.88M | 0.02% | −21,325−30.1% | Reduced |
| Intrua Financial, LLC | 49,689 | $2.88M | 0.45% | −4,354−8.1% | Reduced |
| Brentview Investment Management LLC | 49,814 | $2.89M | 1.54% | +2,538+5.4% | Added |
| Change Path, LLC | 49,824 | $2.89M | 0.09% | +14,296+40.2% | Added |
| Gulf International Bank (UK) Ltd | 49,913 | $2.90M | 0.10% | −16,990−25.4% | Reduced |
| Capital Square, LLC | 50,290 | $2.92M | 1.71% | −710−1.4% | Reduced |
| QRG Capital Management, Inc. | 50,344 | $2.92M | 0.03% | +2,124+4.4% | Added |
| DoubleLine ETF Adviser LP | 50,771 | $2.95M | 0.98% | −11,742−18.8% | Reduced |
| Shufro Rose & Co LLC | 51,450 | $2.98M | 0.24% | +5,200+11.2% | Added |
| Azimuth Capital Investment Management LLC | 51,595 | $2.99M | 0.12% | −715−1.4% | Reduced |
| L & S Advisors Inc | 51,953 | $3.01M | 0.37% | +51,953 | New |
| XTX Topco Ltd | 52,298 | $3.03M | 0.16% | +52,298 | New |
| Natixis | 53,006 | $3.06M | 0.02% | −207,523−79.7% | Reduced |
| North Star Investment Management Corp. | 52,774 | $3.06M | 0.22% | −4,256−7.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 52,827 | $3.06M | 1.89% | +2,137+4.2% | Added |
| TD Private Client Wealth LLC | 52,837 | $3.07M | 0.08% | +6,402+13.8% | Added |
| Ameritas Investment Partners, Inc. | 53,028 | $3.08M | 0.11% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 54,365 | $3.08M | 0.37% | +1,123+2.1% | Added |
| Hartford Investment Management Co | 53,405 | $3.10M | 0.11% | −553−1.0% | Reduced |
| Presima Inc. | 53,452 | $3.10M | 0.69% | +874+1.7% | Added |
| Ilmarinen Mutual Pension Insurance Co | 54,000 | $3.13M | 0.03% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 54,297 | $3.15M | 0.73% | −28−0.1% | Reduced |
| Hamilton Capital Partners Inc. | 54,528 | $3.16M | 0.20% | +7,424+15.8% | Added |
| Kempner Capital Management Inc. | 54,888 | $3.18M | 1.79% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 54,985 | $3.19M | 0.06% | −6,870−11.1% | Reduced |
| New England Asset Management Inc | 55,140 | $3.20M | 0.52% | +55,140 | New |
| Envestnet Portfolio Solutions, Inc. | 55,170 | $3.20M | 0.01% | −10,231−15.6% | Reduced |
| Two Sigma Advisers, LP | 55,233 | $3.20M | 0.01% | +55,233 | New |
| Highland Capital Management, LLC | 55,402 | $3.21M | 0.19% | −705−1.3% | Reduced |
| Elo Mutual Pension Insurance Co | 55,514 | $3.22M | 0.07% | −31,523−36.2% | Reduced |
| Agf Management Ltd | 55,663 | $3.23M | 0.02% | +3,257+6.2% | Added |
| BFSG, LLC | 56,419 | $3.27M | 0.40% | +4,931+9.6% | Added |
| Atria Investments LLC | 56,899 | $3.30M | 0.04% | −10,126−15.1% | Reduced |
| Worldquant Millennium Advisors LLC | 57,441 | $3.33M | 0.02% | −54,053−48.5% | Reduced |
| Perpetual Ltd | 57,488 | $3.33M | 0.04% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 59,507 | $3.45M | 0.11% | −338−0.6% | Reduced |
| Truvestments Capital LLC | 60,465 | $3.51M | 0.76% | +53,477+765.3% | Added |
| Sigma Planning Corp | 60,898 | $3.53M | 0.11% | +14,630+31.6% | Added |
| Kinloch Capital, LLC | 60,904 | $3.53M | 1.69% | +3,378+5.9% | Added |
| Private Advisor Group, LLC | 62,069 | $3.60M | 0.02% | +3,618+6.2% | Added |
| Marco Investment Management LLC | 62,350 | $3.62M | 0.34% | −2,873−4.4% | Reduced |
| Gold Investment Management Ltd. | 62,736 | $3.64M | 1.54% | +2,528+4.2% | Added |
| NEOS Investment Management LLC | 64,369 | $3.72M | 0.07% | +27,643+75.3% | Added |
| Hallmark Capital Management Inc | 64,173 | $3.72M | 0.28% | +2,446+4.0% | Added |
| Bard Financial Services, Inc. | 64,365 | $3.73M | 0.46% | −2,440−3.7% | Reduced |
| Allstate Corp | 64,752 | $3.76M | 0.11% | +7,945+14.0% | Added |
| Baird Financial Group, Inc. | 65,269 | $3.79M | 0.01% | +1,552+2.4% | Added |
| Toroso Investments, LLC | 65,765 | $3.80M | 0.03% | +21,331+48.0% | Added |
| First Foundation Advisors | 67,010 | $3.89M | 0.16% | −527−0.8% | Reduced |
| Assetmark, Inc | 67,174 | $3.90M | 0.01% | +3,245+5.1% | Added |
| Teachers Retirement System of the State of Kentucky | 67,511 | $3.92M | 0.04% | +3,849+6.0% | Added |
| Colony Group, LLC | 68,704 | $3.99M | 0.01% | +3,895+6.0% | Added |
| Sit Investment Associates Inc | 68,860 | $4.00M | 0.09% | −2,725−3.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 68,915 | $4.00M | 0.03% | +17,985+35.3% | Added |
| Butensky & Cohen Financial Security, Inc | 68,982 | $4.00M | 1.22% | +1,444+2.1% | Added |
| Pacer Advisors, Inc. | 69,172 | $4.01M | 0.01% | −33,214−32.4% | Reduced |
| Peapack Gladstone Financial Corp | 69,340 | $4.02M | 0.06% | −2,000−2.8% | Reduced |
| Mizuho Securities USA LLC | 70,078 | $4.07M | 0.09% | −12,872−15.5% | Reduced |
| Beacon Financial Group | 70,102 | $4.07M | 0.44% | −4,460−6.0% | Reduced |
| Verition Fund Management LLC | 70,371 | $4.08M | 0.02% | +70,371 | New |
| Harrell Investment Partners, LLC | 71,111 | $4.13M | 1.22% | +4,428+6.6% | Added |
| WCM Investment Management, LLC | 73,666 | $4.17M | 0.01% | −1,307−1.7% | Reduced |
| Nordea Investment Management AB | 73,572 | $4.26M | 0.00% | −55−0.1% | Reduced |
| Ilex Capital Partners (UK) LLP | 73,372 | $4.26M | 0.17% | +73,372 | New |
| Ostrum Asset Management | 73,698 | $4.28M | 0.23% | +17,156+30.3% | Added |
| Dakota Wealth Management | 73,871 | $4.29M | 0.10% | +13,764+22.9% | Added |
| Woodline Partners LP | 73,942 | $4.29M | 0.03% | +21,603+41.3% | Added |
| Baugh & Associates, LLC | 77,783 | $4.32M | 2.18% | −882−1.1% | Reduced |
| Manning & Napier Advisors LLC | 75,000 | $4.35M | 0.05% | +75,000 | New |
| Oregon Public Employees Retirement Fund | 75,180 | $4.36M | 0.08% | +140+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 77,065 | $4.37M | 0.05% | +12,451+19.3% | Added |
| LMG Wealth Partners, LLC | 75,311 | $4.37M | 0.97% | +1,066+1.4% | Added |
| Meridian Wealth Advisors, LLC | 75,311 | $4.37M | 0.74% | +28,923+62.4% | Added |
| Signature Wealth Management Group | 76,167 | $4.42M | 1.72% | +2,200+3.0% | Added |
| LVM Capital Management Ltd | 76,265 | $4.42M | 0.49% | −5,777−7.0% | Reduced |
| Geneos Wealth Management Inc. | 76,566 | $4.44M | 0.15% | −15,080−16.5% | Reduced |
| Mutual Advisors, LLC | 78,813 | $4.48M | 0.13% | −2,725−3.3% | Reduced |
| Rakuten Investment Management, Inc. | 79,995 | $4.53M | 0.02% | +79,995 | New |
| Level Four Advisory Services, LLC | 78,197 | $4.54M | 0.19% | +2,574+3.4% | Added |
| Cullen Investment Group, Ltd. | 79,720 | $4.62M | 0.70% | +54,075+210.9% | Added |
| Intact Investment Management Inc. | 79,800 | $4.63M | 0.16% | 00.0% | Unchanged |
| Dearborn Partners LLC | 79,896 | $4.63M | 0.22% | −14,878−15.7% | Reduced |
| Prairiewood Capital, LLC | 81,633 | $4.74M | 1.93% | +10,748+15.2% | Added |
| Carnegie Capital Asset Management, LLC | 89,888 | $4.76M | 0.11% | +2,436+2.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 83,688 | $4.85M | 2.29% | +3,046+3.8% | Added |
| Gotham Asset Management, LLC | 84,613 | $4.91M | 0.04% | +9,824+13.1% | Added |
| Norinchukin Bank, The | 84,968 | $4.93M | 0.09% | +7,497+9.7% | Added |
| Candriam Luxembourg S.C.A. | 85,366 | $4.95M | 0.03% | +31,146+57.4% | Added |
| Liberty One Investment Management, LLC | 86,176 | $5.00M | 0.51% | +8,683+11.2% | Added |
| Kovitz Investment Group Partners, LLC | 86,668 | $5.03M | 0.03% | +7,549+9.5% | Added |
| Alpha Omega Wealth Management LLC | 86,689 | $5.03M | 0.96% | −3,635−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 87,423 | $5.07M | 0.00% | −7,390−7.8% | Reduced |
| Consolidated Portfolio Review Corp | 87,967 | $5.10M | 0.82% | +19,816+29.1% | Added |