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 |
|---|---|---|---|---|---|
| Aspect Partners, LLC | 277 | $16.1K | 0.01% | −50−15.3% | Reduced |
| SOA Wealth Advisors, LLC. | 283 | $16.4K | 0.00% | −950−77.0% | Reduced |
| Richard W. Paul & Associates, LLC | 284 | $16.5K | 0.01% | −2−0.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 293 | $17.0K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 298 | $17.3K | 0.02% | +225+308.2% | Added |
| Barrett & Company, Inc. | 302 | $17.5K | 0.01% | +18+6.3% | Added |
| Meeder Asset Management Inc | 307 | $17.8K | 0.00% | −138−31.0% | Reduced |
| Global Financial Private Client, LLC | 310 | $18.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 320 | $18.6K | 0.00% | +284+788.9% | Added |
| Saudi Central Bank | 344 | $20.0K | 0.11% | +344 | New |
| Monetary Management Group Inc | 360 | $20.9K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 377 | $21.9K | 0.00% | +5+1.3% | Added |
| Valley National Advisers Inc | 390 | $22.0K | 0.00% | +5+1.3% | Added |
| Opal Wealth Advisors, LLC | 387 | $22.4K | 0.01% | +387 | New |
| Washington Trust Co | 400 | $23.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $23.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $23.2K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $23.2K | 0.00% | +200+100.0% | Added |
| Tortoise Investment Management, LLC | 408 | $23.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 411 | $23.8K | 0.03% | +411 | New |
| Capital A Wealth Management, LLC | 413 | $24.0K | 0.03% | −9−2.1% | Reduced |
| Hantz Financial Services, Inc. | 424 | $25.0K | 0.00% | +90+26.9% | Added |
| Eastern Bank | 434 | $25.2K | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 449 | $26.1K | 0.02% | +449 | New |
| American National Bank | 459 | $26.6K | 0.00% | +32+7.5% | Added |
| Bell Investment Advisors, Inc | 474 | $27.5K | 0.01% | +10+2.2% | Added |
| Rise Advisors, LLC | 477 | $27.7K | 0.01% | +39+8.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 479 | $27.8K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 480 | $27.8K | 0.02% | −128−21.1% | Reduced |
| Key Financial Inc | 509 | $29.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 514 | $29.8K | 0.00% | −5−1.0% | Reduced |
| Atticus Wealth Management, LLC | 517 | $30.0K | 0.01% | −3,586−87.4% | Reduced |
| Creative Capital Management Investments LLC | 525 | $30.5K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 544 | $31.6K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 550 | $31.9K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 553 | $32.1K | 0.01% | +5+0.9% | Added |
| Archer Investment Corp | 568 | $33.0K | 0.01% | +93+19.6% | Added |
| Tobam | 563 | $33.0K | 0.01% | −2,254−80.0% | Reduced |
| Smithfield Trust Co | 575 | $33.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 572 | $33.0K | 0.00% | +118+26.0% | Added |
| Hazlett, Burt & Watson, Inc. | 575 | $33.0K | 0.01% | +175+43.8% | Added |
| South State Corp. | 572 | $33.2K | 0.00% | +165+40.5% | Added |
| PSI Advisors, LLC | 574 | $33.3K | 0.01% | +252+78.3% | Added |
| MV Capital Management, Inc. | 577 | $33.5K | 0.00% | +25+4.5% | Added |
| Bruce G. Allen Investments, LLC | 584 | $33.9K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 599 | $34.7K | 0.00% | −3,007−83.4% | Reduced |
| Cypress Capital Management LLC (WY) | 609 | $35.3K | 0.04% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 613 | $35.5K | 0.02% | +455+288.0% | Added |
| Investment Research & Advisory Group, Inc. | 615 | $35.7K | 0.02% | +115+23.0% | Added |
| Riverview Trust Co | 630 | $36.5K | 0.04% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 638 | $37.0K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 641 | $37.2K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 649 | $37.6K | 0.00% | +303+87.6% | Added |
| Hoertkorn Richard Charles | 666 | $38.6K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $38.7K | 0.00% | 00.0% | Unchanged |
| 10Elms LLP | 667 | $38.7K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 674 | $39.1K | 0.01% | +150+28.6% | Added |
| BankPlus Trust Department | 684 | $39.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $40.6K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 720 | $41.8K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 762 | $44.2K | 0.00% | −3,054−80.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 786 | $45.6K | 0.04% | +786 | New |
| CVA Family Office, LLC | 787 | $45.7K | 0.01% | +272+52.8% | Added |
| Ogorek Anthony Joseph | 800 | $46.0K | 0.02% | +800 | New |
| Silvant Capital Management LLC | 796 | $46.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 800 | $46.4K | 0.00% | +31+4.0% | Added |
| United Community Bank | 800 | $46.4K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 806 | $46.7K | 0.00% | −1,990−71.2% | Reduced |
| Independence Bank of Kentucky | 850 | $49.3K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 865 | $50.2K | 0.02% | +126+17.1% | Added |
| Loomis Sayles & Co L P | 875 | $51.0K | 0.00% | −489−35.9% | Reduced |
| Wayfinding Financial, LLC | 913 | $52.0K | 0.02% | +913 | New |
| Wiser Advisor Group LLC | 896 | $52.0K | 0.08% | +12+1.4% | Added |
| Nemes Rush Group LLC | 902 | $52.3K | 0.01% | +25+2.9% | Added |
| Bellevue Asset Management, LLC | 933 | $54.2K | 0.03% | +1+0.1% | Added |
| SRS Capital Advisors, Inc. | 947 | $55.0K | 0.00% | −1,532−61.8% | Reduced |
| Fortis Group Advisors, LLC | 950 | $55.1K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 966 | $56.0K | 0.03% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 976 | $56.6K | 0.01% | +379+63.5% | Added |
| Wolff Wiese Magana LLC | 978 | $56.7K | 0.04% | +4+0.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 982 | $57.0K | 0.00% | −1,500−60.4% | Reduced |
| Future Financial Wealth Managment LLC | 1,000 | $58.0K | 0.04% | 00.0% | Unchanged |
| Activest Wealth Management | 1,005 | $58.3K | 0.02% | +223+28.5% | Added |
| Crews Bank & Trust | 1,011 | $58.6K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 1,033 | $58.8K | 0.02% | +5+0.5% | Added |
| Transce3nd, LLC | 1,047 | $60.7K | 0.03% | −1,268−54.8% | Reduced |
| Darwin Advisors, LLC | 1,139 | $60.8K | 0.02% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,081 | $61.6K | 0.06% | +1+0.1% | Added |
| NBT Bank N A | 1,071 | $62.1K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,082 | $62.8K | 0.02% | +136+14.4% | Added |
| Heritage Wealth Advisors | 1,083 | $62.8K | 0.00% | −480−30.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,092 | $63.0K | 0.01% | +32+3.0% | Added |
| Bank of New Hampshire | 1,100 | $63.8K | 0.02% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,099 | $64.0K | 0.02% | −20−1.8% | Reduced |
| Elite Financial, Inc. | 1,150 | $66.0K | 0.03% | +1,150 | New |
| TruNorth Capital Management, LLC | 1,195 | $69.3K | 0.02% | +804+205.6% | Added |
| Trust Co | 1,197 | $69.4K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,215 | $70.5K | 0.04% | −50−4.0% | Reduced |
| JNBA Financial Advisors | 1,237 | $71.8K | 0.01% | −543−30.5% | Reduced |
| McIlrath & Eck, LLC | 1,239 | $71.9K | 0.01% | −71−5.4% | Reduced |