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 |
|---|---|---|---|---|---|
| Founders Capital Management | 1,250 | $72.5K | 0.05% | −50−3.8% | Reduced |
| Front Row Advisors LLC | 1,310 | $76.0K | 0.03% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,317 | $76.4K | 0.01% | +39+3.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,319 | $76.5K | 0.04% | +105+8.6% | Added |
| Quantbot Technologies LP | 1,327 | $77.0K | 0.00% | +1,327 | New |
| Rosenberg Matthew Hamilton | 1,329 | $77.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,415 | $82.1K | 0.01% | +108+8.3% | Added |
| Manchester Capital Management LLC | 1,468 | $85.2K | 0.01% | +9+0.6% | Added |
| Pinnacle Bancorp, Inc. | 1,500 | $87.0K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,537 | $89.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,545 | $89.6K | 0.00% | +101+7.0% | Added |
| City State Bank | 1,550 | $89.9K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,733 | $92.6K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,600 | $92.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,618 | $93.9K | 0.02% | +7+0.4% | Added |
| Kiker Wealth Management, LLC | 1,649 | $95.6K | 0.07% | +1,649 | New |
| Creative Financial Designs Inc | 1,656 | $96.1K | 0.01% | −210−11.3% | Reduced |
| Anchor Investment Management, LLC | 1,673 | $97.0K | 0.01% | −65−3.7% | Reduced |
| Hexagon Capital Partners LLC | 1,742 | $101.1K | 0.02% | −288−14.2% | Reduced |
| Quent Capital, LLC | 1,770 | $102.7K | 0.01% | +45+2.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,778 | $103.1K | 0.00% | +167+10.4% | Added |
| Grove Bank & Trust | 1,795 | $104.1K | 0.01% | +471+35.6% | Added |
| Optimum Investment Advisors | 1,800 | $104.4K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,854 | $107.0K | 0.00% | +294+18.8% | Added |
| Salem Investment Counselors Inc | 1,851 | $107.4K | 0.00% | +171+10.2% | Added |
| Indiana Trust & Investment Management CO | 1,933 | $112.1K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,936 | $112.3K | 0.04% | −541−21.8% | Reduced |
| Hollencrest Capital Management | 1,946 | $112.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,978 | $114.7K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,006 | $116.4K | 0.00% | −956−32.3% | Reduced |
| Financial Perspectives, Inc | 2,011 | $116.7K | 0.04% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 2,020 | $117.2K | 0.04% | +2,020 | New |
| Medallion Wealth Advisors, LLC | 2,069 | $118.8K | 0.05% | +90+4.5% | Added |
| Wealth Preservation Advisors, LLC | 2,110 | $122.4K | 0.09% | +2,110 | New |
| Ameriflex Group, Inc. | 2,195 | $127.3K | 0.05% | +1,752+395.5% | Added |
| Main Street Group, LTD | 2,231 | $129.4K | 0.05% | +1,731+346.2% | Added |
| Wood Tarver Financial Group, LLC | 2,233 | $129.5K | 0.04% | −92−4.0% | Reduced |
| HM Payson & Co | 2,239 | $129.9K | 0.00% | +1,424+174.7% | Added |
| Motco | 2,273 | $131.9K | 0.01% | +28+1.2% | Added |
| TSFG, LLC | 2,331 | $135.0K | 0.03% | +797+52.0% | Added |
| Armstrong Advisory Group, Inc | 2,530 | $135.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,429 | $140.9K | 0.02% | +285+13.3% | Added |
| C M Bidwell & Associates Ltd | 2,433 | $141.1K | 0.08% | +20+0.8% | Added |
| Caldwell Trust Co | 2,457 | $142.5K | 0.02% | +243+11.0% | Added |
| Covestor Ltd | 2,523 | $146.0K | 0.10% | +427+20.4% | Added |
| Newbridge Financial Services Group, Inc. | 2,550 | $147.9K | 0.04% | −6,559−72.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,551 | $148.0K | 0.06% | +1,140+80.8% | Added |
| Montag A & Associates Inc | 2,580 | $149.7K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,607 | $151.2K | 0.10% | +44+1.7% | Added |
| TD Waterhouse Canada Inc. | 3,509 | $153.3K | 0.00% | +1,388+65.4% | Added |
| Plato Investment Management Ltd | 2,704 | $158.6K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 2,760 | $160.1K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 2,867 | $166.3K | 0.06% | −16−0.6% | Reduced |
| Y.D. More Investments Ltd | 2,888 | $167.5K | 0.01% | +391+15.7% | Added |
| Ridgewood Investments LLC | 2,963 | $171.9K | 0.08% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,039 | $176.3K | 0.08% | +149+5.2% | Added |
| Rocky Mountain Advisers, LLC | 3,100 | $179.8K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,100 | $179.8K | 0.02% | +29+0.9% | Added |
| M&G Plc | 3,157 | $183.1K | 0.00% | −2,942−48.2% | Reduced |
| Private Wealth Asset Management, LLC | 3,227 | $187.2K | 0.03% | +3,227 | New |
| Ancora Advisors, LLC | 3,302 | $191.6K | 0.00% | −364−9.9% | Reduced |
| Kestra Investment Management, LLC | 3,304 | $191.7K | 0.01% | +2,893+703.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,312 | $192.1K | 0.00% | −49−1.5% | Reduced |
| Smartleaf Asset Management LLC | 3,428 | $194.1K | 0.02% | +417+13.8% | Added |
| Lazard Asset Management LLC | 3,398 | $196.0K | 0.00% | −2,362−41.0% | Reduced |
| CoreCap Advisors, LLC | 3,435 | $199.3K | 0.01% | −30,371−89.8% | Reduced |
| Financial Counselors Inc | 3,455 | $200.4K | 0.00% | −2,217−39.1% | Reduced |
| Transcend Wealth Collective, LLC | 3,457 | $200.5K | 0.01% | +3,457 | New |
| Sivia Capital Partners, LLC | 3,459 | $200.7K | 0.09% | +3,459 | New |
| Lazari Capital Management, Inc. | 3,462 | $200.8K | 0.08% | +3,462 | New |
| Sonora Investment Management Group, LLC | 3,469 | $201.2K | 0.02% | +3,469 | New |
| Sand Hill Global Advisors, LLC | 3,482 | $202.0K | 0.01% | +3,482 | New |
| Connors Investor Services Inc | 3,495 | $202.7K | 0.02% | +3,495 | New |
| Camelot Portfolios, LLC | 3,503 | $203.2K | 0.13% | +3,503 | New |
| Callan Capital, LLC | 3,520 | $204.2K | 0.02% | +3,520 | New |
| Northcape Wealth Management, LLC | 3,541 | $205.4K | 0.07% | +3,541 | New |
| Pitcairn Co | 3,547 | $205.7K | 0.01% | −233−6.2% | Reduced |
| Westside Investment Management, Inc. | 3,580 | $207.7K | 0.04% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,581 | $207.7K | 0.00% | +3,581 | New |
| McAdam, LLC | 3,611 | $209.5K | 0.01% | +3,611 | New |
| F/M Investments LLC | 3,617 | $209.8K | 0.01% | −24,549−87.2% | Reduced |
| Koshinski Asset Management, Inc. | 3,619 | $210.0K | 0.02% | +3,619 | New |
| Sound Financial Strategies Group, LLC | 3,625 | $210.3K | 0.19% | −11,651−76.3% | Reduced |
| DF Dent & Co Inc | 3,635 | $210.9K | 0.00% | +3,635 | New |
| Mattern Wealth Management LLC | 3,650 | $211.7K | 0.05% | +3,650 | New |
| LPF Advisors LLC | 3,650 | $211.7K | 0.17% | +3,650 | New |
| Balboa Wealth Partners | 3,654 | $212.0K | 0.05% | +3,654 | New |
| Walleye Capital LLC | 3,657 | $212.1K | 0.00% | −27,660−88.3% | Reduced |
| Bridgewater Associates, LP | 3,687 | $213.9K | 0.00% | +3,687 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,709 | $215.2K | 0.03% | +3,709 | New |
| L2 Asset Management, LLC | 3,714 | $215.4K | 0.04% | +3,714 | New |
| Goldstone Financial Group, LLC | 3,735 | $216.7K | 0.03% | +3,735 | New |
| West Family Investments, Inc. | 3,741 | $217.0K | 0.08% | −2,060−35.5% | Reduced |
| Colonial River Wealth Management, LLC | 3,751 | $217.6K | 0.12% | −283−7.0% | Reduced |
| Axxcess Wealth Management, LLC | 3,751 | $217.6K | 0.01% | −283−7.0% | Reduced |
| First Manhattan Co | 3,754 | $217.8K | 0.00% | −402−9.7% | Reduced |
| Busey Wealth Management | 3,830 | $222.2K | 0.01% | +3,830 | New |
| Jentner Corp | 3,853 | $223.5K | 0.07% | +55+1.4% | Added |
| Richards, Merrill & Peterson, Inc. | 3,868 | $224.4K | 0.12% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,885 | $225.4K | 0.15% | 00.0% | Unchanged |