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 |
|---|---|---|---|---|---|
| Slagle Financial, LLC | 3,900 | $226.2K | 0.10% | −116−2.9% | Reduced |
| Keystone Wealth Services, LLC | 3,925 | $227.7K | 0.06% | +2+0.1% | Added |
| Cetera Trust Company, N.A | 3,925 | $227.7K | 0.15% | 00.0% | Unchanged |
| Alpha Family Trust | 3,930 | $228.0K | 0.13% | 00.0% | Unchanged |
| LMR Partners LLP | 3,931 | $228.0K | 0.00% | +3,931 | New |
| LGT Fund Management Co Ltd. | 3,942 | $228.7K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,950 | $229.1K | 0.08% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,955 | $229.5K | 0.08% | +10.0% | Added |
| Skopos Labs, Inc. | 3,965 | $230.0K | 0.05% | −239−5.7% | Reduced |
| Howard Capital Management Inc. | 3,964 | $230.0K | 0.01% | −492−11.0% | Reduced |
| Kovack Advisors, Inc. | 3,970 | $230.3K | 0.02% | −16,731−80.8% | Reduced |
| Prosperity Wealth Management, Inc. | 3,975 | $230.6K | 0.11% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,976 | $230.6K | 0.05% | +45+1.1% | Added |
| ICONIQ Capital, LLC | 3,982 | $231.0K | 0.00% | +3,982 | New |
| Smith, Moore & Co. | 3,984 | $231.1K | 0.02% | −448−10.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,999 | $232.0K | 0.01% | −1,567−28.2% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,000 | $232.0K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,012 | $232.7K | 0.02% | +4,012 | New |
| Buffington Mohr McNeal | 4,048 | $234.8K | 0.05% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 4,062 | $235.7K | 0.24% | +26+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 4,073 | $236.3K | 0.00% | −289−6.6% | Reduced |
| SFMG, LLC | 4,083 | $236.8K | 0.02% | +4,083 | New |
| Pointe Capital Management LLC | 4,094 | $237.5K | 0.14% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,124 | $239.2K | 0.10% | +4,124 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,124 | $239.2K | 0.01% | −12,167−74.7% | Reduced |
| Ascent Group, LLC | 4,130 | $239.6K | 0.01% | +4,130 | New |
| Atlas Legacy Advisors, LLC | 4,135 | $239.9K | 0.06% | −1,098−21.0% | Reduced |
| Prosperitas Financial LLC | 4,136 | $239.9K | 0.12% | +190+4.8% | Added |
| Helium Advisors LLC | 4,148 | $240.6K | 0.18% | +100+2.5% | Added |
| Sunpointe, LLC | 4,166 | $241.7K | 0.13% | +4,166 | New |
| Grimes & Company, Inc. | 4,171 | $242.0K | 0.01% | −1,738−29.4% | Reduced |
| LexAurum Advisors, LLC | 4,196 | $243.4K | 0.05% | +28+0.7% | Added |
| Campion Asset Management LLC | 4,198 | $243.5K | 0.19% | −1,055−20.1% | Reduced |
| PFG Advisors | 4,203 | $243.8K | 0.01% | +4,203 | New |
| Los Angeles Capital Management LLC | 4,221 | $244.9K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,269 | $247.6K | 0.02% | +4,269 | New |
| Court Place Advisors, LLC | 4,291 | $248.9K | 0.08% | −390−8.3% | Reduced |
| Bullock Wealth Management Group | 4,357 | $249.0K | 0.14% | −20.0% | Reduced |
| Bolthouse Investments, LLC | 4,317 | $250.4K | 0.26% | +4,317 | New |
| Mindset Wealth Management, LLC | 4,321 | $250.7K | 0.10% | +4,321 | New |
| Jacobsen Capital Management | 4,322 | $250.7K | 0.11% | +270+6.7% | Added |
| Advisory Alpha, LLC | 4,337 | $251.6K | 0.01% | +105+2.5% | Added |
| Modera Wealth Management, LLC | 4,382 | $254.2K | 0.00% | −522−10.6% | Reduced |
| Great Lakes Advisors, LLC | 4,384 | $254.3K | 0.00% | −23,976−84.5% | Reduced |
| Western Wealth Management, LLC | 4,394 | $254.9K | 0.02% | +553+14.4% | Added |
| StoneX Group Inc. | 4,397 | $255.1K | 0.01% | +4,397 | New |
| Traynor Capital Management, Inc. | 4,419 | $256.4K | 0.02% | +277+6.7% | Added |
| Petix & Botte Co | 4,426 | $256.8K | 0.07% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 4,483 | $257.2K | 0.02% | +4,483 | New |
| Beverly Hills Private Wealth, LLC | 4,443 | $257.8K | 0.05% | −45−1.0% | Reduced |
| Somerset Trust Co | 4,460 | $258.7K | 0.09% | +4,460 | New |
| Per Stirling Capital Management, LLC. | 4,472 | $259.4K | 0.04% | +4,472 | New |
| Spire Wealth Management | 4,473 | $259.5K | 0.01% | +476+11.9% | Added |
| NWF Advisory Services Inc. | 4,476 | $259.7K | 0.04% | +4,476 | New |
| Holderness Investments Co | 4,476 | $259.7K | 0.06% | −96−2.1% | Reduced |
| Lantz Financial LLC | 4,502 | $261.2K | 0.07% | +327+7.8% | Added |
| Reliant Investment Partners, LLC | 4,508 | $261.5K | 0.27% | +349+8.4% | Added |
| Vivaldi Capital Management, LLC | 4,546 | $263.7K | 0.04% | +867+23.6% | Added |
| Avestar Capital, LLC | 4,549 | $263.9K | 0.03% | −467−9.3% | Reduced |
| Yoder Wealth Management, Inc. | 4,551 | $264.0K | 0.15% | +22+0.5% | Added |
| Pinnacle Financial Partners Inc | 4,563 | $264.5K | 0.01% | +4,518+10,040.0% | Added |
| Eqis Capital Management, Inc. | 4,567 | $264.9K | 0.02% | −2,392−34.4% | Reduced |
| CX Institutional | 4,566 | $265.0K | 0.01% | +4,566 | New |
| Wedmont Private Capital | 4,841 | $267.3K | 0.01% | +503+11.6% | Added |
| Charter Oak Capital Management, LLC | 4,614 | $267.6K | 0.02% | +58+1.3% | Added |
| MBA Advisors LLC | 4,646 | $269.5K | 0.13% | +726+18.5% | Added |
| Aull & Monroe Investment Management Corp | 4,660 | $270.3K | 0.13% | +460+11.0% | Added |
| FSA Investment Group, LLC | 4,671 | $270.9K | 0.23% | +33+0.7% | Added |
| Wealth Management Associates, Inc. | 4,690 | $272.1K | 0.12% | +60+1.3% | Added |
| Certior Financial Group, LLC | 4,694 | $272.3K | 0.22% | +413+9.6% | Added |
| Inceptionr LLC | 4,720 | $272.5K | 0.08% | +4,720 | New |
| Cozad Asset Management Inc | 4,707 | $273.1K | 0.03% | +145+3.2% | Added |
| Alps Advisors Inc | 4,746 | $275.3K | 0.00% | −834−14.9% | Reduced |
| Stiles Financial Services Inc | 4,753 | $275.8K | 0.11% | +19+0.4% | Added |
| Wealth Quarterback LLC | 4,757 | $275.9K | 0.16% | +782+19.7% | Added |
| Legacy Advisors, LLC | 4,773 | $276.9K | 0.03% | +264+5.9% | Added |
| Callahan Advisors, LLC | 4,800 | $278.4K | 0.03% | +4,800 | New |
| Titleist Asset Management, LLC | 4,806 | $278.8K | 0.03% | +343+7.7% | Added |
| Flynn Zito Capital Management, LLC | 4,827 | $280.0K | 0.13% | +100+2.1% | Added |
| Cornerstone Wealth Management, LLC | 4,840 | $280.8K | 0.02% | +758+18.6% | Added |
| Autumn Glory Partners, LLC | 4,900 | $284.2K | 0.14% | +4,900 | New |
| Shelton Capital Management | 4,933 | $286.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,975 | $288.6K | 0.08% | +550+12.4% | Added |
| Catalyst Capital Advisors LLC | 5,000 | $290.1K | 0.01% | 00.0% | Unchanged |
| Trajan Wealth LLC | 5,038 | $292.3K | 0.02% | +935+22.8% | Added |
| Whipplewood Advisors, LLC | 5,208 | $293.5K | 0.17% | +112+2.2% | Added |
| Whittier Trust Co of Nevada Inc | 5,061 | $293.6K | 0.01% | +24+0.5% | Added |
| Visionary Wealth Advisors | 5,069 | $294.1K | 0.02% | −7−0.1% | Reduced |
| Baader Bank INC | 6,423 | $294.5K | 0.03% | +6,423 | New |
| Silverlake Wealth Management LLC | 5,124 | $297.3K | 0.11% | +531+11.6% | Added |
| Mason & Associates Inc | 5,143 | $298.3K | 0.07% | −59−1.1% | Reduced |
| International Assets Investment Management, LLC | 5,165 | $299.6K | 0.03% | −43−0.8% | Reduced |
| Marcum Wealth, LLC | 5,213 | $302.4K | 0.03% | +390+8.1% | Added |
| Quest Partners LLC | 5,223 | $303.0K | 0.03% | +5,223 | New |
| AdvisorNet Financial, Inc | 5,223 | $303.0K | 0.02% | −3,286−38.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 5,224 | $303.0K | 0.16% | +1,356+35.1% | Added |
| Moody National Bank Trust Division | 5,227 | $303.2K | 0.03% | +872+20.0% | Added |
| Sovereign Financial Group, Inc. | 5,228 | $303.3K | 0.07% | +26+0.5% | Added |
| Mayflower Financial Advisors, LLC | 5,241 | $304.0K | 0.05% | −255−4.6% | Reduced |
| Argent Trust Co | 5,241 | $304.0K | 0.01% | +34+0.7% | Added |