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 |
|---|---|---|---|---|---|
| Phillips Wealth Planners LLC | 5,541 | $306.0K | 0.32% | +525+10.5% | Added |
| Berger Financial Group, Inc | 5,275 | $306.0K | 0.02% | +835+18.8% | Added |
| Silvia McColl Wealth Management, LLC | 5,285 | $306.6K | 0.23% | +5,285 | New |
| Westbourne Investments, Inc. | 5,300 | $307.5K | 0.19% | +200+3.9% | Added |
| Jefferies Financial Group Inc. | 5,307 | $307.9K | 0.01% | +5,307 | New |
| Lindbrook Capital, LLC | 5,309 | $308.0K | 0.03% | +2,881+118.7% | Added |
| Core Wealth Partners LLC | 5,314 | $308.3K | 0.18% | −2,300−30.2% | Reduced |
| Optas, LLC | 5,327 | $309.0K | 0.05% | +1,447+37.3% | Added |
| Prairie Sky Financial Group LLC | 5,332 | $309.3K | 0.18% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 5,334 | $309.4K | 0.01% | +307+6.1% | Added |
| SkyView Investment Advisors, LLC | 5,348 | $310.0K | 0.05% | +5,348 | New |
| Aspire Growth Partners LLC | 5,465 | $310.1K | 0.28% | +1,137+26.3% | Added |
| TPG Advisors LLC | 5,347 | $310.2K | 0.24% | +16+0.3% | Added |
| King Luther Capital Management Corp | 5,361 | $311.0K | 0.00% | −361−6.3% | Reduced |
| Hoxton Planning & Management, LLC | 5,370 | $311.5K | 0.12% | +3+0.1% | Added |
| BKD Wealth Advisors, LLC | 5,386 | $312.5K | 0.01% | −182−3.3% | Reduced |
| Red Door Wealth Management, LLC | 5,419 | $314.4K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,456 | $316.5K | 0.02% | −5,185−48.7% | Reduced |
| BlueChip Wealth Advisors LLC | 5,462 | $316.8K | 0.16% | +704+14.8% | Added |
| Cross Staff Investments Inc | 5,511 | $319.7K | 0.24% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5,515 | $319.9K | 0.30% | −395−6.7% | Reduced |
| Park Place Capital Corp | 5,527 | $320.6K | 0.09% | +1,104+25.0% | Added |
| MONECO Advisors, LLC | 5,530 | $320.8K | 0.03% | +5,530 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,550 | $322.0K | 0.03% | −200−3.5% | Reduced |
| Meridian Wealth Management, LLC | 5,580 | $323.7K | 0.02% | +142+2.6% | Added |
| BancorpSouth Bank | 5,588 | $324.2K | 0.02% | −404−6.7% | Reduced |
| Fisher Asset Management, LLC | 5,605 | $325.2K | 0.00% | +5,605 | New |
| Atlanta Consulting Group Advisors, LLC | 5,612 | $325.6K | 0.10% | +828+17.3% | Added |
| Coastwise Capital Group, LLC | 5,619 | $326.0K | 0.27% | +583+11.6% | Added |
| Vance Wealth, Inc. | 5,626 | $326.4K | 0.12% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,626 | $326.4K | 0.05% | −219−3.7% | Reduced |
| Hendershot Investments Inc. | 5,675 | $329.2K | 0.04% | −1,020−15.2% | Reduced |
| Dudley Capital Management, LLC | 5,704 | $330.9K | 0.18% | +50+0.9% | Added |
| Wolverine Asset Management LLC | 5,711 | $331.3K | 0.01% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 5,716 | $331.6K | 0.06% | −57−1.0% | Reduced |
| Tempus Wealth Planning, LLC | 5,718 | $331.7K | 0.10% | +5,718 | New |
| GTS Securities LLC | 5,721 | $331.9K | 0.01% | +416+7.8% | Added |
| Ci Investments Inc. | 5,718 | $332.0K | 0.00% | −113−1.9% | Reduced |
| XML Financial, LLC | 5,749 | $333.5K | 0.03% | −608−9.6% | Reduced |
| SeaCrest Wealth Management, LLC | 5,848 | $339.3K | 0.04% | +802+15.9% | Added |
| Financial Advocates Investment Management | 5,860 | $339.9K | 0.02% | −1,777−23.3% | Reduced |
| SS&H Financial Advisors, Inc. | 5,878 | $341.0K | 0.13% | +11+0.2% | Added |
| Caldwell Sutter Capital, Inc. | 5,891 | $341.7K | 0.16% | −451−7.1% | Reduced |
| Comprehensive Money Management Services LLC | 5,894 | $341.9K | 0.28% | −100−1.7% | Reduced |
| Good Steward Wealth Advisors,LLC | 5,894 | $341.9K | 0.31% | +5,894 | New |
| Leo Wealth, LLC | 5,915 | $343.1K | 0.05% | +548+10.2% | Added |
| Brighton Jones LLC | 5,925 | $343.7K | 0.01% | −176−2.9% | Reduced |
| Cahill Financial Advisors Inc | 5,929 | $343.9K | 0.05% | +1,843+45.1% | Added |
| Panoramic Investment Advisors, LLC | 5,929 | $344.0K | 0.23% | −151−2.5% | Reduced |
| MBB Public Markets I LLC | 5,940 | $344.6K | 0.04% | +5,940 | New |
| ETF Store, Inc. | 5,945 | $344.9K | 0.42% | +583+10.9% | Added |
| Shell Asset Management Co | 5,983 | $347.0K | 0.02% | −238−3.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 6,003 | $348.0K | 0.08% | −1,393−18.8% | Reduced |
| Trace Wealth Advisors, LLC | 6,000 | $348.1K | 0.31% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 6,076 | $352.4K | 0.22% | +603+11.0% | Added |
| Mount Yale Investment Advisors, LLC | 6,108 | $354.3K | 0.03% | −24−0.4% | Reduced |
| Bokf, NA | 6,116 | $354.8K | 0.01% | −5,011−45.0% | Reduced |
| Walker Asset Management, LLC | 6,133 | $355.8K | 0.22% | +88+1.5% | Added |
| Center for Financial Planning, Inc. | 6,139 | $356.1K | 0.05% | +848+16.0% | Added |
| Simon Quick Advisors, LLC | 6,145 | $356.5K | 0.02% | +2,173+54.7% | Added |
| EverSource Wealth Advisors, LLC | 6,247 | $362.4K | 0.02% | +1,119+21.8% | Added |
| Rodgers Brothers Inc. | 6,250 | $362.6K | 0.05% | 00.0% | Unchanged |
| Norden Group LLC | 6,253 | $362.8K | 0.04% | −1,308−17.3% | Reduced |
| Lummis Asset Management, LP | 6,309 | $365.8K | 0.25% | +1,155+22.4% | Added |
| AlphaCore Capital LLC | 6,360 | $368.9K | 0.03% | +102+1.6% | Added |
| ASR Vermogensbeheer N.V. | 6,399 | $371.2K | 0.01% | +6,399 | New |
| Ellis Investment Partners, LLC | 6,439 | $373.5K | 0.08% | +751+13.2% | Added |
| AllSquare Wealth Management LLC | 6,497 | $376.9K | 0.22% | +500+8.3% | Added |
| Integrated Investment Consultants, LLC | 6,519 | $378.2K | 0.08% | +6,519 | New |
| Blue Fin Capital, Inc. | 6,531 | $378.8K | 0.07% | +10.0% | Added |
| Panagora Asset Management Inc | 6,566 | $380.9K | 0.00% | −7,062−51.8% | Reduced |
| Cape Investment Advisory, Inc. | 6,573 | $381.3K | 0.15% | +292+4.6% | Added |
| First County Bank | 6,577 | $381.5K | 0.21% | −996−13.2% | Reduced |
| Stratos Wealth Advisors, LLC | 6,579 | $381.7K | 0.02% | −172−2.5% | Reduced |
| Premier Path Wealth Partners, LLC | 6,580 | $381.7K | 0.06% | +1,158+21.4% | Added |
| Csenge Advisory Group | 6,547 | $381.8K | 0.02% | −105−1.6% | Reduced |
| Roof Eidam & Maycock | 6,600 | $382.9K | 0.10% | +6,600 | New |
| Procyon Private Wealth Partners, LLC | 6,681 | $387.6K | 0.02% | −1,262−15.9% | Reduced |
| Regions Financial Corp | 6,702 | $388.8K | 0.00% | +664+11.0% | Added |
| Abel Hall, LLC | 6,715 | $389.5K | 0.24% | +6,715 | New |
| Everhart Financial Group, Inc. | 6,723 | $390.0K | 0.05% | +2,008+42.6% | Added |
| Integrated Advisors Network LLC | 6,737 | $390.8K | 0.02% | +454+7.2% | Added |
| Fullcircle Wealth LLC | 6,839 | $391.5K | 0.16% | −182−2.6% | Reduced |
| Investmark Advisory Group LLC | 6,753 | $391.7K | 0.19% | −1,526−18.4% | Reduced |
| Planning Directions Inc | 6,753 | $391.7K | 0.17% | +6,753 | New |
| Ingalls & Snyder LLC | 6,763 | $392.0K | 0.01% | −900−11.7% | Reduced |
| Excalibur Management Corp | 6,781 | $393.4K | 0.15% | −58−0.8% | Reduced |
| Griffin Asset Management, Inc. | 6,796 | $394.2K | 0.05% | −13,187−66.0% | Reduced |
| Strategy Asset Managers LLC | 6,802 | $394.6K | 0.08% | +1,868+37.9% | Added |
| Clear Creek Financial Management, LLC | 6,809 | $395.0K | 0.04% | +2,617+62.4% | Added |
| TCFG Wealth Management, LLC | 6,815 | $395.3K | 0.20% | +137+2.1% | Added |
| Graypoint LLC | 6,833 | $396.4K | 0.02% | −672−9.0% | Reduced |
| Valeo Financial Advisors, LLC | 6,868 | $398.4K | 0.01% | −851−11.0% | Reduced |
| Citizens National Bank Trust Department | 6,903 | $400.4K | 0.09% | +750+12.2% | Added |
| MFA Wealth Services | 6,977 | $404.7K | 0.33% | +394+6.0% | Added |
| FSB Premier Wealth Management, Inc. | 6,993 | $405.7K | 0.16% | +87+1.3% | Added |
| Cyndeo Wealth Partners, LLC | 6,999 | $406.0K | 0.03% | −4,713−40.2% | Reduced |
| Cary Street Partners Financial LLC | 7,017 | $407.1K | 0.01% | −283−3.9% | Reduced |
| ORG Wealth Partners, LLC | 7,149 | $408.5K | 0.13% | +1,379+23.9% | Added |
| Golden State Wealth Management, LLC | 7,054 | $409.2K | 0.06% | −443−5.9% | Reduced |