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 |
|---|---|---|---|---|---|
| Summa Corp. | 11,250 | $652.6K | 0.38% | 00.0% | Unchanged |
| Groupe la Francaise | 11,657 | $654.7K | 0.01% | +1,958+20.2% | Added |
| Brown Advisory Inc | 11,319 | $656.6K | 0.00% | +2,339+26.0% | Added |
| Kingswood Wealth Advisors, LLC | 11,484 | $661.5K | 0.06% | −12,303−51.7% | Reduced |
| Profund Advisors LLC | 11,434 | $663.3K | 0.03% | −2,010−15.0% | Reduced |
| Oak Harbor Wealth Partners, LLC | 11,499 | $667.1K | 0.19% | −9,777−46.0% | Reduced |
| Vision Financial Markets LLC | 11,500 | $667.1K | 0.73% | +10,400+945.5% | Added |
| Polymer Capital Management (US) LLC | 11,543 | $669.6K | 0.20% | +6,757+141.2% | Added |
| Jeppson Wealth Management, LLC | 11,580 | $671.7K | 0.25% | −7−0.1% | Reduced |
| Verus Capital Partners, LLC | 11,705 | $679.0K | 0.07% | −404−3.3% | Reduced |
| Cornercap Investment Counsel Inc | 11,774 | $683.0K | 0.36% | −176−1.5% | Reduced |
| Centiva Capital, LP | 11,801 | $684.6K | 0.04% | −28,778−70.9% | Reduced |
| San Luis Wealth Advisors LLC | 11,820 | $686.0K | 0.16% | +11,820 | New |
| Freestone Grove Partners LP | 11,845 | $687.1K | 0.01% | −19,818−62.6% | Reduced |
| LM Advisors LLC | 11,881 | $689.0K | 0.12% | +19+0.2% | Added |
| Westpac Banking Corp | 11,891 | $689.8K | 0.05% | −2,575−17.8% | Reduced |
| Generali Asset Management SPA SGR | 12,009 | $696.6K | 0.02% | +531+4.6% | Added |
| Portside Wealth Group, LLC | 12,026 | $697.6K | 0.11% | +668+5.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,027 | $697.7K | 0.14% | +837+7.5% | Added |
| Severin Investments, LLC | 12,043 | $698.6K | 0.70% | +420+3.6% | Added |
| Duncker Streett & Co Inc | 12,073 | $700.3K | 0.14% | −548−4.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 12,084 | $701.0K | 0.19% | +12,084 | New |
| Summit Global Investments | 12,104 | $702.0K | 0.05% | +12,104 | New |
| GAMMA Investing LLC | 12,180 | $706.6K | 0.05% | +601+5.2% | Added |
| Pasadena Private Wealth, LLC | 12,264 | $711.5K | 0.14% | −8,551−41.1% | Reduced |
| Patron Partners Advisors, LLC | 12,318 | $714.5K | 0.39% | +1,745+16.5% | Added |
| Raiffeisen Bank International AG | 12,650 | $716.1K | 0.01% | +8,996+246.2% | Added |
| Silver Oak Securities, Inc | 12,715 | $719.8K | 0.07% | −473−3.6% | Reduced |
| Chicago Partners Investment Group LLC | 12,865 | $730.0K | 0.02% | +2,225+20.9% | Added |
| Sterling Financial Planning, Inc. | 12,758 | $740.1K | 0.27% | +3,278+34.6% | Added |
| Armis Advisers, LLC | 12,862 | $744.2K | 0.07% | +12,862 | New |
| TCW Group Inc | 12,915 | $749.2K | 0.01% | +689+5.6% | Added |
| Mosaic Family Wealth Partners, LLC | 12,916 | $749.2K | 0.11% | +579+4.7% | Added |
| Prestige Wealth Management Group LLC | 13,007 | $754.5K | 0.16% | +246+1.9% | Added |
| Horizon Investments, LLC | 13,139 | $755.1K | 0.02% | +676+5.4% | Added |
| Ballentine Partners, LLC | 13,038 | $756.3K | 0.01% | +4,887+60.0% | Added |
| Pacifica Partners Inc. | 13,276 | $757.5K | 0.35% | +12,369+1,363.7% | Added |
| Segall Bryant & Hamill, LLC | 13,300 | $771.5K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 13,308 | $772.0K | 0.54% | +2,344+21.4% | Added |
| National Asset Management, Inc. | 13,335 | $773.6K | 0.02% | +695+5.5% | Added |
| Moseley Investment Management Inc | 13,390 | $776.7K | 0.30% | +391+3.0% | Added |
| Global X Japan Co., Ltd. | 13,408 | $777.8K | 0.09% | +3,375+33.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,456 | $780.6K | 0.16% | +2,302+20.6% | Added |
| NBC Securities, Inc. | 13,503 | $783.0K | 0.07% | +13,495+168,687.5% | Added |
| Vawter Financial, Ltd. | 13,532 | $785.0K | 0.44% | 00.0% | Unchanged |
| PFW Advisors LLC | 13,593 | $788.5K | 0.25% | +803+6.3% | Added |
| Jump Financial, LLC | 13,614 | $789.7K | 0.01% | +13,614 | New |
| Channel Wealth LLC | 13,722 | $796.0K | 0.25% | +7,142+108.5% | Added |
| Cascade Financial Partners, LLC | 13,738 | $796.9K | 0.10% | +7,898+135.2% | Added |
| HBK Sorce Advisory LLC | 13,849 | $803.4K | 0.02% | +1,194+9.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 13,965 | $810.1K | 0.02% | −35−0.3% | Reduced |
| Checchi Capital Advisers, LLC | 14,001 | $812.2K | 0.06% | +2,900+26.1% | Added |
| Prudential PLC | 14,103 | $818.1K | 0.00% | −8,415−37.4% | Reduced |
| Denver Wealth Management, Inc. | 14,238 | $825.9K | 0.38% | +149+1.1% | Added |
| Siemens Fonds Invest GmbH | 14,248 | $826.5K | 0.06% | +730+5.4% | Added |
| Clifford Swan Investment Counsel LLC | 14,261 | $827.3K | 0.03% | −1,050−6.9% | Reduced |
| GWN Securities Inc. | 14,876 | $827.6K | 0.05% | +5,833+64.5% | Added |
| Perigon Wealth Management, LLC | 14,307 | $830.0K | 0.02% | −685−4.6% | Reduced |
| SMART Wealth LLC | 14,408 | $835.8K | 0.30% | +634+4.6% | Added |
| Infrastructure Capital Advisors, LLC | 14,482 | $836.2K | 0.11% | +930+6.9% | Added |
| TFG Advisers LLC | 14,450 | $838.2K | 0.30% | +319+2.3% | Added |
| Harbor Investment Advisory, LLC | 14,466 | $839.2K | 0.08% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,578 | $845.7K | 0.01% | +1,888+14.9% | Added |
| L.M. Kohn & Company | 14,604 | $847.2K | 0.22% | +27+0.2% | Added |
| Legacy Financial Advisors, Inc. | 14,718 | $853.8K | 0.14% | +361+2.5% | Added |
| Reuter James Wealth Management, LLC | 14,819 | $859.7K | 0.15% | −38−0.3% | Reduced |
| First National Trust Co | 15,020 | $871.3K | 0.04% | −150−1.0% | Reduced |
| Golden State Equity Partners | 15,050 | $873.1K | 0.17% | −7,873−34.3% | Reduced |
| Compass Ion Advisors, LLC | 15,249 | $884.6K | 0.10% | −213−1.4% | Reduced |
| Van Hulzen Asset Management, LLC | 15,327 | $889.1K | 0.08% | −95−0.6% | Reduced |
| Code Waechter LLC | 15,339 | $890.0K | 0.73% | −5,643−26.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,456 | $896.6K | 0.05% | +1,072+7.5% | Added |
| MUFG Securities Americas Inc. | 15,492 | $898.7K | 0.10% | +2,572+19.9% | Added |
| Keudell/Morrison Wealth Management | 15,500 | $899.2K | 0.21% | +1,426+10.1% | Added |
| N.E.W. Advisory Services LLC | 15,503 | $899.3K | 0.07% | +186+1.2% | Added |
| Stephens Inc | 15,635 | $907.0K | 0.01% | +4,309+38.0% | Added |
| Roehl & Yi Investment Advisors, LLC | 15,695 | $910.5K | 0.49% | +218+1.4% | Added |
| Modern Wealth Management, LLC | 16,109 | $934.5K | 0.03% | +580+3.7% | Added |
| Retirement Planning Co of New England, Inc. | 16,156 | $937.3K | 0.48% | +735+4.8% | Added |
| NorthRock Partners, LLC | 16,164 | $937.7K | 0.03% | +1,363+9.2% | Added |
| Alpha Cubed Investments, LLC | 16,398 | $951.3K | 0.04% | +451+2.8% | Added |
| RB Capital Management, LLC | 16,409 | $951.9K | 0.23% | −106−0.6% | Reduced |
| Bryn Mawr Trust Co | 16,439 | $953.6K | 0.02% | +1,850+12.7% | Added |
| Allen Capital Group, LLC | 16,524 | $958.6K | 0.11% | +608+3.8% | Added |
| GF Fund Management Co. Ltd. | 16,577 | $961.6K | 0.02% | +752+4.8% | Added |
| Savant Capital, LLC | 16,624 | $964.4K | 0.01% | −1,676−9.2% | Reduced |
| Abundance Wealth Counselors | 16,655 | $966.0K | 0.20% | +1,795+12.1% | Added |
| United Capital Financial Advisers, LLC | 16,678 | $967.5K | 0.01% | +2,111+14.5% | Added |
| Sage Investment Counsel LLC | 16,687 | $968.0K | 1.23% | −84−0.5% | Reduced |
| Ausdal Financial Partners, Inc. | 16,737 | $970.9K | 0.07% | +2,692+19.2% | Added |
| Ronald Blue Trust, Inc. | 16,820 | $975.7K | 0.01% | +536+3.3% | Added |
| Congress Wealth Management LLC | 17,103 | $989.0K | 0.01% | +3,353+24.4% | Added |
| Chiron Capital Management, LLC | 17,049 | $989.0K | 0.90% | +3,098+22.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17,062 | $989.8K | 0.04% | +3,337+24.3% | Added |
| LRI Investments, LLC | 17,241 | $1.00M | 0.10% | −89−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 17,331 | $1.01M | 0.03% | +17,331 | New |
| HighPoint Advisor Group LLC | 17,578 | $1.01M | 0.06% | −353−2.0% | Reduced |
| Teamwork Financial Advisors, LLC | 17,404 | $1.01M | 0.14% | −19,718−53.1% | Reduced |
| Money Concepts Capital Corp | 17,421 | $1.01M | 0.08% | +2,688+18.2% | Added |
| Diligent Investors, LLC | 17,432 | $1.01M | 0.25% | −1,415−7.5% | Reduced |