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 |
|---|---|---|---|---|---|
| Nicholson Wealth Management Group, LLC | 28,524 | $1.65M | 1.09% | +375+1.3% | Added |
| Advisory Services Network, LLC | 28,565 | $1.66M | 0.03% | −2,352−7.6% | Reduced |
| NewEdge Wealth, LLC | 28,567 | $1.66M | 0.03% | −1,747−5.8% | Reduced |
| Harvest Portfolios Group Inc. | 28,602 | $1.66M | 0.05% | −2,122−6.9% | Reduced |
| ZWJ Investment Counsel Inc | 28,793 | $1.67M | 0.07% | −596−2.0% | Reduced |
| Quadrant Capital Group LLC | 28,934 | $1.68M | 0.06% | +18,894+188.2% | Added |
| Donald L. Hagan, LLC | 29,002 | $1.68M | 0.88% | +29,002 | New |
| Vestmark Advisory Solutions, Inc. | 29,016 | $1.68M | 0.04% | +9,702+50.2% | Added |
| Spirit of America Management Corp | 29,033 | $1.68M | 0.34% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 29,058 | $1.69M | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 29,193 | $1.69M | 0.03% | +1,573+5.7% | Added |
| WealthShield Partners, LLC | 29,513 | $1.71M | 0.22% | +4,906+19.9% | Added |
| Essex Financial Services, Inc. | 29,514 | $1.71M | 0.12% | +13,926+89.3% | Added |
| GeoWealth Management, LLC | 29,878 | $1.73M | 0.07% | +589+2.0% | Added |
| Great Valley Advisor Group, Inc. | 30,049 | $1.74M | 0.04% | −52,845−63.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 30,109 | $1.75M | 1.68% | −719−2.3% | Reduced |
| Altman Advisors, Inc. | 30,285 | $1.75M | 0.81% | +13,969+85.6% | Added |
| Oppenheimer Asset Management Inc. | 30,215 | $1.75M | 0.02% | −7,239−19.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30,399 | $1.76M | 0.30% | +7,117+30.6% | Added |
| Texas Yale Capital Corp. | 30,479 | $1.77M | 0.07% | +100+0.3% | Added |
| Fulton Bank, N.A. | 30,873 | $1.79M | 0.07% | −30.0% | Reduced |
| PFG Investments, LLC | 31,046 | $1.80M | 0.12% | +1,754+6.0% | Added |
| Asset Planning Corporation | 31,168 | $1.81M | 1.07% | −334−1.1% | Reduced |
| Sowell Financial Services LLC | 31,325 | $1.82M | 0.08% | −5,928−15.9% | Reduced |
| Tower Research Capital LLC (TRC) | 31,594 | $1.82M | 0.05% | −12,755−28.8% | Reduced |
| IHT Wealth Management, LLC | 31,379 | $1.82M | 0.06% | −4,504−12.6% | Reduced |
| Schnieders Capital Management LLC | 31,407 | $1.82M | 0.39% | +7,850+33.3% | Added |
| Equitable Holdings, Inc. | 31,596 | $1.83M | 0.02% | +3,540+12.6% | Added |
| Martin Capital Partners, LLC | 31,609 | $1.83M | 2.19% | −604−1.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 31,754 | $1.84M | 0.01% | +8,512+36.6% | Added |
| Mystic Asset Management, Inc. | 31,898 | $1.85M | 0.49% | +2,470+8.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 32,283 | $1.87M | 0.17% | +1,969+6.5% | Added |
| Peterson Wealth Services | 32,405 | $1.88M | 0.58% | +4,994+18.2% | Added |
| Richard Bernstein Advisors LLC | 32,408 | $1.88M | 0.05% | −1,295−3.8% | Reduced |
| Caxton Associates LLP | 32,457 | $1.88M | 0.07% | +32,457 | New |
| Sagespring Wealth Partners, LLC | 32,624 | $1.89M | 0.05% | +9,169+39.1% | Added |
| ICW Investment Advisors LLC | 32,755 | $1.90M | 0.77% | +443+1.4% | Added |
| Independent Financial Group, LLC | 32,869 | $1.91M | 0.07% | +3,146+10.6% | Added |
| First National Bank of Omaha | 32,878 | $1.91M | 0.13% | −950−2.8% | Reduced |
| Aviva PLC | 33,283 | $1.93M | 0.00% | −42−0.1% | Reduced |
| Summit Financial, LLC | 33,483 | $1.94M | 0.05% | −328−1.0% | Reduced |
| Prosperity Consulting Group, LLC | 33,498 | $1.94M | 0.15% | −2,865−7.9% | Reduced |
| Parsons Capital Management Inc | 33,522 | $1.94M | 0.11% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 33,558 | $1.95M | 0.00% | −8,302−19.8% | Reduced |
| Snowden Capital Advisors LLC | 33,580 | $1.95M | 0.06% | −2,496−6.9% | Reduced |
| Coppell Advisory Solutions LLC | 33,999 | $1.95M | 0.29% | −953−2.7% | Reduced |
| Redwood Investment Management, LLC | 33,859 | $1.96M | 0.21% | −2,021−5.6% | Reduced |
| Gateway Investment Advisers LLC | 34,402 | $2.00M | 0.02% | +3,719+12.1% | Added |
| CIBC Private Wealth Group, LLC | 38,352 | $2.00M | 0.00% | +11,310+41.8% | Added |
| First Bank & Trust | 34,633 | $2.01M | 0.39% | +260+0.8% | Added |
| Gladstone Institutional Advisory LLC | 34,773 | $2.02M | 0.09% | −1,340−3.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 35,655 | $2.02M | 0.11% | +35,655 | New |
| Brown Miller Wealth Management, LLC | 35,045 | $2.02M | 0.70% | +736+2.1% | Added |
| Crossmark Global Holdings, Inc. | 35,683 | $2.07M | 0.04% | −535−1.5% | Reduced |
| Security National Bank of Sioux City Iowa | 35,745 | $2.07M | 1.51% | −677−1.9% | Reduced |
| Versor Investments LP | 35,800 | $2.08M | 0.34% | −7,300−16.9% | Reduced |
| Blackhawk Capital Partners LLC. | 35,815 | $2.08M | 1.07% | −11,634−24.5% | Reduced |
| Wealthspire Advisors, LLC | 36,080 | $2.09M | 0.01% | +18,433+104.5% | Added |
| Goepper Burkhardt LLC | 36,199 | $2.10M | 0.84% | −566−1.5% | Reduced |
| Frank, Rimerman Advisors LLC | 36,274 | $2.10M | 0.17% | −6,088−14.4% | Reduced |
| LongView Wealth Management | 36,604 | $2.12M | 0.64% | +1,416+4.0% | Added |
| Ignite Planners, LLC | 37,179 | $2.13M | 0.42% | +32,015+620.0% | Added |
| Belpointe Asset Management LLC | 36,846 | $2.14M | 0.11% | +16,194+78.4% | Added |
| Alliance Wealth Advisors, LLC | 36,915 | $2.14M | 0.56% | +247+0.7% | Added |
| Colonial Trust Advisors | 37,085 | $2.15M | 0.19% | −413−1.1% | Reduced |
| Stonebrook Private Inc. | 37,099 | $2.15M | 0.56% | +1,713+4.8% | Added |
| Asset Planning,Inc | 37,155 | $2.16M | 1.69% | +729+2.0% | Added |
| Commerzbank Aktiengesellschaft | 37,333 | $2.17M | 0.05% | +1,113+3.1% | Added |
| Ieq Capital, LLC | 38,098 | $2.21M | 0.02% | +7,586+24.9% | Added |
| Vanderbilt University | 38,310 | $2.22M | 0.42% | +12,023+45.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 38,506 | $2.23M | 0.15% | −36,142−48.4% | Reduced |
| Burns Matteson Capital Management, LLC | 43,435 | $2.25M | 1.21% | +898+2.1% | Added |
| Allspring Global Investments Holdings, LLC | 39,624 | $2.26M | 0.00% | −90−0.2% | Reduced |
| OMC Financial Services LTD | 39,951 | $2.32M | 1.04% | −40−0.1% | Reduced |
| Maryland State Retirement & Pension System | 40,744 | $2.36M | 0.06% | −5,796−12.5% | Reduced |
| Measured Risk Portfolios, Inc. | 40,775 | $2.37M | 2.54% | +1,837+4.7% | Added |
| Perkins Coie Trust Co | 40,806 | $2.37M | 0.54% | +4,043+11.0% | Added |
| New Mexico Educational Retirement Board | 40,900 | $2.37M | 0.09% | −600−1.4% | Reduced |
| First Financial Bank - Trust Division | 41,041 | $2.38M | 0.23% | +1,589+4.0% | Added |
| Arkadios Wealth Advisors | 41,304 | $2.40M | 0.09% | +18,161+78.5% | Added |
| Integrated Wealth Concepts LLC | 41,736 | $2.42M | 0.03% | +2,569+6.6% | Added |
| HBW Advisory Services LLC | 41,785 | $2.42M | 0.34% | −25,385−37.8% | Reduced |
| Resources Management Corp | 42,434 | $2.46M | 0.35% | −851−2.0% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 42,808 | $2.48M | 0.08% | −645−1.5% | Reduced |
| Berry Wealth Group, LP | 43,257 | $2.51M | 1.96% | −2,148−4.7% | Reduced |
| Lido Advisors, LLC | 43,748 | $2.54M | 0.01% | +4,839+12.4% | Added |
| Cohen Investment Advisors LLC | 44,130 | $2.56M | 1.49% | +2,909+7.1% | Added |
| Penserra Capital Management LLC | 44,226 | $2.56M | 0.05% | +17,783+67.3% | Added |
| Leslie Global Wealth, LLC | 44,296 | $2.57M | 1.25% | +54+0.1% | Added |
| Millennium Management LLC | 44,433 | $2.58M | 0.00% | −1,262,556−96.6% | Reduced |
| Delta Global Management LP | 44,433 | $2.58M | 0.19% | +44,433 | New |
| Hutner Capital Management Inc | 44,694 | $2.59M | 1.11% | +1,271+2.9% | Added |
| Keybank National Association | 45,543 | $2.64M | 0.01% | +723+1.6% | Added |
| MSH Capital Advisors LLC | 45,830 | $2.66M | 0.82% | +25,101+121.1% | Added |
| Umb Bank N A | 45,921 | $2.66M | 0.04% | −287−0.6% | Reduced |
| We Are One Seven, LLC | 46,009 | $2.67M | 0.10% | +1,553+3.5% | Added |
| Securian Asset Management, Inc | 46,282 | $2.68M | 0.08% | −755−1.6% | Reduced |
| Capital Investment Advisory Services, LLC | 46,395 | $2.69M | 0.24% | +3,927+9.2% | Added |
| Louisiana State Employees Retirement System | 47,100 | $2.73M | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 47,103 | $2.73M | 0.29% | +11,350+31.7% | Added |