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 |
|---|---|---|---|---|---|
| Flynn Zito Capital Management, LLC | 4,827 | $280.0K | 0.13% | +100+2.1% | Added |
| Titleist Asset Management, LLC | 4,806 | $278.8K | 0.03% | +343+7.7% | Added |
| Callahan Advisors, LLC | 4,800 | $278.4K | 0.03% | +4,800 | New |
| Legacy Advisors, LLC | 4,773 | $276.9K | 0.03% | +264+5.9% | Added |
| Wealth Quarterback LLC | 4,757 | $275.9K | 0.16% | +782+19.7% | Added |
| Stiles Financial Services Inc | 4,753 | $275.8K | 0.11% | +19+0.4% | Added |
| Alps Advisors Inc | 4,746 | $275.3K | 0.00% | −834−14.9% | Reduced |
| Cozad Asset Management Inc | 4,707 | $273.1K | 0.03% | +145+3.2% | Added |
| Inceptionr LLC | 4,720 | $272.5K | 0.08% | +4,720 | New |
| Certior Financial Group, LLC | 4,694 | $272.3K | 0.22% | +413+9.6% | Added |
| Wealth Management Associates, Inc. | 4,690 | $272.1K | 0.12% | +60+1.3% | Added |
| FSA Investment Group, LLC | 4,671 | $270.9K | 0.23% | +33+0.7% | Added |
| Aull & Monroe Investment Management Corp | 4,660 | $270.3K | 0.13% | +460+11.0% | Added |
| MBA Advisors LLC | 4,646 | $269.5K | 0.13% | +726+18.5% | Added |
| Charter Oak Capital Management, LLC | 4,614 | $267.6K | 0.02% | +58+1.3% | Added |
| Wedmont Private Capital | 4,841 | $267.3K | 0.01% | +503+11.6% | Added |
| CX Institutional | 4,566 | $265.0K | 0.01% | +4,566 | New |
| Eqis Capital Management, Inc. | 4,567 | $264.9K | 0.02% | −2,392−34.4% | Reduced |
| Pinnacle Financial Partners Inc | 4,563 | $264.5K | 0.01% | +4,518+10,040.0% | Added |
| Yoder Wealth Management, Inc. | 4,551 | $264.0K | 0.15% | +22+0.5% | Added |
| Avestar Capital, LLC | 4,549 | $263.9K | 0.03% | −467−9.3% | Reduced |
| Vivaldi Capital Management, LLC | 4,546 | $263.7K | 0.04% | +867+23.6% | Added |
| Reliant Investment Partners, LLC | 4,508 | $261.5K | 0.27% | +349+8.4% | Added |
| Lantz Financial LLC | 4,502 | $261.2K | 0.07% | +327+7.8% | Added |
| Holderness Investments Co | 4,476 | $259.7K | 0.06% | −96−2.1% | Reduced |
| NWF Advisory Services Inc. | 4,476 | $259.7K | 0.04% | +4,476 | New |
| Spire Wealth Management | 4,473 | $259.5K | 0.01% | +476+11.9% | Added |
| Per Stirling Capital Management, LLC. | 4,472 | $259.4K | 0.04% | +4,472 | New |
| Somerset Trust Co | 4,460 | $258.7K | 0.09% | +4,460 | New |
| Beverly Hills Private Wealth, LLC | 4,443 | $257.8K | 0.05% | −45−1.0% | Reduced |
| Bridgewater Advisors Inc. | 4,483 | $257.2K | 0.02% | +4,483 | New |
| Petix & Botte Co | 4,426 | $256.8K | 0.07% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 4,419 | $256.4K | 0.02% | +277+6.7% | Added |
| StoneX Group Inc. | 4,397 | $255.1K | 0.01% | +4,397 | New |
| Western Wealth Management, LLC | 4,394 | $254.9K | 0.02% | +553+14.4% | Added |
| Great Lakes Advisors, LLC | 4,384 | $254.3K | 0.00% | −23,976−84.5% | Reduced |
| Modera Wealth Management, LLC | 4,382 | $254.2K | 0.00% | −522−10.6% | Reduced |
| Advisory Alpha, LLC | 4,337 | $251.6K | 0.01% | +105+2.5% | Added |
| Jacobsen Capital Management | 4,322 | $250.7K | 0.11% | +270+6.7% | Added |
| Mindset Wealth Management, LLC | 4,321 | $250.7K | 0.10% | +4,321 | New |
| Bolthouse Investments, LLC | 4,317 | $250.4K | 0.26% | +4,317 | New |
| Bullock Wealth Management Group | 4,357 | $249.0K | 0.14% | −20.0% | Reduced |
| Court Place Advisors, LLC | 4,291 | $248.9K | 0.08% | −390−8.3% | Reduced |
| PDS Planning, Inc | 4,269 | $247.6K | 0.02% | +4,269 | New |
| Los Angeles Capital Management LLC | 4,221 | $244.9K | 0.00% | 00.0% | Unchanged |
| PFG Advisors | 4,203 | $243.8K | 0.01% | +4,203 | New |
| Campion Asset Management LLC | 4,198 | $243.5K | 0.19% | −1,055−20.1% | Reduced |
| LexAurum Advisors, LLC | 4,196 | $243.4K | 0.05% | +28+0.7% | Added |
| Grimes & Company, Inc. | 4,171 | $242.0K | 0.01% | −1,738−29.4% | Reduced |
| Sunpointe, LLC | 4,166 | $241.7K | 0.13% | +4,166 | New |
| Helium Advisors LLC | 4,148 | $240.6K | 0.18% | +100+2.5% | Added |
| Prosperitas Financial LLC | 4,136 | $239.9K | 0.12% | +190+4.8% | Added |
| Atlas Legacy Advisors, LLC | 4,135 | $239.9K | 0.06% | −1,098−21.0% | Reduced |
| Ascent Group, LLC | 4,130 | $239.6K | 0.01% | +4,130 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,124 | $239.2K | 0.01% | −12,167−74.7% | Reduced |
| Alta Advisers Ltd | 4,124 | $239.2K | 0.10% | +4,124 | New |
| Pointe Capital Management LLC | 4,094 | $237.5K | 0.14% | 00.0% | Unchanged |
| SFMG, LLC | 4,083 | $236.8K | 0.02% | +4,083 | New |
| Mesirow Financial Investment Management, Inc. | 4,073 | $236.3K | 0.00% | −289−6.6% | Reduced |
| Crescent Sterling, Ltd. | 4,062 | $235.7K | 0.24% | +26+0.6% | Added |
| Buffington Mohr McNeal | 4,048 | $234.8K | 0.05% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 4,012 | $232.7K | 0.02% | +4,012 | New |
| Fulton Breakefield Broenniman LLC | 4,000 | $232.0K | 0.02% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 3,999 | $232.0K | 0.01% | −1,567−28.2% | Reduced |
| Smith, Moore & Co. | 3,984 | $231.1K | 0.02% | −448−10.1% | Reduced |
| ICONIQ Capital, LLC | 3,982 | $231.0K | 0.00% | +3,982 | New |
| Tyche Wealth Partners LLC | 3,976 | $230.6K | 0.05% | +45+1.1% | Added |
| Prosperity Wealth Management, Inc. | 3,975 | $230.6K | 0.11% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 3,970 | $230.3K | 0.02% | −16,731−80.8% | Reduced |
| Howard Capital Management Inc. | 3,964 | $230.0K | 0.01% | −492−11.0% | Reduced |
| Skopos Labs, Inc. | 3,965 | $230.0K | 0.05% | −239−5.7% | Reduced |
| Sandbox Financial Partners, LLC | 3,955 | $229.5K | 0.08% | +10.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,950 | $229.1K | 0.08% | 00.0% | Unchanged |
| LGT Fund Management Co Ltd. | 3,942 | $228.7K | 0.02% | 00.0% | Unchanged |
| LMR Partners LLP | 3,931 | $228.0K | 0.00% | +3,931 | New |
| Alpha Family Trust | 3,930 | $228.0K | 0.13% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 3,925 | $227.7K | 0.15% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 3,925 | $227.7K | 0.06% | +2+0.1% | Added |
| Slagle Financial, LLC | 3,900 | $226.2K | 0.10% | −116−2.9% | Reduced |
| Northstar Advisory Group, LLC | 3,885 | $225.4K | 0.15% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 3,868 | $224.4K | 0.12% | 00.0% | Unchanged |
| Jentner Corp | 3,853 | $223.5K | 0.07% | +55+1.4% | Added |
| Busey Wealth Management | 3,830 | $222.2K | 0.01% | +3,830 | New |
| First Manhattan Co | 3,754 | $217.8K | 0.00% | −402−9.7% | 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 |
| West Family Investments, Inc. | 3,741 | $217.0K | 0.08% | −2,060−35.5% | Reduced |
| Goldstone Financial Group, LLC | 3,735 | $216.7K | 0.03% | +3,735 | New |
| L2 Asset Management, LLC | 3,714 | $215.4K | 0.04% | +3,714 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,709 | $215.2K | 0.03% | +3,709 | New |
| Bridgewater Associates, LP | 3,687 | $213.9K | 0.00% | +3,687 | New |
| Walleye Capital LLC | 3,657 | $212.1K | 0.00% | −27,660−88.3% | Reduced |
| Balboa Wealth Partners | 3,654 | $212.0K | 0.05% | +3,654 | New |
| LPF Advisors LLC | 3,650 | $211.7K | 0.17% | +3,650 | New |
| Mattern Wealth Management LLC | 3,650 | $211.7K | 0.05% | +3,650 | New |
| DF Dent & Co Inc | 3,635 | $210.9K | 0.00% | +3,635 | New |
| Sound Financial Strategies Group, LLC | 3,625 | $210.3K | 0.19% | −11,651−76.3% | Reduced |
| Koshinski Asset Management, Inc. | 3,619 | $210.0K | 0.02% | +3,619 | New |
| F/M Investments LLC | 3,617 | $209.8K | 0.01% | −24,549−87.2% | Reduced |
| McAdam, LLC | 3,611 | $209.5K | 0.01% | +3,611 | New |