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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 3,581 | $207.7K | 0.00% | +3,581 | New |
| Westside Investment Management, Inc. | 3,580 | $207.7K | 0.04% | 00.0% | Unchanged |
| Pitcairn Co | 3,547 | $205.7K | 0.01% | −233−6.2% | Reduced |
| Northcape Wealth Management, LLC | 3,541 | $205.4K | 0.07% | +3,541 | New |
| Callan Capital, LLC | 3,520 | $204.2K | 0.02% | +3,520 | New |
| Camelot Portfolios, LLC | 3,503 | $203.2K | 0.13% | +3,503 | New |
| Connors Investor Services Inc | 3,495 | $202.7K | 0.02% | +3,495 | New |
| Sand Hill Global Advisors, LLC | 3,482 | $202.0K | 0.01% | +3,482 | New |
| Sonora Investment Management Group, LLC | 3,469 | $201.2K | 0.02% | +3,469 | New |
| Lazari Capital Management, Inc. | 3,462 | $200.8K | 0.08% | +3,462 | New |
| Sivia Capital Partners, LLC | 3,459 | $200.7K | 0.09% | +3,459 | New |
| Transcend Wealth Collective, LLC | 3,457 | $200.5K | 0.01% | +3,457 | New |
| Financial Counselors Inc | 3,455 | $200.4K | 0.00% | −2,217−39.1% | Reduced |
| CoreCap Advisors, LLC | 3,435 | $199.3K | 0.01% | −30,371−89.8% | Reduced |
| Lazard Asset Management LLC | 3,398 | $196.0K | 0.00% | −2,362−41.0% | Reduced |
| Smartleaf Asset Management LLC | 3,428 | $194.1K | 0.02% | +417+13.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,312 | $192.1K | 0.00% | −49−1.5% | Reduced |
| Kestra Investment Management, LLC | 3,304 | $191.7K | 0.01% | +2,893+703.9% | Added |
| Ancora Advisors, LLC | 3,302 | $191.6K | 0.00% | −364−9.9% | Reduced |
| Private Wealth Asset Management, LLC | 3,227 | $187.2K | 0.03% | +3,227 | New |
| M&G Plc | 3,157 | $183.1K | 0.00% | −2,942−48.2% | Reduced |
| Rocky Mountain Advisers, LLC | 3,100 | $179.8K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,100 | $179.8K | 0.02% | +29+0.9% | Added |
| Bayforest Capital Ltd | 3,039 | $176.3K | 0.08% | +149+5.2% | Added |
| Ridgewood Investments LLC | 2,963 | $171.9K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,888 | $167.5K | 0.01% | +391+15.7% | Added |
| Tidemark, LLC | 2,867 | $166.3K | 0.06% | −16−0.6% | Reduced |
| Coastline Trust Co | 2,760 | $160.1K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 2,704 | $158.6K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 3,509 | $153.3K | 0.00% | +1,388+65.4% | Added |
| Cromwell Holdings LLC | 2,607 | $151.2K | 0.10% | +44+1.7% | Added |
| Montag A & Associates Inc | 2,580 | $149.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,551 | $148.0K | 0.06% | +1,140+80.8% | Added |
| Newbridge Financial Services Group, Inc. | 2,550 | $147.9K | 0.04% | −6,559−72.0% | Reduced |
| Covestor Ltd | 2,523 | $146.0K | 0.10% | +427+20.4% | Added |
| Caldwell Trust Co | 2,457 | $142.5K | 0.02% | +243+11.0% | Added |
| C M Bidwell & Associates Ltd | 2,433 | $141.1K | 0.08% | +20+0.8% | Added |
| Parkside Financial Bank & Trust | 2,429 | $140.9K | 0.02% | +285+13.3% | Added |
| Armstrong Advisory Group, Inc | 2,530 | $135.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 2,331 | $135.0K | 0.03% | +797+52.0% | Added |
| Motco | 2,273 | $131.9K | 0.01% | +28+1.2% | Added |
| HM Payson & Co | 2,239 | $129.9K | 0.00% | +1,424+174.7% | Added |
| Wood Tarver Financial Group, LLC | 2,233 | $129.5K | 0.04% | −92−4.0% | Reduced |
| Main Street Group, LTD | 2,231 | $129.4K | 0.05% | +1,731+346.2% | Added |
| Ameriflex Group, Inc. | 2,195 | $127.3K | 0.05% | +1,752+395.5% | Added |
| Wealth Preservation Advisors, LLC | 2,110 | $122.4K | 0.09% | +2,110 | New |
| Medallion Wealth Advisors, LLC | 2,069 | $118.8K | 0.05% | +90+4.5% | Added |
| Proathlete Wealth Management LLC | 2,020 | $117.2K | 0.04% | +2,020 | New |
| Financial Perspectives, Inc | 2,011 | $116.7K | 0.04% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,006 | $116.4K | 0.00% | −956−32.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 1,978 | $114.7K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,946 | $112.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,936 | $112.3K | 0.04% | −541−21.8% | Reduced |
| Indiana Trust & Investment Management CO | 1,933 | $112.1K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,851 | $107.4K | 0.00% | +171+10.2% | Added |
| Capital Analysts, LLC | 1,854 | $107.0K | 0.00% | +294+18.8% | Added |
| Optimum Investment Advisors | 1,800 | $104.4K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,795 | $104.1K | 0.01% | +471+35.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,778 | $103.1K | 0.00% | +167+10.4% | Added |
| Quent Capital, LLC | 1,770 | $102.7K | 0.01% | +45+2.6% | Added |
| Hexagon Capital Partners LLC | 1,742 | $101.1K | 0.02% | −288−14.2% | Reduced |
| Anchor Investment Management, LLC | 1,673 | $97.0K | 0.01% | −65−3.7% | Reduced |
| Creative Financial Designs Inc | 1,656 | $96.1K | 0.01% | −210−11.3% | Reduced |
| Kiker Wealth Management, LLC | 1,649 | $95.6K | 0.07% | +1,649 | New |
| Versant Capital Management, Inc | 1,618 | $93.9K | 0.02% | +7+0.4% | Added |
| ESL Trust Services, LLC | 1,600 | $92.8K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,733 | $92.6K | 0.03% | 00.0% | Unchanged |
| City State Bank | 1,550 | $89.9K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,545 | $89.6K | 0.00% | +101+7.0% | Added |
| Bangor Savings Bank | 1,537 | $89.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,500 | $87.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,468 | $85.2K | 0.01% | +9+0.6% | Added |
| Beacon Capital Management, LLC | 1,415 | $82.1K | 0.01% | +108+8.3% | Added |
| Rosenberg Matthew Hamilton | 1,329 | $77.1K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,327 | $77.0K | 0.00% | +1,327 | New |
| Cary Street Partner Investment Advisory LLC | 1,319 | $76.5K | 0.04% | +105+8.6% | Added |
| Rothschild Investment LLC | 1,317 | $76.4K | 0.01% | +39+3.1% | Added |
| Front Row Advisors LLC | 1,310 | $76.0K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 1,250 | $72.5K | 0.05% | −50−3.8% | Reduced |
| McIlrath & Eck, LLC | 1,239 | $71.9K | 0.01% | −71−5.4% | Reduced |
| JNBA Financial Advisors | 1,237 | $71.8K | 0.01% | −543−30.5% | Reduced |
| Aventura Private Wealth, LLC | 1,215 | $70.5K | 0.04% | −50−4.0% | Reduced |
| Trust Co | 1,197 | $69.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,195 | $69.3K | 0.02% | +804+205.6% | Added |
| Elite Financial, Inc. | 1,150 | $66.0K | 0.03% | +1,150 | New |
| Winthrop Capital Management, LLC | 1,099 | $64.0K | 0.02% | −20−1.8% | Reduced |
| Bank of New Hampshire | 1,100 | $63.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,092 | $63.0K | 0.01% | +32+3.0% | Added |
| Heritage Wealth Advisors | 1,083 | $62.8K | 0.00% | −480−30.7% | Reduced |
| Missouri Trust & Investment Co | 1,082 | $62.8K | 0.02% | +136+14.4% | Added |
| NBT Bank N A | 1,071 | $62.1K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 1,081 | $61.6K | 0.06% | +1+0.1% | Added |
| Darwin Advisors, LLC | 1,139 | $60.8K | 0.02% | 00.0% | Unchanged |
| Transce3nd, LLC | 1,047 | $60.7K | 0.03% | −1,268−54.8% | Reduced |
| Semmax Financial Advisors Inc. | 1,033 | $58.8K | 0.02% | +5+0.5% | Added |
| Crews Bank & Trust | 1,011 | $58.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,005 | $58.3K | 0.02% | +223+28.5% | Added |
| Future Financial Wealth Managment LLC | 1,000 | $58.0K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 982 | $57.0K | 0.00% | −1,500−60.4% | Reduced |
| Wolff Wiese Magana LLC | 978 | $56.7K | 0.04% | +4+0.4% | Added |