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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 976 | $56.6K | 0.01% | +379+63.5% | Added |
| Centennial Bank | 966 | $56.0K | 0.03% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 950 | $55.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 947 | $55.0K | 0.00% | −1,532−61.8% | Reduced |
| Bellevue Asset Management, LLC | 933 | $54.2K | 0.03% | +1+0.1% | Added |
| Nemes Rush Group LLC | 902 | $52.3K | 0.01% | +25+2.9% | Added |
| Wiser Advisor Group LLC | 896 | $52.0K | 0.08% | +12+1.4% | Added |
| Wayfinding Financial, LLC | 913 | $52.0K | 0.02% | +913 | New |
| Loomis Sayles & Co L P | 875 | $51.0K | 0.00% | −489−35.9% | Reduced |
| Deseret Mutual Benefit Administrators | 865 | $50.2K | 0.02% | +126+17.1% | Added |
| Independence Bank of Kentucky | 850 | $49.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 806 | $46.7K | 0.00% | −1,990−71.2% | Reduced |
| United Community Bank | 800 | $46.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 800 | $46.4K | 0.00% | +31+4.0% | Added |
| Silvant Capital Management LLC | 796 | $46.2K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 800 | $46.0K | 0.02% | +800 | New |
| CVA Family Office, LLC | 787 | $45.7K | 0.01% | +272+52.8% | Added |
| Dynamic Wealth Strategies, LLC | 786 | $45.6K | 0.04% | +786 | New |
| Whittier Trust Co | 762 | $44.2K | 0.00% | −3,054−80.0% | Reduced |
| 1620 Investment Advisors, Inc. | 720 | $41.8K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $40.6K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 684 | $39.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 674 | $39.1K | 0.01% | +150+28.6% | Added |
| 10Elms LLP | 667 | $38.7K | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $38.7K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $38.6K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 649 | $37.6K | 0.00% | +303+87.6% | Added |
| Fourth Dimension Wealth, LLC | 641 | $37.2K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 638 | $37.0K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 630 | $36.5K | 0.04% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 615 | $35.7K | 0.02% | +115+23.0% | Added |
| FSC Wealth Advisors, LLC | 613 | $35.5K | 0.02% | +455+288.0% | Added |
| Cypress Capital Management LLC (WY) | 609 | $35.3K | 0.04% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 599 | $34.7K | 0.00% | −3,007−83.4% | Reduced |
| Bruce G. Allen Investments, LLC | 584 | $33.9K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 577 | $33.5K | 0.00% | +25+4.5% | Added |
| PSI Advisors, LLC | 574 | $33.3K | 0.01% | +252+78.3% | Added |
| South State Corp. | 572 | $33.2K | 0.00% | +165+40.5% | Added |
| Tobam | 563 | $33.0K | 0.01% | −2,254−80.0% | Reduced |
| Smithfield Trust Co | 575 | $33.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 572 | $33.0K | 0.00% | +118+26.0% | Added |
| Hazlett, Burt & Watson, Inc. | 575 | $33.0K | 0.01% | +175+43.8% | Added |
| Archer Investment Corp | 568 | $33.0K | 0.01% | +93+19.6% | Added |
| MB, Levis & Associates, LLC | 553 | $32.1K | 0.01% | +5+0.9% | Added |
| Hopwood Financial Services, Inc. | 550 | $31.9K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 544 | $31.6K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 525 | $30.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 517 | $30.0K | 0.01% | −3,586−87.4% | Reduced |
| Continuum Advisory, LLC | 514 | $29.8K | 0.00% | −5−1.0% | Reduced |
| Key Financial Inc | 509 | $29.5K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 480 | $27.8K | 0.02% | −128−21.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 479 | $27.8K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 477 | $27.7K | 0.01% | +39+8.9% | Added |
| Bell Investment Advisors, Inc | 474 | $27.5K | 0.01% | +10+2.2% | Added |
| American National Bank | 459 | $26.6K | 0.00% | +32+7.5% | Added |
| Keystone Global Partners, LLC | 449 | $26.1K | 0.02% | +449 | New |
| Eastern Bank | 434 | $25.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 424 | $25.0K | 0.00% | +90+26.9% | Added |
| Capital A Wealth Management, LLC | 413 | $24.0K | 0.03% | −9−2.1% | Reduced |
| Financial Network Wealth Advisors LLC | 411 | $23.8K | 0.03% | +411 | New |
| Tortoise Investment Management, LLC | 408 | $23.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $23.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $23.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $23.2K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 400 | $23.2K | 0.00% | +200+100.0% | Added |
| Opal Wealth Advisors, LLC | 387 | $22.4K | 0.01% | +387 | New |
| Valley National Advisers Inc | 390 | $22.0K | 0.00% | +5+1.3% | Added |
| Albion Financial Group | 377 | $21.9K | 0.00% | +5+1.3% | Added |
| Monetary Management Group Inc | 360 | $20.9K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 344 | $20.0K | 0.11% | +344 | New |
| NewSquare Capital LLC | 320 | $18.6K | 0.00% | +284+788.9% | Added |
| Global Financial Private Client, LLC | 310 | $18.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 307 | $17.8K | 0.00% | −138−31.0% | Reduced |
| Barrett & Company, Inc. | 302 | $17.5K | 0.01% | +18+6.3% | Added |
| POM Investment Strategies, LLC | 298 | $17.3K | 0.02% | +225+308.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 293 | $17.0K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 284 | $16.5K | 0.01% | −2−0.7% | Reduced |
| SOA Wealth Advisors, LLC. | 283 | $16.4K | 0.00% | −950−77.0% | Reduced |
| Aspect Partners, LLC | 277 | $16.1K | 0.01% | −50−15.3% | Reduced |
| Hemington Wealth Management | 267 | $15.0K | 0.00% | −31−10.4% | Reduced |
| Clear Investment Research, LLC | 253 | $14.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 250 | $14.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 238 | $13.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 237 | $13.8K | 0.00% | +29+13.9% | Added |
| Washington Trust Advisors, Inc. | 233 | $13.5K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 216 | $13.0K | 0.00% | +27+14.3% | Added |
| Kozak & Associates, Inc. | 228 | $12.8K | 0.00% | +2+0.9% | Added |
| IAG Wealth Partners, LLC | 218 | $12.6K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 207 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $11.6K | 0.02% | −349−63.6% | Reduced |
| Legacy Wealth Managment, LLC | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $11.6K | 0.01% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 652,671 | $11.3K | 0.32% | +75,683+13.1% | Added |
| Concord Wealth Partners | 190 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 217 | $11.0K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 189 | $11.0K | 0.00% | +185+4,625.0% | Added |
| Ameliora Wealth Management Ltd. | 188 | $10.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 185 | $10.7K | 0.00% | −567−75.4% | Reduced |