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 |
|---|---|---|---|---|---|
| First Financial Bank - Trust Division | 41,041 | $2.38M | 0.23% | +1,589+4.0% | Added |
| New Mexico Educational Retirement Board | 40,900 | $2.37M | 0.09% | −600−1.4% | Reduced |
| Perkins Coie Trust Co | 40,806 | $2.37M | 0.54% | +4,043+11.0% | Added |
| Measured Risk Portfolios, Inc. | 40,775 | $2.37M | 2.54% | +1,837+4.7% | Added |
| Maryland State Retirement & Pension System | 40,744 | $2.36M | 0.06% | −5,796−12.5% | Reduced |
| OMC Financial Services LTD | 39,951 | $2.32M | 1.04% | −40−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,624 | $2.26M | 0.00% | −90−0.2% | Reduced |
| Burns Matteson Capital Management, LLC | 43,435 | $2.25M | 1.21% | +898+2.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 38,506 | $2.23M | 0.15% | −36,142−48.4% | Reduced |
| Vanderbilt University | 38,310 | $2.22M | 0.42% | +12,023+45.7% | Added |
| Ieq Capital, LLC | 38,098 | $2.21M | 0.02% | +7,586+24.9% | Added |
| Commerzbank Aktiengesellschaft | 37,333 | $2.17M | 0.05% | +1,113+3.1% | Added |
| Asset Planning,Inc | 37,155 | $2.16M | 1.69% | +729+2.0% | Added |
| Stonebrook Private Inc. | 37,099 | $2.15M | 0.56% | +1,713+4.8% | Added |
| Colonial Trust Advisors | 37,085 | $2.15M | 0.19% | −413−1.1% | Reduced |
| Alliance Wealth Advisors, LLC | 36,915 | $2.14M | 0.56% | +247+0.7% | Added |
| Belpointe Asset Management LLC | 36,846 | $2.14M | 0.11% | +16,194+78.4% | Added |
| Ignite Planners, LLC | 37,179 | $2.13M | 0.42% | +32,015+620.0% | Added |
| LongView Wealth Management | 36,604 | $2.12M | 0.64% | +1,416+4.0% | Added |
| Frank, Rimerman Advisors LLC | 36,274 | $2.10M | 0.17% | −6,088−14.4% | Reduced |
| Goepper Burkhardt LLC | 36,199 | $2.10M | 0.84% | −566−1.5% | Reduced |
| Wealthspire Advisors, LLC | 36,080 | $2.09M | 0.01% | +18,433+104.5% | Added |
| Blackhawk Capital Partners LLC. | 35,815 | $2.08M | 1.07% | −11,634−24.5% | Reduced |
| Versor Investments LP | 35,800 | $2.08M | 0.34% | −7,300−16.9% | Reduced |
| Security National Bank of Sioux City Iowa | 35,745 | $2.07M | 1.51% | −677−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 35,683 | $2.07M | 0.04% | −535−1.5% | Reduced |
| Brown Miller Wealth Management, LLC | 35,045 | $2.02M | 0.70% | +736+2.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 35,655 | $2.02M | 0.11% | +35,655 | New |
| Gladstone Institutional Advisory LLC | 34,773 | $2.02M | 0.09% | −1,340−3.7% | Reduced |
| First Bank & Trust | 34,633 | $2.01M | 0.39% | +260+0.8% | Added |
| CIBC Private Wealth Group, LLC | 38,352 | $2.00M | 0.00% | +11,310+41.8% | Added |
| Gateway Investment Advisers LLC | 34,402 | $2.00M | 0.02% | +3,719+12.1% | Added |
| Redwood Investment Management, LLC | 33,859 | $1.96M | 0.21% | −2,021−5.6% | Reduced |
| Coppell Advisory Solutions LLC | 33,999 | $1.95M | 0.29% | −953−2.7% | Reduced |
| Snowden Capital Advisors LLC | 33,580 | $1.95M | 0.06% | −2,496−6.9% | Reduced |
| 1832 Asset Management L.P. | 33,558 | $1.95M | 0.00% | −8,302−19.8% | Reduced |
| Parsons Capital Management Inc | 33,522 | $1.94M | 0.11% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 33,498 | $1.94M | 0.15% | −2,865−7.9% | Reduced |
| Summit Financial, LLC | 33,483 | $1.94M | 0.05% | −328−1.0% | Reduced |
| Aviva PLC | 33,283 | $1.93M | 0.00% | −42−0.1% | Reduced |
| First National Bank of Omaha | 32,878 | $1.91M | 0.13% | −950−2.8% | Reduced |
| Independent Financial Group, LLC | 32,869 | $1.91M | 0.07% | +3,146+10.6% | Added |
| ICW Investment Advisors LLC | 32,755 | $1.90M | 0.77% | +443+1.4% | Added |
| Sagespring Wealth Partners, LLC | 32,624 | $1.89M | 0.05% | +9,169+39.1% | Added |
| Caxton Associates LLP | 32,457 | $1.88M | 0.07% | +32,457 | New |
| Richard Bernstein Advisors LLC | 32,408 | $1.88M | 0.05% | −1,295−3.8% | Reduced |
| Peterson Wealth Services | 32,405 | $1.88M | 0.58% | +4,994+18.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 32,283 | $1.87M | 0.17% | +1,969+6.5% | Added |
| Mystic Asset Management, Inc. | 31,898 | $1.85M | 0.49% | +2,470+8.4% | Added |
| Federation des caisses Desjardins du Quebec | 31,754 | $1.84M | 0.01% | +8,512+36.6% | Added |
| Martin Capital Partners, LLC | 31,609 | $1.83M | 2.19% | −604−1.9% | Reduced |
| Equitable Holdings, Inc. | 31,596 | $1.83M | 0.02% | +3,540+12.6% | Added |
| Schnieders Capital Management LLC | 31,407 | $1.82M | 0.39% | +7,850+33.3% | Added |
| IHT Wealth Management, LLC | 31,379 | $1.82M | 0.06% | −4,504−12.6% | Reduced |
| Tower Research Capital LLC (TRC) | 31,594 | $1.82M | 0.05% | −12,755−28.8% | Reduced |
| Sowell Financial Services LLC | 31,325 | $1.82M | 0.08% | −5,928−15.9% | Reduced |
| Asset Planning Corporation | 31,168 | $1.81M | 1.07% | −334−1.1% | Reduced |
| PFG Investments, LLC | 31,046 | $1.80M | 0.12% | +1,754+6.0% | Added |
| Fulton Bank, N.A. | 30,873 | $1.79M | 0.07% | −30.0% | Reduced |
| Texas Yale Capital Corp. | 30,479 | $1.77M | 0.07% | +100+0.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30,399 | $1.76M | 0.30% | +7,117+30.6% | Added |
| Oppenheimer Asset Management Inc. | 30,215 | $1.75M | 0.02% | −7,239−19.3% | Reduced |
| Altman Advisors, Inc. | 30,285 | $1.75M | 0.81% | +13,969+85.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 30,109 | $1.75M | 1.68% | −719−2.3% | Reduced |
| Great Valley Advisor Group, Inc. | 30,049 | $1.74M | 0.04% | −52,845−63.8% | Reduced |
| GeoWealth Management, LLC | 29,878 | $1.73M | 0.07% | +589+2.0% | Added |
| Essex Financial Services, Inc. | 29,514 | $1.71M | 0.12% | +13,926+89.3% | Added |
| WealthShield Partners, LLC | 29,513 | $1.71M | 0.22% | +4,906+19.9% | Added |
| Signaturefd, LLC | 29,193 | $1.69M | 0.03% | +1,573+5.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,058 | $1.69M | 0.05% | 00.0% | Unchanged |
| Spirit of America Management Corp | 29,033 | $1.68M | 0.34% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 29,016 | $1.68M | 0.04% | +9,702+50.2% | Added |
| Donald L. Hagan, LLC | 29,002 | $1.68M | 0.88% | +29,002 | New |
| Quadrant Capital Group LLC | 28,934 | $1.68M | 0.06% | +18,894+188.2% | Added |
| ZWJ Investment Counsel Inc | 28,793 | $1.67M | 0.07% | −596−2.0% | Reduced |
| Harvest Portfolios Group Inc. | 28,602 | $1.66M | 0.05% | −2,122−6.9% | Reduced |
| NewEdge Wealth, LLC | 28,567 | $1.66M | 0.03% | −1,747−5.8% | Reduced |
| Advisory Services Network, LLC | 28,565 | $1.66M | 0.03% | −2,352−7.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 28,524 | $1.65M | 1.09% | +375+1.3% | Added |
| Bowman & Co S.C. | 28,404 | $1.65M | 0.81% | +6,309+28.6% | Added |
| Warren Averett Asset Management, LLC | 28,224 | $1.64M | 0.02% | +379+1.4% | Added |
| Apollon Wealth Management, LLC | 28,053 | $1.63M | 0.04% | +2,915+11.6% | Added |
| Inspire Trust Co, N.A. | 28,000 | $1.62M | 0.39% | 00.0% | Unchanged |
| HRT Financial LP | 27,893 | $1.62M | 0.01% | +27,893 | New |
| Northwestern Mutual Investment Management Company, LLC | 27,836 | $1.61M | 0.03% | +47+0.2% | Added |
| Jamison Private Wealth Management, Inc. | 27,730 | $1.61M | 0.25% | +745+2.8% | Added |
| Wealth Alliance | 27,487 | $1.59M | 0.19% | +316+1.2% | Added |
| Brevan Howard Capital Management LP | 27,366 | $1.59M | 0.04% | +16,028+141.4% | Added |
| Sabal Trust CO | 27,283 | $1.58M | 0.09% | −352,789−92.8% | Reduced |
| FourThought Financial Partners, LLC | 27,276 | $1.58M | 0.17% | −363−1.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 26,954 | $1.56M | 0.11% | +1,142+4.4% | Added |
| Beech Hill Advisors, Inc. | 26,885 | $1.56M | 0.62% | −615−2.2% | Reduced |
| Adams Asset Advisors, LLC | 26,661 | $1.55M | 0.21% | +3,254+13.9% | Added |
| Castle Rock Wealth Management, LLC | 27,244 | $1.55M | 0.42% | −4,348−13.8% | Reduced |
| Concurrent Investment Advisors, LLC | 26,584 | $1.54M | 0.04% | +3,880+17.1% | Added |
| RSM US Wealth Management LLC | 26,529 | $1.54M | 0.02% | +1,133+4.5% | Added |
| Kesler, Norman & Wride, LLC | 26,286 | $1.52M | 0.29% | +4,069+18.3% | Added |
| Gamco Investors, Inc. Et Al | 26,165 | $1.52M | 0.02% | −3,935−13.1% | Reduced |
| Loudon Investment Management, LLC | 26,160 | $1.52M | 0.87% | +4,180+19.0% | Added |
| Cornerstone Advisors, LLC | 26,100 | $1.51M | 0.07% | 00.0% | Unchanged |