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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 16,156 | $937.3K | 0.48% | +735+4.8% | Added |
| Modern Wealth Management, LLC | 16,109 | $934.5K | 0.03% | +580+3.7% | Added |
| Roehl & Yi Investment Advisors, LLC | 15,695 | $910.5K | 0.49% | +218+1.4% | Added |
| Stephens Inc | 15,635 | $907.0K | 0.01% | +4,309+38.0% | Added |
| N.E.W. Advisory Services LLC | 15,503 | $899.3K | 0.07% | +186+1.2% | Added |
| Keudell/Morrison Wealth Management | 15,500 | $899.2K | 0.21% | +1,426+10.1% | Added |
| MUFG Securities Americas Inc. | 15,492 | $898.7K | 0.10% | +2,572+19.9% | Added |
| Fifth Third Wealth Advisors LLC | 15,456 | $896.6K | 0.05% | +1,072+7.5% | Added |
| Code Waechter LLC | 15,339 | $890.0K | 0.73% | −5,643−26.9% | Reduced |
| Van Hulzen Asset Management, LLC | 15,327 | $889.1K | 0.08% | −95−0.6% | Reduced |
| Compass Ion Advisors, LLC | 15,249 | $884.6K | 0.10% | −213−1.4% | Reduced |
| Golden State Equity Partners | 15,050 | $873.1K | 0.17% | −7,873−34.3% | Reduced |
| First National Trust Co | 15,020 | $871.3K | 0.04% | −150−1.0% | Reduced |
| Reuter James Wealth Management, LLC | 14,819 | $859.7K | 0.15% | −38−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 14,718 | $853.8K | 0.14% | +361+2.5% | Added |
| L.M. Kohn & Company | 14,604 | $847.2K | 0.22% | +27+0.2% | Added |
| AE Wealth Management LLC | 14,578 | $845.7K | 0.01% | +1,888+14.9% | Added |
| Harbor Investment Advisory, LLC | 14,466 | $839.2K | 0.08% | 00.0% | Unchanged |
| TFG Advisers LLC | 14,450 | $838.2K | 0.30% | +319+2.3% | Added |
| Infrastructure Capital Advisors, LLC | 14,482 | $836.2K | 0.11% | +930+6.9% | Added |
| SMART Wealth LLC | 14,408 | $835.8K | 0.30% | +634+4.6% | Added |
| Perigon Wealth Management, LLC | 14,307 | $830.0K | 0.02% | −685−4.6% | Reduced |
| GWN Securities Inc. | 14,876 | $827.6K | 0.05% | +5,833+64.5% | Added |
| Clifford Swan Investment Counsel LLC | 14,261 | $827.3K | 0.03% | −1,050−6.9% | Reduced |
| Siemens Fonds Invest GmbH | 14,248 | $826.5K | 0.06% | +730+5.4% | Added |
| Denver Wealth Management, Inc. | 14,238 | $825.9K | 0.38% | +149+1.1% | Added |
| Prudential PLC | 14,103 | $818.1K | 0.00% | −8,415−37.4% | Reduced |
| Checchi Capital Advisers, LLC | 14,001 | $812.2K | 0.06% | +2,900+26.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 13,965 | $810.1K | 0.02% | −35−0.3% | Reduced |
| HBK Sorce Advisory LLC | 13,849 | $803.4K | 0.02% | +1,194+9.4% | Added |
| Cascade Financial Partners, LLC | 13,738 | $796.9K | 0.10% | +7,898+135.2% | Added |
| Channel Wealth LLC | 13,722 | $796.0K | 0.25% | +7,142+108.5% | Added |
| Jump Financial, LLC | 13,614 | $789.7K | 0.01% | +13,614 | New |
| PFW Advisors LLC | 13,593 | $788.5K | 0.25% | +803+6.3% | Added |
| Vawter Financial, Ltd. | 13,532 | $785.0K | 0.44% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13,503 | $783.0K | 0.07% | +13,495+168,687.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 13,456 | $780.6K | 0.16% | +2,302+20.6% | Added |
| Global X Japan Co., Ltd. | 13,408 | $777.8K | 0.09% | +3,375+33.6% | Added |
| Moseley Investment Management Inc | 13,390 | $776.7K | 0.30% | +391+3.0% | Added |
| National Asset Management, Inc. | 13,335 | $773.6K | 0.02% | +695+5.5% | Added |
| Hager Investment Management Services, LLC | 13,308 | $772.0K | 0.54% | +2,344+21.4% | Added |
| Segall Bryant & Hamill, LLC | 13,300 | $771.5K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 13,276 | $757.5K | 0.35% | +12,369+1,363.7% | Added |
| Ballentine Partners, LLC | 13,038 | $756.3K | 0.01% | +4,887+60.0% | Added |
| Horizon Investments, LLC | 13,139 | $755.1K | 0.02% | +676+5.4% | Added |
| Prestige Wealth Management Group LLC | 13,007 | $754.5K | 0.16% | +246+1.9% | Added |
| Mosaic Family Wealth Partners, LLC | 12,916 | $749.2K | 0.11% | +579+4.7% | Added |
| TCW Group Inc | 12,915 | $749.2K | 0.01% | +689+5.6% | Added |
| Armis Advisers, LLC | 12,862 | $744.2K | 0.07% | +12,862 | New |
| Sterling Financial Planning, Inc. | 12,758 | $740.1K | 0.27% | +3,278+34.6% | Added |
| Chicago Partners Investment Group LLC | 12,865 | $730.0K | 0.02% | +2,225+20.9% | Added |
| Silver Oak Securities, Inc | 12,715 | $719.8K | 0.07% | −473−3.6% | Reduced |
| Raiffeisen Bank International AG | 12,650 | $716.1K | 0.01% | +8,996+246.2% | Added |
| Patron Partners Advisors, LLC | 12,318 | $714.5K | 0.39% | +1,745+16.5% | Added |
| Pasadena Private Wealth, LLC | 12,264 | $711.5K | 0.14% | −8,551−41.1% | Reduced |
| GAMMA Investing LLC | 12,180 | $706.6K | 0.05% | +601+5.2% | Added |
| Summit Global Investments | 12,104 | $702.0K | 0.05% | +12,104 | New |
| Prevail Innovative Wealth Advisors, LLC | 12,084 | $701.0K | 0.19% | +12,084 | New |
| Duncker Streett & Co Inc | 12,073 | $700.3K | 0.14% | −548−4.3% | Reduced |
| Severin Investments, LLC | 12,043 | $698.6K | 0.70% | +420+3.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 12,027 | $697.7K | 0.14% | +837+7.5% | Added |
| Portside Wealth Group, LLC | 12,026 | $697.6K | 0.11% | +668+5.9% | Added |
| Generali Asset Management SPA SGR | 12,009 | $696.6K | 0.02% | +531+4.6% | Added |
| Westpac Banking Corp | 11,891 | $689.8K | 0.05% | −2,575−17.8% | Reduced |
| LM Advisors LLC | 11,881 | $689.0K | 0.12% | +19+0.2% | Added |
| Freestone Grove Partners LP | 11,845 | $687.1K | 0.01% | −19,818−62.6% | Reduced |
| San Luis Wealth Advisors LLC | 11,820 | $686.0K | 0.16% | +11,820 | New |
| Centiva Capital, LP | 11,801 | $684.6K | 0.04% | −28,778−70.9% | Reduced |
| Cornercap Investment Counsel Inc | 11,774 | $683.0K | 0.36% | −176−1.5% | Reduced |
| Verus Capital Partners, LLC | 11,705 | $679.0K | 0.07% | −404−3.3% | Reduced |
| Jeppson Wealth Management, LLC | 11,580 | $671.7K | 0.25% | −7−0.1% | Reduced |
| Polymer Capital Management (US) LLC | 11,543 | $669.6K | 0.20% | +6,757+141.2% | Added |
| Vision Financial Markets LLC | 11,500 | $667.1K | 0.73% | +10,400+945.5% | Added |
| Oak Harbor Wealth Partners, LLC | 11,499 | $667.1K | 0.19% | −9,777−46.0% | Reduced |
| Profund Advisors LLC | 11,434 | $663.3K | 0.03% | −2,010−15.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,484 | $661.5K | 0.06% | −12,303−51.7% | Reduced |
| Brown Advisory Inc | 11,319 | $656.6K | 0.00% | +2,339+26.0% | Added |
| Groupe la Francaise | 11,657 | $654.7K | 0.01% | +1,958+20.2% | Added |
| Summa Corp. | 11,250 | $652.6K | 0.38% | 00.0% | Unchanged |
| Manske Wealth Management | 11,200 | $649.7K | 0.25% | +59+0.5% | Added |
| William Allan, LLC | 11,145 | $646.5K | 0.41% | −1,395−11.1% | Reduced |
| Glen Eagle Advisors, LLC | 11,125 | $645.4K | 0.11% | −2,772−19.9% | Reduced |
| Romano Brothers and Company | 11,119 | $645.0K | 0.08% | +925+9.1% | Added |
| Harbour Investments, Inc. | 11,110 | $644.5K | 0.02% | +608+5.8% | Added |
| Greenleaf Trust | 11,096 | $643.7K | 0.01% | −576−4.9% | Reduced |
| Magnolia Capital Management Ltd | 11,025 | $640.0K | 0.55% | −2,712−19.7% | Reduced |
| Meeder Advisory Services, Inc. | 10,996 | $637.9K | 0.04% | −224−2.0% | Reduced |
| Tarbox Family Office, Inc. | 10,990 | $637.5K | 0.11% | −283−2.5% | Reduced |
| SlateStone Wealth, LLC | 10,985 | $637.0K | 0.06% | +400+3.8% | Added |
| My Legacy Advisors, LLC | 10,970 | $636.4K | 0.25% | −178−1.6% | Reduced |
| Nations Financial Group Inc, | 10,872 | $630.7K | 0.05% | +257+2.4% | Added |
| Cullen/Frost Bankers, Inc. | 10,757 | $624.0K | 0.01% | −131−1.2% | Reduced |
| Saxon Interests, Inc. | 10,705 | $621.0K | 0.29% | +28+0.3% | Added |
| HHM Wealth Advisors, LLC | 10,657 | $618.2K | 0.08% | −32−0.3% | Reduced |
| Focus Financial Network, Inc. | 10,657 | $618.2K | 0.03% | +889+9.1% | Added |
| Buckingham Strategic Partners | 10,524 | $610.6K | 0.01% | −3,946−27.3% | Reduced |
| Powers Advisory Group, LLC | 10,383 | $602.3K | 0.29% | +102+1.0% | Added |
| Harbour Trust & Investment Management Co | 10,372 | $601.7K | 0.07% | +149+1.5% | Added |
| Private Trust Co NA | 10,358 | $600.9K | 0.06% | +752+7.8% | Added |
| Gsa Capital Partners LLP | 10,318 | $599.0K | 0.05% | −6,921−40.1% | Reduced |