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 |
|---|---|---|---|---|---|
| Keyes, Stange & Wooten Wealth Management, LLC | 10,319 | $598.6K | 0.34% | +5,031+95.1% | Added |
| First Affirmative Financial Network | 10,273 | $595.9K | 0.37% | +1,131+12.4% | Added |
| Oak Hill Wealth Advisors, LLC | 10,257 | $595.0K | 0.14% | −373−3.5% | Reduced |
| Associated Banc-Corp | 10,252 | $594.7K | 0.02% | +192+1.9% | Added |
| Tudor Investment Corp Et Al | 10,243 | $594.2K | 0.01% | −200,814−95.1% | Reduced |
| IFP Advisors, Inc | 10,234 | $593.6K | 0.02% | +2,259+28.3% | Added |
| NFP Retirement, Inc. | 10,164 | $589.6K | 0.05% | +679+7.2% | Added |
| First National Advisers, LLC | 10,133 | $587.8K | 0.09% | −18−0.2% | Reduced |
| Turning Point Benefit Group, Inc. | 11,065 | $585.7K | 0.55% | +1,840+19.9% | Added |
| LaSalle St. Investment Advisors, LLC | 10,056 | $583.0K | 0.14% | +655+7.0% | Added |
| Crane Advisory, LLC | 10,544 | $582.2K | 0.11% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10,017 | $581.1K | 0.05% | −4,645−31.7% | Reduced |
| Buckley Wealth Management, LLC | 9,992 | $579.6K | 0.18% | +284+2.9% | Added |
| Family Legacy, Inc. | 9,986 | $579.3K | 0.20% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 9,845 | $571.1K | 0.04% | +4,471+83.2% | Added |
| Bailard, Inc. | 9,814 | $569.3K | 0.01% | +40.0% | Added |
| Groesbeck Investment Management Corp | 9,815 | $569.0K | 0.80% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 9,788 | $567.8K | 0.14% | +1,877+23.7% | Added |
| Everence Capital Management Inc | 9,710 | $563.0K | 0.04% | +2,700+38.5% | Added |
| Sovran Advisors, LLC | 9,472 | $552.4K | 0.07% | −10,640−52.9% | Reduced |
| Gen-Wealth Partners Inc | 9,484 | $550.1K | 0.23% | −234−2.4% | Reduced |
| Moneta Group Investment Advisors LLC | 9,483 | $550.1K | 0.01% | −915−8.8% | Reduced |
| Advisor Resource Council | 9,566 | $547.1K | 0.04% | +9,566 | New |
| Inspire Advisors, LLC | 9,423 | $546.6K | 0.06% | +9,423 | New |
| OneAscent Financial Services LLC | 9,470 | $544.0K | 0.04% | +4,721+99.4% | Added |
| Foundations Investment Advisors, LLC | 9,307 | $539.9K | 0.01% | +1,031+12.5% | Added |
| Intrust Bank NA | 9,216 | $534.6K | 0.05% | −84−0.9% | Reduced |
| Quad-Cities Investment Group, LLC | 9,049 | $525.0K | 0.26% | +8+0.1% | Added |
| Kentucky Trust Co | 9,035 | $524.1K | 0.31% | +225+2.6% | Added |
| Bessemer Group Inc | 9,031 | $524.0K | 0.00% | +1,360+17.7% | Added |
| BluePath Capital Management, LLC | 9,017 | $523.0K | 0.54% | −3,938−30.4% | Reduced |
| New Insight Wealth Advisors | 8,974 | $520.6K | 0.24% | +2,153+31.6% | Added |
| Cigna Investments Inc | 8,752 | $508.0K | 0.10% | −102−1.2% | Reduced |
| Keystone Financial Group | 8,744 | $507.2K | 0.05% | +236+2.8% | Added |
| Aster Capital Management (DIFC) Ltd | 8,824 | $503.2K | 0.09% | +8,824 | New |
| Aptus Capital Advisors, LLC | 8,652 | $501.9K | 0.01% | −20.0% | Reduced |
| Essex Savings Bank | 8,592 | $498.4K | 0.12% | +764+9.8% | Added |
| NovaPoint Capital, LLC | 8,472 | $491.5K | 0.15% | −635−7.0% | Reduced |
| Resources Investment Advisors, LLC. | 8,354 | $484.6K | 0.01% | −3,484−29.4% | Reduced |
| Mather Group, LLC. | 8,294 | $481.2K | 0.01% | +164+2.0% | Added |
| Beacon Investment Advisors LLC | 8,283 | $480.5K | 0.23% | +47+0.6% | Added |
| Financial Management Network Inc | 9,076 | $480.4K | 0.11% | −1,133−11.1% | Reduced |
| CWA Asset Management Group, LLC | 8,216 | $476.6K | 0.02% | +687+9.1% | Added |
| CAP Partners, LLC | 8,190 | $475.1K | 0.34% | +551+7.2% | Added |
| Delta Investment Management, LLC | 8,177 | $474.3K | 0.10% | −2,369−22.5% | Reduced |
| Arcataur Capital Management LLC | 8,132 | $471.8K | 0.16% | +8,132 | New |
| SG Americas Securities, LLC | 8,095 | $470.0K | 0.00% | +4,120+103.6% | Added |
| CFS Investment Advisory Services, LLC | 8,082 | $469.0K | 0.04% | −413−4.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 8,080 | $468.7K | 0.09% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 8,043 | $466.6K | 0.28% | +8,043 | New |
| Fukoku Mutual Life Insurance Co | 8,026 | $465.6K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7,966 | $462.1K | 0.06% | −121−1.5% | Reduced |
| Trueblood Wealth Management, LLC | 7,867 | $456.4K | 0.21% | +87+1.1% | Added |
| Catalytic Wealth RIA, LLC | 7,864 | $456.2K | 0.08% | +20+0.3% | Added |
| American Investment Services, Inc. | 7,838 | $454.7K | 0.08% | +1,162+17.4% | Added |
| Prudent Man Advisors, LLC | 7,808 | $452.9K | 0.16% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 7,757 | $450.0K | 0.20% | +3,670+89.8% | Added |
| Regal Investment Advisors LLC | 7,717 | $447.7K | 0.04% | −192−2.4% | Reduced |
| Financial Partners Group, Inc | 7,711 | $447.3K | 0.07% | +336+4.6% | Added |
| TCG Advisory Services, LLC | 7,708 | $447.2K | 0.02% | −19−0.2% | Reduced |
| SMH Capital Advisors Inc | 7,699 | $446.6K | 1.04% | −161−2.0% | Reduced |
| Jacobi Capital Management LLC | 7,651 | $443.8K | 0.03% | +7,651 | New |
| Atomi Financial Group, Inc. | 7,609 | $441.4K | 0.02% | +2,246+41.9% | Added |
| West Paces Advisors Inc. | 7,508 | $435.5K | 0.10% | −1,210−13.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 7,506 | $435.4K | 0.04% | +792+11.8% | Added |
| Heartland Bank & Trust Co | 7,480 | $433.9K | 0.22% | +7,480 | New |
| Insigneo Advisory Services, LLC | 7,345 | $426.1K | 0.04% | +3,156+75.3% | Added |
| Arete Wealth Advisors, LLC | 7,343 | $426.0K | 0.03% | +110+1.5% | Added |
| Integrity Alliance, LLC. | 7,315 | $424.4K | 0.02% | +7,315 | New |
| AssuredPartners Investment Advisors, LLC | 7,277 | $422.2K | 0.08% | −79−1.1% | Reduced |
| Benchmark Investment Advisors LLC | 7,256 | $420.9K | 0.27% | 00.0% | Unchanged |
| FLC Capital Advisors | 7,243 | $420.2K | 0.09% | +500+7.4% | Added |
| Keynote Financial Services LLC | 7,241 | $420.1K | 0.30% | +7,241 | New |
| Flputnam Investment Management Co | 7,221 | $418.9K | 0.01% | −401−5.3% | Reduced |
| Chesapeake Asset Management LLC | 7,217 | $418.7K | 0.40% | −2,405−25.0% | Reduced |
| Pinnacle Associates Ltd | 7,203 | $417.9K | 0.01% | +345+5.0% | Added |
| Tiemann Investment Advisors, LLC | 7,174 | $416.2K | 0.19% | −1,873−20.7% | Reduced |
| Camden Capital, LLC | 7,173 | $416.0K | 0.04% | −599−7.7% | Reduced |
| Alteri Wealth LLC | 7,077 | $410.6K | 0.18% | +1,883+36.3% | Added |
| Golden State Wealth Management, LLC | 7,054 | $409.2K | 0.06% | −443−5.9% | Reduced |
| ORG Wealth Partners, LLC | 7,149 | $408.5K | 0.13% | +1,379+23.9% | Added |
| Cary Street Partners Financial LLC | 7,017 | $407.1K | 0.01% | −283−3.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 6,999 | $406.0K | 0.03% | −4,713−40.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 6,993 | $405.7K | 0.16% | +87+1.3% | Added |
| MFA Wealth Services | 6,977 | $404.7K | 0.33% | +394+6.0% | Added |
| Citizens National Bank Trust Department | 6,903 | $400.4K | 0.09% | +750+12.2% | Added |
| Valeo Financial Advisors, LLC | 6,868 | $398.4K | 0.01% | −851−11.0% | Reduced |
| Graypoint LLC | 6,833 | $396.4K | 0.02% | −672−9.0% | Reduced |
| TCFG Wealth Management, LLC | 6,815 | $395.3K | 0.20% | +137+2.1% | Added |
| Clear Creek Financial Management, LLC | 6,809 | $395.0K | 0.04% | +2,617+62.4% | Added |
| Strategy Asset Managers LLC | 6,802 | $394.6K | 0.08% | +1,868+37.9% | Added |
| Griffin Asset Management, Inc. | 6,796 | $394.2K | 0.05% | −13,187−66.0% | Reduced |
| Excalibur Management Corp | 6,781 | $393.4K | 0.15% | −58−0.8% | Reduced |
| Ingalls & Snyder LLC | 6,763 | $392.0K | 0.01% | −900−11.7% | Reduced |
| Investmark Advisory Group LLC | 6,753 | $391.7K | 0.19% | −1,526−18.4% | Reduced |
| Planning Directions Inc | 6,753 | $391.7K | 0.17% | +6,753 | New |
| Fullcircle Wealth LLC | 6,839 | $391.5K | 0.16% | −182−2.6% | Reduced |
| Integrated Advisors Network LLC | 6,737 | $390.8K | 0.02% | +454+7.2% | Added |
| Everhart Financial Group, Inc. | 6,723 | $390.0K | 0.05% | +2,008+42.6% | Added |
| Abel Hall, LLC | 6,715 | $389.5K | 0.24% | +6,715 | New |