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 |
|---|---|---|---|---|---|
| Regions Financial Corp | 6,702 | $388.8K | 0.00% | +664+11.0% | Added |
| Procyon Private Wealth Partners, LLC | 6,681 | $387.6K | 0.02% | −1,262−15.9% | Reduced |
| Roof Eidam & Maycock | 6,600 | $382.9K | 0.10% | +6,600 | New |
| Csenge Advisory Group | 6,547 | $381.8K | 0.02% | −105−1.6% | Reduced |
| Premier Path Wealth Partners, LLC | 6,580 | $381.7K | 0.06% | +1,158+21.4% | Added |
| Stratos Wealth Advisors, LLC | 6,579 | $381.7K | 0.02% | −172−2.5% | Reduced |
| First County Bank | 6,577 | $381.5K | 0.21% | −996−13.2% | Reduced |
| Cape Investment Advisory, Inc. | 6,573 | $381.3K | 0.15% | +292+4.6% | Added |
| Panagora Asset Management Inc | 6,566 | $380.9K | 0.00% | −7,062−51.8% | Reduced |
| Blue Fin Capital, Inc. | 6,531 | $378.8K | 0.07% | +10.0% | Added |
| Integrated Investment Consultants, LLC | 6,519 | $378.2K | 0.08% | +6,519 | New |
| AllSquare Wealth Management LLC | 6,497 | $376.9K | 0.22% | +500+8.3% | Added |
| Ellis Investment Partners, LLC | 6,439 | $373.5K | 0.08% | +751+13.2% | Added |
| ASR Vermogensbeheer N.V. | 6,399 | $371.2K | 0.01% | +6,399 | New |
| AlphaCore Capital LLC | 6,360 | $368.9K | 0.03% | +102+1.6% | Added |
| Lummis Asset Management, LP | 6,309 | $365.8K | 0.25% | +1,155+22.4% | Added |
| Norden Group LLC | 6,253 | $362.8K | 0.04% | −1,308−17.3% | Reduced |
| Rodgers Brothers Inc. | 6,250 | $362.6K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,247 | $362.4K | 0.02% | +1,119+21.8% | Added |
| Simon Quick Advisors, LLC | 6,145 | $356.5K | 0.02% | +2,173+54.7% | Added |
| Center for Financial Planning, Inc. | 6,139 | $356.1K | 0.05% | +848+16.0% | Added |
| Walker Asset Management, LLC | 6,133 | $355.8K | 0.22% | +88+1.5% | Added |
| Bokf, NA | 6,116 | $354.8K | 0.01% | −5,011−45.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,108 | $354.3K | 0.03% | −24−0.4% | Reduced |
| NorthStar Asset Management LLC | 6,076 | $352.4K | 0.22% | +603+11.0% | Added |
| Trace Wealth Advisors, LLC | 6,000 | $348.1K | 0.31% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 6,003 | $348.0K | 0.08% | −1,393−18.8% | Reduced |
| Shell Asset Management Co | 5,983 | $347.0K | 0.02% | −238−3.8% | Reduced |
| ETF Store, Inc. | 5,945 | $344.9K | 0.42% | +583+10.9% | Added |
| MBB Public Markets I LLC | 5,940 | $344.6K | 0.04% | +5,940 | New |
| Panoramic Investment Advisors, LLC | 5,929 | $344.0K | 0.23% | −151−2.5% | Reduced |
| Cahill Financial Advisors Inc | 5,929 | $343.9K | 0.05% | +1,843+45.1% | Added |
| Brighton Jones LLC | 5,925 | $343.7K | 0.01% | −176−2.9% | Reduced |
| Leo Wealth, LLC | 5,915 | $343.1K | 0.05% | +548+10.2% | Added |
| Comprehensive Money Management Services LLC | 5,894 | $341.9K | 0.28% | −100−1.7% | Reduced |
| Good Steward Wealth Advisors,LLC | 5,894 | $341.9K | 0.31% | +5,894 | New |
| Caldwell Sutter Capital, Inc. | 5,891 | $341.7K | 0.16% | −451−7.1% | Reduced |
| SS&H Financial Advisors, Inc. | 5,878 | $341.0K | 0.13% | +11+0.2% | Added |
| Financial Advocates Investment Management | 5,860 | $339.9K | 0.02% | −1,777−23.3% | Reduced |
| SeaCrest Wealth Management, LLC | 5,848 | $339.3K | 0.04% | +802+15.9% | Added |
| XML Financial, LLC | 5,749 | $333.5K | 0.03% | −608−9.6% | Reduced |
| Ci Investments Inc. | 5,718 | $332.0K | 0.00% | −113−1.9% | Reduced |
| GTS Securities LLC | 5,721 | $331.9K | 0.01% | +416+7.8% | Added |
| Tempus Wealth Planning, LLC | 5,718 | $331.7K | 0.10% | +5,718 | New |
| Huntleigh Advisors, Inc. | 5,716 | $331.6K | 0.06% | −57−1.0% | Reduced |
| Wolverine Asset Management LLC | 5,711 | $331.3K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 5,704 | $330.9K | 0.18% | +50+0.9% | Added |
| Hendershot Investments Inc. | 5,675 | $329.2K | 0.04% | −1,020−15.2% | Reduced |
| 180 Wealth Advisors, LLC | 5,626 | $326.4K | 0.05% | −219−3.7% | Reduced |
| Vance Wealth, Inc. | 5,626 | $326.4K | 0.12% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 5,619 | $326.0K | 0.27% | +583+11.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 5,612 | $325.6K | 0.10% | +828+17.3% | Added |
| Fisher Asset Management, LLC | 5,605 | $325.2K | 0.00% | +5,605 | New |
| BancorpSouth Bank | 5,588 | $324.2K | 0.02% | −404−6.7% | Reduced |
| Meridian Wealth Management, LLC | 5,580 | $323.7K | 0.02% | +142+2.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,550 | $322.0K | 0.03% | −200−3.5% | Reduced |
| MONECO Advisors, LLC | 5,530 | $320.8K | 0.03% | +5,530 | New |
| Park Place Capital Corp | 5,527 | $320.6K | 0.09% | +1,104+25.0% | Added |
| MeadowBrook Investment Advisors LLC | 5,515 | $319.9K | 0.30% | −395−6.7% | Reduced |
| Cross Staff Investments Inc | 5,511 | $319.7K | 0.24% | 00.0% | Unchanged |
| BlueChip Wealth Advisors LLC | 5,462 | $316.8K | 0.16% | +704+14.8% | Added |
| Larson Financial Group LLC | 5,456 | $316.5K | 0.02% | −5,185−48.7% | Reduced |
| Red Door Wealth Management, LLC | 5,419 | $314.4K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 5,386 | $312.5K | 0.01% | −182−3.3% | Reduced |
| Hoxton Planning & Management, LLC | 5,370 | $311.5K | 0.12% | +3+0.1% | Added |
| King Luther Capital Management Corp | 5,361 | $311.0K | 0.00% | −361−6.3% | Reduced |
| TPG Advisors LLC | 5,347 | $310.2K | 0.24% | +16+0.3% | Added |
| Aspire Growth Partners LLC | 5,465 | $310.1K | 0.28% | +1,137+26.3% | Added |
| SkyView Investment Advisors, LLC | 5,348 | $310.0K | 0.05% | +5,348 | New |
| Pure Financial Advisors, Inc. | 5,334 | $309.4K | 0.01% | +307+6.1% | Added |
| Prairie Sky Financial Group LLC | 5,332 | $309.3K | 0.18% | 00.0% | Unchanged |
| Optas, LLC | 5,327 | $309.0K | 0.05% | +1,447+37.3% | Added |
| Core Wealth Partners LLC | 5,314 | $308.3K | 0.18% | −2,300−30.2% | Reduced |
| Lindbrook Capital, LLC | 5,309 | $308.0K | 0.03% | +2,881+118.7% | Added |
| Jefferies Financial Group Inc. | 5,307 | $307.9K | 0.01% | +5,307 | New |
| Westbourne Investments, Inc. | 5,300 | $307.5K | 0.19% | +200+3.9% | Added |
| Silvia McColl Wealth Management, LLC | 5,285 | $306.6K | 0.23% | +5,285 | New |
| Berger Financial Group, Inc | 5,275 | $306.0K | 0.02% | +835+18.8% | Added |
| Phillips Wealth Planners LLC | 5,541 | $306.0K | 0.32% | +525+10.5% | Added |
| Argent Trust Co | 5,241 | $304.0K | 0.01% | +34+0.7% | Added |
| Mayflower Financial Advisors, LLC | 5,241 | $304.0K | 0.05% | −255−4.6% | Reduced |
| Sovereign Financial Group, Inc. | 5,228 | $303.3K | 0.07% | +26+0.5% | Added |
| Moody National Bank Trust Division | 5,227 | $303.2K | 0.03% | +872+20.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,224 | $303.0K | 0.16% | +1,356+35.1% | Added |
| AdvisorNet Financial, Inc | 5,223 | $303.0K | 0.02% | −3,286−38.6% | Reduced |
| Quest Partners LLC | 5,223 | $303.0K | 0.03% | +5,223 | New |
| Marcum Wealth, LLC | 5,213 | $302.4K | 0.03% | +390+8.1% | Added |
| International Assets Investment Management, LLC | 5,165 | $299.6K | 0.03% | −43−0.8% | Reduced |
| Mason & Associates Inc | 5,143 | $298.3K | 0.07% | −59−1.1% | Reduced |
| Silverlake Wealth Management LLC | 5,124 | $297.3K | 0.11% | +531+11.6% | Added |
| Baader Bank INC | 6,423 | $294.5K | 0.03% | +6,423 | New |
| Visionary Wealth Advisors | 5,069 | $294.1K | 0.02% | −7−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,061 | $293.6K | 0.01% | +24+0.5% | Added |
| Whipplewood Advisors, LLC | 5,208 | $293.5K | 0.17% | +112+2.2% | Added |
| Trajan Wealth LLC | 5,038 | $292.3K | 0.02% | +935+22.8% | Added |
| Catalyst Capital Advisors LLC | 5,000 | $290.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4,975 | $288.6K | 0.08% | +550+12.4% | Added |
| Shelton Capital Management | 4,933 | $286.2K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 4,900 | $284.2K | 0.14% | +4,900 | New |
| Cornerstone Wealth Management, LLC | 4,840 | $280.8K | 0.02% | +758+18.6% | Added |