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, Q2 2025
Institutional positions in Realty Income Corp as of Jun 30, 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
- 1,288
- +25 vs. Q1 2025
- Shares held
- 713.4M
- +13.3M (+1.9%) vs. Q1 2025
- Total value
- $41.0B
- +$474.2M (+1.2%) vs. Q1 2025
- New holders
- 121
- 637 more added
- Sold out
- 96
- 377 more reduced
16 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 313 | $17.9K | 0.01% | −1,882−85.7% | Reduced |
| Richard W. Paul & Associates, LLC | 328 | $18.9K | 0.01% | +44+15.5% | Added |
| Monetary Management Group Inc | 360 | $20.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 391 | $22.0K | 0.00% | +1+0.3% | Added |
| Albion Financial Group | 383 | $22.1K | 0.00% | +6+1.6% | Added |
| TruNorth Capital Management, LLC | 391 | $22.5K | 0.01% | −804−67.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 395 | $22.8K | 0.02% | +335+558.3% | Added |
| Opal Wealth Advisors, LLC | 396 | $22.8K | 0.01% | +9+2.3% | Added |
| Dynamic Wealth Strategies, LLC | 397 | $22.9K | 0.02% | −389−49.5% | Reduced |
| Community Bank, N.A. | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $23.0K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 400 | $23.0K | 0.02% | +400 | New |
| NewSquare Capital LLC | 410 | $23.6K | 0.00% | +90+28.1% | Added |
| Financial Network Wealth Advisors LLC | 411 | $23.7K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $24.8K | 0.00% | +430 | New |
| Ogorek Anthony Joseph | 447 | $25.0K | 0.01% | −353−44.1% | Reduced |
| Acadian Asset Management LLC | 446 | $25.0K | 0.00% | +446 | New |
| CBIZ Investment Advisory Services, LLC | 440 | $25.3K | 0.00% | −209−32.2% | Reduced |
| Tortoise Investment Management, LLC | 443 | $25.5K | 0.00% | +35+8.6% | Added |
| Keystone Global Partners, LLC | 449 | $25.9K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 461 | $26.6K | 0.02% | −19−4.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 479 | $27.6K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 480 | $27.7K | 0.01% | −735−60.5% | Reduced |
| Bell Investment Advisors, Inc | 483 | $27.8K | 0.00% | +9+1.9% | Added |
| Rise Advisors, LLC | 483 | $27.8K | 0.01% | +6+1.3% | Added |
| Investment Research & Advisory Group, Inc. | 502 | $28.9K | 0.01% | −113−18.4% | Reduced |
| Key Financial Inc | 509 | $29.3K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 526 | $30.0K | 0.01% | +309+142.4% | Added |
| Creative Capital Management Investments LLC | 525 | $30.2K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 539 | $31.1K | 0.01% | +539 | New |
| Hoey Investments, Inc | 544 | $31.3K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 550 | $31.7K | 0.02% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 558 | $32.1K | 0.01% | +5+0.9% | Added |
| Country Trust Bank | 562 | $32.4K | 0.00% | +500+806.5% | Added |
| Hazlett, Burt & Watson, Inc. | 575 | $33.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 575 | $33.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 575 | $33.1K | 0.01% | +7+1.2% | Added |
| Bruce G. Allen Investments, LLC | 584 | $33.6K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 594 | $34.0K | 0.00% | +22+3.8% | Added |
| JFS Wealth Advisors, LLC | 593 | $34.2K | 0.00% | −6−1.0% | Reduced |
| UMA Financial Services, Inc. | 607 | $35.0K | 0.01% | −369−37.8% | Reduced |
| MV Capital Management, Inc. | 608 | $35.0K | 0.00% | +31+5.4% | Added |
| Cypress Capital Management LLC (WY) | 609 | $35.1K | 0.04% | 00.0% | Unchanged |
| Hilltop National Bank | 631 | $36.4K | 0.01% | +631 | New |
| Millstone Evans Group, LLC | 638 | $36.8K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 641 | $36.9K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $38.4K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $38.4K | 0.02% | 00.0% | Unchanged |
| 10Elms LLP | 667 | $38.4K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 672 | $38.7K | 0.00% | −655−49.4% | Reduced |
| BankPlus Trust Department | 684 | $39.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 692 | $39.9K | 0.01% | +18+2.7% | Added |
| Flagship Wealth Advisors, LLC | 693 | $39.9K | 0.02% | +543+362.0% | Added |
| Orion Capital Management LLC | 700 | $40.3K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 720 | $41.5K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 751 | $43.3K | 0.01% | −1,185−61.2% | Reduced |
| Meeder Asset Management Inc | 753 | $43.4K | 0.00% | +446+145.3% | Added |
| VSM Wealth Advisory, LLC | 753 | $43.4K | 0.01% | +753 | New |
| Rossby Financial, LCC | 755 | $43.5K | 0.02% | +755 | New |
| St Germain D J Co Inc | 757 | $43.6K | 0.00% | +572+309.2% | Added |
| Whittier Trust Co | 762 | $43.9K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 791 | $45.0K | 0.00% | −2,607−76.7% | Reduced |
| Private Wealth Asset Management, LLC | 784 | $45.1K | 0.01% | −2,443−75.7% | Reduced |
| Missouri Trust & Investment Co | 794 | $45.8K | 0.01% | −288−26.6% | Reduced |
| Silvant Capital Management LLC | 796 | $45.9K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 800 | $46.1K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 808 | $46.5K | 0.00% | +8+1.0% | Added |
| Tobam | 828 | $48.0K | 0.02% | +265+47.1% | Added |
| Kiker Wealth Management, LLC | 844 | $48.6K | 0.03% | −805−48.8% | Reduced |
| Independence Bank of Kentucky | 850 | $49.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 865 | $49.8K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 878 | $50.6K | 0.01% | +688+362.1% | Added |
| Frazier Financial Advisors, LLC | 888 | $51.2K | 0.04% | +888 | New |
| Hantz Financial Services, Inc. | 904 | $52.0K | 0.00% | +480+113.2% | Added |
| Nemes Rush Group LLC | 914 | $52.7K | 0.01% | +12+1.3% | Added |
| Activest Wealth Management | 918 | $52.9K | 0.01% | −87−8.7% | Reduced |
| Bellevue Asset Management, LLC | 935 | $53.9K | 0.03% | +2+0.2% | Added |
| Quarry LP | 943 | $54.3K | 0.01% | +943 | New |
| Oliver Lagore Vanvalin Investment Group | 942 | $54.6K | 0.02% | +942 | New |
| CVA Family Office, LLC | 963 | $55.5K | 0.01% | +176+22.4% | Added |
| Centennial Bank | 966 | $55.7K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 982 | $56.6K | 0.03% | +873+800.9% | Added |
| Future Financial Wealth Managment LLC | 1,000 | $57.6K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,011 | $58.2K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 1,022 | $58.9K | 0.00% | +450+78.7% | Added |
| Semmax Financial Advisors Inc. | 1,038 | $59.9K | 0.02% | +5+0.5% | Added |
| Capital Advisors, Ltd. LLC | 1,062 | $61.0K | 0.01% | −30−2.7% | Reduced |
| NBT Bank N A | 1,071 | $61.7K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 1,080 | $62.2K | 0.04% | +1,080 | New |
| Heritage Wealth Advisors | 1,083 | $62.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,100 | $63.4K | 0.02% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,128 | $65.0K | 0.02% | +29+2.6% | Added |
| Total Investment Management Inc | 1,129 | $65.1K | 0.01% | +1,129 | New |
| Transce3nd, LLC | 1,167 | $67.2K | 0.03% | +120+11.5% | Added |
| Trust Co | 1,197 | $69.0K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,201 | $69.2K | 0.07% | −10,299−89.6% | Reduced |
| Darwin Advisors, LLC | 1,207 | $69.6K | 0.02% | +68+6.0% | Added |
| JNBA Financial Advisors | 1,237 | $71.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,239 | $71.4K | 0.01% | 00.0% | Unchanged |