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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1,062 | $61.0K | 0.01% | −30−2.7% | Reduced |
| Semmax Financial Advisors Inc. | 1,038 | $59.9K | 0.02% | +5+0.5% | Added |
| South State Corp. | 1,022 | $58.9K | 0.00% | +450+78.7% | Added |
| Crews Bank & Trust | 1,011 | $58.2K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $57.6K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 982 | $56.6K | 0.03% | +873+800.9% | Added |
| Centennial Bank | 966 | $55.7K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 963 | $55.5K | 0.01% | +176+22.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 942 | $54.6K | 0.02% | +942 | New |
| Quarry LP | 943 | $54.3K | 0.01% | +943 | New |
| Bellevue Asset Management, LLC | 935 | $53.9K | 0.03% | +2+0.2% | Added |
| Activest Wealth Management | 918 | $52.9K | 0.01% | −87−8.7% | Reduced |
| Nemes Rush Group LLC | 914 | $52.7K | 0.01% | +12+1.3% | Added |
| Hantz Financial Services, Inc. | 904 | $52.0K | 0.00% | +480+113.2% | Added |
| Frazier Financial Advisors, LLC | 888 | $51.2K | 0.04% | +888 | New |
| Concord Wealth Partners | 878 | $50.6K | 0.01% | +688+362.1% | Added |
| Deseret Mutual Benefit Administrators | 865 | $49.8K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 850 | $49.0K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 844 | $48.6K | 0.03% | −805−48.8% | Reduced |
| Tobam | 828 | $48.0K | 0.02% | +265+47.1% | Added |
| Plante Moran Financial Advisors, LLC | 808 | $46.5K | 0.00% | +8+1.0% | Added |
| United Community Bank | 800 | $46.1K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 796 | $45.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 794 | $45.8K | 0.01% | −288−26.6% | Reduced |
| Private Wealth Asset Management, LLC | 784 | $45.1K | 0.01% | −2,443−75.7% | Reduced |
| Lazard Asset Management LLC | 791 | $45.0K | 0.00% | −2,607−76.7% | Reduced |
| Whittier Trust Co | 762 | $43.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 757 | $43.6K | 0.00% | +572+309.2% | Added |
| Rossby Financial, LCC | 755 | $43.5K | 0.02% | +755 | New |
| Meeder Asset Management Inc | 753 | $43.4K | 0.00% | +446+145.3% | Added |
| VSM Wealth Advisory, LLC | 753 | $43.4K | 0.01% | +753 | New |
| Fortitude Family Office, LLC | 751 | $43.3K | 0.01% | −1,185−61.2% | Reduced |
| 1620 Investment Advisors, Inc. | 720 | $41.5K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 700 | $40.3K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 693 | $39.9K | 0.02% | +543+362.0% | Added |
| Private Wealth Management Group, LLC | 692 | $39.9K | 0.01% | +18+2.7% | Added |
| BankPlus Trust Department | 684 | $39.4K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 672 | $38.7K | 0.00% | −655−49.4% | Reduced |
| 10Elms LLP | 667 | $38.4K | 0.04% | 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 |
| Fourth Dimension Wealth, LLC | 641 | $36.9K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 638 | $36.8K | 0.03% | 00.0% | Unchanged |
| Hilltop National Bank | 631 | $36.4K | 0.01% | +631 | New |
| Cypress Capital Management LLC (WY) | 609 | $35.1K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 608 | $35.0K | 0.00% | +31+5.4% | Added |
| UMA Financial Services, Inc. | 607 | $35.0K | 0.01% | −369−37.8% | Reduced |
| JFS Wealth Advisors, LLC | 593 | $34.2K | 0.00% | −6−1.0% | Reduced |
| GW&K Investment Management, LLC | 594 | $34.0K | 0.00% | +22+3.8% | Added |
| Bruce G. Allen Investments, LLC | 584 | $33.6K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 575 | $33.1K | 0.01% | +7+1.2% | Added |
| Hazlett, Burt & Watson, Inc. | 575 | $33.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 575 | $33.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 562 | $32.4K | 0.00% | +500+806.5% | Added |
| MB, Levis & Associates, LLC | 558 | $32.1K | 0.01% | +5+0.9% | Added |
| Hopwood Financial Services, Inc. | 550 | $31.7K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 544 | $31.3K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 539 | $31.1K | 0.01% | +539 | New |
| Creative Capital Management Investments LLC | 525 | $30.2K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 526 | $30.0K | 0.01% | +309+142.4% | Added |
| Key Financial Inc | 509 | $29.3K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 502 | $28.9K | 0.01% | −113−18.4% | Reduced |
| Rise Advisors, LLC | 483 | $27.8K | 0.01% | +6+1.3% | Added |
| Bell Investment Advisors, Inc | 483 | $27.8K | 0.00% | +9+1.9% | Added |
| Aventura Private Wealth, LLC | 480 | $27.7K | 0.01% | −735−60.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 479 | $27.6K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 461 | $26.6K | 0.02% | −19−4.0% | Reduced |
| Keystone Global Partners, LLC | 449 | $25.9K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 443 | $25.5K | 0.00% | +35+8.6% | Added |
| CBIZ Investment Advisory Services, LLC | 440 | $25.3K | 0.00% | −209−32.2% | Reduced |
| Ogorek Anthony Joseph | 447 | $25.0K | 0.01% | −353−44.1% | Reduced |
| Acadian Asset Management LLC | 446 | $25.0K | 0.00% | +446 | New |
| Compagnie Lombard Odier SCmA | 430 | $24.8K | 0.00% | +430 | New |
| Financial Network Wealth Advisors LLC | 411 | $23.7K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 410 | $23.6K | 0.00% | +90+28.1% | Added |
| 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 |
| Dynamic Wealth Strategies, LLC | 397 | $22.9K | 0.02% | −389−49.5% | Reduced |
| Opal Wealth Advisors, LLC | 396 | $22.8K | 0.01% | +9+2.3% | Added |
| Quest 10 Wealth Builders, Inc. | 395 | $22.8K | 0.02% | +335+558.3% | Added |
| TruNorth Capital Management, LLC | 391 | $22.5K | 0.01% | −804−67.3% | Reduced |
| Albion Financial Group | 383 | $22.1K | 0.00% | +6+1.6% | Added |
| Valley National Advisers Inc | 391 | $22.0K | 0.00% | +1+0.3% | Added |
| Monetary Management Group Inc | 360 | $20.7K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 328 | $18.9K | 0.01% | +44+15.5% | Added |
| Ameriflex Group, Inc. | 313 | $17.9K | 0.01% | −1,882−85.7% | Reduced |
| Barrett & Company, Inc. | 302 | $17.4K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 296 | $17.0K | 0.01% | +3+1.0% | Added |
| SOA Wealth Advisors, LLC. | 274 | $15.8K | 0.00% | −9−3.2% | Reduced |
| Highline Wealth Partners LLC | 260 | $15.0K | 0.00% | +23+9.7% | Added |
| Clear Investment Research, LLC | 253 | $14.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 250 | $14.4K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 246 | $14.2K | 0.00% | +246 | New |
| Hemington Wealth Management | 254 | $14.0K | 0.00% | −13−4.9% | Reduced |
| Evermay Wealth Management LLC | 238 | $13.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 233 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 231 | $13.1K | 0.00% | +3+1.3% | Added |
| IAG Wealth Partners, LLC | 218 | $12.6K | 0.00% | 00.0% | Unchanged |