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, Q3 2025
Institutional positions in Realty Income Corp as of Sep 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
- 1,341
- +75 vs. Q2 2025
- Shares held
- 708.8M
- +7.80M (+1.1%) vs. Q2 2025
- Total value
- $43.1B
- +$2.78B (+6.9%) vs. Q2 2025
- New holders
- 158
- 645 more added
- Sold out
- 83
- 370 more reduced
22 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Roxbury Financial LLC | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 207 | $12.6K | 0.00% | +18+9.5% | Added |
| DT Investment Partners, LLC | 207 | $12.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 208 | $13.0K | 0.00% | +9+4.5% | Added |
| Navigoe, LLC | 225 | $13.0K | 0.01% | +25+12.5% | Added |
| IAG Wealth Partners, LLC | 218 | $13.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 225 | $13.7K | 0.00% | +225 | New |
| Washington Trust Advisors, Inc. | 233 | $14.2K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 238 | $14.5K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 249 | $15.1K | 0.00% | +3+1.2% | Added |
| Abound Wealth Management | 267 | $16.2K | 0.00% | +139+108.6% | Added |
| Johnson Financial Group, Inc. | 267 | $16.2K | 0.00% | +177+196.7% | Added |
| Hemington Wealth Management | 292 | $17.0K | 0.00% | +38+15.0% | Added |
| Highline Wealth Partners LLC | 282 | $17.1K | 0.00% | +22+8.5% | Added |
| Dogwood Wealth Management LLC | 284 | $17.3K | 0.01% | +106+59.6% | Added |
| Legacy Wealth Managment, LLC | 288 | $17.5K | 0.01% | +88+44.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 297 | $18.0K | 0.01% | +1+0.3% | Added |
| Bare Financial Services, Inc | 297 | $18.1K | 0.01% | +97+48.5% | Added |
| First Horizon Corp | 300 | $18.2K | 0.00% | +300 | New |
| Barrett & Company, Inc. | 302 | $18.4K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 315 | $19.2K | 0.03% | +62+24.5% | Added |
| SOA Wealth Advisors, LLC. | 321 | $19.5K | 0.00% | +47+17.2% | Added |
| Richard W. Paul & Associates, LLC | 327 | $19.9K | 0.01% | −1−0.3% | Reduced |
| Monetary Management Group Inc | 360 | $21.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 366 | $22.2K | 0.01% | −114−23.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 370 | $22.5K | 0.00% | +370 | New |
| Valley National Advisers Inc | 394 | $23.0K | 0.00% | +3+0.8% | Added |
| Transamerica Financial Advisors, Inc. | 383 | $23.3K | 0.00% | +383 | New |
| Meeder Asset Management Inc | 387 | $23.5K | 0.00% | −366−48.6% | Reduced |
| Albion Financial Group | 388 | $23.6K | 0.00% | +5+1.3% | Added |
| TruNorth Capital Management, LLC | 391 | $23.8K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 394 | $24.0K | 0.02% | −1−0.3% | Reduced |
| Community Bank, N.A. | 400 | $24.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 400 | $24.3K | 0.02% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 400 | $24.3K | 0.02% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 401 | $24.4K | 0.02% | +4+1.0% | Added |
| Financial Network Wealth Advisors LLC | 411 | $25.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 430 | $26.1K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 441 | $26.8K | 0.01% | +441 | New |
| Smithfield Trust Co | 450 | $27.0K | 0.00% | −125−21.7% | Reduced |
| Tortoise Investment Management, LLC | 463 | $28.1K | 0.00% | +20+4.5% | Added |
| Heartwood Wealth Advisors LLC | 477 | $29.0K | 0.00% | +477 | New |
| Mark Sheptoff Financial Planning, LLC | 479 | $29.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 482 | $29.3K | 0.00% | −1−0.2% | Reduced |
| Cape Investment Advisory, Inc. | 494 | $30.0K | 0.03% | −5,898−92.3% | Reduced |
| Strengthening Families & Communities, LLC | 494 | $30.2K | 0.01% | +422+586.1% | Added |
| Main Street Group, LTD | 500 | $30.4K | 0.01% | −1,009−66.9% | Reduced |
| Rise Advisors, LLC | 508 | $30.9K | 0.01% | +25+5.2% | Added |
| Investment Research & Advisory Group, Inc. | 502 | $31.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 519 | $31.6K | 0.00% | −265−33.8% | Reduced |
| Creative Capital Management Investments LLC | 525 | $31.9K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 528 | $32.1K | 0.01% | +215+68.7% | Added |
| Avion Wealth | 544 | $33.0K | 0.01% | +18+3.4% | Added |
| Hoey Investments, Inc | 544 | $33.1K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 550 | $33.4K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 559 | $34.0K | 0.00% | −198−26.2% | Reduced |
| MB, Levis & Associates, LLC | 562 | $34.2K | 0.01% | +4+0.7% | Added |
| Archer Investment Corp | 582 | $35.4K | 0.01% | +7+1.2% | Added |
| Bruce G. Allen Investments, LLC | 584 | $35.5K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 608 | $37.0K | 0.01% | +608 | New |
| Ogorek Anthony Joseph | 624 | $37.0K | 0.01% | +177+39.6% | Added |
| Cypress Capital Management LLC (WY) | 609 | $37.0K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 629 | $38.0K | 0.00% | +35+5.9% | Added |
| Hilltop National Bank | 631 | $38.4K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 641 | $39.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 666 | $40.1K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 666 | $40.5K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 678 | $41.2K | 0.00% | +116+20.6% | Added |
| BankPlus Trust Department | 684 | $41.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 692 | $42.1K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 693 | $42.1K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 699 | $42.5K | 0.03% | +61+9.6% | Added |
| MV Capital Management, Inc. | 708 | $43.0K | 0.00% | +100+16.4% | Added |
| 1620 Investment Advisors, Inc. | 720 | $43.8K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 755 | $45.6K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 762 | $46.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 793 | $48.2K | 0.01% | −1−0.1% | Reduced |
| Key Financial Inc | 800 | $48.4K | 0.01% | +291+57.2% | Added |
| Silvant Capital Management LLC | 796 | $48.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 800 | $48.6K | 0.00% | −8−1.0% | Reduced |
| Tobam | 828 | $50.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 825 | $50.0K | 0.02% | +250+43.5% | Added |
| Independence Bank of Kentucky | 850 | $51.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 856 | $52.0K | 0.00% | −166−16.2% | Reduced |
| Deseret Mutual Benefit Administrators | 865 | $52.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 897 | $54.2K | 0.00% | +647+258.8% | Added |
| Empirical Asset Management, LLC | 12,259 | $55.7K | 0.02% | +12,259 | New |
| Wiser Advisor Group LLC | 922 | $56.0K | 0.07% | +922 | New |
| Bogart Wealth, LLC | 923 | $56.1K | 0.00% | −346−27.3% | Reduced |
| UMA Financial Services, Inc. | 939 | $57.1K | 0.01% | +332+54.7% | Added |
| Activest Wealth Management | 944 | $57.4K | 0.01% | +26+2.8% | Added |
| Darwin Advisors, LLC | 954 | $58.0K | 0.02% | −253−21.0% | Reduced |
| Centennial Bank | 966 | $58.7K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 999 | $60.8K | 0.03% | +913+1,061.6% | Added |
| Crews Bank & Trust | 1,011 | $61.5K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,036 | $63.0K | 0.03% | +101+10.8% | Added |
| CVA Family Office, LLC | 1,057 | $64.3K | 0.01% | +94+9.8% | Added |
| Capital Advisors, Ltd. LLC | 1,062 | $65.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,070 | $65.0K | 0.01% | −169−13.6% | Reduced |
| CoreFirst Bank & Trust | 1,080 | $65.7K | 0.04% | 00.0% | Unchanged |