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 |
|---|---|---|---|---|---|
| TPG Advisors LLC | 5,378 | $326.9K | 0.22% | +15+0.3% | Added |
| Vivaldi Capital Management, LLC | 5,370 | $326.4K | 0.05% | −44−0.8% | Reduced |
| Cahill Financial Advisors Inc | 5,321 | $323.4K | 0.04% | −1,000−15.8% | Reduced |
| BSW Wealth Partners | 5,313 | $323.0K | 0.04% | +5,313 | New |
| Virtue Capital Management, LLC | 988 | $319.7K | 0.07% | +988 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 5,250 | $319.1K | 0.03% | −300−5.4% | Reduced |
| Phillips Wealth Planners LLC | 5,315 | $318.4K | 0.26% | −225−4.1% | Reduced |
| Lummis Asset Management, LP | 5,228 | $317.8K | 0.21% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,223 | $317.5K | 0.14% | +569+12.2% | Added |
| McDonald Partners LLC | 5,157 | $313.8K | 0.09% | +5,157 | New |
| Alps Advisors Inc | 5,155 | $313.4K | 0.00% | +724+16.3% | Added |
| Mason & Associates Inc | 5,143 | $312.6K | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,141 | $312.5K | 0.01% | +609+13.4% | Added |
| Coastwise Capital Group, LLC | 5,133 | $312.0K | 0.22% | −325−6.0% | Reduced |
| Yoder Wealth Management, Inc. | 5,124 | $311.5K | 0.15% | +309+6.4% | Added |
| Moss Adams Wealth Advisors LLC | 5,113 | $310.8K | 0.02% | +149+3.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,101 | $310.1K | 0.04% | +1,147+29.0% | Added |
| Resonant Capital Advisors, LLC | 5,081 | $308.9K | 0.02% | +1,032+25.5% | Added |
| Brown, Lisle/Cummings, Inc. | 5,075 | $308.5K | 0.08% | +100+2.0% | Added |
| Capula Management Ltd | 5,062 | $307.7K | 0.00% | +5,062 | New |
| First Manhattan Co | 5,046 | $306.7K | 0.00% | +537+11.9% | Added |
| Cornerstone Wealth Management, LLC | 5,034 | $306.0K | 0.02% | −1,180−19.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,061 | $305.7K | 0.01% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 5,026 | $305.5K | 0.08% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 5,000 | $303.9K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 4,984 | $303.0K | 0.03% | +4,984 | New |
| Global Assets Advisory, LLC | 4,984 | $303.0K | 0.09% | +563+12.7% | Added |
| Certior Financial Group, LLC | 4,955 | $301.2K | 0.20% | +209+4.4% | Added |
| Simplicity Wealth,LLC | 4,938 | $300.2K | 0.02% | −2,574−34.3% | Reduced |
| Callahan Advisors, LLC | 4,925 | $299.4K | 0.03% | +125+2.6% | Added |
| Skopos Labs, Inc. | 5,239 | $298.7K | 0.04% | −76−1.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,907 | $298.3K | 0.01% | −16−0.3% | Reduced |
| Wealth Management Associates, Inc. | 4,890 | $297.3K | 0.11% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 4,909 | $296.5K | 0.23% | +140+2.9% | Added |
| Mizuho Markets Americas LLC | 4,863 | $295.6K | 0.01% | −311,317−98.5% | Reduced |
| SeaCrest Wealth Management, LLC | 4,976 | $293.6K | 0.03% | −337−6.3% | Reduced |
| West Family Investments, Inc. | 4,819 | $292.9K | 0.07% | +136+2.9% | Added |
| TCFG Wealth Management, LLC | 4,816 | $292.8K | 0.12% | −1,952−28.8% | Reduced |
| Titleist Asset Management, LLC | 4,806 | $292.1K | 0.03% | −48−1.0% | Reduced |
| Stiles Financial Services Inc | 4,792 | $291.3K | 0.09% | +18+0.4% | Added |
| Argent Trust Co | 4,787 | $291.0K | 0.01% | −711−12.9% | Reduced |
| Verity Asset Management, Inc. | 4,749 | $288.7K | 0.09% | +4,749 | New |
| Mayflower Financial Advisors, LLC | 4,728 | $287.4K | 0.04% | −189−3.8% | Reduced |
| Orion Capital Management LLC | 4,700 | $285.7K | 0.10% | +4,000+571.4% | Added |
| Core Wealth Partners LLC | 4,687 | $284.9K | 0.13% | −129−2.7% | Reduced |
| Aull & Monroe Investment Management Corp | 4,671 | $283.9K | 0.14% | +11+0.2% | Added |
| ABN AMRO Bank N.V. | 4,695 | $283.3K | 0.00% | +4,695 | New |
| Charter Oak Capital Management, LLC | 4,631 | $281.5K | 0.02% | +36+0.8% | Added |
| Western Wealth Management, LLC | 4,622 | $281.0K | 0.01% | +218+5.0% | Added |
| Mindset Wealth Management, LLC | 4,620 | $280.9K | 0.08% | −199−4.1% | Reduced |
| OneAscent Financial Services LLC | 4,611 | $280.3K | 0.02% | −286−5.8% | Reduced |
| BlueChip Wealth Advisors LLC | 4,609 | $280.2K | 0.12% | +4,609 | New |
| Prosperitas Financial LLC | 4,602 | $279.8K | 0.12% | +228+5.2% | Added |
| Machina Capital S.A.S. | 4,594 | $279.3K | 0.05% | −27,290−85.6% | Reduced |
| LexAurum Advisors, LLC | 4,585 | $278.7K | 0.04% | −105−2.2% | Reduced |
| Aspire Growth Partners LLC | 4,575 | $278.1K | 0.20% | +27+0.6% | Added |
| Werba Rubin Papier Wealth Management | 4,575 | $278.1K | 0.04% | +4,575 | New |
| Legacy Financial Advisors, Inc. | 4,569 | $277.8K | 0.04% | +4,569 | New |
| Somerset Trust Co | 4,566 | $277.6K | 0.09% | +10.0% | Added |
| Flynn Zito Capital Management, LLC | 4,541 | $276.0K | 0.10% | +8+0.2% | Added |
| Per Stirling Capital Management, LLC. | 4,525 | $275.0K | 0.03% | +30+0.7% | Added |
| Crescent Sterling, Ltd. | 4,515 | $274.5K | 0.29% | +176+4.1% | Added |
| Smith, Moore & Co. | 4,509 | $274.1K | 0.02% | +16+0.4% | Added |
| Richards, Merrill & Peterson, Inc. | 4,508 | $274.0K | 0.12% | +500+12.5% | Added |
| Modera Wealth Management, LLC | 4,472 | $271.9K | 0.00% | −10−0.2% | Reduced |
| Petix & Botte Co | 4,426 | $269.1K | 0.06% | 00.0% | Unchanged |
| J. Team Financial, Inc. | 4,425 | $269.0K | 0.27% | +4,425 | New |
| Dorsey & Whitney Trust CO LLC | 4,423 | $268.9K | 0.01% | +571+14.8% | Added |
| Jacobsen Capital Management | 4,422 | $268.8K | 0.09% | +62+1.4% | Added |
| Beverly Hills Private Wealth, LLC | 4,421 | $268.8K | 0.05% | −24−0.5% | Reduced |
| Bullock Wealth Management Group | 4,432 | $267.9K | 0.13% | +210+5.0% | Added |
| Grimes & Company, Inc. | 4,407 | $267.9K | 0.01% | +111+2.6% | Added |
| King Luther Capital Management Corp | 4,406 | $267.8K | 0.00% | −450−9.3% | Reduced |
| Mission Hills Financial Advisory, LLC | 4,396 | $267.2K | 0.14% | +4,396 | New |
| Trajan Wealth LLC | 4,391 | $266.9K | 0.01% | +4,391 | New |
| TownSquare Capital, LLC | 4,365 | $265.3K | 0.04% | −5,955−57.7% | Reduced |
| Scientech Research LLC | 4,360 | $265.0K | 0.09% | +4,360 | New |
| Moody National Bank Trust Division | 4,355 | $264.7K | 0.02% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,353 | $264.6K | 0.02% | +265+6.5% | Added |
| National Wealth Management Group, LLC | 4,344 | $264.1K | 0.10% | +450+11.6% | Added |
| Atlas Legacy Advisors, LLC | 4,330 | $263.2K | 0.05% | +4,330 | New |
| Balboa Wealth Partners | 4,317 | $262.4K | 0.05% | +4,317 | New |
| Bolthouse Investments, LLC | 4,317 | $262.4K | 0.24% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 4,310 | $262.0K | 0.08% | +9+0.2% | Added |
| McAdam, LLC | 4,298 | $261.2K | 0.01% | +467+12.2% | Added |
| Holderness Investments Co | 4,287 | $260.6K | 0.05% | +136+3.3% | Added |
| Atlantic Family Wealth, LLC | 4,280 | $260.2K | 0.20% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,273 | $259.8K | 0.12% | +4,273 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,270 | $259.6K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,246 | $258.1K | 0.02% | +4,168+5,343.6% | Added |
| Sonora Investment Management Group, LLC | 4,238 | $257.6K | 0.02% | +4,238 | New |
| PKS Advisory Services, LLC | 4,237 | $257.6K | 0.06% | +4,237 | New |
| L2 Asset Management, LLC | 4,226 | $256.9K | 0.04% | +246+6.2% | Added |
| Los Angeles Capital Management LLC | 4,212 | $256.0K | 0.00% | −127−2.9% | Reduced |
| VestGen Advisors, LLC | 4,163 | $253.1K | 0.01% | +607+17.1% | Added |
| Huntleigh Advisors, Inc. | 4,152 | $252.4K | 0.04% | −1,990−32.4% | Reduced |
| Cetera Trust Company, N.A | 4,135 | $251.4K | 0.14% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,124 | $250.7K | 0.08% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,115 | $250.1K | 0.04% | +135+3.4% | Added |
| Sivia Capital Partners, LLC | 4,101 | $249.3K | 0.07% | +228+5.9% | Added |