Skip to main content
Livermore
Livermore
ZHEN

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 2026

Institutional positions in Realty Income Corp as of Mar 31, 2026. 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
1,448
+97 vs. Q4 2025
Shares held
710.5M
+143.1M (+25.2%) vs. Q4 2025
Total value
$43.5B
+$11.5B (+35.8%) vs. Q4 2025
New holders
187
619 more added
Sold out
90
451 more reduced

20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,448 institutions
Q1 2021: 878 institutionsQ2 2021: 934 institutionsQ3 2021: 956 institutionsQ4 2021: 1,108 institutionsQ1 2022: 1,102 institutionsQ2 2022: 1,091 institutionsQ3 2022: 1,076 institutionsQ4 2022: 1,118 institutionsQ1 2023: 1,116 institutionsQ2 2023: 1,100 institutionsQ3 2023: 1,063 institutionsQ4 2023: 1,156 institutionsQ1 2024: 1,190 institutionsQ2 2024: 1,182 institutionsQ3 2024: 1,245 institutionsQ4 2024: 1,267 institutionsQ1 2025: 1,279 institutionsQ2 2025: 1,288 institutionsQ3 2025: 1,341 institutionsQ4 2025: 1,371 institutionsQ1 2026: 1,448 institutionsQ2 2026: 1,465 institutions
Value heldQ1 2026: $43.5B
Q1 2021: $16.9BQ2 2021: $18.6BQ3 2021: $19.6BQ4 2021: $32.7BQ1 2022: $32.2BQ2 2022: $33.8BQ3 2022: $29.9BQ4 2022: $34.1BQ1 2023: $34.8BQ2 2023: $33.9BQ3 2023: $28.6BQ4 2023: $34.9BQ1 2024: $36.9BQ2 2024: $35.5BQ3 2024: $44.2BQ4 2024: $36.6BQ1 2025: $40.6BQ2 2025: $41.0BQ3 2025: $43.1BQ4 2025: $41.1BQ1 2026: $43.5BQ2 2026: $46.2B
Institutions holding O and their total value by quarter
QuarterHoldersValue
Q2 20261,465$46.2B
Q1 20261,448$43.5B
Q4 20251,371$41.1B
Q3 20251,341$43.1B
Q2 20251,288$41.0B
Q1 20251,279$40.6B
Q4 20241,267$36.6B
Q3 20241,245$44.2B
Q2 20241,182$35.5B
Q1 20241,190$36.9B
Q4 20231,156$34.9B
Q3 20231,063$28.6B
Q2 20231,100$33.9B
Q1 20231,116$34.8B
Q4 20221,118$34.1B
Q3 20221,076$29.9B
Q2 20221,091$33.8B
Q1 20221,102$32.2B
Q4 20211,108$32.7B
Q3 2021956$19.6B
Q2 2021934$18.6B
Q1 2021878$16.9B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q4 2025.

Institutions holding O in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Albion Financial Group0$140.00%−393−100.0%Reduced
Smallwood Wealth Investment Management, LLC0$590.00%0Unchanged
Meeder Asset Management Inc1$610.00%00.0%Unchanged
Oakworth Capital, Inc.1$610.00%+1New
Redwood Park Advisors LLC2$1230.00%00.0%Unchanged
IMA Wealth, Inc.3$1840.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp3$1840.00%00.0%Unchanged
Napier Financial, LLC4$2450.00%+4New
3 Factor Indexing, LLC4$2450.00%+4New
Gunpowder Capital Management, LLC dba Oliver Wealth Management5$3060.00%−23−82.1%Reduced
Frazier Financial Advisors, LLC6$3680.00%+6New
Godfrey Financial Associates, Inc.7$4280.00%−5−41.7%Reduced
DecisionPoint Financial, LLC8$4900.00%−54−87.1%Reduced
Rialto Wealth Management, LLC8$4900.00%+8New
TopTier Wealth Management, LLC9$5510.00%+9New
Anfield Capital Management, LLC10$6120.00%00.0%Unchanged
NVWM, LLC10$6120.00%00.0%Unchanged
Clarity Asset Management, Inc.14$8510.00%00.0%Unchanged
American Capital Advisory, LLC14$8570.00%+1+7.7%Added
Three Bearings Fiduciary Advisors, Inc.15$9180.00%00.0%Unchanged
Stone House Investment Management, LLC16$9790.00%00.0%Unchanged
Davis Capital Management16$9790.00%+11+220.0%Added
Phillip James Consulting Co.16$1.00K0.00%+16New
DHJJ Financial Advisors, Ltd.18$1.10K0.00%00.0%Unchanged
Vanguard Advisers Inc19$1.16K0.00%+19New
Ballast Advisors LLC19$1.16K0.00%+19New
Rachor Investment Advisory Services, LLC20$1.21K0.00%+1+5.3%Added
United Community Bank22$1.35K0.00%00.0%Unchanged
Caitlin John, LLC23$1.38K0.00%+1+4.5%Added
1015 Capital Partners, LLC23$1.41K0.00%00.0%Unchanged
Pacific Center for Financial Services23$1.41K0.00%00.0%Unchanged
Arlington Trust Co LLC24$1.47K0.00%+24New
Retirement Wealth Solutions LLC24$1.47K0.00%+11+84.6%Added
Arcadia Investment Management Corp24$1.49K0.00%00.0%Unchanged
Valued Wealth Advisors LLC25$1.53K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC25$1.53K0.00%00.0%Unchanged
J.Safra Asset Management Corp25$1.53K0.00%00.0%Unchanged
Burk Holdings LLC25$1.53K0.00%+25New
Portus Wealth Advisors, LLC25$1.53K0.00%+25New
ZRC Wealth Management, LLC26$1.59K0.00%00.0%Unchanged
NBT Bank N A26$1.59K0.00%+26New
Quaker Wealth Management, LLC27$1.65K0.00%−3−10.0%Reduced
GHP Investment Advisors, Inc.29$1.77K0.00%+8+38.1%Added
POM Investment Strategies, LLC32$1.96K0.00%+32New
Silicon Valley Capital Partners34$2.10K0.00%+34New
IMG Wealth Management, Inc.35$2.14K0.00%−15−30.0%Reduced
Operose Advisors LLC36$2.20K0.00%+36New
Hughes Financial Services, LLC37$2.26K0.00%+13+54.2%Added
Elequin Capital LP38$2.33K0.00%+38New
Sfam, LLC40$2.45K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.40$2.46K0.00%00.0%Unchanged
RMG Wealth Management LLC40$2.51K0.00%+38+1,900.0%Added
High Note Wealth, LLC42$2.57K0.00%+30+250.0%Added
Nemes Rush Group LLC43$2.63K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC47$2.88K0.00%00.0%Unchanged
Westfuller Advisors, LLC47$2.89K0.00%−5−9.6%Reduced
Addison Advisors LLC49$3.00K0.00%+49New
Clayton Financial Group LLC51$3.12K0.00%00.0%Unchanged
Kozak & Associates, Inc.52$3.28K0.00%00.0%Unchanged
Robinswood Financial LLC54$3.32K0.00%+1+1.9%Added
Delta Asset Management LLC60$3.67K0.00%00.0%Unchanged
Union Savings Bank61$3.73K0.00%00.0%Unchanged
Country Trust Bank62$3.79K0.00%−116−65.2%Reduced
Elevated Capital Advisors, LLC67$4.10K0.00%00.0%Unchanged
REAP Financial Group, LLC68$4.16K0.00%−139−67.1%Reduced
Paladin Partners, LLC70$4.28K0.00%00.0%Unchanged
Financial Consulate, Inc70$4.28K0.00%+4+6.1%Added
Raffa Wealth Management, LLC73$4.47K0.00%00.0%Unchanged
Abound Financial, LLC74$4.53K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.77$4.73K0.00%−2,670−97.2%Reduced
Kingdom Financial Group LLC.77$4.73K0.00%+1+1.3%Added
Signature Equity Partners, LLC79$4.84K0.00%+6+8.2%Added
Principia Wealth Advisory, LLC83$5.08K0.00%+9+12.2%Added
Advocate Investing Services LLC83$5.10K0.00%+1+1.2%Added
Aspect Partners, LLC86$5.26K0.00%00.0%Unchanged
WealthCollab, LLC88$5.38K0.00%−7−7.4%Reduced
Main Street Group, LTD88$5.38K0.00%+88New
Lodestone Wealth Management LLC90$5.51K0.00%00.0%Unchanged
Mascoma Wealth Management LLC97$5.93K0.00%00.0%Unchanged
Gables Capital Management Inc.100$6.12K0.00%00.0%Unchanged
Noble Wealth Management PBC100$6.12K0.00%00.0%Unchanged
Chapman Financial Group, LLC100$6.12K0.00%00.0%Unchanged
Capital & Planning, LLC100$6.12K0.00%+100New
Bravera Wealth100$6.12K0.00%+100New
Boyd Watterson Asset Management LLC103$6.30K0.00%00.0%Unchanged
WPG Advisers, LLC108$6.61K0.00%−7−6.1%Reduced
First Pacific Financial108$6.61K0.00%+108New
Johnson Financial Group, Inc.109$6.70K0.00%00.0%Unchanged
Align Financial, LLC112$6.84K0.00%−6,108−98.2%Reduced
Tiaa Trust, National Association114$6.97K0.00%−21,370−99.5%Reduced
Dunhill Financial, LLC118$7.25K0.00%+26+28.3%Added
Accent Capital Management, LLC120$7.37K0.00%00.0%Unchanged
Sofos Investments, Inc.123$7.53K0.00%00.0%Unchanged
Silver Grove Financial Group, Inc.123$7.53K0.01%+123New
SJS Investment Consulting Inc.123$7.53K0.00%+123New
Financial Management Professionals, Inc.123$7.54K0.00%+14+12.8%Added
My Portfolio Guide, LLC129$7.90K0.00%+129New
Synergy Investment Management, LLC129$7.90K0.00%+129New
Marquette Asset Management, LLC130$7.95K0.00%+34+35.4%Added
Wealth Enhancement Trust Services, Inc.135$8.26K0.00%−150−52.6%Reduced