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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Triumph Capital Management | 2,361 | $145.1K | 0.03% | −333−12.4% | Reduced |
| Ameriflex Group, Inc. | 2,374 | $145.2K | 0.07% | −60−2.5% | Reduced |
| MCF Advisors LLC | 2,412 | $147.6K | 0.01% | +569+30.9% | Added |
| Strategic Wealth Partners, Ltd. | 2,448 | $149.8K | 0.01% | −5−0.2% | Reduced |
| C M Bidwell & Associates Ltd | 2,465 | $150.8K | 0.07% | −47−1.9% | Reduced |
| Motco | 2,487 | $152.2K | 0.01% | +119+5.0% | Added |
| Parkside Financial Bank & Trust | 2,539 | $155.3K | 0.01% | +27+1.1% | Added |
| Acadian Asset Management LLC | 2,558 | $156.0K | 0.00% | +2,558 | New |
| Onefund, LLC | 2,529 | $156.4K | 0.10% | +112+4.6% | Added |
| Montag A & Associates Inc | 2,580 | $158.3K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 2,608 | $159.6K | 0.01% | +2,608 | New |
| Virtus ETF Advisers LLC | 2,641 | $161.6K | 0.08% | +2,641 | New |
| Tidemark, LLC | 2,704 | $165.4K | 0.04% | +10+0.4% | Added |
| Cromwell Holdings LLC | 2,736 | $168.1K | 0.09% | +29+1.1% | Added |
| Coastline Trust Co | 2,760 | $168.9K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,840 | $173.8K | 0.00% | −41−1.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,996 | $173.8K | 0.06% | −13,597−81.9% | Reduced |
| High Point Wealth Management, LLC | 2,913 | $178.2K | 0.17% | −264−8.3% | Reduced |
| City State Bank | 3,054 | $186.8K | 0.05% | −200−6.1% | Reduced |
| Virtus Investment Advisers, Inc. | 3,094 | $189.3K | 0.05% | +225+7.8% | Added |
| Toth Financial Advisory Corp | 3,102 | $189.8K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,117 | $190.7K | 0.01% | −5,530−64.0% | Reduced |
| Eurizon SLJ Capital Ltd | 3,198 | $195.7K | 0.09% | +742+30.2% | Added |
| CTC Alternative Strategies, Ltd. | 3,300 | $201.9K | 0.46% | +3,300 | New |
| Natural Investments, LLC | 3,312 | $202.0K | 0.05% | +3,312 | New |
| RMB Capital Management, LLC | 3,299 | $202.4K | 0.00% | +3,299 | New |
| Modera Wealth Management, LLC | 3,311 | $202.6K | 0.00% | −985−22.9% | Reduced |
| Alta Advisers Ltd | 3,324 | $203.4K | 0.07% | +3,324 | New |
| SkyView Investment Advisors, LLC | 3,331 | $204.0K | 0.03% | −2,689−44.7% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,336 | $204.1K | 0.06% | +3,336 | New |
| Future Financial Wealth Managment LLC | 3,200 | $204.7K | 0.13% | +3,200 | New |
| TRB Wealth Management, LLC | 3,379 | $207.6K | 0.03% | +3,379 | New |
| HM Payson & Co | 3,397 | $207.8K | 0.00% | +64+1.9% | Added |
| Orion Capital Management LLC | 3,400 | $208.0K | 0.07% | −1,300−27.7% | Reduced |
| Wesbanco Bank Inc | 3,402 | $208.1K | 0.01% | +3,402 | New |
| Fulton Breakefield Broenniman LLC | 3,412 | $208.7K | 0.01% | +3,412 | New |
| WSFS Capital Management, LLC | 3,416 | $209.0K | 0.01% | +3,416 | New |
| Alps Advisors Inc | 3,434 | $210.1K | 0.00% | −365−9.6% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 3,434 | $210.1K | 0.02% | +3,434 | New |
| Silver Lake Group, L.L.C. | 3,450 | $210.2K | 0.01% | +3,450 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3,448 | $210.9K | 0.03% | +1,017+41.8% | Added |
| Ares Financial Consulting, LLC | 3,416 | $211.4K | 0.17% | +317+10.2% | Added |
| Spirepoint Private Client, LLC | 3,455 | $211.4K | 0.02% | +3,455 | New |
| NorthCrest Asset Manangement, LLC | 3,406 | $211.9K | 0.01% | −3,576−51.2% | Reduced |
| E Fund Management Co., Ltd. | 3,496 | $213.9K | 0.01% | +3,496 | New |
| BCJ Capital Management, LLC | 3,499 | $214.1K | 0.01% | +3,499 | New |
| Rocky Mountain Advisers, LLC | 3,500 | $214.1K | 0.06% | 00.0% | Unchanged |
| RM Financial Services, LLC | 3,508 | $214.6K | 0.19% | −226−6.1% | Reduced |
| ProVise Management Group, LLC | 3,545 | $216.9K | 0.02% | −43−1.2% | Reduced |
| Pursuit Wealth Strategies, LLC | 3,554 | $217.5K | 0.30% | +3,554 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,581 | $219.1K | 0.02% | −918−20.4% | Reduced |
| Syon Capital LLC | 3,586 | $219.4K | 0.01% | −58−1.6% | Reduced |
| Sand Hill Global Advisors, LLC | 3,591 | $219.7K | 0.01% | +3,591 | New |
| Diversified Enterprises, LLC | 3,594 | $219.9K | 0.01% | +3,594 | New |
| Connors Investor Services Inc | 3,595 | $219.9K | 0.02% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 3,603 | $220.4K | 0.05% | 00.0% | Unchanged |
| Lynch Investment Planning, LLC | 3,598 | $221.1K | 0.20% | −373−9.4% | Reduced |
| Mindset Wealth Management, LLC | 3,620 | $221.5K | 0.06% | −927−20.4% | Reduced |
| Invested Advisors | 3,626 | $221.8K | 0.22% | −2−0.1% | Reduced |
| Iron Financial, LLC | 3,661 | $224.0K | 0.10% | +3,661 | New |
| Keel Point, LLC | 3,664 | $224.2K | 0.02% | +3,664 | New |
| Heartland Bank & Trust Co | 3,675 | $224.8K | 0.05% | +125+3.5% | Added |
| Monument Capital Management | 3,684 | $225.4K | 0.06% | +7+0.2% | Added |
| BAM Wealth Management, LLC | 3,702 | $226.5K | 0.17% | +3,702 | New |
| Capital Management Associates, Inc | 3,705 | $226.7K | 0.05% | +3,705 | New |
| West Family Investments, Inc. | 3,727 | $228.0K | 0.08% | +3,727 | New |
| GW Henssler & Associates Ltd | 3,728 | $228.1K | 0.01% | +3,728 | New |
| PFG Advisors | 3,731 | $228.3K | 0.01% | +3,731 | New |
| Auxano Advisors, LLC | 3,735 | $228.5K | 0.05% | +3,735 | New |
| Bedminster, LLC | 3,750 | $229.4K | 0.21% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 3,782 | $231.4K | 0.04% | +3,782 | New |
| WBH Advisory Inc | 3,741 | $231.5K | 0.02% | +3,741 | New |
| Quotient Wealth Partners, LLC | 3,803 | $232.7K | 0.01% | +3,803 | New |
| Patrick M Sweeney & Associates, Inc | 3,804 | $232.7K | 0.15% | +3+0.1% | Added |
| Trust Point Inc. | 3,841 | $235.0K | 0.02% | −116−2.9% | Reduced |
| Capstone Investment Advisors, LLC | 3,842 | $235.1K | 0.00% | +3,842 | New |
| Sandbox Financial Partners, LLC | 3,846 | $235.3K | 0.07% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,871 | $236.8K | 0.04% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 3,912 | $239.4K | 0.03% | +3,912 | New |
| Campion Asset Management LLC | 3,915 | $239.5K | 0.16% | +52+1.3% | Added |
| Creative Financial Designs Inc | 3,918 | $239.7K | 0.01% | −11,101−73.9% | Reduced |
| Alpha Family Trust | 3,930 | $240.4K | 0.12% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 3,960 | $242.3K | 0.09% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,891 | $242.6K | 0.18% | −1,525−28.2% | Reduced |
| Grimes & Company, Inc. | 3,971 | $242.9K | 0.01% | +129+3.4% | Added |
| Enterprise Financial Services Corp | 3,972 | $243.0K | 0.12% | +255+6.9% | Added |
| Crestwood Advisors Group LLC | 3,974 | $243.1K | 0.00% | +3,974 | New |
| Nilsine Partners, LLC | 3,891 | $244.2K | 0.02% | +306+8.5% | Added |
| Park Place Capital Corp | 4,016 | $245.7K | 0.05% | −2,161−35.0% | Reduced |
| Cetera Trust Company, N.A | 4,035 | $246.9K | 0.14% | −175−4.2% | Reduced |
| Cpwa, LLC | 3,962 | $247.1K | 0.30% | +3,962 | New |
| Evergreen Wealth Partners LLC | 4,044 | $247.4K | 0.19% | −89−2.2% | Reduced |
| Somerset Trust Co | 4,052 | $247.9K | 0.08% | +10.0% | Added |
| Bokf, NA | 4,052 | $247.9K | 0.00% | +512+14.5% | Added |
| Ieq Capital, LLC | 4,058 | $248.2K | 0.00% | +4,058 | New |
| SFMG, LLC | 4,066 | $248.8K | 0.02% | +78+2.0% | Added |
| Polymer Capital Management (US) LLC | 4,073 | $249.2K | 0.04% | +4,073 | New |
| Charter Oak Capital Management, LLC | 4,080 | $249.6K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 4,094 | $250.5K | 0.12% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 4,108 | $251.3K | 0.09% | −400−8.9% | Reduced |