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 |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 13,105 | $801.8K | 0.11% | −220−1.7% | Reduced |
| Wealth Alliance | 13,104 | $801.7K | 0.08% | −8,089−38.2% | Reduced |
| Siemens Fonds Invest GmbH | 13,094 | $801.1K | 0.05% | +406+3.2% | Added |
| Walleye Trading LLC | 13,092 | $801.0K | 0.02% | +13,092 | New |
| Jeppson Wealth Management, LLC | 13,048 | $798.3K | 0.25% | −107−0.8% | Reduced |
| NorthRock Partners, LLC | 13,040 | $797.8K | 0.01% | −784−5.7% | Reduced |
| Frec Markets, Inc. | 12,973 | $793.7K | 0.14% | +5,322+69.6% | Added |
| Plato Investment Management Ltd | 12,965 | $793.7K | 0.05% | +10,261+379.5% | Added |
| Griffin Asset Management, Inc. | 12,901 | $789.3K | 0.09% | +35+0.3% | Added |
| Perennial Investment Advisors, LLC | 12,898 | $789.1K | 0.06% | −820−6.0% | Reduced |
| Meridian Wealth Management, LLC | 12,828 | $784.8K | 0.03% | −152−1.2% | Reduced |
| Sterling Financial Planning, Inc. | 12,824 | $784.6K | 0.23% | +15+0.1% | Added |
| Stephens Inc | 12,785 | $782.2K | 0.01% | −2,391−15.8% | Reduced |
| FLC Capital Advisors | 12,744 | $779.7K | 0.14% | +443+3.6% | Added |
| Bridgewater Associates, LP | 12,739 | $779.4K | 0.00% | +7,138+127.4% | Added |
| Richard Bernstein Advisors LLC | 12,736 | $779.2K | 0.02% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,622 | $772.2K | 0.06% | +2,258+21.8% | Added |
| Mather Group, LLC. | 12,533 | $766.8K | 0.01% | +4,667+59.3% | Added |
| Scott Capital Advisors, LLC | 11,953 | $762.0K | 0.15% | +902+8.2% | Added |
| William Allan, LLC | 12,390 | $758.0K | 0.45% | +15+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 12,311 | $753.2K | 0.03% | −1,575−11.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12,269 | $750.6K | 0.02% | −7,841−39.0% | Reduced |
| Atomi Financial Group, Inc. | 12,261 | $750.2K | 0.02% | +2,579+26.6% | Added |
| Vontobel Holding Ltd. | 12,245 | $749.1K | 0.00% | +888+7.8% | Added |
| Global X Japan Co., Ltd. | 12,227 | $748.0K | 0.04% | +675+5.8% | Added |
| Checchi Capital Advisers, LLC | 12,136 | $742.5K | 0.05% | +402+3.4% | Added |
| WCG Wealth Advisors LLC | 12,000 | $734.2K | 0.02% | +99+0.8% | Added |
| Kingswood Wealth Advisors, LLC | 11,881 | $726.9K | 0.03% | −1,064−8.2% | Reduced |
| Verus Capital Partners, LLC | 11,801 | $722.0K | 0.05% | +29+0.2% | Added |
| Ellis Investment Partners, LLC | 11,762 | $719.6K | 0.12% | +957+8.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11,750 | $718.9K | 0.00% | −12,869−52.3% | Reduced |
| Keystone Financial Group | 11,748 | $718.7K | 0.05% | +2,388+25.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 11,705 | $716.1K | 0.11% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 12,676 | $714.5K | 0.11% | +12,676 | New |
| SlateStone Wealth, LLC | 11,675 | $714.0K | 0.06% | +690+6.3% | Added |
| Beaumont Asset Management, L.L.C. | 11,664 | $713.6K | 0.32% | +18+0.2% | Added |
| Bessemer Group Inc | 11,651 | $712.0K | 0.00% | +2,562+28.2% | Added |
| Atom Investors LP | 11,619 | $710.9K | 0.05% | +11,619 | New |
| American National Bank | 11,559 | $707.2K | 0.07% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 11,440 | $705.8K | 0.01% | +4,445+63.5% | Added |
| Chicago Partners Investment Group LLC | 11,112 | $703.9K | 0.02% | −1,152−9.4% | Reduced |
| MQS Management LLC | 11,462 | $701.2K | 0.47% | +11,462 | New |
| Bryn Mawr Trust Co | 11,382 | $696.4K | 0.02% | −750−6.2% | Reduced |
| Brown Advisory Inc | 11,376 | $696.0K | 0.00% | +1,013+9.8% | Added |
| Manske Wealth Management | 11,368 | $695.5K | 0.19% | −23−0.2% | Reduced |
| Boston Private Wealth LLC | 11,306 | $691.7K | 0.05% | +383+3.5% | Added |
| Moseley Investment Management Inc | 11,242 | $687.8K | 0.22% | −508−4.3% | Reduced |
| Regal Investment Advisors LLC | 11,100 | $679.1K | 0.04% | +2,799+33.7% | Added |
| Romano Brothers and Company | 10,983 | $671.9K | 0.08% | −200−1.8% | Reduced |
| Armis Advisers, LLC | 10,918 | $671.7K | 0.07% | −669−5.8% | Reduced |
| Powers Advisory Group, LLC | 10,978 | $671.6K | 0.24% | −287−2.5% | Reduced |
| Mosaic Family Wealth Partners, LLC | 10,964 | $670.8K | 0.07% | 00.0% | Unchanged |
| Chicago Trust Co NA | 10,890 | $666.2K | 0.11% | +53+0.5% | Added |
| Vawter Financial, Ltd. | 10,880 | $665.6K | 0.28% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10,848 | $663.7K | 0.01% | −3,695−25.4% | Reduced |
| Jump Financial, LLC | 10,743 | $657.3K | 0.01% | +10,743 | New |
| Everence Capital Management Inc | 10,720 | $656.0K | 0.04% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 10,322 | $645.5K | 0.02% | +3,768+57.5% | Added |
| Stoneridge Investment Partners LLC | 10,539 | $645.0K | 0.47% | −13,897−56.9% | Reduced |
| Axq Capital, LP | 10,504 | $642.6K | 0.08% | +5,127+95.4% | Added |
| Summa Corp. | 10,500 | $642.4K | 0.27% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 10,431 | $641.0K | 0.16% | +1,589+18.0% | Added |
| Everhart Financial Group, Inc. | 10,326 | $631.7K | 0.05% | +498+5.1% | Added |
| NBC Securities, Inc. | 10,306 | $630.6K | 0.05% | −1,754−14.5% | Reduced |
| ORG Wealth Partners, LLC | 10,283 | $629.1K | 0.12% | +6,432+167.0% | Added |
| Keyes, Stange & Wooten Wealth Management, LLC | 10,147 | $620.8K | 0.28% | +220+2.2% | Added |
| Krilogy Financial LLC | 9,550 | $617.3K | 0.02% | −521−5.2% | Reduced |
| Harbour Trust & Investment Management Co | 10,065 | $615.8K | 0.07% | +152+1.5% | Added |
| Private Trust Co NA | 10,043 | $614.4K | 0.05% | +220+2.2% | Added |
| Abner Herrman & Brock LLC | 10,000 | $612.0K | 0.07% | 00.0% | Unchanged |
| Family Legacy, Inc. | 9,981 | $610.6K | 0.18% | 00.0% | Unchanged |
| MFA Wealth Services | 9,978 | $610.5K | 0.40% | +661+7.1% | Added |
| Xxi Wealth, LLC | 9,875 | $604.1K | 0.34% | +1,311+15.3% | Added |
| Glen Eagle Advisors, LLC | 9,861 | $603.3K | 0.08% | +25+0.3% | Added |
| Reuter James Wealth Management, LLC | 9,835 | $601.7K | 0.09% | −6,075−38.2% | Reduced |
| Bailard, Inc. | 9,802 | $599.7K | 0.01% | +7+0.1% | Added |
| Savvy Advisors, Inc. | 9,702 | $593.6K | 0.02% | +4,893+101.7% | Added |
| Crane Advisory, LLC | 9,137 | $590.6K | 0.09% | 00.0% | Unchanged |
| Intrust Bank NA | 9,646 | $590.1K | 0.05% | −794−7.6% | Reduced |
| Ascent Group, LLC | 9,633 | $589.4K | 0.02% | +3,548+58.3% | Added |
| Profund Advisors LLC | 9,581 | $586.2K | 0.02% | −3,780−28.3% | Reduced |
| Principle Wealth Partners LLC | 9,478 | $579.9K | 0.03% | −403−4.1% | Reduced |
| AlphaGrep UK Ltd | 9,460 | $578.8K | 0.17% | +9,460 | New |
| Autumn Glory Partners, LLC | 9,399 | $575.0K | 0.21% | +3,314+54.5% | Added |
| Jacobi Capital Management LLC | 9,316 | $570.0K | 0.03% | +184+2.0% | Added |
| Aprio Wealth Management, LLC | 9,258 | $566.4K | 0.03% | +1,341+16.9% | Added |
| Portman Square Capital LLP | 9,254 | $566.2K | 0.09% | +9,254 | New |
| Newbridge Financial Services Group, Inc. | 9,159 | $560.3K | 0.09% | +6,125+201.9% | Added |
| HHM Wealth Advisors, LLC | 9,136 | $558.9K | 0.06% | −440−4.6% | Reduced |
| Harbour Wealth Management Group, Inc. | 9,077 | $555.3K | 0.42% | +941+11.6% | Added |
| Tactive Advisors, LLC | 9,076 | $555.3K | 0.16% | +1,057+13.2% | Added |
| Tarbox Family Office, Inc. | 9,053 | $553.9K | 0.09% | −33−0.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 8,623 | $551.9K | 0.02% | +2,723+46.2% | Added |
| Portside Wealth Group, LLC | 8,990 | $550.0K | 0.07% | −1,082−10.7% | Reduced |
| Code Waechter LLC | 8,967 | $548.6K | 0.33% | −323−3.5% | Reduced |
| AlphaCore Capital LLC | 8,903 | $546.8K | 0.01% | −4,837−35.2% | Reduced |
| Comprehensive Money Management Services LLC | 8,859 | $542.0K | 0.36% | +260+3.0% | Added |
| EverSource Wealth Advisors, LLC | 8,809 | $538.9K | 0.02% | +1,040+13.4% | Added |
| NFP Retirement, Inc. | 8,764 | $536.2K | 0.03% | −1,088−11.0% | Reduced |
| Cigna Investments Inc | 8,703 | $533.0K | 0.08% | 00.0% | Unchanged |