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, Q2 2026
Institutional positions in Realty Income Corp as of Jun 30, 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
- 1,465
- +39 vs. Q1 2026
- Shares held
- 744.5M
- +34.6M (+4.9%) vs. Q1 2026
- Total value
- $46.2B
- +$2.71B (+6.2%) vs. Q1 2026
- New holders
- 137
- 661 more added
- Sold out
- 98
- 476 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Realty Income Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 4,960 | $307.3K | 0.00% | +4,960 | New |
| Coastwise Capital Group, LLC | 4,954 | $307.0K | 0.18% | +35+0.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,950 | $306.7K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 4,926 | $305.2K | 0.01% | +48+1.0% | Added |
| Cahill Financial Advisors Inc | 4,925 | $305.1K | 0.03% | 00.0% | Unchanged |
| BAM Wealth Management, LLC | 4,901 | $303.7K | 0.19% | +1,199+32.4% | Added |
| Summit Wealth Group LLC | 4,893 | $303.2K | 0.03% | +226+4.8% | Added |
| Channel Wealth LLC | 4,891 | $303.0K | 0.07% | −1,594−24.6% | Reduced |
| Mayflower Financial Advisors, LLC | 4,856 | $300.9K | 0.03% | −13−0.3% | Reduced |
| Stiles Financial Services Inc | 4,836 | $299.6K | 0.08% | +8+0.2% | Added |
| Ankerstar Wealth, LLC | 4,772 | $297.0K | 0.25% | +17+0.4% | Added |
| Stockman Wealth Management, Inc. | 4,777 | $296.0K | 0.03% | −148−3.0% | Reduced |
| Smith, Moore & Co. | 4,776 | $295.9K | 0.02% | +190+4.1% | Added |
| Shelton Wealth Management, LLC | 4,753 | $294.5K | 0.12% | −257−5.1% | Reduced |
| Lummis Asset Management, LP | 4,680 | $293.5K | 0.18% | −504−9.7% | Reduced |
| Rockport Wealth LLC | 4,729 | $293.0K | 0.05% | +4,729 | New |
| Aull & Monroe Investment Management Corp | 4,720 | $292.4K | 0.12% | +16+0.3% | Added |
| Evergreen Wealth Solutions, LLC | 4,623 | $291.0K | 0.02% | +343+8.0% | Added |
| Western Wealth Management, LLC | 4,672 | $289.5K | 0.01% | +22+0.5% | Added |
| DV Trading LLC | 4,649 | $288.1K | 0.02% | +4,649 | New |
| Engineers Gate Manager LP | 4,635 | $287.2K | 0.00% | +4,635 | New |
| Excelsior Advisor Network LLC | 4,629 | $286.8K | 0.04% | +4,629 | New |
| Whittier Trust Co of Nevada Inc | 4,479 | $286.7K | 0.01% | −510−10.2% | Reduced |
| Tyche Wealth Partners LLC | 4,623 | $286.4K | 0.04% | +135+3.0% | Added |
| BlueChip Wealth Advisors LLC | 4,609 | $285.6K | 0.11% | 00.0% | Unchanged |
| Betterment LLC | 4,600 | $285.0K | 0.00% | +4,600 | New |
| Evolve Private Wealth, LLC | 4,583 | $285.0K | 0.02% | −2,935−39.0% | Reduced |
| Creative Financial Designs Inc | 4,590 | $284.4K | 0.01% | +672+17.2% | Added |
| Root Financial Partners, LLC | 4,571 | $283.2K | 0.01% | −21−0.5% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 4,542 | $282.7K | 0.04% | −542−10.7% | Reduced |
| Bullock Wealth Management Group | 4,565 | $282.2K | 0.12% | +63+1.4% | Added |
| Private Wealth Asset Management, LLC | 4,543 | $281.5K | 0.03% | +4,163+1,095.5% | Added |
| LightSquare Wealth Management, LLC | 4,482 | $277.7K | 0.19% | −268−5.6% | Reduced |
| LexAurum Advisors, LLC | 4,436 | $274.8K | 0.03% | −431−8.9% | Reduced |
| Camden Capital, LLC | 4,421 | $274.0K | 0.01% | −280−6.0% | Reduced |
| Flynn Zito Capital Management, LLC | 4,379 | $271.3K | 0.07% | −240−5.2% | Reduced |
| Keystone Wealth Services, LLC | 4,354 | $269.8K | 0.05% | −105−2.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 4,347 | $269.3K | 0.08% | −3,567−45.1% | Reduced |
| Jacobsen Capital Management | 4,346 | $269.3K | 0.08% | +7+0.2% | Added |
| Hantz Financial Services, Inc. | 4,334 | $269.0K | 0.00% | −2,614−37.6% | Reduced |
| Bolthouse Investments, LLC | 4,317 | $267.5K | 0.22% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,295 | $266.1K | 0.08% | −291−6.3% | Reduced |
| Golden State Wealth Management, LLC | 4,264 | $264.2K | 0.02% | −3,492−45.0% | Reduced |
| Modera Wealth Management, LLC | 4,248 | $263.2K | 0.00% | +937+28.3% | Added |
| WSFS Capital Management, LLC | 4,247 | $263.1K | 0.01% | +831+24.3% | Added |
| Campion Asset Management LLC | 4,233 | $262.3K | 0.16% | +318+8.1% | Added |
| SHP Wealth Management | 4,226 | $261.8K | 0.02% | −342−7.5% | Reduced |
| Register Financial Advisors LLC | 4,212 | $261.0K | 0.08% | +60+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 4,199 | $260.2K | 0.10% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 4,174 | $258.6K | 0.12% | +4,174 | New |
| OneAscent Financial Services LLC | 4,154 | $257.4K | 0.01% | −156−3.6% | Reduced |
| GW Henssler & Associates Ltd | 4,150 | $257.1K | 0.01% | +422+11.3% | Added |
| Strategic Blueprint, LLC | 4,136 | $256.3K | 0.01% | +4,136 | New |
| King Luther Capital Management Corp | 4,106 | $254.4K | 0.00% | −215−5.0% | Reduced |
| Somerset Trust Co | 4,102 | $254.2K | 0.07% | +50+1.2% | Added |
| Huntleigh Advisors, Inc. | 4,100 | $254.0K | 0.04% | −68−1.6% | Reduced |
| Pointe Capital Management LLC | 4,094 | $253.7K | 0.11% | 00.0% | Unchanged |
| Holderness Investments Co | 4,072 | $252.3K | 0.04% | −110−2.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 4,067 | $252.0K | 0.00% | −894−18.0% | Reduced |
| Hilton Head Capital Partners, LLC | 4,045 | $250.6K | 0.13% | −247−5.8% | Reduced |
| Cpwa, LLC | 4,041 | $250.4K | 0.29% | +79+2.0% | Added |
| Cetera Trust Company, N.A | 4,035 | $250.0K | 0.13% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 4,034 | $250.0K | 0.01% | +63+1.6% | Added |
| Vision Financial Markets LLC | 4,006 | $248.1K | 0.22% | +2,801+232.4% | Added |
| Gradient Investments LLC | 4,004 | $248.1K | 0.00% | +4,004 | New |
| Northstar Advisory Group, LLC | 3,960 | $245.4K | 0.08% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 3,935 | $243.8K | 0.05% | +200+5.4% | Added |
| Iron Financial, LLC | 3,934 | $243.8K | 0.10% | +273+7.5% | Added |
| Alpha Family Trust | 3,930 | $243.5K | 0.10% | 00.0% | Unchanged |
| Diamant Asset Management, Inc. | 3,930 | $243.5K | 0.17% | +3,930 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,927 | $243.3K | 0.02% | +346+9.7% | Added |
| Fairfield, Bush & Co. | 3,901 | $241.7K | 0.12% | +3,901 | New |
| Trajan Wealth LLC | 3,895 | $241.3K | 0.01% | −1,139−22.6% | Reduced |
| Keel Point, LLC | 3,873 | $240.0K | 0.01% | +209+5.7% | Added |
| Argent Trust Co | 3,861 | $239.2K | 0.01% | −416−9.7% | Reduced |
| Enterprise Financial Services Corp | 3,853 | $238.7K | 0.10% | −119−3.0% | Reduced |
| WBH Advisory Inc | 3,816 | $236.4K | 0.02% | +75+2.0% | Added |
| Patrick M Sweeney & Associates, Inc | 3,808 | $235.9K | 0.14% | +4+0.1% | Added |
| West Family Investments, Inc. | 3,801 | $235.5K | 0.07% | +74+2.0% | Added |
| Advisory Alpha, LLC | 3,799 | $235.4K | 0.01% | −993−20.7% | Reduced |
| Phillips Wealth Planners LLC | 3,666 | $234.7K | 0.17% | −225−5.8% | Reduced |
| Portfolio Design Labs, LLC | 3,784 | $234.5K | 0.04% | +2+0.1% | Added |
| Crestwood Advisors Group LLC | 3,777 | $234.0K | 0.00% | −197−5.0% | Reduced |
| Richards, Merrill & Peterson, Inc. | 3,775 | $233.9K | 0.07% | −333−8.1% | Reduced |
| Evergreen Wealth Partners LLC | 3,770 | $233.6K | 0.14% | −274−6.8% | Reduced |
| Trust Point Inc. | 3,744 | $232.0K | 0.02% | −97−2.5% | Reduced |
| Delta Investment Management, LLC | 3,743 | $231.9K | 0.04% | −1,467−28.2% | Reduced |
| Howard Financial Services, Ltd. | 3,727 | $230.9K | 0.02% | +3,727 | New |
| Capital Management Associates, Inc | 3,711 | $229.9K | 0.05% | +6+0.2% | Added |
| Elyxium Wealth, LLC | 3,680 | $228.0K | 0.02% | +3,680 | New |
| Cypress Wealth Services, LLC | 3,679 | $227.9K | 0.03% | +3,679 | New |
| Elmwood Wealth Management, Inc. | 3,675 | $227.7K | 0.06% | +3,675 | New |
| Aspire Growth Partners LLC | 3,668 | $227.3K | 0.13% | −492−11.8% | Reduced |
| Diversified Trust Co | 3,663 | $227.0K | 0.00% | +3,663 | New |
| Defiance ETFs, LLC | 3,661 | $226.3K | 0.00% | +3,661 | New |
| Syon Capital LLC | 3,652 | $226.3K | 0.01% | +66+1.8% | Added |
| NWF Advisory Services Inc. | 3,639 | $225.4K | 0.02% | +3,639 | New |
| Heartland Bank & Trust Co | 3,625 | $224.6K | 0.05% | −50−1.4% | Reduced |
| Apella Capital, LLC | 3,504 | $224.3K | 0.00% | +3,504 | New |
| SFMG, LLC | 3,609 | $223.6K | 0.01% | −457−11.2% | Reduced |