# REALTY INCOME CORP (O)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/O/

- Reporting holders: 58
- Reported value: $80.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $20.0M | 368,301 | 0.9% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $6.0M | 110,157 | 0.2% | 8 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $5.9M | 108,050 | 2.1% | 11 |
| [Dupree Financial Group, LLC](https://holderbook.com/funds/1989251-dupree-financial-group-llc/) | $4.9M | 90,518 | 1.8% | 12 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $4.3M | 79,397 | 0.2% | 15 |
| [Adams Asset Advisors, LLC](https://holderbook.com/funds/1386929-adams-asset-advisors-llc/) | $3.4M | 62,686 | 0.3% | 13 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $3.2M | 58,382 | 0.2% | 8 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $3.0M | 54,754 | 0.2% | 9 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $2.8M | 51,056 | 0.8% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.4M | 43,734 | 0.0% | 16 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $2.1M | 39,379 | 0.4% | 32 |
| [Dickmeyer Boyce Financial Management, Inc.](https://holderbook.com/funds/2038325-dickmeyer-boyce-financial-management-inc/) | $1.9M | 34,756 | 1.0% | 3 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.7M | 31,848 | 0.3% | 25 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.7M | 30,826 | 0.0% | 22 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $1.6M | 28,749 | 0.3% | 15 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $1.4M | 26,169 | 0.1% | 26 |
| [Applied Capital LLC/FL](https://holderbook.com/funds/1965393-applied-capital-llc-fl/) | $1.4M | 25,392 | 0.5% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.2M | 22,677 | 0.0% | 3 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.1M | 19,350 | 0.2% | 31 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $990.7K | 18,245 | 0.0% | 12 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $912.3K | 16,802 | 0.0% | 32 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $856.9K | 15,780 | 0.7% | 4 |
| [PFW Advisors LLC](https://holderbook.com/funds/1989744-pfw-advisors-llc/) | $688.7K | 12,684 | 0.2% | 14 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $629.3K | 11,590 | 0.1% | 12 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $591.5K | 10,893 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 58 | $80.1M |
| Q2 2026 | 1,480 | $52.4B |
| Q1 2026 | 1,448 | $44.6B |
| Q4 2025 | 1,381 | $42.0B |
| Q3 2025 | 1,355 | $44.6B |
| Q2 2025 | 1,305 | $42.1B |
| Q1 2025 | 1,298 | $41.3B |
| Q4 2024 | 1,269 | $37.1B |
| Q3 2024 | 1,255 | $45.3B |
| Q2 2024 | 1,191 | $36.5B |
| Q1 2024 | 1,200 | $39.4B |
| Q4 2023 | 1,170 | $36.6B |