REALTY INCOME CORP (O)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
58
Reporting holders
$80.1M
Reported value
0.0%
Calls
0.0%
Puts
-1,422
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | $20.0M | 368,301 | 0.89% | 32q | +0.8%+$155.7K |
| PARK NATIONAL CORP /OH/ | $6.0M | 110,157 | 0.16% | 8q | -0.5%-$30.4K |
| Martin Capital Partners, LLC | $5.9M | 108,050 | 2.10% | 11q | +0.6%+$32.3K |
| Dupree Financial Group, LLC | $4.9M | 90,518 | 1.77% | 12q | +2.9%+$136.8K |
| VALLEY WEALTH MANAGERS, INC. | $4.3M | 79,397 | 0.25% | 15q | +2.2%+$92.0K |
| Adams Asset Advisors, LLC | $3.4M | 62,686 | 0.35% | 13q | HELD |
| Stonebridge Financial Group, LLC | $3.2M | 58,382 | 0.23% | 8q | +3.9%+$118.8K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $3.0M | 54,754 | 0.21% | 9q | +3.9%+$110.2K |
| Gerald Baker Financial Group LLC | $2.8M | 51,056 | 0.78% | 3q | +1.3%+$36.1K |
| Farther Finance Advisors, LLC | $2.4M | 43,734 | 0.02% | 16q | -2.6%-$64.0K |
| BENEDICT FINANCIAL ADVISORS INC | $2.1M | 39,379 | 0.42% | 32q | +16.6%+$303.7K |
| Dickmeyer Boyce Financial Management, Inc. | $1.9M | 34,756 | 0.97% | 3q | -1.6%-$30.2K |
| Castle Rock Wealth Management, LLC | $1.7M | 31,848 | 0.33% | 25q | +7.5%+$121.0K |
| Venture Visionary Partners LLC | $1.7M | 30,826 | 0.04% | 22q | +5.5%+$87.6K |
| Prosperity Planning, Inc. | $1.6M | 28,749 | 0.35% | 15q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $1.4M | 26,169 | 0.09% | 26q | -1.4%-$20.6K |
| Applied Capital LLC/FL | $1.4M | 25,392 | 0.55% | 16q | +1.4%+$18.6K |
| Avidian Wealth Enterprises, LLC | $1.2M | 22,677 | 0.03% | 3q | +4.3%+$51.0K |
| Investors Research Corp | $1.1M | 19,350 | 0.18% | 31q | -2.0%-$21.5K |
| GAMMA Investing LLC | $990.7K | 18,245 | 0.03% | 12q | -7.8%-$83.7K |
| MassMutual Private Wealth & Trust, FSB | $912.3K | 16,802 | 0.02% | 32q | -3.3%-$31.4K |
| Miller Global Investments, LLC | $856.9K | 15,780 | 0.69% | 4q | HELD |
| PFW Advisors LLC | $688.7K | 12,684 | 0.20% | 14q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $629.3K | 11,590 | 0.06% | 12q | -1.1%-$6.7K |
| Everhart Financial Group, Inc. | $591.5K | 10,893 | 0.04% | 10q | +3.0%+$17.1K |
| Tactive Advisors, LLC | $492.8K | 9,076 | 0.12% | 9q | -1.8%-$8.9K |
| Wedmont Private Capital | $444.5K | 8,206 | 0.01% | 10q | -31.3%-$202.3K |
| ANB BANK | $383.6K | 7,064 | 0.14% | 6q | -1.8%-$6.9K |
| Monument Capital Management | $378.4K | 6,969 | 0.08% | 5q | -6.7%-$27.3K |
| Valeo Financial Advisors, LLC | $370.8K | 6,828 | 0.01% | 16q | +6.6%+$23.1K |
| Meadowbrook Wealth Management, LLC | $358.5K | 6,603 | 0.38% | 5q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $358.1K | 6,594 | 0.02% | 16q | +0.7%+$2.5K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $304.9K | 5,615 | 0.18% | 7q | HELD |
| FINANCIAL MANAGEMENT NETWORK INC | $303.0K | 5,597 | 0.04% | 24q | -0.6%-$1.7K |
| FSA Investment Group, LLC | $302.3K | 5,567 | 0.10% | 5q | +0.9%+$2.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $267.8K | 4,932 | 0.02% | 9q | -2.8%-$7.7K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $259.8K | 4,784 | 0.19% | 4q | -23.8%-$81.3K |
| Bullock Wealth Management Group | $250.0K | 4,670 | 0.10% | 11q | +2.3%+$5.6K |
| Legacy Wealth Asset Management, LLC | $204.8K | 3,772 | 0.04% | 3q | -24.6%-$66.9K |
| TOTH FINANCIAL ADVISORY CORP | $165.6K | 3,050 | 0.02% | 32q | HELD |
| Coastline Trust Co | $149.9K | 2,760 | 0.01% | 9q | HELD |
| CoreCap Advisors, LLC | $126.5K | 2,330 | 0.00% | 9q | +39.9%+$36.1K |
| Grove Bank & Trust | $89.5K | 1,648 | 0.01% | 21q | HELD |
| Rosenberg Matthew Hamilton | $84.2K | 1,550 | 0.02% | 26q | -7.0%-$6.4K |
| Bangor Savings Bank | $83.5K | 1,537 | 0.01% | 18q | HELD |
| Pacifica Partners Inc. | $76.2K | 1,424 | 0.02% | 23q | +7.6%+$5.4K |
| Versant Capital Management, Inc | $67.8K | 1,249 | 0.01% | 21q | -51.2%-$71.1K |
| GK Wealth Management LLC | $45.8K | 843 | 0.03% | new | NEW |
| Planning Strategies Inc. | $21.2K | 391 | 0.01% | 2q | -2.2% |
| GILPIN WEALTH MANAGEMENT, LLC | $19.1K | 351 | 0.01% | 4q | +23.6%+$3.6K |
| Wealth Enhancement Trust Services, Inc. | $16.3K | 300 | 0.00% | 4q | -50.2%-$16.5K |
| FIRST COMMUNITY TRUST NA | $13.8K | 254 | 0.00% | 4q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $10.9K | 200 | 0.00% | new | NEW |
| Pensionfund PDN | $7.3K | 134,870 | 4.31% | 23q | -4.9% |
| Noble Wealth Management PBC | $4.9K | 90 | 0.00% | 5q | HELD |
| Retirement Wealth Solutions LLC | $3.9K | 71 | 0.00% | 8q | +34.0% |
| Paladin Partners, LLC | $3.8K | 70 | 0.00% | 2q | HELD |
| Pensionfund Sabic | $3.6K | 66,038 | 4.33% | 23q | -3.9% |
| Davis Capital Management | $869 | 16 | 0.00% | 5q | -20.0% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $582 | 10,710 | 0.41% | 28q | -11.0% |
| CX Institutional | $357 | 6,568 | 0.01% | 7q | -4.1% |
| Trust Co | $326 | 6 | 0.00% | 20q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-10 | McLaughlin Gregory | Director | Sold | 3,475 | $209.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 58 | $80.1M | 1,476,592 | 2 | 21 | 21 | 0.0% |
| Q2 2026 | 1,480 | $52.4B | 830,936,649 | 124 | 614 | 437 | 1.4% |
| Q1 2026 | 1,448 | $44.6B | 717,245,291 | 156 | 568 | 422 | 1.5% |
| Q4 2025 | 1,381 | $42.0B | 733,192,949 | 84 | 548 | 423 | 1.5% |
| Q3 2025 | 1,355 | $44.6B | 721,158,410 | 144 | 596 | 336 | 1.7% |
| Q2 2025 | 1,305 | $42.1B | 718,064,262 | 101 | 600 | 358 | 1.8% |
| Q1 2025 | 1,298 | $41.3B | 700,768,356 | 133 | 577 | 369 | 1.7% |
| Q4 2024 | 1,269 | $37.1B | 686,411,838 | 92 | 453 | 442 | 1.4% |
| Q3 2024 | 1,255 | $45.3B | 706,025,630 | 146 | 487 | 371 | 1.2% |
| Q2 2024 | 1,191 | $36.5B | 681,551,068 | 96 | 516 | 372 | 1.3% |
| Q1 2024 | 1,200 | $39.4B | 717,822,847 | 136 | 600 | 281 | 1.4% |
| Q4 2023 | 1,170 | $36.6B | 628,071,552 | 125 | 442 | 371 | 1.5% |
| Q3 2023 | 1,067 | $28.9B | 573,115,683 | 93 | 442 | 357 | 1.0% |
| Q2 2023 | 1,103 | $34.2B | 566,447,304 | 68 | 423 | 388 | 0.8% |
| Q1 2023 | 1,120 | $35.3B | 552,483,545 | 79 | 502 | 316 | 1.0% |
| Q4 2022 | 1,125 | $35.2B | 549,947,667 | 93 | 455 | 311 | 1.0% |
| Q3 2022 | 1,075 | $30.2B | 513,044,743 | 87 | 464 | 268 | 1.0% |
| Q2 2022 | 1,092 | $34.1B | 494,594,445 | 86 | 478 | 287 | 1.0% |
| Q1 2022 | 1,098 | $32.5B | 465,392,157 | 95 | 467 | 279 | 0.7% |
| Q4 2021 | 1,103 | $33.5B | 463,873,722 | 160 | 548 | 165 | 1.0% |
| Q3 2021 | 949 | $19.8B | 302,189,019 | 97 | 440 | 205 | 1.2% |
| Q2 2021 | 928 | $18.8B | 278,556,399 | 113 | 390 | 211 | 1.2% |
| Q1 2021 | 878 | $17.1B | 265,889,369 | 85 | 366 | 244 | 1.4% |
| Q4 2020 | 861 | $16.5B | 260,341,040 | 78 | 294 | 264 | 1.8% |
| Q3 2020 | 790 | $16.0B | 260,153,603 | 76 | 265 | 267 | 1.5% |
| Q2 2020 | 778 | $15.5B | 257,279,640 | 103 | 257 | 278 | 1.1% |
| Q1 2020 | 763 | $12.9B | 257,461,744 | 68 | 263 | 288 | 0.9% |
| Q4 2019 | 863 | $19.1B | 256,956,585 | 75 | 289 | 217 | 1.1% |
| Q3 2019 | 783 | $19.0B | 245,195,841 | 62 | 300 | 218 | 1.0% |
| Q2 2019 | 794 | $16.1B | 230,222,725 | 69 | 296 | 230 | 1.4% |
| Q1 2019 | 797 | $16.6B | 223,543,444 | 93 | 274 | 250 | 0.8% |
| Q4 2018 | 764 | $14.6B | 228,941,718 | 12 | 16 | 14 | 1.2% |