Realty Income Corporation
MX ˙ BMV ˙ US7561091049
SecurityMX:O / Realty Income Corporation
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership44,563 shares
Latest Disclosed Value $ 2,726,336
Sowell Financial Services LLC reports 2.42% increase in ownership of O / Realty Income Corporation

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 44,563 shares of Realty Income Corporation (MX:O) valued at $2,726,336 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 43,508 shares of Realty Income Corporation. This represents a change in shares of 2.42% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F REALTY INCOME COM 756109104 44,563 1,055 2.42 2,726 11.17 0.1008
2026-01-21 2025-12-31 13F REALTY INCOME COM 756109104 43,508 1,735 4.15 2,453 -3.43 0.0901
2025-10-17 2025-09-30 13F REALTY INCOME COM 756109104 41,773 9,665 30.10 2,539 37.32 0.0974
2025-07-14 2025-06-30 13F REALTY INCOME COM 756109104 32,108 783 2.50 1,850 1.76 0.0753
2025-04-17 2025-03-31 13F REALTY INCOME COM 756109104 31,325 -5,928 -15.91 1,817 -8.65 0.0827
2025-02-07 2024-12-31 13F REALTY INCOME COM 756109104 37,253 16,555 79.98 1,990 51.49 0.1046
2024-10-04 2024-09-30 13F REALTY INCOME Stock 756109104 20,698 141 0.69 1,313 20.90 0.0610
2024-08-13 2024-06-30 13F REALTY INCOME Stock 756109104 20,557 -86 -0.42 1,086 -3.21 0.0519
2024-05-03 2024-03-31 13F REALTY INCOME Stock 756109104 20,643 -587 -2.76 1,122 -8.33 0.0529
2024-01-24 2023-12-31 13F REALTY INCOME Stock 756109104 21,230 3,681 20.98 1,224 38.93 0.0663
2023-11-08 2023-09-30 13F REALTY INCOME COM 756109104 17,549 2,456 16.27 881 -2.76 0.0553
2023-08-14 2023-06-30 13F REALTY INCOME COM 756109104 15,093 4,498 42.45 906 0.0505
2023-05-12 2023-03-31 13F REALTY INCOME STOCK 756109104 10,595 -494 -4.45 1 0.0518
2023-02-09 2022-12-31 13F Realty Incm Corp REIT REIT 756109104 11,089 -1,127 -9.23 1 -100.00 0.0457
2022-11-15 2022-09-30 13F Realty Incm Corp REIT REIT 756109104 12,216 -139 -1.13 714 -15.60 0.0720
2022-08-15 2022-06-30 13F REALTY INCOME Stock 756109104 12,355 12,355 846 0.0782
2021-08-05 2021-06-30 13F REALTY INCOME CORP COM REIT 756109104 0 -2,521 -100.00 0 -100.00
2021-05-07 2021-03-31 13F REALTY INCOME CORP COM REIT 756109104 2,521 -202 -7.42 170 0.59 0.0059
2021-01-13 2020-12-31 13F REALTY INCOME CORP COM REIT 756109104 2,723 80 3.03 169 4.97 0.0072
2020-11-12 2020-09-30 13F REALTY INCOME CORP COM REIT 756109104 2,643 137 5.47 161 8.05 0.0080
2020-08-13 2020-06-30 13F REALTY INCOME CORP COM REIT 756109104 2,506 -171 -6.39 149 12.03 0.0082
2020-05-12 2020-03-31 13F REALTY INCOME CORP COM REIT 756109104 2,677 239 9.80 133 -26.11 0.0098
2020-02-07 2019-12-31 13F REALTY INCOME CORP COM REIT 756109104 2,438 500 25.80 180 20.81 0.0137
2019-11-14 2019-09-30 13F REALTY INCOME CORP COM REIT 756109104 1,938 1,938 149 0.0123
2017-11-07 2017-09-30 13F REALTY INCOME COM 756109104 0 -3,991 -100.00 0 -100.00
2017-08-14 2017-06-30 13F REALTY INCOME COM 756109104 3,991 -2,760 -40.88 229 -37.94 0.0650
2017-05-31 2017-03-31 13F REALTY INCOME COM 756109104 6,751 241 3.70 369 -6.11 0.1090
2017-02-27 2016-12-31 13F Realty Income Corp COM 756109104 6,510 6,510 393 0.1316
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.