Institutional Ownership Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O). We have compiled data on the 1,476 institutions that hold shares in the stock, with a total of 707 Million shares, which have been reported (via 13F filing form) to have a value of $42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
121,337
shares
|
$7.22 Million
0.5% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
120,953
shares
|
$7.2 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
119,642
shares
|
$7.12 Million
2.72% of portfolio
|
Q2 2025
Reduced 18.04%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
118,992
shares
|
$7.08 Million
0.06% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Swedbank Ab
Stockholm, V7 |
Jul 10, 2025 Q2 2025 |
118,261
shares
|
$7.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
117,670
shares
|
$7 Million
0.4% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
116,946
shares
|
$6.96 Million
0.08% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
116,150
shares
|
$6.91 Million
0.01% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
115,412
shares
|
$6.87 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
114,666
shares
|
$6.82 Million
0.14% of portfolio
|
Q2 2025
Added 106.55%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
114,469
shares
|
$6.81 Million
0.01% of portfolio
|
Q2 2025
Added 17.09%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
114,450
shares
|
$6.81 Million
0.02% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
112,497
shares
|
$6.69 Million
0.04% of portfolio
|
Q2 2025
Added 32.95%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
111,518
shares
|
$6.63 Million
0.14% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
111,076
shares
|
$6.61 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
110,495
shares
|
$6.57 Million
0.09% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
109,510
shares
|
$6.51 Million
1.67% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
109,381
shares
|
$6.51 Million
0.2% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
109,065
shares
|
$6.49 Million
0.09% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
108,778
shares
|
$6.47 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
108,467
shares
|
$6.45 Million
2.45% of portfolio
|
Q2 2025
Added 243.15%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
107,446
shares
|
$6.39 Million
0.2% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
107,212
shares
|
$6.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 26.2%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
106,270
shares
|
$6.32 Million
0.29% of portfolio
|
Q2 2025
Added 44.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
104,502
shares
|
$6.22 Million
0.09% of portfolio
|
Q2 2025
Added 7.65%
|