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 1,407 institutions that hold shares in the stock, with a total of 675 Million shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
94,774
shares
|
$5.35 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
94,391
shares
|
$5.33 Million
0.03% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
93,756
shares
|
$5.29 Million
0.1% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
91,646
shares
|
$5.17 Million
0.18% of portfolio
|
Q4 2024
Added 1044.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
91,334
shares
|
$5.15 Million
0.03% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
90,995
shares
|
$5.14 Million
0.2% of portfolio
|
Q4 2024
Added 503.46%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
90,324
shares
|
$5.1 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
89,502
shares
|
$5.05 Million
0.1% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
89,318
shares
|
$5.04 Million
1.63% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
88,521
shares
|
$5 Million
0.07% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
87,452
shares
|
$4.94 Million
0.14% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
87,129
shares
|
$4.92 Million
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Elo Mutual Pension Insurance CO
|
Feb 12, 2025 Q4 2024 |
87,037
shares
|
$4.91 Million
0.1% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
85,875
shares
|
$4.85 Million
0.77% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
85,355
shares
|
$4.82 Million
0.01% of portfolio
|
Q4 2024
Added 50.45%
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
85,213
shares
|
$4.81 Million
0.07% of portfolio
|
Q4 2024
Reduced 22.01%
|
|
|
Mizuho Securities Usa LLC
|
Feb 11, 2025 Q4 2024 |
82,950
shares
|
$4.68 Million
0.09% of portfolio
|
Q4 2024
Added 46.89%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
82,894
shares
|
$4.68 Million
0.11% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
82,891
shares
|
$4.68 Million
0.63% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
82,435
shares
|
$4.65 Million
1.57% of portfolio
|
Q4 2024
Added 435.57%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
82,042
shares
|
$4.63 Million
0.47% of portfolio
|
Q4 2024
Reduced 18.45%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
81,538
shares
|
$4.6 Million
0.13% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
80,642
shares
|
$4.55 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Feb 10, 2025 Q4 2024 |
79,800
shares
|
$4.5 Million
0.16% of portfolio
|
Q3 2024
Added 21.09%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
78,699
shares
|
$4.44 Million
0.04% of portfolio
|
Q4 2024
Added 26.35%
|