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 1,474 institutions that hold shares in the stock, with a total of 705 Million shares, which have been reported (via 13F filing form) to have a value of $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
35,510
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
34,773
shares
|
$2.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
34,767
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
34,374
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.15%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
34,290
shares
|
$1.98 Million
0.35% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
33,955
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Added 33.72%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
33,923
shares
|
$1.96 Million
0.02% of portfolio
|
Q2 2025
Added 20.19%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
33,919
shares
|
$1.96 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
33,828
shares
|
$1.95 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
33,745
shares
|
$1.95 Million
0.96% of portfolio
|
Q2 2025
Added 43.2%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
33,544
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
33,489
shares
|
$1.93 Million
0.53% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
33,417
shares
|
$1.93 Million
0.79% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
33,222
shares
|
$1.92 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
33,050
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
Added 831.77%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
32,957
shares
|
$1.9 Million
0.47% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,550
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 75.46%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,457
shares
|
$1.87 Million
0.06% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
32,408
shares
|
$1.87 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
32,375
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Added 45.38%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,283
shares
|
$1.86 Million
0.17% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
32,182
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
32,108
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
31,914
shares
|
$1.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
31,884
shares
|
$1.84 Million
0.41% of portfolio
|
Q2 2025
Added 28.36%
|