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 |
|---|---|---|---|---|---|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2025 Q2 2025 |
25,843
shares
|
$1.49 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
25,830
shares
|
$1.49 Million
0.32% of portfolio
|
Q2 2025
Added 46.8%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
25,758
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2023
Reduced 37.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
25,465
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
25,437
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 30.84%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,352
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2025
Reduced 24.5%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
25,346
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
25,324
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2023
Added 1.72%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
25,230
shares
|
$1.45 Million
0.45% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
25,030
shares
|
$1.44 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
24,721
shares
|
$1.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
24,590
shares
|
$1.42 Million
0.37% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
24,496
shares
|
$1.41 Million
0.03% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
24,266
shares
|
$1.4 Million
0.42% of portfolio
|
Q2 2025
Added 19.74%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
24,216
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
24,210
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Added 29.43%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
24,201
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2022
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
23,980
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Jul 10, 2025 Q2 2025 |
23,955
shares
|
$1.38 Million
1.15% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
23,921
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2025
Added 13.73%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
23,866
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.36%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
23,848
shares
|
$1.38 Million
0.15% of portfolio
|
Q2 2025
Added 4.43%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
23,639
shares
|
$1.36 Million
0.13% of portfolio
|
Q4 2022
Added 0.41%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
23,600
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
23,421
shares
|
$1.35 Million
0.25% of portfolio
|
Q2 2022
Reduced 0.06%
|