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 1,472 institutions that hold shares in the stock, with a total of 706 Million shares, which have been reported (via 13F filing form) to have a value of $40.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
18,284
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
18,058
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
18,057
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
18,018
shares
|
$1.04 Million
0.78% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
17,892
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
17,785
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
17,690
shares
|
$1.02 Million
0.06% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,647
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Added 21.05%
|
|
|
Farringdon Capital, Ltd.
London, X0 |
Aug 14, 2025 Q2 2025 |
17,622
shares
|
$1.02 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
17,597
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
17,503
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
17,480
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
17,219
shares
|
$992,847
1.15% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
17,194
shares
|
$991,406
0.01% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
17,107
shares
|
$986,389
0.04% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,102
shares
|
$986,101
0.04% of portfolio
|
Q2 2020
Reduced 4.59%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
17,027
shares
|
$981,776
0.26% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
17,013
shares
|
$980,969
0.08% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,990
shares
|
$979,643
0.13% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
16,966
shares
|
$978,259
0.4% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
16,840
shares
|
$970,994
0.11% of portfolio
|
Q2 2025
Added 78.71%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
16,788
shares
|
$967,996
0.01% of portfolio
|
Q4 2022
Reduced 3.4%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
16,770
shares
|
$966,958
0.27% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
16,762
shares
|
$966,496
0.06% of portfolio
|
Q2 2025
Added 17.64%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
16,756
shares
|
$966,150
0.58% of portfolio
|
Q2 2025
Added 25.91%
|