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 |
|---|---|---|---|---|---|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
15,051
shares
|
$867,840
0.19% of portfolio
|
Q2 2025
Added 24.55%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
15,040
shares
|
$867,206
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
15,036
shares
|
$866,975
0.1% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
14,959
shares
|
$862,535
0.03% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
14,948
shares
|
$861,901
0.07% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,947
shares
|
$861,844
0.08% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
14,914
shares
|
$859,941
0.04% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
14,864
shares
|
$857,058
0.11% of portfolio
|
Q2 2025
Added 25.11%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,853
shares
|
$856,423
0.3% of portfolio
|
Q1 2024
Added 1.43%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
14,817
shares
|
$854,348
0.02% of portfolio
|
Q2 2025
Reduced 34.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
14,807
shares
|
$853,771
0.01% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
14,794
shares
|
$853,022
0.03% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
14,664
shares
|
$845,526
0.29% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,662
shares
|
$845,410
0.08% of portfolio
|
Q2 2025
Added 46.37%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
14,521
shares
|
$837,280
0.37% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
14,466
shares
|
$834,109
0.06% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
14,420
shares
|
$831,457
0.01% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
14,389
shares
|
$829,669
0.34% of portfolio
|
Q2 2025
Added 60.34%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
14,325
shares
|
$825,979
0.08% of portfolio
|
Q2 2025
Reduced 18.32%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
14,282
shares
|
$823,500
0.08% of portfolio
|
Q1 2023
Added 1.31%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
14,266
shares
|
$822,577
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
14,247
shares
|
$821,482
0.05% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Aug 01, 2025 Q2 2025 |
14,247
shares
|
$821,482
0.52% of portfolio
|
Q2 2025
Reduced 29.71%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
14,129
shares
|
$814,678
0.03% of portfolio
|
Q2 2024
Added 99.06%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
14,115
shares
|
$813,870
0.02% of portfolio
|
Q2 2025
Reduced 1.34%
|