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 |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,640
shares
|
$728,822
0.02% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
12,476
shares
|
$719,366
0.05% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
12,359
shares
|
$712,619
0.06% of portfolio
|
Q2 2025
Added 57.16%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,257
shares
|
$706,738
0.05% of portfolio
|
Q2 2025
Reduced 43.69%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
12,107
shares
|
$698,089
0.01% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
12,102
shares
|
$697,801
0.53% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
12,027
shares
|
$693,476
0.13% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
12,009
shares
|
$692,438
0.02% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Summit Global Investments
Bountiful, UT |
Aug 12, 2025 Q2 2025 |
11,979
shares
|
$690,709
0.04% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
11,974
shares
|
$690,420
0.32% of portfolio
|
Q4 2022
Added 10.03%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
11,879
shares
|
$684,943
0.26% of portfolio
|
Q2 2025
Reduced 98.18%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
11,868
shares
|
$684,308
0.09% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
11,864
shares
|
$684,078
0.38% of portfolio
|
Q2 2025
Added 47.51%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
11,855
shares
|
$683,559
0.01% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
11,646
shares
|
$671,508
0.08% of portfolio
|
Q3 2024
Reduced 30.15%
|
|
|
William Allan, LLC
|
Aug 01, 2025 Q2 2025 |
11,630
shares
|
$670,585
0.4% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
11,592
shares
|
$668,394
0.31% of portfolio
|
Q2 2025
Added 72.63%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
11,586
shares
|
$668,048
0.0% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
11,559
shares
|
$666,491
0.07% of portfolio
|
Q2 2025
Added 2418.3%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
11,503
shares
|
$663,262
0.36% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
11,485
shares
|
$662,225
0.05% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
11,354
shares
|
$654,671
0.1% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
11,333
shares
|
$653,460
0.01% of portfolio
|
Q2 2025
Reduced 14.79%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
11,231
shares
|
$647,579
0.14% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
11,230
shares
|
$647,521
0.01% of portfolio
|
Q2 2025
Added 20.66%
|