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 1,373 institutions that hold shares in the stock, with a total of 664 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
7,069
shares
|
$372,253
0.12% of portfolio
|
Q3 2024
Reduced 45.09%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
7,056
shares
|
$371,568
0.19% of portfolio
|
Q3 2024
Reduced 24.61%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
7,039
shares
|
$370,673
0.17% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
7,028
shares
|
$370,094
0.02% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
7,024
shares
|
$369,883
0.23% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
7,009
shares
|
$369,093
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
7,005
shares
|
$368,883
0.1% of portfolio
|
Q1 2023
Reduced 6.04%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
6,995
shares
|
$368,356
0.06% of portfolio
|
Q2 2024
Reduced 20.62%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,982
shares
|
$367,672
0.14% of portfolio
|
Q2 2022
Added 0.76%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
6,969
shares
|
$366,987
0.0% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,912
shares
|
$363,985
0.01% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,907
shares
|
$363,722
0.02% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
6,893
shares
|
$362,985
0.09% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,880
shares
|
$362,300
0.02% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
6,826
shares
|
$359,457
0.03% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
6,806
shares
|
$358,403
0.03% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
6,776
shares
|
$356,824
0.05% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
6,755
shares
|
$355,718
0.21% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
6,711
shares
|
$353,401
0.45% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
6,698
shares
|
$352,716
0.17% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
6,692
shares
|
$352,400
0.29% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
6,676
shares
|
$351,558
0.07% of portfolio
|
Q2 2024
Reduced 13.91%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
6,630
shares
|
$349,135
0.08% of portfolio
|
Q1 2024
Reduced 5.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
6,576
shares
|
$346,292
0.03% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
6,576
shares
|
$346,292
0.25% of portfolio
|
Q3 2024
Added 59.5%
|