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 1,412 institutions that hold shares in the stock, with a total of 676 Million shares, which have been reported (via 13F filing form) to have a value of $39.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,141
shares
|
$356,239
0.06% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
6,132
shares
|
$355,717
0.03% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
6,101
shares
|
$353,919
0.01% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
6,099
shares
|
$353,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
6,080
shares
|
$352,700
0.21% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,057
shares
|
$351,366
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,045
shares
|
$350,670
0.21% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
6,038
shares
|
$350,264
0.0% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$348,060
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
5,997
shares
|
$347,885
0.19% of portfolio
|
Q2 2024
Reduced 14.29%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
5,994
shares
|
$347,711
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
5,992
shares
|
$347,595
0.02% of portfolio
|
Q4 2024
Reduced 11.96%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
5,910
shares
|
$342,839
0.28% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
5,909
shares
|
$342,781
0.01% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
5,878
shares
|
$340,982
0.13% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
5,848
shares
|
$339,242
0.04% of portfolio
|
Q1 2025
Added 15.89%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
5,840
shares
|
$338,778
0.04% of portfolio
|
Q4 2024
Added 37.61%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
5,831
shares
|
$338,256
0.0% of portfolio
|
Q4 2024
Added 45.09%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,826
shares
|
$337,966
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
5,801
shares
|
$336,516
0.11% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
5,770
shares
|
$334,717
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,760
shares
|
$334,137
0.0% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
5,750
shares
|
$333,557
0.03% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
5,733
shares
|
$332,571
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
5,722
shares
|
$331,933
0.0% of portfolio
|
Q4 2024
Reduced 3.38%
|