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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,601
shares
|
$322,953
0.01% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
5,581
shares
|
$321,800
0.11% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,565
shares
|
$320,877
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
5,550
shares
|
$320,013
0.03% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
5,540
shares
|
$319,436
0.29% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,534
shares
|
$319,090
0.02% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
5,525
shares
|
$318,571
0.02% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
5,519
shares
|
$318,225
0.01% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,519
shares
|
$318,225
0.08% of portfolio
|
Q2 2025
Reduced 35.77%
|
|
|
Cross Staff Investments Inc
|
Jul 24, 2025 Q2 2025 |
5,511
shares
|
$317,764
0.23% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,500
shares
|
$317,130
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
5,498
shares
|
$317,014
0.01% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
5,476
shares
|
$315,746
0.05% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
5,465
shares
|
$315,111
0.09% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
5,458
shares
|
$314,708
0.25% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,443
shares
|
$313,843
0.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,420
shares
|
$312,517
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,414
shares
|
$312,171
0.05% of portfolio
|
Q2 2025
Added 19.09%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
5,406
shares
|
$311,709
0.02% of portfolio
|
Q2 2025
Added 49.38%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
5,394
shares
|
$311,018
0.02% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
5,390
shares
|
$310,787
0.06% of portfolio
|
Q2 2025
Reduced 63.77%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
5,363
shares
|
$309,230
0.22% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 12, 2025 Q2 2025 |
5,356
shares
|
$308,826
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
5,355
shares
|
$308,769
0.02% of portfolio
|
Q2 2025
Added 25.44%
|
|
|
Anb Bank
Denver, CO |
Aug 08, 2025 Q2 2025 |
5,348
shares
|
$308,365
0.14% of portfolio
|
Q2 2025
New holding
|