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 1,474 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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,313
shares
|
$306,347
0.02% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
5,313
shares
|
$306,347
0.04% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,309
shares
|
$306,116
0.03% of portfolio
|
Q1 2025
Added 118.66%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
5,308
shares
|
$306,059
0.06% of portfolio
|
Q2 2025
Reduced 21.96%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
5,288
shares
|
$304,906
0.06% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
5,269
shares
|
$303,810
0.06% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,251
shares
|
$302,772
0.02% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
5,228
shares
|
$301,446
0.2% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
5,213
shares
|
$300,581
0.03% of portfolio
|
Q1 2025
Added 8.09%
|
|
|
Mason & Associates Inc
|
Jul 31, 2025 Q2 2025 |
5,143
shares
|
$296,545
0.07% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
5,135
shares
|
$296,084
0.21% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
5,133
shares
|
$295,968
0.01% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,124
shares
|
$295,449
0.11% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
5,099
shares
|
$294,008
0.08% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,061
shares
|
$291,817
0.01% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,023
shares
|
$289,626
0.01% of portfolio
|
Q2 2025
Added 14.24%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
5,000
shares
|
$288,300
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Jul 09, 2025 Q2 2025 |
4,980
shares
|
$287,146
0.15% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
4,975
shares
|
$286,858
0.08% of portfolio
|
Q1 2025
Added 12.43%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
4,964
shares
|
$286,224
0.03% of portfolio
|
Q2 2025
Added 23.73%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,951
shares
|
$285,474
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
4,923
shares
|
$283,860
0.01% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,917
shares
|
$283,514
0.04% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
4,900
shares
|
$282,534
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
4,897
shares
|
$282,361
0.02% of portfolio
|
Q2 2025
Reduced 48.29%
|