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 $35.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
3,522
shares
|
$188,110
0.01% of portfolio
|
Q3 2022
Added 7.97%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
3,520
shares
|
$188,003
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,499
shares
|
$186,881
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,496
shares
|
$186,721
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,496
shares
|
$186,721
0.02% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
3,489
shares
|
$186,347
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
3,482
shares
|
$185,973
0.01% of portfolio
|
Q3 2024
Reduced 25.63%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
3,470
shares
|
$185,332
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
3,467
shares
|
$185,172
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
3,458
shares
|
$184,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Lake Group, L.L.C.
Menlo Park, CA |
Nov 08, 2024 Q3 2024 |
3,450
shares
|
$184,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
3,450
shares
|
$184,264
0.14% of portfolio
|
Q1 2022
Reduced 5.48%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
3,450
shares
|
$184,264
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
3,442
shares
|
$183,837
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
3,442
shares
|
$183,837
0.02% of portfolio
|
Q3 2024
Reduced 20.96%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
3,439
shares
|
$183,676
0.11% of portfolio
|
Q3 2024
Reduced 27.75%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
3,433
shares
|
$183,356
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
3,428
shares
|
$183,089
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
3,417
shares
|
$182,501
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
3,399
shares
|
$181,540
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
3,390
shares
|
$181,059
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
3,386
shares
|
$180,846
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
3,373
shares
|
$180,151
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,359
shares
|
$179,404
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
3,359
shares
|
$179,404
0.09% of portfolio
|
Q3 2024
New holding
|