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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,520
shares
|
$202,963
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Aug 13, 2025 Q2 2025 |
3,518
shares
|
$202,847
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
3,509
shares
|
$202,328
0.0% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
3,501
shares
|
$201,867
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
3,495
shares
|
$201,521
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Aug 05, 2025 Q2 2025 |
3,491
shares
|
$201,291
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
3,489
shares
|
$201,175
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
3,482
shares
|
$200,772
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
3,470
shares
|
$200,080
0.11% of portfolio
|
Q2 2025
Reduced 33.37%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
3,450
shares
|
$198,927
0.14% of portfolio
|
Q1 2022
Reduced 5.48%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,441
shares
|
$198,408
0.05% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
3,304
shares
|
$190,508
0.01% of portfolio
|
Q2 2025
Added 16.25%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
3,300
shares
|
$190,278
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,286
shares
|
$189,470
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,271
shares
|
$188,605
0.03% of portfolio
|
Q2 2025
Added 28.27%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,234
shares
|
$186,472
0.06% of portfolio
|
Q1 2024
Reduced 74.46%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,214
shares
|
$185,319
0.11% of portfolio
|
Q2 2022
Added 1.01%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,201
shares
|
$184,569
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,171
shares
|
$182,839
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,153
shares
|
$181,801
0.01% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,104
shares
|
$178,976
0.01% of portfolio
|
Q2 2025
Added 22.69%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
3,100
shares
|
$178,746
0.02% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
3,100
shares
|
$178,746
0.15% of portfolio
|
Q4 2023
Added 24.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
3,077
shares
|
$177,419
0.06% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
3,050
shares
|
$175,863
0.11% of portfolio
|
Q2 2025
Added 16.99%
|