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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,950
shares
|
$112,437
0.22% of portfolio
|
Q3 2023
Added 1.62%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
1,933
shares
|
$111,456
0.04% of portfolio
|
Q1 2024
Reduced 33.71%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,891
shares
|
$109,035
0.0% of portfolio
|
Q4 2023
Added 14.47%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,868
shares
|
$107,708
0.06% of portfolio
|
Q2 2025
Reduced 25.96%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,833
shares
|
$105,690
0.01% of portfolio
|
Q2 2025
Added 10.69%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
1,800
shares
|
$103,788
0.05% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,798
shares
|
$103,672
0.01% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,781
shares
|
$102,692
0.02% of portfolio
|
Q3 2024
Added 564.55%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
1,778
shares
|
$102,519
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,725
shares
|
$99,463
0.0% of portfolio
|
Q2 2025
Reduced 50.84%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
1,721
shares
|
$99,232
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,711
shares
|
$98,656
0.0% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,700
shares
|
$98,022
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,676
shares
|
$96,638
0.02% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
1,676
shares
|
$96,638
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
1,661
shares
|
$95,773
0.02% of portfolio
|
Q2 2025
Reduced 28.74%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
1,654
shares
|
$95,369
0.02% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
1,640
shares
|
$94,562
0.06% of portfolio
|
Q2 2025
Reduced 22.27%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
1,600
shares
|
$92,256
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,579
shares
|
$91,045
0.0% of portfolio
|
Q2 2025
Reduced 14.83%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
1,550
shares
|
$89,373
0.03% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,537
shares
|
$88,623
0.01% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,527
shares
|
$88,046
0.0% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,509
shares
|
$87,008
0.03% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
1,500
shares
|
$86,490
0.03% of portfolio
|
Q4 2024
Reduced 24.17%
|