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 1,371 institutions that hold shares in the stock, with a total of 666 Million shares, which have been reported (via 13F filing form) to have a value of $37.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
274
shares
|
$15,585
0.01% of portfolio
|
Q3 2024
Added 585.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
269
shares
|
$15,300
0.0% of portfolio
|
Q2 2023
Added 20.63%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
268
shares
|
$15,243
0.0% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
255
shares
|
$14,504
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
254
shares
|
$14,447
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
253
shares
|
$14,390
0.02% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
250
shares
|
$14,220
0.01% of portfolio
|
Q3 2024
Reduced 98.4%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
238
shares
|
$13,537
0.0% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
238
shares
|
$13,537
0.0% of portfolio
|
Q3 2024
Reduced 45.66%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
236
shares
|
$13,423
0.01% of portfolio
|
Q3 2023
Reduced 42.44%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
233
shares
|
$13,253
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
219
shares
|
$12,456
0.0% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
215
shares
|
$12,229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
207
shares
|
$11,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
203
shares
|
$11,546
0.0% of portfolio
|
Q1 2021
Added 110.84%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$11,376
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
200
shares
|
$11,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
200
shares
|
$11,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
200
shares
|
$11,376
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
200
shares
|
$11,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
200
shares
|
$11,376
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
199
shares
|
$11,319
0.0% of portfolio
|
Q4 2023
Reduced 42.21%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
195
shares
|
$11,091
0.0% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
191
shares
|
$10,864
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
188
shares
|
$10,693
0.0% of portfolio
|
Q3 2022
New holding
|