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 1,407 institutions that hold shares in the stock, with a total of 675 Million shares, which have been reported (via 13F filing form) to have a value of $38.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
293
shares
|
$16,536
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
288
shares
|
$16,254
0.0% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
286
shares
|
$16,141
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
285
shares
|
$16,085
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
284
shares
|
$16,028
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
275
shares
|
$15,521
0.02% of portfolio
|
Q2 2023
Reduced 31.25%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
274
shares
|
$15,464
0.01% of portfolio
|
Q3 2024
Added 585.0%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
269
shares
|
$15,182
0.0% of portfolio
|
Q2 2023
Added 20.63%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
253
shares
|
$14,279
0.02% of portfolio
|
Q2 2024
Added 1.61%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
250
shares
|
$14,110
0.01% of portfolio
|
Q4 2024
Reduced 24.24%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
250
shares
|
$14,110
0.0% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
238
shares
|
$13,432
0.0% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
235
shares
|
$13,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
233
shares
|
$13,150
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
229
shares
|
$12,924
0.0% of portfolio
|
Q4 2024
Reduced 75.82%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
226
shares
|
$12,755
0.0% of portfolio
|
Q4 2024
Added 334.62%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
218
shares
|
$12,303
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
217
shares
|
$12,247
0.0% of portfolio
|
Q4 2024
Added 114.85%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
208
shares
|
$11,739
0.0% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
207
shares
|
$11,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
203
shares
|
$11,457
0.0% of portfolio
|
Q1 2021
Added 110.84%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$11,288
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
200
shares
|
$11,288
0.0% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$11,288
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
200
shares
|
$11,288
0.0% of portfolio
|
Q4 2023
New holding
|