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 1,476 institutions that hold shares in the stock, with a total of 707 Million shares, which have been reported (via 13F filing form) to have a value of $42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cypress Capital Management LLC (Wy)
|
Aug 06, 2025 Q2 2025 |
609
shares
|
$36,229
0.04% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
608
shares
|
$36,169
0.0% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
607
shares
|
$36,110
0.01% of portfolio
|
Q2 2025
Reduced 37.81%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
594
shares
|
$35,337
0.0% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
593
shares
|
$35,277
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
584
shares
|
$34,742
0.03% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
575
shares
|
$34,206
0.01% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
575
shares
|
$34,206
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
575
shares
|
$34,206
0.0% of portfolio
|
Q2 2023
Reduced 16.06%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
562
shares
|
$33,433
0.0% of portfolio
|
Q2 2025
Added 806.45%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Jul 29, 2025 Q2 2025 |
558
shares
|
$33,195
0.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
550
shares
|
$32,719
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
544
shares
|
$32,362
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
539
shares
|
$32,065
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
526
shares
|
$31,291
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
525
shares
|
$31,232
0.01% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
509
shares
|
$30,280
0.01% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
502
shares
|
$29,863
0.01% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
500
shares
|
$29,745
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
493
shares
|
$29,328
0.0% of portfolio
|
Q4 2023
Added 62.71%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
483
shares
|
$28,733
0.01% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
483
shares
|
$28,733
0.0% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
479
shares
|
$28,495
0.01% of portfolio
|
Q2 2024
Added 45.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
471
shares
|
$28,019
0.0% of portfolio
|
Q4 2024
Added 22.34%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
461
shares
|
$27,424
0.02% of portfolio
|
Q2 2025
Reduced 3.96%
|