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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
103
shares
|
$5,858
0.0% of portfolio
|
Q2 2024
Reduced 74.44%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
101
shares
|
$5,744
0.0% of portfolio
|
Q3 2024
Reduced 37.27%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$5,688
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$5,688
0.01% of portfolio
|
Q3 2020
Reduced 92.31%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
100
shares
|
$5,688
0.0% of portfolio
|
Q2 2020
Reduced 99.31%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
100
shares
|
$5,688
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
99
shares
|
$5,631
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tributary Capital Management, LLC
|
Oct 24, 2024 Q3 2024 |
82
shares
|
$4,664
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
75
shares
|
$4,266
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
74
shares
|
$4,209
0.0% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
73
shares
|
$4,152
0.0% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
72
shares
|
$4,095
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
67
shares
|
$3,810
0.0% of portfolio
|
Q1 2024
Reduced 47.66%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
62
shares
|
$3,526
0.0% of portfolio
|
Q3 2024
Reduced 81.6%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
60
shares
|
$3,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
52
shares
|
$2,957
0.0% of portfolio
|
Q1 2024
Added 2500.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
50
shares
|
$2,844
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
50
shares
|
$2,844
0.0% of portfolio
|
Q3 2022
Added 257.14%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
47
shares
|
$2,673
0.0% of portfolio
|
Q3 2022
Reduced 68.03%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
47
shares
|
$2,673
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
45
shares
|
$2,559
0.0% of portfolio
|
Q3 2024
Reduced 94.91%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
44
shares
|
$2,502
0.0% of portfolio
|
Q4 2023
Reduced 8.33%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
40
shares
|
$2,275
0.0% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
40
shares
|
$2,275
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
37
shares
|
$2,104
0.0% of portfolio
|
Q2 2024
Added 2.78%
|