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 1,373 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 $37.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
40
shares
|
$2,267
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
37
shares
|
$2,097
0.0% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
30
shares
|
$1,700
0.0% of portfolio
|
Q3 2024
Reduced 99.85%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
28
shares
|
$1,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
28
shares
|
$1,587
0.0% of portfolio
|
Q3 2024
Added 833.33%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
26
shares
|
$1,473
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
25
shares
|
$1,417
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
24
shares
|
$1,360
0.0% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
23
shares
|
$1,303
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
23
shares
|
$1,303
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
19
shares
|
$1,077
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
19
shares
|
$1,077
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
18
shares
|
$1,020
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
14
shares
|
$793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
13
shares
|
$736
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
12
shares
|
$680
0.0% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
12
shares
|
$680
0.0% of portfolio
|
Q1 2024
Reduced 90.16%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 25, 2024 Q3 2024 |
11
shares
|
$623
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10
shares
|
$566
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
6
shares
|
$340
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
5
shares
|
$283
0.0% of portfolio
|
Q3 2024
Reduced 98.19%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
2
shares
|
$113
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1
shares
|
$56
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|