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 1,404 institutions that hold shares in the stock, with a total of 674 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 |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
38
shares
|
$2,149
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
37
shares
|
$2,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
36
shares
|
$2,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
30
shares
|
$1,697
0.0% of portfolio
|
Q4 2024
Reduced 92.96%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Feb 14, 2025 Q4 2024 |
30
shares
|
$1,697
0.0% of portfolio
|
Q3 2024
Reduced 99.85%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
28
shares
|
$1,583
0.0% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
27
shares
|
$1,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
25
shares
|
$1,414
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
25
shares
|
$1,414
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
25
shares
|
$1,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
23
shares
|
$1,301
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
23
shares
|
$1,301
0.0% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
22
shares
|
$1,244
0.0% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
21
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
Reduced 82.64%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
21
shares
|
$1,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
20
shares
|
$1,131
0.0% of portfolio
|
Q4 2024
Reduced 86.49%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
18
shares
|
$1,018
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
14
shares
|
$791
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
14
shares
|
$791
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
13
shares
|
$735
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10
shares
|
$565
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
8
shares
|
$452
0.04% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
8
shares
|
$452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
4
shares
|
$226
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1
shares
|
$56
0.0% of portfolio
|
Q3 2024
New holding
|