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 |
|---|---|---|---|---|---|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
123
shares
|
$7,317
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
123
shares
|
$7,317
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
123
shares
|
$7,317
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
122
shares
|
$7,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
116
shares
|
$6,900
0.0% of portfolio
|
Q2 2025
Added 61.11%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
106
shares
|
$6,305
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
103
shares
|
$6,127
0.0% of portfolio
|
Q2 2024
Reduced 74.44%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
103
shares
|
$6,127
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$5,949
0.01% of portfolio
|
Q3 2020
Reduced 92.31%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
100
shares
|
$5,949
0.0% of portfolio
|
Q2 2020
Reduced 99.31%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$5,949
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Aug 15, 2025 Q2 2025 |
100
shares
|
$5,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
99
shares
|
$5,889
0.0% of portfolio
|
Q2 2025
Added 167.57%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
98
shares
|
$5,830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
95
shares
|
$5,651
0.0% of portfolio
|
Q2 2025
Reduced 36.67%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
90
shares
|
$5,354
0.0% of portfolio
|
Q2 2025
Reduced 47.06%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
90
shares
|
$5,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
86
shares
|
$5,116
0.0% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
81
shares
|
$4,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
78
shares
|
$4,640
0.0% of portfolio
|
Q2 2025
Reduced 40.46%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
78
shares
|
$4,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
72
shares
|
$4,283
0.0% of portfolio
|
Q4 2024
Reduced 84.91%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
70
shares
|
$4,164
0.0% of portfolio
|
Q2 2025
Reduced 74.73%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
69
shares
|
$4,104
0.0% of portfolio
|
Q1 2025
Added 32.69%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
67
shares
|
$3,985
0.0% of portfolio
|
Q1 2024
Reduced 47.66%
|