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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
67
shares
|
$3,985
0.0% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
65
shares
|
$3,866
0.0% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
60
shares
|
$3,569
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
60
shares
|
$3,569
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
59
shares
|
$3,509
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
56
shares
|
$3,331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
55
shares
|
$3,271
0.0% of portfolio
|
Q4 2024
Added 189.47%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
53
shares
|
$3,152
0.0% of portfolio
|
Q2 2025
Reduced 50.93%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
51
shares
|
$3,033
0.0% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
50
shares
|
$2,974
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
50
shares
|
$2,974
0.0% of portfolio
|
Q3 2022
Added 257.14%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
48
shares
|
$2,855
0.0% of portfolio
|
Q2 2025
Added 54.84%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
48
shares
|
$2,855
0.0% of portfolio
|
Q2 2025
Reduced 31.43%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
47
shares
|
$2,796
0.0% of portfolio
|
Q3 2022
Reduced 68.03%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
45
shares
|
$2,677
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
45
shares
|
$2,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
41
shares
|
$2,439
0.0% of portfolio
|
Q2 2025
Reduced 44.59%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$2,320
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
39
shares
|
$2,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
39
shares
|
$2,320
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
27
shares
|
$1,606
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
27
shares
|
$1,606
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
25
shares
|
$1,487
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
25
shares
|
$1,487
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
24
shares
|
$1,427
0.0% of portfolio
|
Q2 2025
New holding
|