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 1,465 institutions that hold shares in the stock, with a total of 684 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
50
shares
|
$2,901
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
50
shares
|
$2,901
0.0% of portfolio
|
Q3 2022
Added 257.14%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
47
shares
|
$2,726
0.0% of portfolio
|
Q3 2022
Reduced 68.03%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
45
shares
|
$2,610
0.0% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
41
shares
|
$2,378
0.0% of portfolio
|
Q2 2025
Reduced 44.59%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
39
shares
|
$2,262
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
38
shares
|
$2,204
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
38
shares
|
$2,204
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
31
shares
|
$1,798
0.0% of portfolio
|
Q1 2025
Added 121.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
27
shares
|
$1,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
25
shares
|
$1,450
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
25
shares
|
$1,450
0.0% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
23
shares
|
$1,334
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
21
shares
|
$1,218
0.0% of portfolio
|
Q4 2024
Reduced 82.64%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
19
shares
|
$1,102
0.0% of portfolio
|
Q1 2025
Reduced 9.52%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
18
shares
|
$1,044
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
18
shares
|
$1,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
15
shares
|
$870
0.0% of portfolio
|
Q1 2025
Reduced 96.0%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
14
shares
|
$812
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
13
shares
|
$754
0.0% of portfolio
|
Q2 2024
Added 8.33%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
10
shares
|
$580
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
10
shares
|
$580
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
May 14, 2025 Q1 2025 |
9
shares
|
$522
0.0% of portfolio
|
Q1 2025
Reduced 70.0%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
8
shares
|
$464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
5
shares
|
$290
0.0% of portfolio
|
Q1 2025
New holding
|