Purchases and Sales Made in Q2 2025 in Realty Income Corp (O)
This table provides information about the institutional ownership of Realty Income Corp (O) during Q2 2025. The information is specifically focused on institutions that hold shares of REALTY INCOME CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
266+ 7.16% |
$13.9K - $15.6K
|
3.98K
$229K
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
265+ 47.07% |
$13.9K - $15.5K
|
828
$47.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
264+ 5.8% |
$13.8K - $15.4K
|
4.82K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
261+ 0.91% |
$13.6K - $15.3K
|
29.1K
$1.68M
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
261+ 5.79% |
$13.6K - $15.3K
|
4.77K
$275K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
257+ 4.9% |
$13.4K - $15K
|
5.5K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
246+ 1.76% |
$12.9K - $14.4K
|
14.2K
$821K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
246New |
$12.9K - $14.4K
|
246
$14.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
245+ 6.61% |
$12.8K - $14.3K
|
3.95K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
238+ 5.75% |
$12.4K - $13.9K
|
4.37K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
230+ 6.42% |
$12K - $13.5K
|
3.81K
$220K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
229+ 0.49% |
$12K - $13.4K
|
46.6K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
228+ 0.8% |
$11.9K - $13.3K
|
28.8K
$1.66M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
220+ 6.09% |
$11.5K - $12.9K
|
3.83K
$221K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
215+ 3.99% |
$11.2K - $12.6K
|
5.6K
$323K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
214+ 1.48% |
$11.2K - $12.5K
|
14.7K
$846K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
214+ 1.37% |
$11.2K - $12.5K
|
15.8K
$914K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
211+ 3.93% |
$11K - $12.3K
|
5.58K
$322K
|
|
|
Aug 06, 2025
Q2 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
210+ 5.35% |
$11K - $12.3K
|
4.14K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
205+ 13.03% |
$10.7K - $12K
|
1.78K
$103K
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
BUY
|
- |
203+ 8.93% |
$10.6K - $11.9K
|
2.48K
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
200+ 5.48% |
$10.5K - $11.7K
|
3.85K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
200+ 4.26% |
$10.5K - $11.7K
|
4.89K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
189New |
$9.88K - $11.1K
|
189
$10.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
188+ 18.45% |
$9.83K - $11K
|
1.21K
$69.6K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
187+ 1.14% |
$9.77K - $10.9K
|
16.6K
$957K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
185+ 3.47% |
$9.67K - $10.8K
|
5.52K
$318K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
178+ 2.29% |
$9.3K - $10.4K
|
7.94K
$458K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
177+ 0.65% |
$9.25K - $10.4K
|
27.4K
$1.58M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
177+ 10.69% |
$9.25K - $10.4K
|
1.83K
$106K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
176+ 22.36% |
$9.2K - $10.3K
|
963
$55.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
175+ 1.31% |
$9.15K - $10.2K
|
13.6K
$782K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
169+ 1877.78% |
$8.83K - $9.89K
|
178
$10.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
166+ 2.77% |
$8.68K - $9.71K
|
6.17K
$356K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
163+ 12.38% |
$8.52K - $9.54K
|
1.48K
$85.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
152+ 0.62% |
$7.95K - $8.9K
|
24.6K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
146New |
$7.63K - $8.54K
|
146
$8.42K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
144+ 15.21% |
$7.53K - $8.43K
|
1.09K
$62.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
140+ 3.62% |
$7.32K - $8.19K
|
4.01K
$231K
|
|
|
Jul 18, 2025
Q2 2025
|
Powers Advisory Group, LLC
|
BUY
|
- |
137+ 1.32% |
$7.16K - $8.02K
|
10.5K
$607K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
135New |
$7.06K - $7.9K
|
135
$7.78K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
132+ 0.24% |
$6.9K - $7.72K
|
54.4K
$3.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
131+ 1.38% |
$6.85K - $7.67K
|
9.61K
$554K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
125+ 3.0% |
$6.53K - $7.32K
|
4.3K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
123New |
$6.43K - $7.2K
|
123
$7.09K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
121+ 0.58% |
$6.32K - $7.08K
|
20.8K
$1.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
120+ 11.46% |
$6.27K - $7.02K
|
1.17K
$67.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
118+ 2.8% |
$6.17K - $6.91K
|
4.34K
$250K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
112+ 0.64% |
$5.85K - $6.55K
|
17.7K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
110+ 0.25% |
$5.75K - $6.44K
|
43.5K
$2.51M
|