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 11, 2025
Q2 2025
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
109+ 1.06% |
$5.7K - $6.38K
|
10.4K
$601K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
106+ 1.02% |
$5.54K - $6.2K
|
10.5K
$603K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
BUY
|
- |
105+ 2.35% |
$5.49K - $6.14K
|
4.57K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
105+ 12.54% |
$5.49K - $6.14K
|
942
$54.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
104+ 1.47% |
$5.44K - $6.09K
|
7.18K
$414K
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
103New |
$5.38K - $6.03K
|
103
$5.94K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
102+ 121.43% |
$5.33K - $5.97K
|
186
$10.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
100+ 2.28% |
$5.23K - $5.85K
|
4.48K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
BUY
|
- |
92+ 1.17% |
$4.81K - $5.38K
|
7.93K
$457K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 1.72% |
$4.7K - $5.27K
|
5.31K
$306K
|
|
|
Jul 31, 2025
Q2 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
90+ 1.15% |
$4.7K - $5.27K
|
7.9K
$455K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
90+ 28.13% |
$4.7K - $5.27K
|
410
$23.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
90+ 1.34% |
$4.7K - $5.27K
|
6.83K
$394K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
90New |
$4.7K - $5.27K
|
90
$5.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
90+ 2.48% |
$4.7K - $5.27K
|
3.73K
$215K
|
|
|
Jul 23, 2025
Q2 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
84+ 1.2% |
$4.39K - $4.92K
|
7.06K
$407K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
83+ 0.91% |
$4.34K - $4.86K
|
9.16K
$528K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
78New |
$4.08K - $4.56K
|
78
$4.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
77+ 1.1% |
$4.02K - $4.51K
|
7.07K
$408K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
76+ 0.93% |
$3.97K - $4.45K
|
8.27K
$477K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
75+ 1.93% |
$3.92K - $4.39K
|
3.96K
$228K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
72+ 0.37% |
$3.76K - $4.21K
|
19.5K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
70+ 0.32% |
$3.66K - $4.1K
|
22K
$1.27M
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
70+ 0.2% |
$3.66K - $4.1K
|
35.8K
$2.07M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
69+ 0.94% |
$3.61K - $4.04K
|
7.41K
$427K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
68+ 1.49% |
$3.55K - $3.98K
|
4.63K
$267K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
63+ 0.7% |
$3.29K - $3.69K
|
9.11K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
62+ 167.57% |
$3.24K - $3.63K
|
99
$5.71K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
62+ 2.55% |
$3.24K - $3.63K
|
2.49K
$144K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
60+ 1.15% |
$3.14K - $3.51K
|
5.29K
$305K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
59New |
$3.08K - $3.45K
|
59
$3.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 3.58% |
$3.03K - $3.39K
|
1.68K
$96.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
58+ 0.7% |
$3.03K - $3.39K
|
8.34K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
56New |
$2.93K - $3.28K
|
56
$3.23K
|
|
|
Jul 16, 2025
Q2 2025
|
Jentner Corp
|
BUY
|
- |
55+ 1.43% |
$2.87K - $3.22K
|
3.91K
$225K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
52+ 1.11% |
$2.72K - $3.04K
|
4.75K
$274K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
48+ 1.0% |
$2.51K - $2.81K
|
4.85K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
47+ 0.7% |
$2.46K - $2.75K
|
6.8K
$392K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
45+ 0.26% |
$2.35K - $2.63K
|
17.1K
$986K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
45New |
$2.35K - $2.63K
|
45
$2.59K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
44+ 61.11% |
$2.3K - $2.57K
|
116
$6.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
44+ 15.49% |
$2.3K - $2.57K
|
328
$18.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
39New |
$2.04K - $2.28K
|
39
$2.25K
|
|
|
Jul 30, 2025
Q2 2025
|
Jacobsen Capital Management
|
BUY
|
- |
38+ 0.88% |
$1.99K - $2.22K
|
4.36K
$251K
|
|
|
Aug 06, 2025
Q2 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
38+ 1.05% |
$1.99K - $2.22K
|
3.66K
$211K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
36+ 0.37% |
$1.88K - $2.11K
|
9.88K
$570K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
35+ 0.34% |
$1.83K - $2.05K
|
10.4K
$600K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
35+ 8.58% |
$1.83K - $2.05K
|
443
$25.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35+ 2.65% |
$1.83K - $2.05K
|
1.35K
$78.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
34+ 0.5% |
$1.78K - $1.99K
|
6.87K
$396K
|