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 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
33+ 0.74% |
$1.72K - $1.93K
|
4.51K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
31+ 5.37% |
$1.62K - $1.81K
|
608
$35.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
29+ 2.64% |
$1.52K - $1.7K
|
1.13K
$65K
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
29+ 0.71% |
$1.52K - $1.7K
|
4.11K
$237K
|
|
|
Jul 14, 2025
Q2 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
28+ 1.39% |
$1.46K - $1.64K
|
2.05K
$118K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
27New |
$1.41K - $1.58K
|
27
$1.56K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
24New |
$1.25K - $1.4K
|
24
$1.38K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
23+ 9.7% |
$1.2K - $1.35K
|
260
$15K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
23New |
$1.2K - $1.35K
|
23
$1.33K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
23+ 0.51% |
$1.2K - $1.35K
|
4.5K
$259K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
22New |
$1.15K - $1.29K
|
22
$1.27K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
22+ 3.85% |
$1.15K - $1.29K
|
594
$34.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
21+ 0.44% |
$1.1K - $1.23K
|
4.77K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
19+ 10.5% |
$993 - $1.11K
|
200
$11.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
18+ 2.67% |
$941 - $1.05K
|
692
$39.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$941 - $1.05K
|
18
$1.04K
|
|
|
Jul 28, 2025
Q2 2025
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
17+ 0.13% |
$889 - $995
|
12.8K
$737K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
17+ 54.84% |
$889 - $995
|
48
$2.77K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
16+ 0.3% |
$836 - $936
|
5.36K
$309K
|
|
|
Aug 08, 2025
Q2 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
15New |
$784 - $878
|
15
$865
|
|
|
Aug 14, 2025
Q2 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
15+ 0.62% |
$784 - $878
|
2.45K
$141K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
12+ 0.25% |
$627 - $702
|
4.85K
$280K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
12+ 1.33% |
$627 - $702
|
914
$52.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Delta Global Management LP
New York, NY |
BUY
|
- |
11+ 0.02% |
$575 - $644
|
44.4K
$2.56M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
10+ 0.71% |
$523 - $585
|
1.43K
$82.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
10+ 0.04% |
$523 - $585
|
26.2K
$1.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
10+ 0.23% |
$523 - $585
|
4.3K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10+ 0.23% |
$523 - $585
|
4.4K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9+ 2.33% |
$470 - $527
|
396
$22.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9+ 1.9% |
$470 - $527
|
483
$27.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
8+ 0.17% |
$418 - $468
|
4.65K
$268K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 1.0% |
$418 - $468
|
808
$46.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
8New |
$418 - $468
|
8
$461
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
7+ 12.07% |
$366 - $410
|
65
$3.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
7+ 1.23% |
$366 - $410
|
575
$33.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
7+ 11.67% |
$366 - $410
|
67
$3.86K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.26% |
$314 - $351
|
483
$27.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
6+ 1.59% |
$314 - $351
|
383
$22.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
5+ 0.9% |
$261 - $293
|
558
$32.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.04% |
$261 - $293
|
14.3K
$823K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5+ 0.48% |
$261 - $293
|
1.04K
$59.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
4+ 0.1% |
$209 - $234
|
3.98K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 1.32% |
$157 - $176
|
231
$13.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
3+ 0.17% |
$157 - $176
|
1.8K
$104K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 1.02% |
$157 - $176
|
296
$17.1K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 30.0% |
$157 - $176
|
13
$750
|
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
3New |
$157 - $176
|
3
$173
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2+ 0.05% |
$105 - $117
|
3.96K
$228K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2New |
$105 - $117
|
2
$115
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.21% |
$105 - $117
|
935
$53.9K
|