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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.05% |
$105 - $117
|
4.45K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$52.3 - $58.5
|
5.42K
$313K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.26% |
$52.3 - $58.5
|
391
$22.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 2.63% |
$52.3 - $58.5
|
39
$2.25K
|
|
|
Aug 05, 2025
Q2 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 2.63% |
$52.3 - $58.5
|
39
$2.25K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1+ 0.02% |
$52.3 - $58.5
|
6.53K
$377K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1- 0.02% |
$52.3 - $58.5
|
5.54K
$319K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1- 0.02% |
$52.3 - $58.5
|
6.58K
$379K
|
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-5- 0.05% |
$261 - $293
|
9.98K
$576K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-6- 0.1% |
$314 - $351
|
5.91K
$341K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 1.0% |
$314 - $351
|
593
$34.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-8- 0.2% |
$418 - $468
|
3.92K
$226K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-9- 6.57% |
$470 - $527
|
128
$7.38K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-9- 3.18% |
$470 - $527
|
274
$15.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
SELL
|
- |
-12- 0.02% |
$627 - $702
|
50.3K
$2.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-13- 4.87% |
$680 - $761
|
254
$14.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-14- 0.18% |
$732 - $819
|
7.69K
$443K
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-17- 7.87% |
$889 - $995
|
199
$11.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-18- 12.08% |
$941 - $1.05K
|
131
$7.55K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-19- 0.41% |
$993 - $1.11K
|
4.6K
$265K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-19- 3.96% |
$993 - $1.11K
|
461
$26.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-19- 0.19% |
$993 - $1.11K
|
9.8K
$565K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-20- 0.04% |
$1.05K - $1.17K
|
55.4K
$3.19M
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-22- 20.37% |
$1.15K - $1.29K
|
86
$4.96K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-22- 31.43% |
$1.15K - $1.29K
|
48
$2.77K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
SELL
|
- |
-22- 57.89% |
$1.15K - $1.29K
|
16
$923
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-24- 0.45% |
$1.25K - $1.4K
|
5.25K
$303K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-30- 2.75% |
$1.57K - $1.76K
|
1.06K
$61.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-33- 44.59% |
$1.72K - $1.93K
|
41
$2.36K
|
|
|
Aug 13, 2025
Q2 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-35- 0.53% |
$1.83K - $2.05K
|
6.53K
$377K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-42- 0.74% |
$2.2K - $2.46K
|
5.66K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-43- 0.54% |
$2.25K - $2.52K
|
7.92K
$457K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-47- 0.69% |
$2.46K - $2.75K
|
6.77K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-49- 0.56% |
$2.56K - $2.87K
|
8.7K
$502K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-49- 0.46% |
$2.56K - $2.87K
|
10.7K
$617K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Investment Counsel LLC
Franklin, TN |
SELL
|
- |
-50- 0.3% |
$2.61K - $2.93K
|
16.6K
$959K
|
|
|
Aug 05, 2025
Q2 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-50- 1.41% |
$2.61K - $2.93K
|
3.49K
$201K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-55- 50.93% |
$2.87K - $3.22K
|
53
$3.06K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-55- 36.67% |
$2.87K - $3.22K
|
95
$5.48K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-58- 0.32% |
$3.03K - $3.39K
|
17.9K
$1.03M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-61- 0.41% |
$3.19K - $3.57K
|
15K
$863K
|
|
|
Aug 14, 2025
Q2 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-63- 1.13% |
$3.29K - $3.69K
|
5.53K
$319K
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-80- 47.06% |
$4.18K - $4.68K
|
90
$5.19K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-80- 0.24% |
$4.18K - $4.68K
|
33.9K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-87- 8.66% |
$4.55K - $5.09K
|
918
$52.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-91- 1.84% |
$4.76K - $5.33K
|
4.84K
$279K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-95- 1.16% |
$4.97K - $5.56K
|
8.12K
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-99- 2.64% |
$5.17K - $5.79K
|
3.65K
$211K
|