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 1,373 institutions that hold shares in the stock, with a total of 664 Million shares, which have been reported (via 13F filing form) to have a value of $35.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
77,261
shares
|
$4.11 Million
1.04% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
77,239
shares
|
$4.11 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
76,316
shares
|
$4.06 Million
0.02% of portfolio
|
Q3 2024
Added 13.98%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
75,307
shares
|
$4.01 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
75,121
shares
|
$4 Million
0.21% of portfolio
|
Q3 2024
Added 23.64%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
74,966
shares
|
$3.99 Million
0.11% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
74,943
shares
|
$3.99 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
74,838
shares
|
$3.98 Million
1.95% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
74,540
shares
|
$3.97 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
73,834
shares
|
$3.93 Million
0.06% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
71,562
shares
|
$3.81 Million
0.07% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
71,363
shares
|
$3.8 Million
0.47% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2024 Q3 2024 |
71,261
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.65%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
70,175
shares
|
$3.74 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
69,522
shares
|
$3.7 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
68,932
shares
|
$3.67 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
67,901
shares
|
$3.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
67,885
shares
|
$3.61 Million
1.3% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
67,603
shares
|
$3.6 Million
0.11% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
67,570
shares
|
$3.6 Million
0.51% of portfolio
|
Q3 2024
Added 38.28%
|
|
|
Prairiewood Capital, LLC
|
Oct 15, 2024 Q3 2024 |
67,386
shares
|
$3.59 Million
1.81% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
66,009
shares
|
$3.51 Million
0.08% of portfolio
|
Q3 2024
Reduced 30.7%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
65,812
shares
|
$3.5 Million
0.41% of portfolio
|
Q4 2022
Added 234.99%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
65,554
shares
|
$3.49 Million
2.93% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
65,413
shares
|
$3.48 Million
0.67% of portfolio
|
Q3 2024
Reduced 20.16%
|