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 1,546 institutions that hold shares in the stock, with a total of 697 Million shares, which have been reported (via 13F filing form) to have a value of $39.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baugh & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
71,613
shares
|
$4.07 Million
1.98% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
70,099
shares
|
$3.98 Million
0.37% of portfolio
|
Q4 2025
Reduced 6.04%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
70,078
shares
|
$3.98 Million
0.1% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
68,742
shares
|
$3.9 Million
0.43% of portfolio
|
Q4 2025
Reduced 68.44%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
68,545
shares
|
$3.89 Million
0.03% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
68,384
shares
|
$3.88 Million
0.01% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
66,838
shares
|
$3.8 Million
0.28% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
65,812
shares
|
$3.74 Million
0.41% of portfolio
|
Q4 2022
Added 234.99%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
65,554
shares
|
$3.72 Million
2.93% of portfolio
|
Q2 2022
Added 0.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
65,248
shares
|
$3.71 Million
0.09% of portfolio
|
Q3 2024
Added 51.9%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
64,581
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
64,517
shares
|
$3.66 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Oct 14, 2025 Q3 2025 |
63,904
shares
|
$3.63 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
63,851
shares
|
$3.63 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
63,346
shares
|
$3.6 Million
0.02% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2025 Q3 2025 |
63,337
shares
|
$3.6 Million
1.71% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
62,885
shares
|
$3.57 Million
0.11% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
62,690
shares
|
$3.56 Million
0.73% of portfolio
|
Q3 2025
Added 1.33%
|
|
|
Marco Investment Management LLC
|
Nov 04, 2025 Q3 2025 |
62,603
shares
|
$3.56 Million
0.29% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
62,391
shares
|
$3.54 Million
0.82% of portfolio
|
Q4 2025
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
61,991
shares
|
$3.52 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
61,568
shares
|
$3.5 Million
0.4% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
61,503
shares
|
$3.49 Million
0.03% of portfolio
|
Q4 2025
Reduced 16.33%
|
|
|
Naviter Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
61,434
shares
|
$3.49 Million
0.44% of portfolio
|
Q3 2025
Added 9.05%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
60,932
shares
|
$3.46 Million
0.63% of portfolio
|
Q3 2025
Added 0.65%
|
|