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 1,548 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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
37,589
shares
|
$2.14 Million
0.09% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Asset Planning,Inc
Cypress, CA |
Oct 23, 2025 Q3 2025 |
37,330
shares
|
$2.12 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
37,129
shares
|
$2.11 Million
0.18% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
37,105
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
36,614
shares
|
$2.08 Million
0.4% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Vanderbilt University
Nashville, TN |
Oct 20, 2025 Q3 2025 |
36,058
shares
|
$2.05 Million
0.36% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
36,022
shares
|
$2.05 Million
0.42% of portfolio
|
Q3 2025
Added 1398.42%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Nov 10, 2025 Q3 2025 |
36,000
shares
|
$2.04 Million
0.4% of portfolio
|
Q3 2025
Added 16.13%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Oct 14, 2025 Q3 2025 |
35,905
shares
|
$2.04 Million
1.53% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
35,742
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2025
Added 40.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
35,653
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
35,459
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
35,413
shares
|
$2.01 Million
0.84% of portfolio
|
Q4 2025
Reduced 13.17%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
35,241
shares
|
$2 Million
0.79% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
34,955
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
Added 22.98%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
34,804
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
34,611
shares
|
$1.97 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
34,387
shares
|
$1.95 Million
0.04% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
34,290
shares
|
$1.95 Million
0.35% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
33,991
shares
|
$1.93 Million
0.14% of portfolio
|
Q4 2025
Reduced 2.45%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
33,935
shares
|
$1.93 Million
0.47% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
33,928
shares
|
$1.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.71%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
33,775
shares
|
$1.92 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
33,674
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Added 81.4%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
33,645
shares
|
$1.91 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.12%
|
|