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 1,466 institutions that hold shares in the stock, with a total of 692 Million shares, which have been reported (via 13F filing form) to have a value of $39.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
35,745
shares
|
$2.06 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
35,625
shares
|
$2.05 Million
0.06% of portfolio
|
Q2 2025
Added 22.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
35,510
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
34,773
shares
|
$2.01 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
34,767
shares
|
$2 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
34,374
shares
|
$1.98 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.15%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
34,290
shares
|
$1.98 Million
0.35% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
33,999
shares
|
$1.96 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
33,859
shares
|
$1.95 Million
0.21% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
33,828
shares
|
$1.95 Million
0.13% of portfolio
|
Q1 2024
Reduced 2.81%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Aug 13, 2025 Q2 2025 |
33,745
shares
|
$1.95 Million
0.96% of portfolio
|
Q2 2025
Added 43.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
33,580
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
33,544
shares
|
$1.93 Million
0.05% of portfolio
|
Q2 2025
Added 17.28%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
33,489
shares
|
$1.93 Million
0.53% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
33,222
shares
|
$1.92 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
32,957
shares
|
$1.9 Million
0.47% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
32,755
shares
|
$1.89 Million
0.8% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,550
shares
|
$1.88 Million
0.05% of portfolio
|
Q2 2025
Reduced 75.46%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,457
shares
|
$1.87 Million
0.06% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
32,457
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
32,408
shares
|
$1.87 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
32,375
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Added 45.38%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,283
shares
|
$1.86 Million
0.17% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
32,182
shares
|
$1.86 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
32,108
shares
|
$1.85 Million
0.08% of portfolio
|
Q2 2025
Added 2.5%
|