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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
33,495
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
33,188
shares
|
$1.89 Million
0.03% of portfolio
|
Q3 2025
Added 6.41%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
32,589
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
32,550
shares
|
$1.85 Million
0.05% of portfolio
|
Q2 2025
Reduced 75.46%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
32,457
shares
|
$1.84 Million
0.06% of portfolio
|
Q4 2024
Added 21.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
32,293
shares
|
$1.83 Million
0.1% of portfolio
|
Q3 2025
Added 19.97%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
32,283
shares
|
$1.83 Million
0.17% of portfolio
|
Q1 2025
Added 6.5%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
32,278
shares
|
$1.83 Million
0.04% of portfolio
|
Q4 2025
Reduced 14.37%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
31,983
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
31,740
shares
|
$1.8 Million
0.39% of portfolio
|
Q3 2025
Added 22.88%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
31,514
shares
|
$1.79 Million
0.71% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,342
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2025
Added 313.16%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
31,331
shares
|
$1.78 Million
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
30,739
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
30,722
shares
|
$1.75 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
30,633
shares
|
$1.74 Million
0.39% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 14, 2025 Q3 2025 |
30,565
shares
|
$1.74 Million
0.24% of portfolio
|
Q3 2025
Added 14.91%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
30,502
shares
|
$1.73 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
30,467
shares
|
$1.73 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
30,211
shares
|
$1.72 Million
0.02% of portfolio
|
Q3 2025
Added 44.0%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
30,127
shares
|
$1.71 Million
0.07% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
30,014
shares
|
$1.7 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
29,893
shares
|
$1.7 Million
0.81% of portfolio
|
Q3 2022
Added 0.25%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
29,885
shares
|
$1.7 Million
0.02% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
29,787
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.69%
|
|