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 1,350 institutions that hold shares in the stock, with a total of 661 Million shares, which have been reported (via 13F filing form) to have a value of $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
22,653
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 32.7%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
22,653
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 287.03%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
22,577
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 206.05%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
22,564
shares
|
$1.23 Million
0.12% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
22,420
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
22,251
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.72%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
22,225
shares
|
$1.21 Million
0.39% of portfolio
|
Q3 2024
Added 9.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
22,224
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
22,140
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
22,095
shares
|
$1.2 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
22,086
shares
|
$1.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
22,071
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,021
shares
|
$1.2 Million
0.03% of portfolio
|
Q4 2023
Added 13.72%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
21,986
shares
|
$1.19 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
21,958
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
21,934
shares
|
$1.19 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
21,873
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
21,676
shares
|
$1.18 Million
0.9% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
21,616
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 104.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
21,389
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
21,289
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2023
Added 18.98%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
21,276
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
21,245
shares
|
$1.15 Million
0.49% of portfolio
|
Q4 2022
Reduced 0.75%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
21,083
shares
|
$1.15 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
21,039
shares
|
$1.14 Million
0.35% of portfolio
|
Q1 2023
Reduced 4.1%
|