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 1,408 institutions that hold shares in the stock, with a total of 675 Million shares, which have been reported (via 13F filing form) to have a value of $37.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
24,134
shares
|
$1.35 Million
0.02% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
23,883
shares
|
$1.33 Million
0.44% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
23,787
shares
|
$1.33 Million
0.1% of portfolio
|
Q4 2024
Added 30.23%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
23,745
shares
|
$1.32 Million
0.05% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Mar 21, 2025 Q4 2024 |
23,689
shares
|
$1.32 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
23,639
shares
|
$1.32 Million
0.13% of portfolio
|
Q4 2022
Added 0.41%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
23,621
shares
|
$1.32 Million
0.01% of portfolio
|
Q4 2024
Reduced 77.88%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
23,558
shares
|
$1.31 Million
0.02% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
23,557
shares
|
$1.31 Million
0.25% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
23,455
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
23,421
shares
|
$1.31 Million
0.25% of portfolio
|
Q2 2022
Reduced 0.06%
|
|
|
Adams Asset Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
23,407
shares
|
$1.31 Million
0.19% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
23,288
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
23,282
shares
|
$1.3 Million
0.26% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
23,242
shares
|
$1.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.32%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
23,174
shares
|
$1.29 Million
0.87% of portfolio
|
Q4 2022
Reduced 1.9%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
23,163
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
23,143
shares
|
$1.29 Million
0.07% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
23,032
shares
|
$1.29 Million
0.49% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
22,923
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Added 9069.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
22,704
shares
|
$1.27 Million
0.03% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
22,701
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Feb 12, 2025 Q4 2024 |
22,653
shares
|
$1.26 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
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 287.03%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
22,652
shares
|
$1.26 Million
0.1% of portfolio
|
Q4 2024
Added 10.93%
|