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 1,374 institutions that hold shares in the stock, with a total of 664 Million shares, which have been reported (via 13F filing form) to have a value of $34.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
16,355
shares
|
$845,062
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
16,287
shares
|
$841,549
0.15% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
16,280
shares
|
$841,187
0.6% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
16,279
shares
|
$841,135
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
16,237
shares
|
$838,965
0.23% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
16,149
shares
|
$834,418
0.01% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
16,083
shares
|
$831,008
0.22% of portfolio
|
Q3 2024
Added 63.56%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
15,772
shares
|
$814,939
0.13% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
15,731
shares
|
$812,820
0.45% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
15,637
shares
|
$807,963
0.04% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
15,575
shares
|
$804,760
0.04% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
15,455
shares
|
$798,559
0.18% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
15,392
shares
|
$795,304
0.36% of portfolio
|
Q3 2024
Reduced 51.9%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
15,323
shares
|
$791,739
0.01% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
15,280
shares
|
$789,517
0.16% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
15,198
shares
|
$785,280
0.04% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
15,161
shares
|
$783,368
0.2% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
15,121
shares
|
$781,302
0.25% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
15,117
shares
|
$781,095
0.05% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
15,101
shares
|
$780,268
0.02% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
15,079
shares
|
$779,131
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
15,052
shares
|
$777,736
0.03% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
14,948
shares
|
$772,363
0.07% of portfolio
|
Q2 2024
Added 1.36%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
14,870
shares
|
$768,332
0.52% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
14,853
shares
|
$767,454
0.3% of portfolio
|
Q1 2024
Added 1.43%
|