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 |
|---|---|---|---|---|---|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
13,729
shares
|
$746,033
0.0% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
13,725
shares
|
$745,816
0.03% of portfolio
|
Q4 2024
Added 28.78%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
13,707
shares
|
$744,838
0.1% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
13,672
shares
|
$742,936
0.53% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
13,648
shares
|
$741,632
0.03% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
13,468
shares
|
$731,851
0.01% of portfolio
|
Q3 2024
Added 190.32%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
13,428
shares
|
$729,677
0.08% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
13,300
shares
|
$722,722
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
13,240
shares
|
$719,461
0.2% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
13,220
shares
|
$718,374
0.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,152
shares
|
$714,679
0.06% of portfolio
|
Q2 2022
Added 36.59%
|
|
|
Fj Capital Management LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
13,138
shares
|
$713,918
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,129
shares
|
$713,429
0.0% of portfolio
|
Q2 2023
Reduced 50.17%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
13,004
shares
|
$706,637
0.01% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
12,999
shares
|
$706,365
0.28% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
12,955
shares
|
$703,974
0.37% of portfolio
|
Q4 2024
Added 25.51%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
12,940
shares
|
$703,159
0.51% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,932
shares
|
$702,724
0.13% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
12,790
shares
|
$695,008
0.16% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
12,790
shares
|
$695,008
0.21% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
12,750
shares
|
$692,835
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
12,723
shares
|
$691,367
0.05% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
12,640
shares
|
$686,857
0.18% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
12,634
shares
|
$686,531
0.03% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
12,486
shares
|
$678,489
0.12% of portfolio
|
Q3 2024
Reduced 6.64%
|