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 |
|---|---|---|---|---|---|
|
Wespac Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
13,064
shares
|
$742,035
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
13,037
shares
|
$740,501
0.18% of portfolio
|
Q3 2025
Added 16.08%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
12,989
shares
|
$737,775
0.06% of portfolio
|
Q3 2025
Added 608.62%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
12,935
shares
|
$734,708
0.25% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
12,791
shares
|
$726,528
0.25% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Oct 21, 2025 Q3 2025 |
12,790
shares
|
$726,472
0.02% of portfolio
|
Q3 2025
Added 6.5%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
12,750
shares
|
$724,200
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,746
shares
|
$723,972
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
12,740
shares
|
$723,632
0.03% of portfolio
|
Q3 2025
Added 74.76%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
12,583
shares
|
$714,714
0.02% of portfolio
|
Q3 2025
Reduced 30.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
12,564
shares
|
$713,635
0.05% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2025 Q3 2025 |
12,358
shares
|
$701,934
0.13% of portfolio
|
Q3 2025
Added 59.42%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
12,347
shares
|
$701,309
0.04% of portfolio
|
Q3 2025
Reduced 13.34%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
12,301
shares
|
$698,696
0.13% of portfolio
|
Q3 2025
Reduced 34.42%
|
|
|
Kentucky Trust CO
Danville, KY |
Oct 14, 2025 Q3 2025 |
12,285
shares
|
$697,788
0.4% of portfolio
|
Q3 2025
Added 15.73%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
12,259
shares
|
$696,311
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
12,148
shares
|
$690,006
0.01% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
12,132
shares
|
$689,097
0.02% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
12,033
shares
|
$683,474
0.04% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
11,974
shares
|
$680,123
0.32% of portfolio
|
Q4 2022
Added 10.03%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
11,936
shares
|
$677,964
0.38% of portfolio
|
Q3 2025
New holding
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
11,935
shares
|
$677,908
0.41% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Demars Financial Group, LLC
|
Oct 29, 2025 Q3 2025 |
11,736
shares
|
$666,604
0.25% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
11,659
shares
|
$662,231
0.1% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
11,646
shares
|
$661,492
0.08% of portfolio
|
Q3 2024
Reduced 30.15%
|
|