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 |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
9,043
shares
|
$504,599
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
9,041
shares
|
$504,487
0.24% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
8,980
shares
|
$501,084
0.0% of portfolio
|
Q4 2024
Reduced 24.19%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
8,962
shares
|
$500,079
1.07% of portfolio
|
Q3 2022
New holding
|
|
|
Scharf Investments, LLC
|
Jan 23, 2025 Q4 2024 |
8,954
shares
|
$499,633
0.02% of portfolio
|
Q4 2024
Reduced 99.61%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
8,945
shares
|
$499,131
0.02% of portfolio
|
Q3 2022
Reduced 2.2%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
8,854
shares
|
$494,053
0.08% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
8,810
shares
|
$491,598
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
8,718
shares
|
$486,464
0.11% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
8,654
shares
|
$482,893
0.01% of portfolio
|
Q4 2024
Added 32.75%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
8,509
shares
|
$474,802
0.04% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
8,508
shares
|
$474,746
0.05% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
8,495
shares
|
$474,021
0.04% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
8,463
shares
|
$472,235
0.04% of portfolio
|
Q3 2023
Reduced 14.76%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
8,346
shares
|
$465,706
0.04% of portfolio
|
Q4 2022
Reduced 3.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
8,320
shares
|
$464,256
0.09% of portfolio
|
Q1 2023
Reduced 4.48%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
8,279
shares
|
$461,968
0.22% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,276
shares
|
$461,800
0.01% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
8,236
shares
|
$459,568
0.21% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
8,151
shares
|
$454,825
0.01% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
8,130
shares
|
$453,654
0.01% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
8,087
shares
|
$451,254
0.06% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
8,080
shares
|
$450,864
0.09% of portfolio
|
Q4 2024
Added 32.89%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
8,026
shares
|
$447,850
0.03% of portfolio
|
Q4 2024
Reduced 17.28%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
7,975
shares
|
$445,005
0.01% of portfolio
|
Q4 2024
Added 29.93%
|