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 |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
9,785
shares
|
$555,788
0.04% of portfolio
|
Q3 2025
Added 44.0%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
9,769
shares
|
$554,879
0.03% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
9,765
shares
|
$554,652
0.08% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,679
shares
|
$549,767
0.06% of portfolio
|
Q3 2025
Reduced 7.5%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
9,649
shares
|
$548,063
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
9,638
shares
|
$547,438
0.07% of portfolio
|
Q3 2025
Reduced 7.17%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
9,611
shares
|
$545,904
0.08% of portfolio
|
Q1 2022
Added 1.59%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
9,559
shares
|
$542,951
0.18% of portfolio
|
Q4 2022
Added 1.12%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
9,470
shares
|
$537,896
0.0% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
9,465
shares
|
$537,612
0.1% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
9,417
shares
|
$534,885
0.25% of portfolio
|
Q1 2022
Added 4.44%
|
|
|
Buckley Wealth Management, LLC
|
Nov 14, 2025 Q3 2025 |
9,384
shares
|
$533,011
0.16% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,358
shares
|
$531,534
0.02% of portfolio
|
Q3 2025
Added 36.67%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,215
shares
|
$523,412
0.11% of portfolio
|
Q3 2025
Added 28.31%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
9,193
shares
|
$522,162
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
9,188
shares
|
$521,878
0.15% of portfolio
|
Q3 2025
Added 56.31%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,180
shares
|
$521,424
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
111 Capital
Paris, I0 |
Nov 12, 2025 Q3 2025 |
9,130
shares
|
$518,584
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
9,120
shares
|
$518,016
0.25% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
9,090
shares
|
$516,312
0.1% of portfolio
|
Q3 2023
Added 3.74%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
9,019
shares
|
$512,279
0.0% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
9,016
shares
|
$512,108
0.36% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
8,962
shares
|
$509,041
1.07% of portfolio
|
Q3 2022
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
8,945
shares
|
$508,076
0.02% of portfolio
|
Q3 2022
Reduced 2.2%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
8,892
shares
|
$505,065
0.03% of portfolio
|
Q3 2025
Added 2.89%
|
|