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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
6,892
shares
|
$391,465
0.02% of portfolio
|
Q4 2025
Reduced 0.2%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
6,873
shares
|
$390,386
0.17% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Anb Bank
Denver, CO |
Oct 22, 2025 Q3 2025 |
6,852
shares
|
$389,193
0.17% of portfolio
|
Q3 2025
Added 28.12%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
6,847
shares
|
$388,909
0.19% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Fluent Financial, LLC
|
Oct 10, 2025 Q3 2025 |
6,838
shares
|
$388,398
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
Jan 12, 2026 Q4 2025 |
6,833
shares
|
$388,114
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,800
shares
|
$386,240
0.25% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
6,797
shares
|
$386,069
0.22% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
6,774
shares
|
$384,763
0.05% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Atlas Financial Advisors, Inc.
|
Apr 16, 2025 Q4 2024 |
6,747
shares
|
$383,229
0.62% of portfolio
|
Q4 2024
Added 88.99%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
6,735
shares
|
$382,548
0.14% of portfolio
|
Q3 2025
Reduced 15.12%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
6,730
shares
|
$382,264
0.05% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
6,726
shares
|
$382,036
0.02% of portfolio
|
Q3 2025
Added 31.03%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
6,711
shares
|
$381,184
0.45% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
6,709
shares
|
$381,071
0.07% of portfolio
|
Q4 2025
Added 21.28%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
6,638
shares
|
$377,038
0.01% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,601
shares
|
$374,936
0.18% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
6,550
shares
|
$372,040
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2025 Q3 2025 |
6,531
shares
|
$370,960
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Oct 28, 2025 Q3 2025 |
6,527
shares
|
$370,733
0.08% of portfolio
|
Q3 2025
Added 5.8%
|
|
|
First County Bank /Ct/
Stamford, CT |
Oct 08, 2025 Q3 2025 |
6,477
shares
|
$367,893
0.2% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
6,459
shares
|
$366,871
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
6,440
shares
|
$365,792
0.04% of portfolio
|
Q4 2023
Added 47.27%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
6,432
shares
|
$365,337
0.02% of portfolio
|
Q2 2025
Reduced 5.87%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
6,431
shares
|
$365,280
0.04% of portfolio
|
Q3 2025
Reduced 26.31%
|
|