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 1,407 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 $38.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
5,282
shares
|
$299,014
0.09% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
5,253
shares
|
$297,372
0.21% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
5,233
shares
|
$296,240
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,208
shares
|
$294,824
0.02% of portfolio
|
Q4 2024
Reduced 98.27%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,207
shares
|
$294,768
0.01% of portfolio
|
Q3 2024
Reduced 11.85%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
5,202
shares
|
$294,485
0.07% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
5,202
shares
|
$294,485
0.06% of portfolio
|
Q4 2024
Added 19.26%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
5,194
shares
|
$294,032
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
5,175
shares
|
$292,956
0.01% of portfolio
|
Q4 2022
Added 5.14%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,172
shares
|
$292,786
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
5,164
shares
|
$292,334
0.06% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
5,154
shares
|
$291,767
0.35% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
5,128
shares
|
$290,296
0.02% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Feb 14, 2025 Q4 2024 |
5,100
shares
|
$288,711
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
5,096
shares
|
$288,484
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,076
shares
|
$287,352
0.02% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
5,046
shares
|
$285,654
0.03% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
5,045
shares
|
$285,597
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
5,037
shares
|
$285,144
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
5,036
shares
|
$285,087
0.22% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
5,027
shares
|
$284,578
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
5,016
shares
|
$283,955
0.02% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
5,016
shares
|
$283,955
0.26% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
5,000
shares
|
$283,050
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,951
shares
|
$280,276
0.42% of portfolio
|
Q3 2024
New holding
|