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 |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
4,946
shares
|
$279,993
0.03% of portfolio
|
Q4 2024
Reduced 18.4%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
4,934
shares
|
$279,313
0.05% of portfolio
|
Q4 2024
Reduced 10.11%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
4,933
shares
|
$279,257
0.01% of portfolio
|
Q4 2024
Added 41.1%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,904
shares
|
$277,615
0.0% of portfolio
|
Q4 2024
Added 8.21%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
4,823
shares
|
$273,030
0.02% of portfolio
|
Q4 2024
Reduced 20.28%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
4,786
shares
|
$270,935
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
4,784
shares
|
$270,822
0.09% of portfolio
|
Q4 2024
Reduced 66.12%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
4,758
shares
|
$269,350
0.14% of portfolio
|
Q4 2024
Reduced 6.85%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
4,749
shares
|
$268,840
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
4,734
shares
|
$267,991
0.09% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
4,727
shares
|
$267,595
0.12% of portfolio
|
Q4 2024
Added 19.37%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
4,717
shares
|
$267,029
0.08% of portfolio
|
Q4 2020
Added 401.59%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,715
shares
|
$266,916
0.05% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,694
shares
|
$265,727
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
4,681
shares
|
$264,991
0.08% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
4,670
shares
|
$264,368
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
4,638
shares
|
$262,557
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
4,605
shares
|
$260,689
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
4,593
shares
|
$260,009
0.09% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,572
shares
|
$258,820
0.05% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
4,562
shares
|
$258,254
0.02% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,556
shares
|
$257,915
0.02% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
4,540
shares
|
$257,009
0.32% of portfolio
|
Q3 2022
Reduced 46.84%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
4,529
shares
|
$256,386
0.13% of portfolio
|
Q4 2024
Added 5.5%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,521
shares
|
$255,933
0.01% of portfolio
|
Q4 2024
Reduced 6.09%
|