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 |
|---|---|---|---|---|---|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
5,849
shares
|
$332,223
0.27% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
5,819
shares
|
$330,519
0.02% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
5,801
shares
|
$329,496
0.08% of portfolio
|
Q4 2025
Added 6.6%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
5,790
shares
|
$328,872
0.15% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 17, 2025 Q3 2025 |
5,749
shares
|
$326,543
0.11% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
5,720
shares
|
$324,896
0.02% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
5,711
shares
|
$324,384
0.01% of portfolio
|
Q3 2024
Reduced 78.72%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
5,696
shares
|
$323,532
0.19% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Hendershot Investments Inc.
|
Nov 12, 2025 Q3 2025 |
5,675
shares
|
$322,340
0.04% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,663
shares
|
$321,658
0.02% of portfolio
|
Q3 2025
Added 16.12%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
5,635
shares
|
$320,068
0.01% of portfolio
|
Q4 2025
Reduced 36.08%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
5,626
shares
|
$319,556
0.11% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
5,615
shares
|
$318,932
0.21% of portfolio
|
Q3 2025
Added 9.35%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
5,582
shares
|
$317,057
0.06% of portfolio
|
Q4 2025
Reduced 24.74%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
5,580
shares
|
$316,944
0.15% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Rexford Capital Inc
Bellaire, TX |
Oct 21, 2025 Q3 2025 |
5,579
shares
|
$316,887
0.26% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
5,565
shares
|
$316,092
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
5,521
shares
|
$313,592
0.01% of portfolio
|
Q3 2025
Reduced 46.51%
|
|
|
Cross Staff Investments Inc
|
Oct 24, 2025 Q3 2025 |
5,511
shares
|
$313,024
0.24% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
5,500
shares
|
$312,400
0.21% of portfolio
|
Q2 2023
New holding
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 13, 2026 Q4 2025 |
5,500
shares
|
$312,400
0.19% of portfolio
|
Q4 2025
Added 0.46%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,497
shares
|
$312,229
0.08% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,476
shares
|
$311,036
0.01% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 14, 2026 Q4 2025 |
5,468
shares
|
$310,582
0.16% of portfolio
|
Q4 2025
Reduced 15.58%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
5,451
shares
|
$309,616
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|