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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
5,443
shares
|
$309,162
0.06% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
5,442
shares
|
$309,105
0.08% of portfolio
|
Q3 2025
Added 6.73%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 18, 2025 Q3 2025 |
5,438
shares
|
$308,878
0.05% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,437
shares
|
$308,821
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Oct 24, 2025 Q3 2025 |
5,437
shares
|
$308,821
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,432
shares
|
$308,537
0.11% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
5,421
shares
|
$307,912
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
5,410
shares
|
$307,288
0.07% of portfolio
|
Q4 2025
Added 0.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
5,402
shares
|
$306,833
0.02% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
5,382
shares
|
$305,697
0.02% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
5,378
shares
|
$305,470
0.22% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
5,370
shares
|
$305,016
0.05% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Moody National Bank Trust Division
|
Jan 12, 2026 Q4 2025 |
5,345
shares
|
$303,596
0.03% of portfolio
|
Q4 2025
Added 22.73%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
5,332
shares
|
$302,857
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
5,321
shares
|
$302,232
0.04% of portfolio
|
Q3 2025
Reduced 15.82%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
5,315
shares
|
$301,892
0.26% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
5,313
shares
|
$301,778
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,309
shares
|
$301,551
0.03% of portfolio
|
Q1 2025
Added 118.66%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
5,250
shares
|
$298,200
0.03% of portfolio
|
Q3 2025
Reduced 5.41%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
5,239
shares
|
$297,575
0.04% of portfolio
|
Q3 2025
Reduced 28.51%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
5,228
shares
|
$296,950
0.21% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
5,223
shares
|
$296,666
0.14% of portfolio
|
Q3 2025
Added 12.23%
|
|