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 $37.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
3,975
shares
|
$221,208
0.1% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
3,975
shares
|
$221,208
0.09% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,974
shares
|
$221,153
0.01% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,972
shares
|
$221,041
0.01% of portfolio
|
Q4 2024
Added 18.25%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
3,954
shares
|
$220,040
0.07% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
3,946
shares
|
$219,594
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
3,942
shares
|
$219,372
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
3,931
shares
|
$218,760
0.04% of portfolio
|
Q4 2024
Reduced 12.1%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
3,930
shares
|
$218,704
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
3,925
shares
|
$218,426
0.14% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,923
shares
|
$218,314
0.06% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
3,920
shares
|
$218,148
0.11% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,917
shares
|
$217,981
0.14% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
3,915
shares
|
$217,869
0.01% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
3,911
shares
|
$217,647
0.02% of portfolio
|
Q4 2024
Added 13.63%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
3,898
shares
|
$216,923
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
3,885
shares
|
$216,200
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
3,880
shares
|
$215,922
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,870
shares
|
$215,365
0.23% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,868
shares
|
$215,254
0.1% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
3,868
shares
|
$215,254
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
3,861
shares
|
$214,864
0.02% of portfolio
|
Q4 2024
Added 10.44%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
3,854
shares
|
$214,475
0.05% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,824
shares
|
$212,805
0.03% of portfolio
|
Q4 2024
Added 601.65%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
3,818
shares
|
$212,471
0.03% of portfolio
|
Q4 2024
Reduced 6.24%
|