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 |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
4,575
shares
|
$259,860
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
4,575
shares
|
$259,860
0.2% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
4,569
shares
|
$259,519
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,541
shares
|
$257,928
0.11% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
4,540
shares
|
$257,872
0.32% of portfolio
|
Q3 2022
Reduced 46.84%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
4,525
shares
|
$257,020
0.03% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,521
shares
|
$256,792
0.01% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
4,509
shares
|
$256,111
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
4,508
shares
|
$256,054
0.12% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,472
shares
|
$254,009
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
4,426
shares
|
$251,396
0.06% of portfolio
|
Q4 2024
Reduced 26.58%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
4,423
shares
|
$251,226
0.01% of portfolio
|
Q3 2025
Added 14.82%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
4,422
shares
|
$251,169
0.09% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
4,421
shares
|
$251,112
0.05% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
4,407
shares
|
$250,317
0.01% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
4,406
shares
|
$250,260
0.0% of portfolio
|
Q3 2025
Reduced 9.27%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Nov 04, 2025 Q3 2025 |
4,396
shares
|
$249,692
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
4,391
shares
|
$249,408
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
4,365
shares
|
$247,932
0.04% of portfolio
|
Q3 2025
Reduced 57.7%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2025 Q3 2025 |
4,360
shares
|
$247,648
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2025 Q3 2025 |
4,353
shares
|
$247,250
0.02% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
4,330
shares
|
$245,944
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
4,317
shares
|
$245,205
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bolthouse Investments, LLC
Bakersfield, CA |
Oct 27, 2025 Q3 2025 |
4,317
shares
|
$245,205
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,316
shares
|
$245,148
0.02% of portfolio
|
Q4 2022
Added 21.07%
|
|