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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
4,040
shares
|
$229,472
0.04% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
4,034
shares
|
$229,131
0.0% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
4,030
shares
|
$228,904
0.0% of portfolio
|
Q2 2022
Reduced 4.73%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
4,020
shares
|
$228,336
0.0% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
4,017
shares
|
$228,165
0.12% of portfolio
|
Q4 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
4,007
shares
|
$227,597
0.02% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
3,975
shares
|
$225,780
0.08% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
3,974
shares
|
$225,723
0.01% of portfolio
|
Q4 2024
Reduced 9.14%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
3,971
shares
|
$225,552
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,960
shares
|
$224,928
0.1% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 13, 2026 Q4 2025 |
3,957
shares
|
$224,757
0.02% of portfolio
|
Q4 2025
Added 7.79%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
3,942
shares
|
$223,905
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
3,933
shares
|
$223,394
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,930
shares
|
$223,224
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
3,917
shares
|
$222,485
0.14% of portfolio
|
Q2 2023
Reduced 0.23%
|
|
|
Jentner Corp
|
Jul 16, 2025 Q2 2025 |
3,908
shares
|
$221,974
0.08% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
3,871
shares
|
$219,872
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,870
shares
|
$219,816
0.23% of portfolio
|
Q1 2023
Reduced 14.98%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
3,855
shares
|
$218,964
0.02% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
3,853
shares
|
$218,850
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
3,850
shares
|
$218,680
0.05% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
3,846
shares
|
$218,452
0.06% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,842
shares
|
$218,225
0.05% of portfolio
|
Q3 2025
Reduced 50.3%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
3,820
shares
|
$216,976
0.01% of portfolio
|
Q3 2025
Reduced 8.87%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
3,820
shares
|
$216,976
0.0% of portfolio
|
Q3 2025
Added 6.56%
|
|