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 1,547 institutions that hold shares in the stock, with a total of 696 Million shares, which have been reported (via 13F filing form) to have a value of $39.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
3,234
shares
|
$183,691
0.06% of portfolio
|
Q1 2024
Reduced 74.46%
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
3,233
shares
|
$183,634
0.05% of portfolio
|
Q3 2025
Reduced 90.35%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,214
shares
|
$182,555
0.11% of portfolio
|
Q2 2022
Added 1.01%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
3,201
shares
|
$181,816
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
3,171
shares
|
$180,112
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
3,126
shares
|
$177,556
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
3,100
shares
|
$176,080
0.02% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
3,100
shares
|
$176,080
0.15% of portfolio
|
Q4 2023
Added 24.0%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
3,071
shares
|
$174,432
0.1% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
3,043
shares
|
$172,842
0.0% of portfolio
|
Q3 2025
Reduced 15.92%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
2,842
shares
|
$161,425
0.01% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
2,779
shares
|
$157,847
0.0% of portfolio
|
Q3 2025
Added 62.42%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
2,760
shares
|
$156,768
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
2,723
shares
|
$154,666
0.11% of portfolio
|
Q4 2024
Reduced 71.29%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2025 Q3 2025 |
2,704
shares
|
$153,587
0.01% of portfolio
|
Q3 2024
Added 683.77%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
2,691
shares
|
$152,848
0.05% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,664
shares
|
$151,315
0.04% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
2,652
shares
|
$150,633
0.09% of portfolio
|
Q4 2020
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,582
shares
|
$146,657
0.03% of portfolio
|
Q3 2025
Reduced 16.09%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,580
shares
|
$146,544
0.01% of portfolio
|
Q4 2024
Reduced 27.93%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
2,565
shares
|
$145,692
0.34% of portfolio
|
Q3 2025
Reduced 92.86%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,528
shares
|
$143,590
0.02% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,448
shares
|
$139,046
0.07% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,365
shares
|
$134,332
0.01% of portfolio
|
Q3 2025
Reduced 24.99%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
2,335
shares
|
$132,628
0.01% of portfolio
|
Q3 2025
Reduced 5.69%
|
|