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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
1,083
shares
|
$61,514
0.0% of portfolio
|
Q1 2025
Reduced 30.71%
|
|
|
Core First Bank & Trust
Topeka, KS |
Nov 12, 2025 Q3 2025 |
1,080
shares
|
$61,344
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
1,070
shares
|
$60,776
0.01% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
1,062
shares
|
$60,321
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,057
shares
|
$60,037
0.01% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,050
shares
|
$59,640
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
1,038
shares
|
$58,958
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
1,036
shares
|
$58,844
0.03% of portfolio
|
Q3 2025
Added 10.8%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,011
shares
|
$57,424
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,000
shares
|
$56,800
0.03% of portfolio
|
Q2 2019
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
999
shares
|
$56,743
0.03% of portfolio
|
Q3 2025
Added 1061.63%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
966
shares
|
$54,868
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
954
shares
|
$54,187
0.02% of portfolio
|
Q3 2025
Reduced 20.96%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
944
shares
|
$53,619
0.01% of portfolio
|
Q3 2025
Added 2.83%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
942
shares
|
$53,505
0.02% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
939
shares
|
$53,335
0.01% of portfolio
|
Q3 2025
Added 54.7%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
923
shares
|
$52,426
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
922
shares
|
$52,369
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
897
shares
|
$50,949
0.0% of portfolio
|
Q3 2025
Added 258.8%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
885
shares
|
$50,268
0.01% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 30, 2025 Q3 2025 |
865
shares
|
$49,132
0.02% of portfolio
|
Q1 2025
Added 17.05%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
859
shares
|
$48,791
0.03% of portfolio
|
Q4 2024
Reduced 16.28%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
856
shares
|
$48,620
0.0% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
850
shares
|
$48,280
0.01% of portfolio
|
Q4 2024
Added 54.55%
|
|
|
Tobam
|
Nov 07, 2025 Q3 2025 |
828
shares
|
$47,030
0.02% of portfolio
|
Q2 2025
Added 47.07%
|
|