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 1,350 institutions that hold shares in the stock, with a total of 661 Million shares, which have been reported (via 13F filing form) to have a value of $35.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
110
shares
|
$5,977
0.0% of portfolio
|
Q4 2024
Reduced 97.29%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
110
shares
|
$5,977
0.0% of portfolio
|
Q4 2023
Reduced 81.82%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
109
shares
|
$5,923
0.0% of portfolio
|
Q3 2024
Added 10.1%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
108
shares
|
$5,868
0.0% of portfolio
|
Q3 2024
Added 103.77%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
106
shares
|
$5,760
0.0% of portfolio
|
Q3 2024
Reduced 48.29%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
104
shares
|
$5,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
103
shares
|
$5,597
0.0% of portfolio
|
Q2 2024
Reduced 74.44%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
101
shares
|
$5,488
0.0% of portfolio
|
Q3 2024
Reduced 37.27%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
100
shares
|
$5,434
0.01% of portfolio
|
Q3 2020
Reduced 92.31%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
100
shares
|
$5,434
0.0% of portfolio
|
Q2 2020
Reduced 99.31%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
100
shares
|
$5,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
100
shares
|
$5,434
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
74
shares
|
$4,021
0.0% of portfolio
|
Q3 2024
Reduced 98.31%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
73
shares
|
$3,966
0.0% of portfolio
|
Q3 2024
Added 28.07%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
72
shares
|
$3,912
0.0% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Tributary Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
69
shares
|
$3,749
0.0% of portfolio
|
Q4 2024
Reduced 15.85%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
67
shares
|
$3,640
0.0% of portfolio
|
Q1 2024
Reduced 47.66%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
62
shares
|
$3,369
0.0% of portfolio
|
Q3 2024
Reduced 81.6%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
60
shares
|
$3,260
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
53
shares
|
$2,880
0.0% of portfolio
|
Q4 2024
Reduced 72.82%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
52
shares
|
$2,825
0.0% of portfolio
|
Q4 2024
Added 30.0%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
50
shares
|
$2,717
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$2,717
0.0% of portfolio
|
Q4 2024
Reduced 83.87%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
50
shares
|
$2,717
0.0% of portfolio
|
Q3 2022
Added 257.14%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
47
shares
|
$2,553
0.0% of portfolio
|
Q3 2022
Reduced 68.03%
|