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 1,545 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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
559
shares
|
$31,751
0.0% of portfolio
|
Q3 2025
Reduced 26.16%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
550
shares
|
$31,240
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
544
shares
|
$30,899
0.01% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
544
shares
|
$30,899
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
528
shares
|
$29,990
0.01% of portfolio
|
Q3 2025
Added 68.69%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
525
shares
|
$29,820
0.01% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
519
shares
|
$29,479
0.0% of portfolio
|
Q3 2025
Reduced 33.8%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
508
shares
|
$28,854
0.01% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
502
shares
|
$28,513
0.01% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
500
shares
|
$28,400
0.01% of portfolio
|
Q3 2025
Reduced 66.87%
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
494
shares
|
$28,059
0.01% of portfolio
|
Q3 2025
Added 586.11%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
494
shares
|
$28,059
0.03% of portfolio
|
Q3 2025
Reduced 92.27%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
493
shares
|
$28,002
0.0% of portfolio
|
Q4 2023
Added 62.71%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
482
shares
|
$27,377
0.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
479
shares
|
$27,207
0.01% of portfolio
|
Q2 2024
Added 45.15%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
477
shares
|
$27,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
471
shares
|
$26,752
0.0% of portfolio
|
Q4 2024
Added 22.34%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
463
shares
|
$26,298
0.0% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
450
shares
|
$25,560
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
441
shares
|
$25,048
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
430
shares
|
$24,424
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
428
shares
|
$24,310
0.01% of portfolio
|
Q4 2023
Added 9.18%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
420
shares
|
$23,856
0.02% of portfolio
|
Q3 2020
Reduced 10.64%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
418
shares
|
$23,742
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
411
shares
|
$23,344
0.03% of portfolio
|
Q1 2025
New holding
|
|