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 |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
188
shares
|
$10,678
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
184
shares
|
$10,451
0.0% of portfolio
|
Q1 2025
Reduced 61.9%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
182
shares
|
$10,337
0.0% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
177
shares
|
$10,053
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
176
shares
|
$9,996
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
168
shares
|
$9,542
0.0% of portfolio
|
Q3 2025
Reduced 9.68%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
165
shares
|
$9,372
0.0% of portfolio
|
Q2 2024
Added 65.0%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
159
shares
|
$9,031
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
155
shares
|
$8,804
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
154
shares
|
$8,747
0.0% of portfolio
|
Q3 2025
Reduced 65.0%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
154
shares
|
$8,747
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
146
shares
|
$8,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
143
shares
|
$8,122
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
140
shares
|
$7,952
0.01% of portfolio
|
Q3 2025
Added 32.08%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
138
shares
|
$7,838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
137
shares
|
$7,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
137
shares
|
$7,781
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
136
shares
|
$7,724
0.0% of portfolio
|
Q3 2023
Reduced 6.85%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
136
shares
|
$7,724
0.0% of portfolio
|
Q3 2025
Reduced 81.89%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
135
shares
|
$7,668
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
131
shares
|
$7,440
0.01% of portfolio
|
Q2 2025
Reduced 12.08%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
129
shares
|
$7,327
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
128
shares
|
$7,270
0.0% of portfolio
|
Q1 2025
Added 113.33%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
123
shares
|
$6,986
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
123
shares
|
$6,986
0.0% of portfolio
|
Q2 2025
New holding
|
|