Filing Research | O - REALTY INCOME CORP Institutional Holdings

Snapshot holdings

50 / 424 loaded

#		Instrument	quantity
1	CAPITAL ADVISORS INC/OK	Shares	1.0MSH	$62.0M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	902.9KSH	$55.9M
3	ABN AMRO INVESTMENT SOLUTIONS	Shares	797.7KSH	$49.4M
4	Vest Financial, LLC	Shares	758.7KSH	$47.0M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	750.1KSH	$47.0M
6	Swedbank AB	Shares	405.5KSH	$25.1M
7	Sound Income Strategies, LLC	Shares	365.4KSH	$22.6M
8	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	361.0KSH	$22.4M
9	IFM Investors Pty Ltd	Shares	354.5KSH	$22.0M
10	Mirae Asset Global Investments Co., Ltd.	Shares	316.7KSH	$19.6M
11	Czech National Bank	Shares	265.4KSH	$16.4M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	240.9KSH	$14.9M
13	BENJAMIN EDWARDS INC	Shares	227.9KSH	$14.1M
14	TECTONIC ADVISORS LLC	Shares	220.8KSH	$13.7M
15	Allied Investment Advisors, LLC	Shares	215.9KSH	$13.4M
16	D.A. DAVIDSON & CO.	Shares	211.2KSH	$13.1M
17	Gilman Hill Asset Management, LLC	Shares	198.0KSH	$12.3M
18	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	165.2KSH	$10.2M
19	Foster Victor Wealth Advisors, LLC	Shares	154.6KSH	$9.9M
20	Cyndeo Wealth Partners, LLC	Shares	157.6KSH	$9.8M
21	OLD NATIONAL BANCORP /IN/	Shares	148.4KSH	$9.2M
22	Portman Square Capital LLP	PUT	142.2KSH	$8.8M
23	Police & Firemen's Retirement System of New Jersey	Shares	140.5KSH	$8.7M
24	CULLEN INVESTMENT GROUP, LTD.	Shares	126.8KSH	$7.9M
25	PensionDanmark Pensionsforsikringsaktieselskab	Shares	125.9KSH	$7.8M
26	FARMERS & MERCHANTS INVESTMENTS INC	Shares	117.5KSH	$7.3M
27	Wealth Analytics Partners, LLC	Shares	114.1KSH	$7.3M
28	J.W. COLE ADVISORS, INC.	Shares	112.8KSH	$7.0M
29	MARATHON CAPITAL MANAGEMENT	Shares	111.5KSH	$6.9M
30	TCV Trust & Wealth Management, Inc.	Shares	111.2KSH	$6.9M
31	PARK NATIONAL CORP /OH/	Shares	110.7KSH	$6.9M
32	Martin Capital Partners, LLC	Shares	107.5KSH	$6.7M
33	ROFFMAN MILLER ASSOCIATES INC /PA/	Shares	106.3KSH	$6.6M
34	EXCHANGE TRADED CONCEPTS, LLC	Shares	105.9KSH	$6.6M
35	Telos Capital Management, Inc.	Shares	105.0KSH	$6.5M
36	DAVENPORT & Co LLC	Shares	104.0KSH	$6.4M
37	Dupree Financial Group, LLC	Shares	88.0KSH	$5.5M
38	Alpha Omega Wealth Management LLC	Shares	87.7KSH	$5.4M
39	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	84.7KSH	$5.2M
40	QRG CAPITAL MANAGEMENT, INC.	Shares	84.3KSH	$5.2M
41	ASR Vermogensbeheer N.V.	Shares	81.5KSH	$5.1M
42	HARRELL INVESTMENT PARTNERS, LLC	Shares	71.7KSH	$4.4M
43	Morningstar Investment Management LLC	Shares	70.8KSH	$4.3M
44	Sowell Financial Services LLC	Shares	68.3KSH	$4.2M
45	Baugh & Associates, LLC	Shares	64.5KSH	$4.0M
46	Adams Asset Advisors, LLC	Shares	62.4KSH	$3.9M
47	Comprehensive Financial Consultants Institutional, Inc.	Shares	62.4KSH	$3.9M
48	Clear Trail Advisors, LLC	Shares	62.2KSH	$3.9M
49	DMKC Advisory Services, LLC	Shares	62.0KSH	$3.8M
50	INDEPENDENT FINANCIAL GROUP, LLC	Shares	60.6KSH	$3.8M

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Manager changes2026-06-30 vs 2026-03-31

50 / 448 loaded

#		Instrument
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+289.7K	+$18.6M	$47.0M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+272.3K	+$17.4M	$55.9M
3	CAPITAL ADVISORS INC/OK added	Shares	+165.6K	+$10.9M	$62.0M
4	J.W. COLE ADVISORS, INC. new	Shares	+112.8K	+$7.0M	$7.0M
5	Martin Capital Partners, LLC trimmed	Shares	-283	+$6.7M	$6.7M
6	Swedbank AB added	Shares	+75.9K	+$5.0M	$25.1M
7	ASR Vermogensbeheer N.V. added	Shares	+68.1K	+$4.2M	$5.1M
8	Comprehensive Financial Consultants Institutional, Inc. new	Shares	+62.4K	+$3.9M	$3.9M
9	Synergy Asset Management, LLC new	Shares	+58.6K	+$3.6M	$3.6M
10	Fortis Group Advisors, LLC added	Shares	+41.3K	+$2.5M	$3.0M
11	IFM Investors Pty Ltd added	Shares	+25.5K	+$1.8M	$22.0M
12	Vanderbilt University added	Shares	+28.2K	+$1.8M	$3.0M
13	Sarasin & Partners LLP new	Shares	+27.0K	+$1.7M	$1.7M
14	Sowell Financial Services LLC added	Shares	+23.7K	+$1.5M	$4.2M
15	Abundance Wealth Counselors added	Shares	+23.5K	+$1.5M	$2.9M
16	Kepler Cheuvreux (Suisse) SA added	Shares	+22.1K	+$1.4M	$1.8M
17	Allied Investment Advisors, LLC added	Shares	+18.1K	+$1.3M	$13.4M
18	Czech National Bank added	Shares	+14.9K	+$1.1M	$16.4M
19	Curated Wealth Partners LLC new	Shares	+110.4K	+$1.1M	$1.1M
20	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+15.6K	+$1.0M	$6.6M
21	TECTONIC ADVISORS LLC added	Shares	+13.6K	+$1.0M	$13.7M
22	Redhawk Wealth Advisors, Inc. new	Shares	+15.9K	+$986.5K	$986.5K
23	OLD NATIONAL BANCORP /IN/ added	Shares	+12.7K	+$894.4K	$9.2M
24	Sound Income Strategies, LLC added	Shares	+12.6K	+$807.9K	$22.6M
25	Sumitomo Mitsui DS Asset Management Company, Ltd added	Shares	+8.5K	+$801.6K	$22.4M
26	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+11.3K	+$789.5K	$7.8M
27	SteelPeak Wealth, LLC new	Shares	+11.9K	+$742.6K	$742.6K
28	ROFFMAN MILLER ASSOCIATES INC /PA/ added	Shares	+10.5K	+$726.2K	$6.6M
29	Cyndeo Wealth Partners, LLC added	Shares	+9.5K	+$706.1K	$9.8M
30	Foster Victor Wealth Advisors, LLC added	Shares	+10.8K	+$682.1K	$9.9M
31	Adams Asset Advisors, LLC added	Shares	+9.9K	+$657.4K	$3.9M
32	QRG CAPITAL MANAGEMENT, INC. added	Shares	+9.5K	+$648.1K	$5.2M
33	Camelot Portfolios, LLC new	Shares	+9.9K	+$615.7K	$615.7K
34	Gilman Hill Asset Management, LLC added	Shares	+6.8K	+$573.6K	$12.3M
35	Mediolanum International Funds Ltd new	Shares	+9.0K	+$567.7K	$567.7K
36	BENEDICT FINANCIAL ADVISORS INC added	Shares	+8.8K	+$565.8K	$2.1M
37	Ballentine Partners, LLC added	Shares	+7.2K	+$464.0K	$1.7M
38	Nilsine Partners, LLC added	Shares	+6.7K	+$414.8K	$658.9K
39	DMKC Advisory Services, LLC added	Shares	+5.3K	+$371.5K	$3.8M
40	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+4.4K	+$362.3K	$7.3M
41	Robeco Institutional Asset Management B.V. added	Shares	+5.8K	+$360.9K	$669.2K
42	LVW Advisors, LLC new	Shares	+5.8K	+$358.0K	$358.0K
43	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+4.9K	+$346.3K	$3.8M
44	ZWJ INVESTMENT COUNSEL INC added	Shares	+4.8K	+$327.1K	$2.4M
45	Tempus Wealth Planning, LLC added	Shares	+5.0K	+$320.5K	$1.3M
46	Wealth Analytics Partners, LLC added	Shares	+391	+$319.4K	$7.3M
47	LEAVELL INVESTMENT MANAGEMENT, INC. new	Shares	+5.1K	+$318.7K	$318.7K
48	First Financial Bank - Trust Division added	Shares	+4.5K	+$317.2K	$3.3M
49	Rathbones Group PLC new	Shares	+5.0K	+$307.3K	$307.3K
50	Prosperity Planning, Inc. added	Shares	+4.5K	+$298.1K	$1.8M

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