13F

Stock

Realty Income Corp

O · held by 15 managers

Reported value

$98.1M

Holders

15

+1 new · −0 exited

Holders’ est. mark

−$17.1M

Price effect on 8 books still in the name

Largest holder

$62.3M

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC1.17M$62.3M−$11.7MCut−$48.2M
DANSKE BANK A/S495.9K$26.5M−$4.24MCut−$358K
Swiss Life Asset Management Ltd85K$4.54M−$704.2KAdded$77.6K
BROADWATER CAPITAL MANAGEMENT LLC19.8K$1.06M−$198KCut−$270.9K
Roehl & Yi Investment Advisors, LLC15.5K$826.6KHeld
Prestige Wealth Management Group LLC12.8K$681.6K−$119.4KCut−$75.3K
Severin Investments, LLC11.6K$620.8KHeld
CHESAPEAKE ASSET MANAGEMENT LLC9.62K$513.9K−$96.3KCut−$106.8K
ELEVATION POINT WEALTH PARTNERS, LLC6.13K$327.5K−$61.3KCut−$75.1K
Evelyn Partners Investment Management LLP5K$267.1KHeld
ONTARIO TEACHERS PENSION PLAN BOARD4.48K$239.3KNew
Medallion Wealth Advisors, LLC1.98K$108.4KHeld
Aventura Private Wealth, LLC1.26K$67.6KHeld
Clark Wealth Partners51$2.74KHeld
Leonteq Securities AG6$320−$61Cut−$61

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.