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Disclosery

O REALTY INCOME CORP

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REIT (common), issuer CIK 726728

1,242 managers (1,270 13F filers) reported a position in O shares at 2024-12-31, 686,436,694 shares in all. 98 filers opened a position and 141 filers sold out during the quarter.

Managers
1,242
13F filers
1,270
New
98
Added
486
Reduced
477
Sold out
141
Shares held by filers
686,436,694

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gillson Capital LP151,700$8.1M0.73%new13F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC150,162$8.02M0.68%-67913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management148,669$7.94M0.02%+145,39313F-HRTimelineGroup
Utah Retirement Systems144,267$7.71M0.08%013F-HRTimeline
Wealthfront Advisers LLC142,293$7.6M0.02%+23,97513F-HR/ATimeline
EASTERLY INVESTMENT PARTNERS LLC141,239$7.54M0.59%new13F-HRTimeline
Soltis Investment Advisors LLC139,096$7.43M0.69%-4,55813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\136,677$7.3M0.01%-4,82913F-HRTimelineGroup
Venture Visionary Partners LLC134,216$7.17M0.3%+4,36113F-HR/ATimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding133,755$7.14M-4,727Timeline
Quantitative Investment Management, LLC133,596$7.13M0.53%new13F-HRTimeline
Vestcor Inc132,602$7.08M0.23%+52,74513F-HRTimeline
XPONANCE LLC132,117$7.06M0.06%+3,30513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC131,935$7.05M0.92%+1,84713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…131,711$7.03M<0.01%-6,00513F-HRTimelineGroup
WealthPlan Investment Management, LLC129,541$6.92M0.68%-50013F-HRTimeline
GSI Capital Advisors LLC129,190$6.9M3.65%-26413F-HRTimeline
Metis Global Partners, LLC129,085$6.89M0.21%-66413F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC128,310$6.85M0.45%+19,21913F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp128,029$6.84M0.02%+5,06013F-HRTimelineGroup
Police & Firemen's Retirement System of…126,411$6.75M0.07%13F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA125,245$6.69M0.01%+7,65513F-HR/ATimelineGroup
Community Bank of Raymore124,397$6.64M5.22%-11,66213F-HRTimeline
Windle Wealth, LLC123,657$6.6M3.65%+7,19113F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding122,602$6.55M-8,508Timeline
Twin Tree Management, LP122,601$6.55M0.16%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…120,243$6.42M0.2%+8,11913F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV118,052$6.3M1.49%-1,02113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP119,342$6.29M0.01%-1,68413F-HRTimeline
Zions Bancorporation, N.A.117,670$6.28M0.4%+10,96613F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…117,619$6.28M0.06%+1,47713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV117,263$6.26M0.02%-37,39213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…116,095$6.2M0.02%-2,99713F-HRTimeline
IMC-Chicago, LLC115,571$6.17M0.17%+75,62513F-HRTimeline
Rafferty Asset Management, LLC115,169$6.15M0.02%-8,62113F-HRTimeline
DAVENPORT & Co LLC115,095$6.15M0.04%-50213F-HRTimeline
Core Alternative Capital115,277$6.14M1.28%+22613F-HRTimeline
United Asset Strategies, Inc.113,013$6.04M0.55%+4,68513F-HRTimeline
Foster Victor Wealth Advisors, LLC110,098$6.01M0.46%+7,17713F-HRTimeline
World Investment Advisors112,539$6.01M0.16%+90,28813F-HRTimeline
Tredje AP-fonden112,100$5.99M0.05%-5,90013F-HRTimeline
Sterling Capital Management LLC111,557$5.96M0.08%+19,52713F-HRTimeline
WORLDQUANT MILLENNIUM ADVISORS LLC111,494$5.95M0.04%+87,76813F-HRTimeline
Waterfront Capital Partners, LLC111,353$5.95M1.11%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…109,773$5.86M0.06%-2,84113F-HRTimelineGroup
MARATHON CAPITAL MANAGEMENT109,646$5.86M1.46%-29813F-HRTimeline
COUNTRY CLUB BANK109,461$5.77M0.39%-3,15213F-HRTimeline
MML INVESTORS SERVICES, LLC107,010$5.71M0.02%+2,01313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC106,371$5.68M0.05%-220,90913F-HRTimelineGroup
BLB&B Advisors, LLC106,204$5.67M0.29%new13F-HRTimeline
TCV Trust & Wealth Management, Inc.104,825$5.6M0.52%+17613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS104,758$5.6M0.02%+8,58913F-HRTimeline
MACKENZIE FINANCIAL CORP102,837$5.49M0.01%+31,57613F-HR/ATimeline
Pacer Advisors, Inc.102,386$5.47M0.01%+37,63813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding102,256$5.46M-4,914Timeline
PARK NATIONAL CORP /OH/99,901$5.34M0.2%new13F-HRTimeline
Telos Capital Management, Inc.98,840$5.28M0.56%+4,83613F-HRTimeline
TOWNSQUARE CAPITAL LLC97,823$5.22M0.06%+53913F-HRTimeline
Kingsview Wealth Management, LLC97,806$5.22M0.1%+14,23213F-HRTimeline
Dupree Financial Group, LLC96,302$5.14M2.35%+2,45313F-HRTimeline
Cubist Systematic Strategies, LLC95,699$5.11M0.08%new13F-HRTimeline
DEARBORN PARTNERS LLC94,774$5.06M0.21%-76313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.94,391$5.04M0.03%+3,31613F-HRTimeline
Ethic Inc.93,756$5.01M0.1%+15,37113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC87,129$4.95M0.01%+19513F-HRTimelineGroup
Geneos Wealth Management Inc.91,646$4.89M0.17%+83,64113F-HRTimeline
NewEdge Advisors, LLC91,334$4.88M0.03%+31,47913F-HRTimeline
SteelPeak Wealth, LLC90,995$4.86M0.2%+75,91613F-HRTimeline
Alpha Omega Wealth Management LLC90,324$4.82M0.91%-1,43213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC89,502$4.78M0.1%+2,70813F-HRTimeline
Pathway Financial Advisers, LLC89,318$4.77M1.6%+1,29013F-HRTimeline
Carnegie Investment Counsel87,452$4.67M0.13%+6,44113F-HRTimeline
Elo Mutual Pension Insurance Co87,037$4.65M0.1%-4,65113F-HRTimeline
Canal Capital Management, LLC85,875$4.59M0.74%-25,01813F-HRTimeline
Ensign Peak Advisors, Inc85,355$4.56M0.01%+28,62213F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC85,213$4.55M0.07%-24,05013F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…85,028$4.54M0.03%+14,65513F-HRTimelineGroup
Mutual Advisors, LLC81,538$4.45M0.13%+4,29913F-HRTimeline
MIZUHO SECURITIES USA LLC82,950$4.43M0.08%+26,47913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…82,894$4.43M0.1%+4,38313F-HRTimelineGroup
WealthPLAN Partners, LLC82,891$4.43M0.63%-10,36613F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC82,435$4.4M1.57%+67,04313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI82,042$4.38M0.47%-18,56313F-HRTimeline
Investor's Fiduciary Advisor Network, L…80,642$4.31M1.65%13F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …79,800$4.26M0.15%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding79,627$4.25M-625Timeline
Focus Partners Wealthgroup of 2 filers holding79,279$4.23M+2,487Timeline
NorthCoast Asset Management LLC79,119$4.23M0.02%+75,95713F-HR/ATimeline
Quantinno Capital Management LP78,699$4.2M0.04%+16,41313F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC77,493$4.14M0.45%+6,13013F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The77,471$4.14M0.09%+2,50513F-HRTimelineGroup
CWM, LLCin group CWM, LLC76,102$4.07M0.02%+1,15913F-HRTimelineGroup
Baugh & Associates, LLC78,665$4.05M2.1%-2413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…75,623$4.04M0.17%+50213F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND75,040$4.01M0.07%+50013F-HRTimeline
Gotham Asset Management, LLC74,789$3.99M0.04%-5,98613F-HRTimeline
Y-Intercept (Hong Kong) Ltd74,648$3.99M0.27%+70,97813F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.74,599$3.98M0.04%new13F-HRTimeline
BEACON FINANCIAL GROUP74,562$3.98M0.43%-74513F-HRTimeline
LMG Wealth Partners, LLC74,245$3.97M0.86%new13F-HRTimeline
WCM INVESTMENT MANAGEMENT, LLC74,973$3.95M0.01%+54,61213F-HR/ATimeline
Signature Wealth Management Group73,967$3.95M1.59%-87113F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …73,627$3.92M<0.01%+9,99813F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC71,585$3.82M0.09%-104,94013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP71,340$3.81M0.06%-22213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC71,044$3.79M0.02%-5,27213F-HRTimelineGroup
Schonfeld Strategic Advisors LLC70,895$3.79M0.02%+17,23713F-HRTimeline
Prairiewood Capital, LLC70,885$3.79M1.62%+3,49913F-HRTimeline
Consolidated Portfolio Review Corp68,151$3.64M0.58%+55,51113F-HRTimeline
Swedbank ABin group Swedbank AB67,772$3.62M<0.01%+11,39013F-HRTimelineGroup
BUTENSKY & COHEN FINANCIAL SECURITY, INC67,538$3.61M1.13%-34713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS67,537$3.61M0.14%-2,63813F-HRTimelineGroup
HBW ADVISORY SERVICES LLC67,170$3.59M0.37%+1,75713F-HRTimeline
Atria Investments, Inc67,025$3.58M0.04%-6,80913F-HRTimeline
Gulf International Bank (UK) Ltd66,903$3.57M0.09%-70013F-HRTimeline
Bard Financial Services, Inc.66,805$3.57M0.43%-76513F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC66,683$3.56M1%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,599$3.56M0.01%-437,91713F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC65,223$3.48M0.3%+3,10213F-HRTimeline
&PARTNERS64,614$3.44M0.04%+17,48713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC63,929$3.41M0.01%+8,12713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.63,717$3.4M0.01%-43013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…63,662$3.4M0.03%013F-HRTimeline
DoubleLine ETF Adviser LP62,513$3.34M0.9%+44013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding62,330$3.33M+1,957Timeline
EXCHANGE TRADED CONCEPTS, LLC61,855$3.3M0.07%-7,66713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.61,727$3.3M0.25%-7,20513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding61,474$3.28M-2,404Timeline
Brookfield Corp /ON/in group Brookfield Corp /ON/61,410$3.28M0.02%-161,16413F-HR/ATimelineGroup
Gold Investment Management Ltd.60,208$3.22M1.36%-19113F-HRTimeline
Dakota Wealth Management60,107$3.21M0.07%-3,29013F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding59,845$3.2M-26,608Timeline
Private Advisor Group, LLC58,451$3.12M0.02%+55813F-HRTimeline
Adelante Capital Management LLC58,145$3.11M0.2%-8,35613F-HRTimeline
Kinloch Capital, LLC57,526$3.07M1.54%-7013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd57,488$3.07M0.04%-56013F-HRTimelineGroup
North Star Investment Management Corp.57,030$3.05M0.21%-1,34913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP56,807$3.03M0.09%+15,76313F-HRTimelineGroup
WOLVERINE TRADING, LLC57,494$3.03M0.07%+46,07713F-HRTimeline
OSTRUM ASSET MANAGEMENT56,542$3.02M0.26%-1,13213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC56,107$3M0.17%-1,26813F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.54,888$2.93M1.61%013F-HRTimeline
Southland Equity Partners LLC54,325$2.9M0.68%+6,72513F-HRTimeline
Candriam S.C.A.54,220$2.9M0.02%013F-HRTimeline
Intrua Financial, LLC54,043$2.89M0.47%-1,97813F-HRTimeline
Ilmarinen Mutual Pension Insurance Co54,000$2.88M0.02%013F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO53,958$2.88M0.09%-68713F-HRTimeline
Naviter Wealth, LLC53,242$2.84M0.34%+8,07813F-HRTimeline
Presima Securities ULC52,578$2.81M0.69%013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD52,406$2.8M0.01%+2,40413F-HRTimelineGroup
Woodline Partners LP52,339$2.8M0.02%new13F-HRTimeline
Azimuth Capital Investment Management L…52,310$2.79M0.11%+2,50513F-HRTimeline
Capital Square, LLC51,000$2.77M1.57%-74513F-HRTimeline
BFSG, LLC51,488$2.75M0.32%-2,47413F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS51,369$2.74M0.01%+45,53913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC50,930$2.72M0.02%-3,15513F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.50,690$2.71M1.68%+1,05513F-HRTimeline
Sophron Capital Management L.P.49,293$2.63M1.04%13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.48,220$2.58M0.03%+3,24913F-HRTimeline
EP Wealth Advisors, LLC48,081$2.57M0.02%+4,14513F-HRTimeline
Blackhawk Capital Partners, LLC47,449$2.53M1.31%+9,05613F-HRTimeline
Brentview Investment Management LLC47,276$2.52M1.43%13F-HRTimeline
Hamilton Capital Partners Inc.47,104$2.52M0.19%+13,78813F-HRTimeline
Louisiana State Employees Retirement Sy…47,100$2.52M0.05%-1,90013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC47,037$2.51M0.07%-1,12813F-HRTimeline
Silver Lake Advisory, LLC46,554$2.49M1.09%-1,15213F-HRTimeline
Maryland State Retirement & Pension Sys…46,540$2.49M0.05%-3,71013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC46,435$2.48M0.07%-6,34013F-HRTimeline
Meridian Wealth Advisors, LLC46,388$2.48M0.41%new13F-HRTimeline
Sigma Planning Corp46,268$2.47M0.08%+6,05113F-HRTimeline
SHUFRO ROSE & CO LLC46,250$2.47M0.19%+14,75013F-HRTimeline
UMB Bank, n.a.46,208$2.47M0.04%+14,18313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Berry Wealth Group, LP45,405$2.43M1.75%+4,74513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…44,820$2.39M0.01%-2,57413F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…44,713$2.39M0.02%+40,80113F-HRTimelineGroup
MGO ONE SEVEN LLC44,456$2.37M0.09%-14,85813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…44,349$2.37M0.05%-3,32313F-HRTimelineGroup
Leslie Global Wealth, LLC44,242$2.36M1.1%-87,92013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC44,434$2.36M0.02%+9,33713F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding43,979$2.35M-6,755Timeline
Engineers Gate Manager LP43,865$2.34M0.04%new13F-HRTimeline
Florida Trust Wealth Management Co43,453$2.32M0.07%-6,56713F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC43,423$2.32M1.12%+7,41113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV43,285$2.31M0.32%+39913F-HRTimeline
Versor Investments LP43,100$2.3M0.4%+26,50013F-HRTimeline
Capital Investment Advisory Services, L…42,468$2.27M0.22%+8,07113F-HRTimeline
Frank, Rimerman Advisors LLC42,362$2.26M0.16%+5,33913F-HRTimeline
U.S. Capital Wealth Advisors, LLC41,998$2.24M0.07%+37,83113F-HRTimeline
Global Retirement Partners, LLC41,990$2.24M0.06%+21,30213F-HRTimeline
1832 Asset Management L.P.41,860$2.24M<0.01%+17,76913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD41,500$2.22M0.07%-1,10013F-HRTimeline
Cohen Investment Advisors LLC41,221$2.2M1.33%+1,28013F-HRTimeline
Symphony Financial, Ltd. Co.39,367$2.18M0.34%-2,82813F-HRTimeline
Centiva Capital, LP40,579$2.17M0.08%+34,18113F-HRTimeline
OMC Financial Services LTD39,991$2.14M0.91%+5013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION39,452$2.11M0.2%+1,70613F-HRTimeline
EDMP, INC.39,297$2.1M1.99%+12,27913F-HRTimeline
Integrated Wealth Concepts LLC39,167$2.09M0.02%-96213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …39,714$2.09M<0.01%-1,85613F-HRTimelineGroup
Measured Risk Portfolios, Inc.38,938$2.08M2.31%13F-HRTimeline