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Disclosery

O REALTY INCOME CORP

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REIT (common), issuer CIK 726728

1,255 managers (1,282 13F filers) reported a position in O shares at 2025-03-31, 700,777,721 shares in all. 120 filers opened a position and 97 filers sold out during the quarter.

Managers
1,255
13F filers
1,282
New
120
Added
618
Reduced
382
Sold out
97
Shares held by filers
700,777,721

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…148,467$8.61M<0.01%+16,75613F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC148,348$8.61M0.59%new13F-HRTimeline
Dupree Financial Group, LLC145,973$8.47M3.44%+49,67113F-HRTimeline
Metis Global Partners, LLC145,843$8.46M0.24%+16,75813F-HRTimeline
Illinois Municipal Retirement Fund145,031$8.41M0.12%-14,98213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP144,972$8.41M0.01%-23,64413F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC144,861$8.4M0.28%-8,67213F-HRTimeline
Utah Retirement Systems144,267$8.37M0.1%013F-HRTimeline
Uniplan Investment Counsel, Inc.143,378$8.32M0.81%-9,73813F-HRTimeline
Venture Visionary Partners LLC142,496$8.27M0.35%+8,28013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC141,378$8.2M0.51%+13,06813F-HRTimelineGroup
Soltis Investment Advisors LLC141,035$8.18M0.73%+1,93913F-HRTimeline
Ensign Peak Advisors, Inc139,891$8.12M0.02%+54,53613F-HRTimeline
WealthPlan Investment Management, LLC138,934$8.06M0.79%+9,39313F-HRTimeline
CWM, LLCin group CWM, LLC137,685$7.99M0.03%+61,58313F-HRTimelineGroup
BLB&B Advisors, LLC135,531$7.86M0.4%+29,32713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding135,385$7.85M+1,630Timeline
MATTERN CAPITAL MANAGEMENT, LLC133,723$7.76M0.99%+1,78813F-HRTimeline
Atria Wealth Solutions, Inc.132,645$7.69M0.09%-53,89813F-HRTimeline
GSI Capital Advisors LLC131,743$7.64M4.01%+2,55313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\131,633$7.64M0.01%-5,04413F-HRTimelineGroup
Windle Wealth, LLC130,469$7.57M3.9%+6,81213F-HRTimeline
World Investment Advisors129,979$7.54M0.2%+17,44013F-HRTimeline
XPONANCE LLC126,694$7.35M0.07%-5,42313F-HRTimeline
Police & Firemen's Retirement System of…126,411$7.33M0.07%013F-HRTimeline
NewEdge Advisors, LLC126,183$7.32M0.04%+34,84913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…124,317$7.21M0.46%13F-HRTimeline
Edgestream Partners, L.P.124,281$7.21M0.24%+113,17513F-HRTimeline
PARK NATIONAL CORP /OH/123,932$7.19M0.26%+24,03113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…123,524$7.17M0.23%+3,28113F-HRTimelineGroup
United Asset Strategies, Inc.123,226$7.15M0.66%+10,21313F-HRTimeline
MACKENZIE FINANCIAL CORP123,051$7.14M0.01%+20,21413F-HRTimeline
SKBA CAPITAL MANAGEMENT LLC122,026$7.08M1.05%-32,06113F-HRTimeline
DAVENPORT & Co LLC121,501$7.05M0.04%+6,40613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp118,243$6.86M0.02%-9,78613F-HRTimelineGroup
Quantinno Capital Management LP117,945$6.84M0.04%+39,24613F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV117,162$6.8M1.48%-89013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…117,145$6.8M0.07%-47413F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…116,060$6.73M0.03%-3513F-HRTimeline
MML INVESTORS SERVICES, LLC115,881$6.72M0.02%+8,87113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS115,382$6.69M0.02%+10,62413F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding115,259$6.69M-7,343Timeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…114,344$6.63M0.05%+29,31613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.112,086$6.5M0.04%+17,69513F-HRTimeline
Foster Victor Wealth Advisors, LLC116,787$6.45M0.52%+6,68913F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC110,887$6.43M0.81%-38,54213F-HRTimelineGroup
MARATHON CAPITAL MANAGEMENT110,346$6.4M1.7%+70013F-HRTimeline
Canal Capital Management, LLC110,250$6.4M1.07%+24,37513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV110,598$6.36M0.01%-6,66513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC109,561$6.36M0.06%+3,19013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.108,113$6.27M0.19%+100,26813F-HRTimeline
COUNTRY CLUB BANK109,822$6.22M0.42%+36113F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…106,334$6.17M0.07%-3,43913F-HR/ATimelineGroup
Ethic Inc.106,275$6.07M0.12%+12,51913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding103,654$6.01M+1,398Timeline
TOWNSQUARE CAPITAL LLC103,091$5.98M0.06%+5,26813F-HRTimeline
TCV Trust & Wealth Management, Inc.102,479$5.94M0.55%-2,34613F-HRTimeline
U.S. Capital Wealth Advisors, LLC100,709$5.84M0.18%+58,71113F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA100,642$5.84M0.01%-24,60313F-HR/ATimelineGroup
Telos Capital Management, Inc.98,978$5.74M0.63%+13813F-HRTimeline
Sterling Capital Management LLC98,923$5.74M0.09%-12,63413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC98,391$5.7M0.02%+27,34713F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC97,764$5.67M0.01%+10,63513F-HRTimelineGroup
Rafferty Asset Management, LLC95,425$5.54M0.02%-19,74413F-HRTimeline
Kingsview Wealth Management, LLC94,943$5.51M0.1%-2,86313F-HRTimeline
Core Alternative Capital93,624$5.42M1.3%-21,65313F-HRTimeline
Vestcor Inc93,185$5.41M0.18%-39,41713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC92,069$5.34M0.11%+2,56713F-HRTimeline
Pathway Financial Advisers, LLC92,026$5.34M1.83%+2,70813F-HRTimeline
OP Asset Management Ltd91,331$5.3M0.09%13F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.89,513$5.19M0.01%-329,46913F-HRTimelineGroup
WealthPLAN Partners, LLC88,728$5.15M0.73%+5,83713F-HRTimeline
Consolidated Portfolio Review Corp87,967$5.1M0.82%+19,81613F-HRTimeline
Alpha Omega Wealth Management LLC86,689$5.03M0.96%-3,63513F-HRTimeline
NorthCoast Asset Management LLC86,668$5.03M0.03%+7,54913F-HR/ATimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC86,176$5M0.51%+8,68313F-HRTimeline
Candriam S.C.A.85,366$4.95M0.03%+31,14613F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The84,968$4.93M0.09%+7,49713F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding84,853$4.92M+25,008Timeline
Gotham Asset Management, LLC84,613$4.91M0.04%+9,82413F-HRTimeline
Investor's Fiduciary Advisor Network, L…83,688$4.85M2.29%+3,04613F-HRTimeline
Carnegie Investment Counsel89,888$4.76M0.11%+2,43613F-HRTimeline
Prairiewood Capital, LLC81,633$4.74M1.93%+10,74813F-HRTimeline
DEARBORN PARTNERS LLC79,896$4.63M0.22%-14,87813F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …79,800$4.63M0.16%013F-HRTimelineGroup
CULLEN INVESTMENT GROUP, LTD.79,720$4.62M0.7%+54,07513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding79,228$4.6M-51Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…78,197$4.54M0.19%+2,57413F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding80,026$4.54M+399Timeline
Rakuten Investment Management, Inc.79,995$4.53M0.02%13F-HRTimeline
Mutual Advisors, LLC78,813$4.48M0.13%-2,72513F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI76,265$4.42M0.49%-5,77713F-HRTimeline
Signature Wealth Management Group76,167$4.42M1.72%+2,20013F-HRTimeline
Meridian Wealth Advisors, LLC75,311$4.37M0.74%+28,92313F-HRTimeline
LMG Wealth Partners, LLC75,311$4.37M0.97%+1,06613F-HRTimeline
&PARTNERS77,065$4.37M0.05%+12,45113F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND75,180$4.36M0.08%+14013F-HRTimeline
MANNING & NAPIER ADVISORS LLC75,000$4.35M0.05%new13F-HRTimeline
Baugh & Associates, LLC77,783$4.32M2.18%-88213F-HRTimeline
Woodline Partners LP73,942$4.29M0.03%+21,60313F-HRTimeline
Dakota Wealth Management73,871$4.29M0.1%+13,76413F-HRTimeline
OSTRUM ASSET MANAGEMENT73,698$4.28M0.23%+17,15613F-HRTimeline
Ilex Capital Partners (UK) LLP73,372$4.26M0.17%new13F-HRTimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …73,572$4.26M<0.01%-5513F-HRTimelineGroup
WCM INVESTMENT MANAGEMENT, LLC73,666$4.17M0.01%-1,30713F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC71,111$4.13M1.22%+4,42813F-HRTimeline
Verition Fund Management LLC70,371$4.08M0.02%new13F-HRTimeline
BEACON FINANCIAL GROUP70,102$4.07M0.44%-4,46013F-HRTimeline
MIZUHO SECURITIES USA LLC70,078$4.07M0.09%-12,87213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP69,340$4.02M0.06%-2,00013F-HRTimeline
Pacer Advisors, Inc.69,172$4.01M0.01%-33,21413F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC68,982$4M1.22%+1,44413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC68,915$4M0.03%+17,98513F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC68,860$4M0.09%-2,72513F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…67,511$3.92M0.04%+3,84913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC67,174$3.9M0.01%+3,24513F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS67,010$3.89M0.16%-52713F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC65,765$3.8M0.03%+21,33113F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.65,269$3.79M0.01%+1,55213F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP64,752$3.76M0.11%+7,94513F-HRTimelineGroup
Bard Financial Services, Inc.64,365$3.73M0.46%-2,44013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.64,173$3.72M0.28%+2,44613F-HRTimelineGroup
NEOS Investment Management LLC64,369$3.72M0.07%+27,64313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding63,353$3.68M+1,879Timeline
Gold Investment Management Ltd.62,736$3.64M1.54%+2,52813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding62,524$3.63M+194Timeline
MARCO INVESTMENT MANAGEMENT LLC62,350$3.62M0.34%-2,87313F-HRTimeline
Private Advisor Group, LLC62,069$3.6M0.02%+3,61813F-HRTimeline
Kinloch Capital, LLC60,904$3.53M1.69%+3,37813F-HRTimeline
Sigma Planning Corp60,898$3.53M0.11%+14,63013F-HRTimeline
Truvestments Capital LLC60,465$3.51M0.76%+53,47713F-HRTimeline
Perpetual Ltdin group Perpetual Ltd57,488$3.33M0.04%013F-HRTimelineGroup
WORLDQUANT MILLENNIUM ADVISORS LLC57,441$3.33M0.02%-54,05313F-HRTimeline
Atria Investments, Inc56,899$3.3M0.04%-10,12613F-HRTimeline
BFSG, LLC56,419$3.27M0.4%+4,93113F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD55,663$3.23M0.02%+3,25713F-HRTimelineGroup
Elo Mutual Pension Insurance Co55,514$3.22M0.07%-31,52313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC55,402$3.21M0.19%-70513F-HRTimeline
TWO SIGMA ADVISERS, LPin group TWO SIGMA INVESTMENTS, LP55,233$3.2M0.01%new13F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC55,140$3.2M0.52%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC54,985$3.19M0.06%-6,87013F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.54,888$3.18M1.79%013F-HRTimeline
Hamilton Capital Partners Inc.54,528$3.16M0.2%+7,42413F-HRTimeline
Southland Equity Partners LLC54,297$3.15M0.73%-2813F-HRTimeline
Ilmarinen Mutual Pension Insurance Co54,000$3.13M0.03%013F-HRTimeline
Presima Securities ULC53,452$3.1M0.69%+87413F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO53,405$3.1M0.11%-55313F-HRTimeline
Naviter Wealth, LLC54,365$3.08M0.37%+1,12313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC52,837$3.07M0.08%+6,40213F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.52,827$3.06M1.89%+2,13713F-HRTimeline
North Star Investment Management Corp.52,774$3.06M0.22%-4,25613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd52,298$3.03M0.16%new13F-HRTimelineGroup
L & S Advisors Inc51,953$3.01M0.37%new13F-HRTimeline
Azimuth Capital Investment Management L…51,595$2.99M0.12%-71513F-HRTimeline
SHUFRO ROSE & CO LLC51,450$2.98M0.24%+5,20013F-HRTimeline
DoubleLine ETF Adviser LP50,771$2.95M0.98%-11,74213F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.50,344$2.92M0.03%+2,12413F-HRTimeline
Capital Square, LLC50,290$2.92M1.71%-71013F-HRTimeline
Gulf International Bank (UK) Ltd49,913$2.9M0.1%-16,99013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC49,824$2.89M0.09%+14,29613F-HRTimelineGroup
Brentview Investment Management LLC49,814$2.89M1.54%+2,53813F-HRTimeline
Intrua Financial, LLC49,689$2.88M0.45%-4,35413F-HRTimeline
Schonfeld Strategic Advisors LLC49,570$2.88M0.02%-21,32513F-HRTimeline
Beacon Pointe Advisors, LLC49,117$2.85M0.03%+15,17813F-HRTimeline
Silver Lake Advisory, LLC49,057$2.85M1.24%+2,50313F-HRTimeline
RFG Advisory, LLC48,423$2.81M0.08%+11,72913F-HRTimeline
EP Wealth Advisors, LLC48,028$2.79M0.02%-5313F-HRTimeline
Brendel Financial Advisors LLC47,982$2.78M1.69%new13F-HRTimeline
EDMP, INC.47,915$2.78M2.33%+8,61813F-HRTimeline
Stonebridge Financial Group, LLC47,103$2.73M0.29%+11,35013F-HRTimeline
Louisiana State Employees Retirement Sy…47,100$2.73M0.05%013F-HRTimeline
Capital Investment Advisory Services, L…46,395$2.69M0.24%+3,92713F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC46,282$2.68M0.08%-75513F-HRTimeline
MGO ONE SEVEN LLC46,009$2.67M0.1%+1,55313F-HRTimeline
UMB Bank, n.a.45,921$2.66M0.04%-28713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MSH Capital Advisors LLC45,830$2.66M0.82%+25,10113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…45,543$2.64M0.01%+72313F-HRTimelineGroup
HUTNER CAPITAL MANAGEMENT INC44,694$2.59M1.11%+1,27113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC44,433$2.58M<0.01%-1,262,55613F-HRTimelineGroup
Delta Global Management LP44,433$2.58M0.19%new13F-HRTimeline
Leslie Global Wealth, LLC44,296$2.57M1.25%+5413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…44,226$2.56M0.05%+17,78313F-HRTimelineGroup
Cohen Investment Advisors LLC44,130$2.56M1.49%+2,90913F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC43,748$2.54M0.01%+4,83913F-HRTimelineGroup
Berry Wealth Group, LP43,257$2.51M1.96%-2,14813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding43,011$2.5M-968Timeline
Florida Trust Wealth Management Co42,808$2.48M0.08%-64513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV42,434$2.46M0.35%-85113F-HRTimeline
HBW ADVISORY SERVICES LLC41,785$2.42M0.34%-25,38513F-HRTimeline
Integrated Wealth Concepts LLC41,736$2.42M0.03%+2,56913F-HRTimeline
Arkadios Wealth Advisors41,304$2.4M0.09%+18,16113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION41,041$2.38M0.23%+1,58913F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD40,900$2.37M0.09%-60013F-HRTimeline
Perkins Coie Trust Co40,806$2.37M0.54%+4,04313F-HRTimeline
Measured Risk Portfolios, Inc.40,775$2.37M2.54%+1,83713F-HRTimeline
Maryland State Retirement & Pension Sys…40,744$2.36M0.06%-5,79613F-HRTimeline
OMC Financial Services LTD39,951$2.32M1.04%-4013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …39,624$2.26M<0.01%-9013F-HRTimelineGroup
Burns Matteson Capital Management, LLC43,435$2.25M1.21%+89813F-HRTimeline
Y-Intercept (Hong Kong) Ltd38,506$2.23M0.15%-36,14213F-HRTimeline