Skip to content
Disclosery

O REALTY INCOME CORP

Follow

REIT (common), issuer CIK 726728

1,266 managers (1,291 13F filers) reported a position in O shares at 2025-06-30, 713,450,241 shares in all. 99 filers opened a position and 96 filers sold out during the quarter.

Managers
1,266
13F filers
1,291
New
99
Added
637
Reduced
378
Sold out
96
Shares held by filers
713,450,241

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
NOVARE CAPITAL MANAGEMENT LLC152,066$8.76M0.71%+3,40713F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV151,681$8.74M1.65%+34,51913F-HRTimeline
CWM, LLCin group CWM, LLC150,855$8.69M0.03%+13,17013F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC150,053$8.64M0.26%+5,19213F-HRTimeline
XPONANCE LLC149,810$8.63M0.07%+23,11613F-HRTimeline
WealthPlan Investment Management, LLC149,322$8.6M0.63%+10,38813F-HRTimeline
Soltis Investment Advisors LLC148,313$8.54M0.67%+7,27813F-HRTimeline
Quantinno Capital Management LP147,810$8.52M0.04%+29,86513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP146,510$8.44M0.01%+1,53813F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…145,873$8.4M0.01%-2,59413F-HRTimelineGroup
Utah Retirement Systems144,719$8.34M0.09%+45213F-HRTimeline
Knights of Columbus Asset Advisors LLC143,092$8.24M0.5%-5,25613F-HRTimeline
Community Bank of Raymore142,676$8.22M6.08%-6,18813F-HRTimeline
Ensign Peak Advisors, Inc141,471$8.15M0.01%+1,58013F-HRTimeline
Uniplan Investment Counsel, Inc.140,527$8.1M0.82%-2,85113F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …140,314$8.08M0.05%-27,05813F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding139,340$8.03M+3,955Timeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…138,898$8M0.43%+14,58113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson136,910$7.89M<0.01%-1,596,76813F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC135,623$7.81M0.94%+1,90013F-HRTimeline
Police & Firemen's Retirement System of…135,367$7.8M0.07%+8,95613F-HRTimeline
NewEdge Advisors, LLC133,636$7.7M0.04%+7,45313F-HRTimeline
Vestcor Inc132,658$7.64M0.23%+39,47313F-HRTimeline
PARK NATIONAL CORP /OH/132,395$7.63M0.25%+8,46313F-HRTimeline
GSI Capital Advisors LLC132,107$7.61M4.08%+36413F-HRTimeline
Venture Visionary Partners LLC131,016$7.55M0.28%-11,48013F-HRTimeline
World Investment Advisors130,743$7.53M0.17%+76413F-HRTimeline
MACKENZIE FINANCIAL CORP129,671$7.47M0.01%+6,62013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…129,523$7.46M0.22%+5,99913F-HRTimelineGroup
DAVENPORT & Co LLC129,494$7.46M0.04%+7,99313F-HRTimeline
Illinois Municipal Retirement Fund129,316$7.45M0.1%-15,71513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\128,685$7.41M0.01%-2,94813F-HRTimelineGroup
Windle Wealth, LLC127,968$7.37M3.6%-2,50113F-HRTimeline
United Asset Strategies, Inc.127,794$7.36M0.63%+4,56813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS124,565$7.18M0.02%+9,18313F-HRTimeline
MML INVESTORS SERVICES, LLC123,395$7.11M0.02%+7,51413F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…122,860$7.08M0.07%+5,71513F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp121,928$7.02M0.02%+3,68513F-HRTimelineGroup
SKBA CAPITAL MANAGEMENT LLC121,706$7.01M1.01%-32013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding121,555$7M+6,296Timeline
Foster Victor Wealth Advisors, LLC121,337$6.91M0.47%+4,55013F-HRTimeline
Dupree Financial Group, LLC119,642$6.89M2.72%-26,33113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC118,992$6.86M0.06%+9,43113F-HRTimelineGroup
Swedbank ABin group Swedbank AB118,261$6.81M0.01%13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV116,150$6.69M0.02%+5,55213F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…115,412$6.65M0.03%-64813F-HRTimeline
Elo Mutual Pension Insurance Co114,666$6.61M0.13%+59,15213F-HRTimeline
Canal Capital Management, LLC114,516$6.6M1.04%+4,26613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC114,469$6.59M0.01%+16,70513F-HRTimelineGroup
Rafferty Asset Management, LLC114,450$6.59M0.02%+19,02513F-HRTimeline
Gotham Asset Management, LLC112,497$6.48M0.04%+27,88413F-HRTimeline
J.W. COLE ADVISORS, INC.111,518$6.42M0.14%+3,40513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.111,076$6.4M0.04%-1,01013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding110,747$6.38M+7,093Timeline
MARATHON CAPITAL MANAGEMENT109,510$6.31M1.61%-83613F-HRTimeline
U.S. Capital Wealth Advisors, LLC109,381$6.3M0.18%+8,67213F-HRTimeline
Sterling Capital Management LLC109,065$6.28M0.09%+10,14213F-HR/ATimeline
Martin Capital Partners, LLC108,467$6.25M2.45%+76,85813F-HRTimeline
COUNTRY CLUB BANK108,778$6.2M0.39%-1,04413F-HRTimeline
NorthCoast Asset Management LLC107,212$6.18M0.03%+20,54413F-HRTimeline
OSTRUM ASSET MANAGEMENT106,270$6.12M0.29%+32,57213F-HRTimeline
Kingsview Wealth Management, LLC104,233$6M0.1%+9,29013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…103,561$5.97M0.06%-2,77313F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.103,278$5.95M0.52%+79913F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA102,243$5.89M0.01%+1,60113F-HRTimelineGroup
Edgestream Partners, L.P.101,500$5.85M0.16%-22,78113F-HRTimeline
SG Americas Securities, LLC100,972$5.82M0.03%+92,87713F-HRTimeline
Telos Capital Management, Inc.99,467$5.73M0.58%+48913F-HRTimeline
Pacer Advisors, Inc.97,944$5.64M0.01%+28,77213F-HRTimeline
NEOS Investment Management LLC98,193$5.63M0.07%+33,82413F-HRTimeline
Woodline Partners LP97,684$5.63M0.03%+23,74213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.96,901$5.58M0.01%+7,38813F-HRTimelineGroup
Pathway Financial Advisers, LLC94,492$5.44M1.76%+2,46613F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.94,134$5.42M0.77%+14,41413F-HRTimeline
Carnegie Investment Counsel94,030$5.42M0.11%+4,14213F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The92,723$5.34M0.08%+7,75513F-HRTimelineGroup
OP Asset Management Ltd92,538$5.33M0.08%+1,20713F-HR/ATimeline
COLDSTREAM CAPITAL MANAGEMENT INC91,564$5.28M0.09%-50513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC89,424$5.15M0.52%+3,24813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding89,014$5.13M+9,786Timeline
&PARTNERS88,611$5.11M0.04%+11,54613F-HRTimeline
Alpha Omega Wealth Management LLC86,552$4.99M0.89%-13713F-HRTimeline
Prairiewood Capital, LLC85,989$4.95M1.84%+4,35613F-HRTimeline
Core Alternative Capital85,786$4.94M1.35%-7,83813F-HRTimeline
Investor's Fiduciary Advisor Network, L…85,196$4.91M1.82%+1,50813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…85,158$4.91M0.03%-29,18613F-HRTimelineGroup
Consolidated Portfolio Review Corp84,117$4.85M0.67%-3,85013F-HRTimeline
Cresset Asset Management, LLC83,561$4.81M0.02%new13F-HR/ATimeline
Ethic Inc.84,318$4.81M0.09%-21,95713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC83,409$4.81M0.02%-14,98213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…82,965$4.78M0.02%+51,21113F-HRTimeline
DEARBORN PARTNERS LLC82,230$4.74M0.22%+2,33413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC81,307$4.68M0.03%+12,39213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC80,999$4.67M0.01%+13,82513F-HRTimelineGroup
HARRELL INVESTMENT PARTNERS, LLC80,991$4.67M1.18%+9,88013F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding79,550$4.58M-5,303Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…79,449$4.58M0.17%+1,25213F-HRTimelineGroup
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …79,989$4.56M<0.01%+6,41713F-HRTimelineGroup
LMG Wealth Partners, LLC78,789$4.54M0.93%+3,47813F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND78,080$4.5M0.08%+2,90013F-HRTimeline
Mutual Advisors, LLC77,393$4.48M0.11%-1,42013F-HRTimeline
Signature Wealth Management Group77,042$4.44M1.75%+87513F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI75,602$4.36M0.45%-66313F-HRTimeline
MANNING & NAPIER ADVISORS LLC75,000$4.32M0.05%013F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC73,241$4.22M1.26%+4,25913F-HRTimeline
Meridian Wealth Advisors, LLC72,298$4.17M0.66%-3,01313F-HRTimeline
Dakota Wealth Management71,988$4.15M0.09%-1,88313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP71,034$4.09M0.06%+1,69413F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…68,545$3.95M0.03%+1,03413F-HRTimeline
Baugh & Associates, LLC73,278$3.93M2.05%-4,50513F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC68,090$3.92M0.08%-77013F-HRTimelineGroup
BEACON FINANCIAL GROUP65,641$3.78M0.39%-4,46113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.65,621$3.78M0.01%+35213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding65,403$3.77M+2,050Timeline
Private Advisor Group, LLC65,084$3.75M0.02%+3,01513F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC64,848$3.74M0.43%-46,03913F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.64,791$3.73M0.27%+61813F-HRTimelineGroup
Atria Investments, Inc64,776$3.73M0.04%+7,87713F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding64,403$3.71M+1,879Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS64,017$3.69M0.14%-2,99313F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC62,751$3.62M0.3%+40113F-HRTimeline
Kinloch Capital, LLC62,162$3.58M1.67%+1,25813F-HRTimeline
Truvestments Capital LLC61,865$3.56M0.71%+1,40013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD61,580$3.55M0.02%+5,91713F-HRTimelineGroup
Bard Financial Services, Inc.61,260$3.53M0.42%-3,10513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding61,221$3.53M-18,805Timeline
Hamilton Capital Partners Inc.60,770$3.5M0.18%+6,24213F-HRTimeline
WealthPLAN Partners, LLC60,536$3.49M0.56%-28,19213F-HRTimeline
Sigma Planning Corp60,377$3.48M0.1%-52113F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC59,653$3.44M0.04%+4,66813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC59,247$3.41M0.08%+6,41013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.58,057$3.34M0.03%+7,71313F-HRTimeline
BFSG, LLC57,854$3.33M0.37%+1,43513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC57,680$3.32M0.09%+7,85613F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC57,934$3.32M0.02%-7,83113F-HRTimelineGroup
Candriam S.C.A.56,898$3.28M0.02%-28,46813F-HRTimeline
Verition Fund Management LLC56,720$3.27M0.02%-13,65113F-HRTimeline
Gold Investment Management Ltd.56,483$3.26M1.23%-6,25313F-HRTimeline
Naviter Wealth, LLC56,338$3.25M0.4%+1,97313F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC56,093$3.24M0.53%new13F-HRTimelineGroup
Perpetual Ltdin group Perpetual Ltd55,508$3.2M0.04%-1,98013F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC55,425$3.19M0.5%+28513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC55,382$3.19M0.17%-2013F-HRTimeline
KEMPNER CAPITAL MANAGEMENT INC.54,888$3.16M1.69%013F-HRTimeline
EP Wealth Advisors, LLC54,763$3.15M0.02%+6,73513F-HRTimeline
Presima Securities ULC54,605$3.15M0.72%+1,15313F-HRTimeline
Beacon Pointe Advisors, LLC54,533$3.14M0.03%+5,41613F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO54,470$3.14M0.1%+1,06513F-HRTimeline
Southland Equity Partners LLC54,429$3.14M0.69%+13213F-HRTimeline
Azimuth Capital Investment Management L…54,305$3.13M0.12%+2,71013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co54,000$3.11M0.03%013F-HRTimeline
MSH Capital Advisors LLC53,741$3.1M0.89%+7,91113F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.53,209$3.07M1.86%+38213F-HRTimeline
DoubleLine ETF Adviser LP53,104$3.06M0.98%+2,33313F-HRTimeline
North Star Investment Management Corp.52,403$3.02M0.21%-37113F-HRTimeline
IFP Advisors, Inc52,299$3.01M0.09%+42,06513F-HRTimeline
SHUFRO ROSE & CO LLC51,250$2.97M0.24%-20013F-HRTimeline
RFG Advisory, LLC51,487$2.97M0.07%+3,06413F-HRTimeline
ExodusPoint Capital Management, LP51,343$2.96M0.04%new13F-HRTimeline
Slagle Financial, LLC50,852$2.93M1.18%+46,95213F-HRTimeline
Silver Lake Advisory, LLC50,665$2.92M1.24%+1,60813F-HRTimeline
Capital Square, LLC50,278$2.87M1.53%-1213F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …49,700$2.86M0.1%-30,10013F-HRTimelineGroup
Global Retirement Partners, LLC49,631$2.86M0.07%13F-HRTimeline
Brentview Investment Management LLC48,958$2.82M1.42%-85613F-HRTimeline
Davis Selected Advisers48,870$2.82M0.02%new13F-HRTimeline
Intrua Financial, LLC48,786$2.81M0.4%-90313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC48,508$2.79M0.01%+4,76013F-HRTimelineGroup
Stonebridge Financial Group, LLC48,485$2.79M0.27%+1,38213F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS48,457$2.79M0.12%new13F-HRTimeline
Symphony Financial, Ltd. Co.47,786$2.78M0.37%new13F-HR/ATimeline
Tredje AP-fonden48,057$2.77M0.02%new13F-HRTimeline
Louisiana State Employees Retirement Sy…47,600$2.74M0.05%+50013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION47,470$2.73M0.24%+6,42913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC47,215$2.72M0.08%+93313F-HRTimeline
HBW ADVISORY SERVICES LLC47,186$2.72M0.34%+5,40113F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI47,069$2.71M0.06%+9,73613F-HRTimeline
MGO ONE SEVEN LLC46,888$2.7M0.09%+87913F-HRTimeline
EDMP, INC.46,791$2.7M2.29%-1,12413F-HRTimeline
Cohen Investment Advisors LLC46,710$2.69M1.41%+2,58013F-HRTimeline
Capital Investment Advisory Services, L…46,624$2.69M0.22%+22913F-HRTimeline
Rodgers Brothers Inc.46,500$2.68M0.34%+40,25013F-HRTimeline
HUTNER CAPITAL MANAGEMENT INC45,140$2.6M1.18%+44613F-HRTimeline
Gulf International Bank (UK) Ltd44,761$2.58M0.09%-5,15213F-HRTimeline
Delta Global Management LP44,444$2.56M0.17%+1113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…43,468$2.5M0.01%-2,07513F-HRTimelineGroup
Maryland State Retirement & Pension Sys…43,409$2.5M0.05%+2,66513F-HRTimeline
Frank, Rimerman Advisors LLC42,906$2.47M0.17%+6,63213F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding42,899$2.47M-12,334Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV42,818$2.47M0.33%+38413F-HRTimeline
First Bank & Trust42,802$2.47M0.44%+8,16913F-HRTimeline
Sequoia Financial Advisors, LLC42,769$2.46M0.02%+19,81113F-HRTimeline
Adams Asset Advisors, LLC42,323$2.44M0.34%+15,66213F-HR/ATimeline
Berry Wealth Group, LP42,289$2.44M1.7%-96813F-HRTimeline
Florida Trust Wealth Management Co41,035$2.36M0.07%-1,77313F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD40,900$2.36M0.08%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …40,498$2.34M<0.01%+87413F-HRTimelineGroup
Measured Risk Portfolios, Inc.40,600$2.34M2.62%-17513F-HRTimeline
Goepper Burkhardt LLC40,075$2.31M0.85%+3,87613F-HRTimeline
Perkins Coie Trust Co40,033$2.31M0.39%-77313F-HRTimeline