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Disclosery

O REALTY INCOME CORP

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REIT (common), issuer CIK 726728

1,432 managers (1,466 13F filers) reported a position in O shares at 2026-06-30, 744,534,527 shares in all. 122 filers opened a position and 98 filers sold out during the quarter.

Managers
1,432
13F filers
1,466
New
122
Added
661
Reduced
476
Sold out
98
Shares held by filers
744,534,527

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WealthPlan Investment Management, LLC50,513$3.13M0.16%-10,42313F-HRTimeline
Gerald Baker Financial Group LLC50,392$3.12M0.89%+8,17613F-HRTimeline
Scissortail Wealth Management, LLC50,350$3.12M0.6%new13F-HRTimeline
Crossmark Global Holdings, Inc.49,850$3.09M0.04%+24913F-HRTimeline
Asset Planning,Inc49,693$3.08M1.99%+3,97513F-HRTimeline
Global Retirement Partners, LLC49,202$3.05M0.05%13F-HRTimeline
Southland Equity Partners LLC49,030$3.04M0.53%-2,06513F-HRTimeline
Fortis Group Advisors, LLC48,938$3.03M0.48%+41,27713F-HRTimeline
CAXTON ASSOCIATES LLP48,491$3M0.06%-4,43913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP48,332$2.99M0.14%+27,22313F-HRTimeline
Integrated Wealth Concepts LLC48,152$2.98M0.02%-9,27113F-HR/ATimeline
Vanderbilt University48,040$2.98M0.41%+28,18513F-HRTimeline
Perkins Coie Trust Co47,846$2.96M0.49%+24713F-HRTimeline
Capital Square, LLC46,802$2.96M1.3%-28713F-HRTimeline
Louisiana State Employees Retirement Sy…47,700$2.96M0.04%+80013F-HR/ATimeline
SHUFRO ROSE & CO LLC47,435$2.94M0.17%-4,11513F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS47,106$2.92M0.11%+4,16313F-HRTimeline
Ashton Thomas Private Wealth, LLC46,119$2.86M0.06%-11,87313F-HRTimeline
Abundance Wealth Counselors46,027$2.85M0.19%+23,46713F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD45,700$2.83M0.07%+3,60013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV45,514$2.82M0.36%-15013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…45,169$2.8M0.02%+12,24613F-HRTimelineGroup
Farther Finance Advisors, LLC44,912$2.78M0.02%+3,98613F-HRTimeline
Capital Investment Advisory Services, L…44,846$2.78M0.17%-1,34713F-HRTimeline
HBW ADVISORY SERVICES LLC44,145$2.74M0.25%-50013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS43,947$2.72M0.1%-27513F-HRTimelineGroup
Summit Financial, LLC43,665$2.72M0.03%+8,51013F-HRTimeline
Leslie Global Wealth, LLC43,432$2.69M1.05%+2,41513F-HRTimeline
Summit Trail Advisors, LLC43,294$2.68M0.03%+14,91813F-HRTimeline
M3 Wealth Management, LLC43,009$2.66M1.73%+26513F-HRTimeline
EDMP, INC.42,855$2.66M2.14%+33313F-HRTimeline
Frank, Rimerman Advisors LLC42,797$2.65M0.15%-4,40813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …42,548$2.64M0.06%-93813F-HRTimelineGroup
Wealth Advisors of Tampa Bay, LLC42,356$2.62M0.8%+9,19613F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…42,266$2.62M1.07%+9,04013F-HRTimeline
Simplicity Wealth,LLC42,259$2.62M0.09%new13F-HRTimeline
Hazelview Securities Inc.40,761$2.6M0.36%new13F-HRTimeline
OMC Financial Services LTD41,782$2.59M0.86%+5013F-HRTimeline
Arkadios Wealth Advisors41,650$2.58M0.04%-5,57713F-HRTimeline
Brown Miller Wealth Management, LLC41,583$2.58M0.65%+65913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…41,504$2.57M0.04%+9,52113F-HRTimelineGroup
Florida Trust Wealth Management Co41,359$2.56M0.06%+21913F-HRTimeline
Goepper Burkhardt LLC41,007$2.54M0.76%+3,34013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…40,979$2.54M0.15%-11,90713F-HRTimeline
Kovack Advisors, Inc.40,444$2.51M0.12%-7713F-HRTimeline
DoubleLine ETF Adviser LP40,153$2.49M1.03%-6,83813F-HRTimeline
Merit Financial Group, LLC39,745$2.46M0.02%-89013F-HR/ATimeline
Rodgers Brothers Inc.39,500$2.45M0.24%-2,70013F-HRTimeline
Gladstone Institutional Advisory LLC39,395$2.44M0.08%+3,36413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC39,240$2.43M0.04%-2,63113F-HRTimeline
ZWJ INVESTMENT COUNSEL INC38,977$2.42M0.08%+4,84913F-HRTimeline
Convergence Financial, LLC38,804$2.4M0.19%+18,11513F-HRTimeline
Plato Investment Management Ltd38,730$2.39M0.14%+25,76513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd38,447$2.38M0.03%-45,29513F-HRTimelineGroup
PFG Investments, LLC38,297$2.37M0.09%+1,50413F-HRTimeline
Perpetual Ltdin group Perpetual Ltd38,263$2.37M0.03%-11,55913F-HRTimelineGroup
Merrithew & Thorsten Inc38,198$2.37M2.02%-79413F-HRTimeline
Vise Technologies, Inc.38,170$2.37M0.03%+11,71413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding37,983$2.35M-185Timeline
Element Squared LLC37,542$2.33M1.16%+1,77913F-HRTimeline
Ignite Planners, LLC37,533$2.33M0.32%-50713F-HRTimeline
Peterson Wealth Services37,453$2.32M0.51%+1,66213F-HRTimeline
Sequoia Financial Advisors, LLC37,446$2.32M0.01%-5,77813F-HRTimeline
Measured Risk Portfolios, Inc.37,008$2.29M2.04%-1,76013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…36,544$2.26M0.01%-5,92113F-HRTimelineGroup
ICW Investment Advisors LLC36,435$2.26M0.79%+10913F-HRTimeline
Mystic Asset Management, Inc.36,107$2.24M0.48%+68113F-HRTimeline
GSA CAPITAL PARTNERS LLP35,808$2.22M0.14%new13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP35,652$2.21M<0.01%-39,80213F-HRTimelineGroup
New Insight Wealth Advisors35,602$2.21M0.65%+1,04613F-HRTimeline
First Bank & Trust35,565$2.2M0.32%-5,44313F-HRTimeline
Atria Investments, Inc35,539$2.2M0.02%-9,16113F-HRTimeline
Foundations Investment Advisors, LLC35,455$2.2M0.02%+71813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …35,424$2.19M0.04%-6,96913F-HRTimelineGroup
Dickmeyer Boyce Financial Management, I…35,313$2.19M1.13%+1,42013F-HRTimeline
Pure Financial Advisors, LLC34,758$2.15M0.03%+26,51613F-HRTimeline
JBR Co Financial Management Inc34,158$2.12M0.77%-1,25513F-HRTimeline
INSPIRE TRUST CO, N.A.34,000$2.11M0.29%013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC33,786$2.09M0.41%+8,81813F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.33,638$2.08M0.06%+3,71413F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.32,984$2.04M0.21%+2,02213F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC32,882$2.04M0.02%-1,09613F-HRTimeline
Prime Capital Investment Advisors, LLC32,807$2.03M0.02%+2,08413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.32,589$2.02M0.27%+1,65013F-HRTimeline
SIGNATUREFD, LLC32,110$1.99M0.03%+68113F-HRTimeline
Prosperity Consulting Group, LLC31,914$1.98M0.07%+3,51013F-HRTimeline
Burns Matteson Capital Management, LLC31,833$1.97M0.63%-1,62213F-HRTimeline
Abel Hall, LLC31,661$1.96M0.34%-64613F-HRTimeline
E. Ohman J:or Asset Management AB31,331$1.94M0.05%013F-HRTimeline
Redmond Asset Management, LLC31,328$1.94M0.48%-46113F-HRTimeline
GeoWealth Management, LLC31,257$1.94M0.06%-2,15913F-HRTimeline
WILLIAM JOHN SEMPOLINSKI31,250$1.94M0.78%+50013F-HRTimeline
Altman Advisors, Inc.31,185$1.93M0.69%-36313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC31,173$1.93M0.01%-2,59413F-HRTimelineGroup
LMR Partners LLPin group LMR Partners LLP31,062$1.92M0.01%-29,49113F-HRTimelineGroup
WealthShield Partners, LLC30,908$1.92M0.29%-1,41013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co31,000$1.92M0.01%-23,00013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC30,988$1.92M0.04%-6,78913F-HRTimeline
Orion Porfolio Solutions, LLC30,922$1.92M0.01%-3,53113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO30,870$1.91M0.01%-89113F-HRTimelineGroup
Vident Advisory, LLCin group Vident Advisory, LLC30,825$1.91M0.01%+65313F-HRTimelineGroup
Nicholson Wealth Management Group, LLC30,543$1.89M1.12%-67413F-HRTimeline
DRW Securities, LLC30,354$1.88M0.11%-19,76913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management30,338$1.88M0.02%-172,54913F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC30,237$1.87M<0.01%+22,86313F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY30,133$1.87M0.35%-1,50013F-HRTimeline
Verdence Capital Advisors LLC30,065$1.86M0.1%-1,71313F-HRTimeline
Kesler, Norman & Wride, LLC30,061$1.86M0.29%-1,05713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…29,906$1.85M0.01%-1,28713F-HRTimelineGroup
Ausdal Financial Partners, Inc.29,733$1.84M0.07%+2,93913F-HRTimeline
Kepler Cheuvreux (Suisse) SA29,751$1.84M0.11%+22,09413F-HRTimeline
TMB Capital Partners, LLC29,654$1.84M0.57%+40213F-HRTimeline
Castle Rock Wealth Management, LLC29,618$1.83M0.36%+1,18613F-HRTimeline
HAMEL ASSOCIATES, INC.29,383$1.82M0.5%+98213F-HRTimeline
Stanley-Laman Group, Ltd.29,320$1.82M0.18%+1713F-HRTimeline
Venture Visionary Partners LLC29,212$1.81M0.05%-77713F-HRTimeline
Black Swift Group, LLC28,835$1.79M0.26%-1,48513F-HRTimeline
Prosperity Planning, Inc.28,772$1.78M0.41%+4,50613F-HRTimeline
Confluence Wealth Services, Inc.28,373$1.76M0.05%+2,94013F-HRTimeline
STANCE CAPITAL LLC28,225$1.75M0.53%+27,77213F-HRTimeline
Texas Yale Capital Corp.28,004$1.74M0.04%013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC27,903$1.73M0.58%+6513F-HRTimeline
Siemens Fonds Invest GmbH27,692$1.72M0.08%+14,59813F-HRTimeline
TWO SIGMA SECURITIES, LLC27,616$1.71M0.15%new13F-HRTimeline
OpenArc Corporate Advisory, LLC27,365$1.7M0.02%-1,85113F-HRTimeline
North Dakota State Investment Board27,227$1.69M0.07%+70213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA27,222$1.69M0.01%-80513F-HRTimelineGroup
Havemeyer Place LP27,116$1.68M0.17%new13F-HRTimeline
GSI Capital Advisors LLC27,000$1.67M0.79%-64,14813F-HRTimeline
Sarasin & Partners LLPin group Sarasin & Partners LLP27,000$1.67M0.02%new13F-HRTimelineGroup
Ballentine Partners, LLC26,871$1.66M0.02%+7,24113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC26,581$1.65M0.11%+5,22313F-HRTimelineGroup
SCHAPER BENZ & WISE INVESTMENT COUNSEL …26,549$1.64M0.11%+8013F-HRTimeline
Weaver C. Barksdale & Associates, Inc.26,442$1.64M1.47%-2913F-HRTimeline
Linden Thomas Advisory Services, LLC26,321$1.63M0.13%+66813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC24,779$1.63M0.06%-13513F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)26,165$1.62M0.01%-813F-HRTimelineGroup
Point Windward Advisors Inc.25,810$1.6M0.71%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT25,734$1.59M0.02%+12,39613F-HR/ATimeline
Advisory Services Network, LLC25,415$1.57M0.02%+37913F-HRTimeline
Applied Capital LLC/FL25,050$1.55M1.04%+4413F-HRTimeline
Machina Capital S.A.S.25,029$1.55M0.25%-18,39813F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG24,756$1.53M0.01%+50013F-HRTimelineGroup
N.E.W. Advisory Services LLC24,597$1.52M0.1%+76513F-HRTimeline
CHOREO, LLC24,586$1.52M0.02%-3,45013F-HRTimeline
OSSIAM24,525$1.52M0.02%new13F-HRTimeline
AXQ CAPITAL, LP24,289$1.5M0.16%+13,78513F-HRTimeline
Cascade Financial Partners, LLC24,172$1.5M0.13%+3,14713F-HRTimeline
Csenge Advisory Group24,028$1.49M0.06%+1,77213F-HRTimeline
V-Square Quantitative Management LLC23,997$1.49M0.14%+3,40113F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC23,846$1.48M0.69%+3013F-HRTimeline
UMB Bank, n.a.23,803$1.47M0.02%-16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Aster Capital Management (DIFC) Ltd23,663$1.47M0.31%+20,66713F-HR/ATimeline
Callan Family Office, LLCin group Callan Family Office, LLC23,657$1.47M0.03%-56213F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC23,590$1.46M0.25%+97513F-HRTimeline
HUB Investment Partners, LLC23,419$1.45M0.03%+3,45413F-HRTimeline
IHT Wealth Management, LLC23,343$1.45M0.03%-41113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC23,306$1.44M0.14%+8,05213F-HRTimeline
Clearstead Advisors, LLC23,281$1.44M0.01%+8,97813F-HRTimeline
Turning Point Benefit Group, Inc.23,113$1.43M0.62%+3,70313F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK23,007$1.43M0.66%+2513F-HRTimeline
Bleakley Financial Group, LLC22,583$1.4M0.02%-69313F-HRTimeline
Moors & Cabot, Inc.22,353$1.38M0.05%-1,47913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …22,264$1.38M0.67%-9313F-HRTimeline
Fieldview Capital Management, LLC22,170$1.37M0.39%new13F-HRTimeline
Fulton Bank, N.A.22,145$1.37M0.04%-99113F-HRTimeline
Investment Advisory Group, LLC21,971$1.36M0.3%-1,04013F-HRTimeline
Avidian Wealth Enterprises, LLC21,737$1.35M0.04%+3,10413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,729$1.35M0.02%+1,93213F-HRTimelineGroup
Tempus Wealth Planning, LLC21,682$1.34M0.26%+4,96113F-HRTimeline
Wealthspire Advisors, LLC21,629$1.34M0.01%-91213F-HRTimeline
AE Wealth Management LLC21,611$1.34M0.01%+2,77313F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI21,524$1.33M0.03%-6,66313F-HRTimeline
Dynamic Advisor Solutions LLC21,399$1.33M0.04%+42113F-HRTimeline
Mariner, LLCin group Mariner, LLC21,133$1.31M<0.01%-271,77913F-HRTimelineGroup
HAGER INVESTMENT MANAGEMENT SERVICES, L…21,009$1.3M0.6%+2,35513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.20,568$1.27M<0.01%+8,32313F-HRTimelineGroup
Trust Investment Advisors20,504$1.27M0.61%+3213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC20,391$1.27M0.08%-12813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20,297$1.26M0.02%-8,07313F-HRTimeline
Belpointe Asset Management LLC20,055$1.24M0.04%-53213F-HRTimeline
Allen Capital Group, LLC20,019$1.24M0.1%-10013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC20,005$1.24M0.14%-71,83113F-HRTimeline
Fiduciary Alliance LLC19,826$1.23M0.08%+42713F-HRTimeline
GAMMA Investing LLC19,787$1.23M0.05%+2,20913F-HRTimeline
Investors Research Corp19,746$1.22M0.22%-38413F-HRTimeline
CENTAURUS FINANCIAL, INC.19,696$1.22M0.05%-32713F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/19,559$1.21M0.66%+1,11713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC19,420$1.2M0.06%+14013F-HRTimeline
Perigon Wealth Management, LLC19,371$1.2M0.02%-93813F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,306$1.2M0.04%+3,50513F-HRTimeline
CrossGen Wealth, LLC19,299$1.2M0.93%+3,70813F-HRTimeline
Town & Country Bank & Trust CO dba Firs…19,255$1.19M0.37%-10013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK19,184$1.19M0.01%+1,70613F-HRTimelineGroup
NLB Skladi, upravljanje premozenja, d.o…19,136$1.19M0.04%+1,55413F-HRTimeline
Global Wealth Management Investment Adv…19,088$1.18M0.17%+63713F-HRTimeline
COZAD ASSET MANAGEMENT INC18,970$1.18M0.08%+3,90113F-HRTimeline
Snowden Capital Advisors LLC18,853$1.17M0.03%-2,71513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.18,653$1.16M0.01%-8,67413F-HRTimeline
Fairtree Asset Management (Pty) Ltd18,594$1.15M0.44%013F-HRTimeline