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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
Lido Advisors, LLCin group Lido Advisors, LLC38,909$2.08M0.01%-1,76113F-HRTimelineGroup
Burns Matteson Capital Management, LLC42,537$2.02M1.13%-1,59213F-HRTimeline
Sowell Financial Services LLC37,253$1.99M0.1%+16,55513F-HRTimeline
Teamwork Financial Advisors, LLC37,122$1.98M0.26%+15,53113F-HRTimeline
Goepper Burkhardt LLC36,765$1.96M0.8%+28813F-HRTimeline
Perkins Coie Trust Co36,763$1.96M0.43%-2,29613F-HRTimeline
RFG Advisory, LLC36,694$1.96M0.06%+1,90413F-HRTimeline
Alliance Wealth Advisors, LLC /UT36,668$1.96M0.51%+76713F-HRTimeline
Advisors Asset Management, Inc.36,649$1.96M0.04%-29,36013F-HR/ATimeline
NEOS Investment Management LLC36,726$1.95M0.05%+8,70813F-HRTimeline
Asset Planning,Inc36,426$1.95M1.48%13F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…36,422$1.95M1.36%-50513F-HRTimeline
Prosperity Consulting Group, LLC36,363$1.94M0.15%-2,66913F-HRTimeline
Crossmark Global Holdings, Inc.36,218$1.94M0.04%-10613F-HRTimeline
Gladstone Institutional Advisory LLC36,113$1.93M0.09%-7,15713F-HRTimeline
Snowden Capital Advisors LLC36,076$1.93M0.06%-47,10813F-HRTimeline
Icon Wealth Advisors, LLC35,988$1.92M0.16%-18213F-HRTimeline
IHT Wealth Management, LLC35,883$1.92M0.06%+3,71113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…35,880$1.92M0.19%+4,12313F-HR/ATimelineGroup
COMMERZBANK AKTIENGESELLSCHAFT /FI36,220$1.91M0.05%+11,53313F-HRTimeline
Stonebridge Financial Group, LLC35,753$1.91M0.21%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,528$1.9M0.06%+5,99913F-HRTimelineGroup
Stonebrook Private Inc.35,386$1.89M0.49%+32,09513F-HRTimeline
LongView Wealth Management35,188$1.88M0.57%+9,87813F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC34,779$1.86M0.04%new13F-HRTimelineGroup
Coppell Advisory Solutions LLC34,952$1.84M0.26%+1313F-HRTimeline
First Bank & Trust34,373$1.84M0.35%+86613F-HRTimeline
Brown Miller Wealth Management, LLC34,309$1.83M0.7%+1,20813F-HRTimeline
Beacon Pointe Advisors, LLC33,939$1.81M0.02%+17913F-HRTimeline
Summit Financial, LLC33,811$1.81M0.06%+24,41313F-HRTimeline
CoreCap Advisors, LLC33,806$1.81M0.08%+31,65313F-HRTimeline
Richard Bernstein Advisors LLC33,703$1.8M0.04%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI33,522$1.79M0.1%-7,50013F-HRTimeline
AVIVA PLCin group AVIVA PLC33,325$1.78M<0.01%-21,03113F-HRTimelineGroup
CAXTON ASSOCIATES LP32,457$1.73M0.06%+5,68113F-HRTimeline
ICW Investment Advisors LLC32,312$1.73M0.72%+50913F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…32,309$1.73M0.02%-13,78413F-HRTimeline
Castle Rock Wealth Management, LLC31,592$1.72M0.41%+1,30913F-HRTimeline
Martin Capital Partners, LLC32,213$1.72M2.04%-27,34213F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…32,207$1.72M0.02%-4,17713F-HRTimelineGroup
Freestone Grove Partners LP31,663$1.69M0.02%13F-HRTimeline
ASSET PLANNING CORPORATION31,502$1.68M1.05%-49513F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding31,317$1.67M-18,611Timeline
Advisory Services Network, LLC30,917$1.65M0.03%+2,92113F-HRTimeline
Fulton Bank, N.A.30,876$1.65M0.06%-49313F-HRTimeline
Weaver C. Barksdale & Associates, Inc.30,828$1.65M1.58%-76613F-HRTimeline
Harvest Portfolios Group Inc.30,724$1.64M0.05%+8,14713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC30,683$1.64M0.02%-9,65213F-HRTimeline
IEQ CAPITAL, LLC30,512$1.63M0.02%-73513F-HRTimeline
Texas Yale Capital Corp.30,379$1.62M0.07%+15013F-HRTimeline
NewEdge Wealth, LLC30,314$1.62M0.03%-3,37013F-HRTimeline
Sheaff Brock Investment Advisors, LLC30,314$1.62M0.14%-1,19013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)30,100$1.61M0.02%-5,00013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC29,723$1.59M0.05%-2,30813F-HRTimeline
Mystic Asset Management, Inc.29,428$1.57M0.42%+3,13013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC29,389$1.57M0.06%+11013F-HRTimeline
PFG Investments, LLC29,292$1.56M0.1%+1,14413F-HRTimeline
GeoWealth Management, LLC29,289$1.56M0.05%+2,36713F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…29,058$1.55M0.04%+2,36513F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY29,033$1.55M0.31%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding28,693$1.53M+12,842Timeline
GREAT LAKES ADVISORS, LLC28,360$1.51M0.01%+1,01313F-HRTimeline
F/m Investments LLC28,166$1.5M0.06%-101,83513F-HRTimeline
Nicholson Wealth Management Group, LLC28,149$1.5M1%+16,47613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,056$1.5M0.01%-1,97013F-HRTimelineGroup
INSPIRE TRUST CO, N.A.28,000$1.5M0.38%+5,77513F-HRTimeline
Waverly Advisors, LLC27,845$1.49M0.02%+5,77413F-HRTimeline
FourThought Financial Partners, LLC27,639$1.48M0.15%-2,76213F-HRTimeline
SIGNATUREFD, LLC27,620$1.48M0.03%+1,04213F-HRTimeline
OSSIAM27,533$1.47M0.03%-1,31913F-HRTimeline
Point Windward Advisors Inc.27,500$1.47M0.55%new13F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…27,436$1.47M<0.01%+1,17613F-HRTimelineGroup
Peterson Wealth Services27,411$1.46M0.44%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO27,293$1.46M0.05%-3,92413F-HRTimeline
WEALTH ALLIANCE, LLC27,171$1.45M0.17%-1,11513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.26,985$1.44M0.21%+3,45513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.27,042$1.42M<0.01%+1,23213F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…26,443$1.41M0.03%-1,07013F-HRTimelineGroup
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…26,403$1.41M0.15%+21,05113F-HRTimelineGroup
Vanderbilt University26,287$1.4M0.28%-26,91813F-HRTimeline
Cornerstone Advisors, LLC26,100$1.39M0.06%013F-HRTimeline
Clearstead Advisors, LLC25,971$1.39M0.02%+16,23113F-HRTimeline
Jaffetilchin Investment Partners, LLC25,812$1.38M0.1%+1,48313F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.25,645$1.37M0.2%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK25,420$1.36M0.76%-1,64513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,138$1.34M0.03%-31413F-HRTimelineGroup
CHOREO, LLC25,396$1.34M0.02%-3,91313F-HRTimeline
WealthShield Partners, LLC24,607$1.31M0.19%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO24,511$1.31M0.01%+2,09113F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.24,461$1.31M0.35%new13F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.24,457$1.31M0.05%013F-HRTimelineGroup
Independent Advisor Alliance24,134$1.29M0.02%+2,17613F-HRTimeline
Belpointe Asset Management LLC20,652$1.28M0.08%-6,51413F-HRTimeline
Investment Advisory Group, LLC23,883$1.28M0.43%-84213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC23,787$1.27M0.1%+5,52213F-HRTimeline
Dynamic Advisor Solutions LLC23,745$1.27M0.05%+4,37113F-HRTimeline
Fairtree Asset Management (Pty) Ltd23,689$1.27M1.21%13F-HR/ATimeline
Sequoia Financial Advisors, LLC23,621$1.26M0.01%-83,14213F-HR/ATimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC23,557$1.26M0.25%-6,71613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,455$1.25M0.03%13F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding23,416$1.25M+481Timeline
Adams Asset Advisors, LLC23,407$1.25M0.16%+4,13213F-HRTimeline
Moors & Cabot, Inc.23,288$1.24M0.06%-34813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…23,282$1.24M0.25%+2,91313F-HRTimeline
Federation des caisses Desjardins du Qu…23,242$1.24M0.01%-8,73713F-HRTimeline
Lombard Odier Asset Management (Switzer…23,163$1.24M0.09%-2,28313F-HRTimeline
Arkadios Wealth Advisors23,143$1.24M0.07%+2,68213F-HRTimeline
Raleigh Capital Management Inc.23,032$1.23M0.47%+7713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…22,704$1.21M0.03%+1,42813F-HRTimelineGroup
Verdence Capital Advisors LLC22,701$1.21M0.1%+13713F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG22,653$1.21M0.01%013F-HRTimelineGroup
SCHAPER BENZ & WISE INVESTMENT COUNSEL …22,652$1.21M0.1%+2,23213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC22,518$1.2M0.01%+8,41513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA22,340$1.19M0.01%+1,94913F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC22,273$1.19M0.31%new13F-HR/ATimeline
Kesler, Norman & Wride, LLC22,217$1.19M0.26%-3,33513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC22,111$1.18M0.01%-83013F-HRTimeline
Bowman & Co S.C.22,095$1.18M0.61%new13F-HRTimeline
Linden Thomas Advisory Services, LLC22,086$1.18M0.15%-63013F-HRTimeline
Cascade Investment Advisors, Inc.21,986$1.17M0.75%013F-HRTimeline
Loudon Investment Management, LLC21,980$1.17M0.67%+7,11013F-HRTimeline
IFG Advisory, LLC21,962$1.17M0.07%+1,47713F-HRTimeline
Trust Investment Advisors21,925$1.17M0.75%+2,07113F-HRTimeline
WEDBUSH SECURITIES INC21,806$1.17M0.04%+1,17513F-HRTimeline
Applied Capital LLC/FL21,676$1.16M0.91%+23713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC21,552$1.15M0.28%-38213F-HRTimeline
Cordgrass Capital Advisors, LLC21,276$1.14M0.33%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.21,268$1.14M0.07%+3,31213F-HRTimelineGroup
Prospera Financial Services Inc21,189$1.13M0.03%-2,97413F-HRTimeline
Code Waechter LLC20,982$1.12M0.98%+35813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC20,949$1.12M0.1%-13413F-HRTimeline
Pasadena Private Wealth, LLC20,815$1.11M0.23%+4,57813F-HRTimeline
Oak Thistle LLC20,730$1.11M0.33%new13F-HRTimeline
MSH Capital Advisors LLC20,729$1.11M0.35%new13F-HRTimeline
Kovack Advisors, Inc.20,701$1.11M0.11%-4,05713F-HRTimeline
Bay Rivers Group20,644$1.1M0.53%+20013F-HRTimeline
CENTAURUS FINANCIAL, INC.20,608$1.1M0.07%-3513F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…20,564$1.1M0.04%+2,63713F-HRTimelineGroup
Investors Research Corp20,456$1.09M0.24%-25013F-HRTimeline
V-Square Quantitative Management LLC20,275$1.08M0.15%+3,98813F-HRTimeline
BLAIR WILLIAM & CO/IL20,268$1.08M<0.01%+1,63613F-HRTimeline
Prosperity Planning, Inc.20,266$1.08M0.35%013F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …20,209$1.08M0.63%+1,63313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …20,203$1.08M0.03%+3,41413F-HRTimelineGroup
Sovran Advisors, LLC20,112$1.07M0.15%13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.19,983$1.07M0.13%-6,87413F-HRTimeline
RWA WEALTH PARTNERS, LLC19,851$1.06M0.01%-2,02213F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC19,780$1.06M0.81%-1,15013F-HR/ATimeline
Vestmark Advisory Solutions, Inc.19,314$1.03M0.04%-2,82613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.19,159$1.02M0.01%-9,77013F-HRTimeline
SIMPLEX TRADING, LLC18,938$1.01M0.03%new13F-HRTimeline
Diligent Investors, LLC18,847$1.01M0.23%-41613F-HRTimeline
Vienna Powszechne Towarzystwo Emerytaln…18,840$1.01M0.59%-4,26413F-HRTimeline
Perennial Investment Advisors, LLC18,795$1M0.12%-21313F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…18,773$1M0.41%new13F-HRTimelineGroup
Bleakley Financial Group, LLC18,602$994K0.03%-1,59613F-HRTimeline
Town & Country Bank & Trust CO dba Firs…18,370$981K0.38%+73513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC18,331$979K0.09%+28513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC18,300$977K0.01%-2,50213F-HRTimelineGroup
Stanley-Laman Group, Ltd.18,285$977K0.14%013F-HRTimeline
HighPoint Advisor Group LLC17,931$975K0.05%+1,13013F-HRTimeline
NWAM LLC18,007$962K0.06%+91413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC17,694$945K0.05%new13F-HRTimelineGroup
Wealthspire Advisors, LLC17,647$943K0.01%+1,29213F-HRTimeline
JBR Co Financial Management Inc17,349$927K0.56%+41213F-HRTimeline
LRI Investments, LLC17,330$926K0.09%-22513F-HRTimeline
MassMutual Private Wealth & Trust, FSB17,258$922K0.03%+40013F-HRTimeline
GSA CAPITAL PARTNERS LLP17,239$921K0.07%new13F-HRTimeline
RDA Financial Network16,999$908K0.26%-413F-HRTimeline
Convergence Financial, LLC16,878$901K0.18%+79513F-HRTimeline
Sage Investment Counsel LLC16,771$896K1.17%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK16,622$888K0.01%-8,60213F-HRTimelineGroup
Empowered Funds, LLC16,699$887K0.01%+1,59813F-HRTimeline
RB Capital Management, LLC16,515$882K0.21%-1,86113F-HRTimeline
Merit Financial Group, LLC16,459$879K0.02%-8,77813F-HRTimeline
SVB WEALTH LLC16,354$873K0.02%new13F-HRTimeline
Altman Advisors, Inc.16,316$871K0.37%-12,52113F-HRTimeline
Empirical Financial Services, LLC d.b.a…16,291$870K0.02%-40313F-HRTimeline
Blue Trust, Inc.16,284$870K0.01%-9,13813F-HR/ATimeline
Vident Advisory, LLCin group Vident Advisory, LLC16,178$864K0.02%-3,85213F-HRTimelineGroup
Armstrong, Fleming & Moore, Inc16,128$861K0.52%-15213F-HRTimeline
HB Wealth Management, LLC16,083$857K0.01%+5,70113F-HRTimeline
Alpha Cubed Investments, LLC15,947$852K0.04%+74913F-HRTimeline
AIA Group Ltdin group AIA Group Ltd15,944$852K0.02%-20,83613F-HRTimelineGroup
Allen Capital Group, LLC15,916$850K0.1%-1,04113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.15,825$845K0.02%13F-HRTimeline
Modern Wealth Management, LLC15,529$829K0.03%+2,26313F-HR/ATimeline
Roehl & Yi Investment Advisors, LLC15,477$827K0.46%13F-HRTimeline
Compass Ion Advisors, LLC15,462$826K0.1%-31013F-HRTimeline
Van Hulzen Asset Management, LLC15,422$824K0.06%-25,53613F-HRTimeline
Retirement Planning Co of New England, …15,421$824K0.4%+1,27013F-HRTimeline
Perigon Wealth Management, LLC14,992$818K0.02%-6013F-HRTimeline
N.E.W. Advisory Services LLC15,317$818K0.08%+1,80913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC15,311$818K0.03%-26413F-HRTimeline
Sound Financial Strategies Group, LLC15,276$816K0.68%+5,43513F-HRTimeline
First National Trust Co15,170$810K0.03%-46713F-HRTimeline
Laird Norton Wetherby Wealth Management…15,013$802K0.04%+2,85013F-HRTimeline
Abundance Wealth Counselors14,860$794K0.17%+1,04313F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC14,857$793K0.15%-59813F-HRTimeline
NorthRock Partners, LLC14,801$791K0.03%-2,53813F-HR/ATimeline