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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
Vanderbilt University38,310$2.22M0.42%+12,02313F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding38,106$2.21M+14,690Timeline
IEQ CAPITAL, LLC38,098$2.21M0.02%+7,58613F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI37,333$2.17M0.05%+1,11313F-HRTimeline
Asset Planning,Inc37,155$2.16M1.69%+72913F-HRTimeline
Stonebrook Private Inc.37,099$2.15M0.56%+1,71313F-HRTimeline
Alliance Wealth Advisors, LLC /UT36,915$2.14M0.56%+24713F-HRTimeline
Belpointe Asset Management LLC36,846$2.14M0.11%+16,19413F-HRTimeline
Ignite Planners, LLC37,179$2.13M0.42%+32,01513F-HRTimeline
LongView Wealth Management36,604$2.12M0.64%+1,41613F-HRTimeline
Frank, Rimerman Advisors LLC36,274$2.1M0.17%-6,08813F-HRTimeline
Goepper Burkhardt LLC36,199$2.1M0.84%-56613F-HRTimeline
Wealthspire Advisors, LLC36,080$2.09M0.01%+18,43313F-HRTimeline
Blackhawk Capital Partners, LLC35,815$2.08M1.07%-11,63413F-HRTimeline
Versor Investments LP35,800$2.08M0.34%-7,30013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…35,745$2.07M1.51%-67713F-HRTimeline
Crossmark Global Holdings, Inc.35,683$2.07M0.04%-53513F-HRTimeline
Brown Miller Wealth Management, LLC35,045$2.02M0.7%+73613F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS35,655$2.02M0.11%13F-HRTimeline
Gladstone Institutional Advisory LLC34,773$2.02M0.09%-1,34013F-HRTimeline
First Bank & Trust34,633$2.01M0.39%+26013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.38,352$2M<0.01%+11,31013F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC34,402$2M0.02%+3,71913F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…33,859$1.96M0.21%-2,02113F-HR/ATimelineGroup
Coppell Advisory Solutions LLC33,999$1.95M0.27%-95313F-HRTimeline
Snowden Capital Advisors LLC33,580$1.95M0.06%-2,49613F-HRTimeline
1832 Asset Management L.P.33,558$1.95M<0.01%-8,30213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI33,522$1.94M0.11%013F-HRTimeline
Prosperity Consulting Group, LLC33,498$1.94M0.15%-2,86513F-HRTimeline
Summit Financial, LLC33,483$1.94M0.05%-32813F-HRTimeline
AVIVA PLCin group AVIVA PLC33,283$1.93M<0.01%-4213F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC32,869$1.91M0.07%+3,14613F-HRTimeline
ICW Investment Advisors LLC32,755$1.9M0.77%+44313F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC32,624$1.89M0.05%+9,16913F-HRTimeline
CAXTON ASSOCIATES LLP32,457$1.88M0.07%13F-HRTimeline
Richard Bernstein Advisors LLC32,408$1.88M0.05%-1,29513F-HRTimeline
Peterson Wealth Services32,405$1.88M0.58%+4,99413F-HRTimeline
Sheaff Brock Investment Advisors, LLC32,283$1.87M0.17%+1,96913F-HRTimeline
Mystic Asset Management, Inc.31,898$1.85M0.49%+2,47013F-HRTimeline
Federation des caisses Desjardins du Qu…31,754$1.84M0.01%+8,51213F-HRTimeline
Martin Capital Partners, LLC31,609$1.83M2.19%-60413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,596$1.83M0.02%+3,54013F-HRTimelineGroup
SCHNIEDERS CAPITAL MANAGEMENT LLC31,407$1.82M0.39%+7,85013F-HRTimeline
IHT Wealth Management, LLC31,379$1.82M0.06%-4,50413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31,594$1.82M0.05%-12,75513F-HRTimelineGroup
Sowell Financial Services LLC31,325$1.82M0.08%-5,92813F-HRTimeline
ASSET PLANNING CORPORATION31,168$1.81M1.07%-33413F-HRTimeline
PFG Investments, LLC31,046$1.8M0.12%+1,75413F-HRTimeline
Fulton Bank, N.A.30,873$1.79M0.07%-313F-HRTimeline
Texas Yale Capital Corp.30,479$1.77M0.07%+10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…30,399$1.76M0.3%+7,11713F-HRTimeline
Altman Advisors, Inc.30,285$1.75M0.81%+13,96913F-HRTimeline
Weaver C. Barksdale & Associates, Inc.30,109$1.75M1.68%-71913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,049$1.74M0.04%-52,84513F-HRTimelineGroup
GeoWealth Management, LLC29,878$1.73M0.07%+58913F-HRTimeline
WealthShield Partners, LLC29,513$1.71M0.22%+4,90613F-HRTimeline
SIGNATUREFD, LLC29,193$1.69M0.03%+1,57313F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…29,058$1.69M0.05%013F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY29,033$1.68M0.34%013F-HRTimeline
Vestmark Advisory Solutions, Inc.29,016$1.68M0.04%+9,70213F-HRTimeline
Donald L. Hagan, LLC29,002$1.68M0.88%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC28,934$1.68M0.06%+18,89413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC28,793$1.67M0.07%-59613F-HRTimeline
Harvest Portfolios Group Inc.28,602$1.66M0.05%-2,12213F-HRTimeline
NewEdge Wealth, LLC28,567$1.66M0.03%-1,74713F-HRTimeline
Advisory Services Network, LLC28,565$1.66M0.03%-2,35213F-HRTimeline
Nicholson Wealth Management Group, LLC28,524$1.65M1.09%+37513F-HRTimeline
Bowman & Co S.C.28,404$1.65M0.81%+6,30913F-HRTimeline
Waverly Advisors, LLC28,224$1.64M0.02%+37913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,053$1.63M0.04%+2,91513F-HRTimelineGroup
INSPIRE TRUST CO, N.A.28,000$1.62M0.39%013F-HRTimeline
HRT FINANCIAL LP27,893$1.62M0.01%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.27,730$1.61M0.25%+74513F-HRTimeline
WEALTH ALLIANCE, LLC27,487$1.59M0.19%+31613F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…27,366$1.59M0.04%+16,02813F-HRTimelineGroup
Sabal Trust CO27,283$1.58M0.09%-352,78913F-HRTimeline
FourThought Financial Partners, LLC27,276$1.58M0.17%-36313F-HRTimeline
Jaffetilchin Investment Partners, LLC26,954$1.56M0.11%+1,14213F-HRTimeline
Point Windward Advisors Inc.26,885$1.56M0.62%-61513F-HRTimeline
Adams Asset Advisors, LLC26,661$1.55M0.21%+3,25413F-HRTimeline
Castle Rock Wealth Management, LLC27,244$1.55M0.42%-4,34813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,584$1.54M0.04%+3,88013F-HRTimelineGroup
CHOREO, LLC26,529$1.54M0.02%+1,13313F-HRTimeline
Kesler, Norman & Wride, LLC26,286$1.52M0.29%+4,06913F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)26,165$1.52M0.02%-3,93513F-HRTimelineGroup
Loudon Investment Management, LLC26,160$1.52M0.87%+4,18013F-HRTimeline
Cornerstone Advisors, LLC26,100$1.51M0.07%013F-HRTimeline
OSSIAM26,055$1.51M0.02%-1,47813F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK25,968$1.51M0.85%+54813F-HRTimeline
IFG Advisory, LLC25,767$1.49M0.08%+3,80513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.25,523$1.48M0.05%+1,06613F-HRTimelineGroup
Investment Advisory Group, LLC25,512$1.48M0.5%+1,62913F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC25,401$1.47M0.02%+3,29013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…25,392$1.47M0.02%-6,81513F-HRTimelineGroup
Dynamic Advisor Solutions LLC25,327$1.47M0.05%+1,58213F-HRTimeline
Moors & Cabot, Inc.25,224$1.46M0.07%+1,93613F-HRTimeline
Clearstead Advisors, LLC25,005$1.45M0.02%-96613F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…24,870$1.44M<0.01%-2,56613F-HRTimelineGroup
Machina Capital S.A.S.24,840$1.44M0.43%new13F-HRTimeline
Investment Management Corp of Ontario24,740$1.44M0.03%new13F-HRTimeline
Andrew Hill Investment Advisors, Inc.24,450$1.42M1.37%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC24,438$1.42M0.39%+2,16513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA23,600$1.37M0.01%+1,26013F-HRTimelineGroup
JBR Co Financial Management Inc23,565$1.37M0.8%+6,21613F-HRTimeline
Raleigh Capital Management Inc.23,437$1.36M0.62%+40513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …23,405$1.36M0.11%+75313F-HRTimeline
STOCK YARDS BANK & TRUST CO23,224$1.35M0.05%-4,06913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.23,139$1.34M0.08%+1,87113F-HRTimelineGroup
Sequoia Financial Advisors, LLC22,958$1.33M0.01%-66313F-HRTimeline
Linden Thomas Advisory Services, LLC22,836$1.32M0.17%+75013F-HRTimeline
Verdence Capital Advisors LLC22,800$1.32M0.1%+9913F-HRTimeline
Trust Investment Advisors22,768$1.32M0.85%+84313F-HRTimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding22,695$1.32M-211,677Timeline
WEDBUSH SECURITIES INC22,672$1.31M0.05%+86613F-HRTimeline
Prospera Financial Services Inc22,648$1.31M0.03%+1,45913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,269$1.29M0.03%+2,06613F-HRTimelineGroup
Merit Financial Group, LLC22,252$1.29M0.02%+5,79313F-HRTimeline
Bay Rivers Group22,189$1.29M0.67%+1,54513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding22,199$1.28M-6,494Timeline
THOMPSON SIEGEL & WALMSLEY LLC22,013$1.28M0.02%-63,20013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG21,979$1.28M0.01%-67413F-HRTimelineGroup
Applied Capital LLC/FL21,946$1.27M1.02%+27013F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC21,869$1.27M0.29%+31713F-HRTimeline
Icon Wealth Advisors, LLC21,768$1.26M0.1%-14,22013F-HRTimeline
HB Wealth Management, LLC21,554$1.25M0.01%+5,47113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC21,519$1.25M0.02%+5,34113F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC21,760$1.25M0.11%+81113F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …21,200$1.23M0.76%+99113F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC21,115$1.23M1.04%-61,32013F-HRTimeline
Bleakley Financial Group, LLC21,034$1.22M0.04%+2,43213F-HRTimeline
V-Square Quantitative Management LLC20,722$1.2M0.18%+44713F-HRTimeline
Investors Research Corp20,619$1.2M0.26%+16313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20,345$1.18M0.01%-4,16613F-HRTimelineGroup
Vienna Powszechne Towarzystwo Emerytaln…20,269$1.18M0.64%+1,42913F-HRTimeline
Prosperity Planning, Inc.20,266$1.18M0.37%013F-HRTimeline
CENTAURUS FINANCIAL, INC.20,233$1.17M0.07%-37513F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.20,173$1.17M0.01%+1,01413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…20,564$1.16M0.04%013F-HRTimelineGroup
Independent Advisor Alliance19,934$1.16M0.04%-4,20013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC19,780$1.15M0.9%013F-HR/ATimeline
Town & Country Bank & Trust CO dba Firs…19,670$1.14M0.45%+1,30013F-HRTimeline
AIA Group Ltdin group AIA Group Ltd19,487$1.13M0.03%+3,54313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC19,484$1.13M0.01%+5,79213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC19,471$1.13M0.11%+1,14013F-HRTimeline
Orion Porfolio Solutions, LLC19,442$1.13M0.01%+6,49413F-HRTimeline
Orion Portfolio Solutions, LLC19,442$1.13M0.01%+6,49413F-HR/ATimeline
Scientech Research LLC19,332$1.12M0.3%new13F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…19,109$1.11M0.02%+14,62813F-HR/ATimelineGroup
Convergence Financial, LLC18,931$1.1M0.22%+2,05313F-HRTimeline
BLAIR WILLIAM & CO/IL18,918$1.1M<0.01%-1,35013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK18,339$1.06M0.01%+1,71713F-HRTimelineGroup
Stanley-Laman Group, Ltd.18,285$1.06M0.16%013F-HRTimeline
Fairtree Asset Management (Pty) Ltd18,018$1.05M0.84%-5,67113F-HRTimeline
MassMutual Private Wealth & Trust, FSB17,950$1.04M0.03%+69213F-HRTimeline
Empowered Funds, LLC18,029$1.04M0.01%+1,33013F-HRTimeline
Samalin Investment Counsel, LLC17,887$1.04M0.42%+4,13213F-HRTimeline
Farther Finance Advisors, LLC18,145$1.04M0.03%+12,65413F-HRTimeline
NWAM LLC17,833$1.03M0.09%-17413F-HRTimeline
RWA WEALTH PARTNERS, LLC17,712$1.03M0.01%-2,13913F-HRTimeline
Black Swift Group, LLC17,595$1.02M0.23%+10,19513F-HRTimeline
Perennial Investment Advisors, LLC17,539$1.02M0.11%-1,25613F-HRTimeline
RDA Financial Network17,506$1.02M0.3%+50713F-HRTimeline
Diligent Investors, LLC17,432$1.01M0.25%-1,41513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP17,421$1.01M0.08%+2,68813F-HRTimeline
Teamwork Financial Advisors, LLC17,404$1.01M0.14%-19,71813F-HRTimeline
HighPoint Advisor Group LLC17,578$1.01M0.06%-35313F-HRTimeline
Parallax Volatility Advisers, L.P.17,331$1.01M0.03%new13F-HRTimeline
LRI Investments, LLC17,241$1M0.1%-8913F-HRTimeline
Avior Wealth Management, LLC17,062$990K0.04%+3,33713F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC17,049$989K0.9%+3,09813F-HRTimeline
CW Advisors, LLC17,103$989K0.01%+3,35313F-HRTimeline
Blue Trust, Inc.16,820$976K0.01%+53613F-HRTimeline
Ausdal Financial Partners, Inc.16,737$971K0.07%+2,69213F-HRTimeline
Sage Investment Counsel LLC16,687$968K1.23%-8413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,678$967K0.01%+2,11113F-HRTimelineGroup
Abundance Wealth Counselors16,655$966K0.2%+1,79513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC16,624$964K0.01%-1,67613F-HR/ATimelineGroup
GF FUND MANAGEMENT CO. LTD.16,577$962K0.02%+75213F-HRTimeline
Allen Capital Group, LLC16,524$959K0.11%+60813F-HRTimeline
Wilmington Savings Fund Society, FSB16,439$954K0.02%+1,85013F-HRTimeline
RB Capital Management, LLC16,409$952K0.23%-10613F-HRTimeline
Alpha Cubed Investments, LLC16,398$951K0.04%+45113F-HRTimeline
NorthRock Partners, LLC16,164$938K0.03%+1,36313F-HRTimeline
Retirement Planning Co of New England, …16,156$937K0.47%+73513F-HR/ATimeline
Modern Wealth Management, LLC16,109$934K0.03%+58013F-HR/ATimeline
Roehl & Yi Investment Advisors, LLC15,695$910K0.49%+21813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,635$907K0.01%+4,30913F-HRTimelineGroup
N.E.W. Advisory Services LLC15,503$899K0.07%+18613F-HRTimeline
Keudell/Morrison Wealth Management15,500$899K0.21%+1,42613F-HRTimeline
MUFG SECURITIES AMERICAS INC.15,492$899K0.1%+2,57213F-HRTimeline
Code Waechter LLC15,339$890K0.73%-5,64313F-HRTimeline
Van Hulzen Asset Management, LLC15,327$889K0.08%-9513F-HRTimeline
Compass Ion Advisors, LLC15,249$885K0.1%-21313F-HRTimeline
First National Trust Co15,020$871K0.04%-15013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC14,819$860K0.15%-3813F-HRTimeline
Legacy Financial Advisors, Inc.14,718$854K0.14%+36113F-HRTimeline
L.M. KOHN & COMPANY14,604$847K0.22%+2713F-HRTimeline
AE Wealth Management LLC14,578$846K0.01%+1,88813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC14,466$839K0.08%013F-HRTimeline
TFG Advisers LLC14,450$838K0.3%+31913F-HRTimeline