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Disclosery

O REALTY INCOME CORP

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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
Integrated Wealth Concepts LLC39,779$2.29M0.02%-1,95713F-HRTimeline
OMC Financial Services LTD39,711$2.29M0.93%-24013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,436$2.27M0.06%+6,56713F-HRTimeline
Arkadios Wealth Advisors39,330$2.27M0.07%-1,97413F-HRTimeline
Verdence Capital Advisors LLC38,929$2.24M0.15%+16,12913F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS38,871$2.24M0.12%+3,21613F-HRTimeline
Burns Matteson Capital Management, LLC43,545$2.24M1.08%+11013F-HRTimeline
Belpointe Asset Management LLC38,755$2.23M0.09%+1,90913F-HRTimeline
Stonebrook Private Inc.38,538$2.22M0.52%+1,43913F-HRTimeline
Wealthspire Advisors, LLC37,940$2.19M0.01%+1,86013F-HRTimeline
LongView Wealth Management37,876$2.18M0.66%+1,27213F-HRTimeline
Alliance Wealth Advisors, LLC /UT37,742$2.17M0.52%+82713F-HRTimeline
Asset Planning,Inc37,576$2.16M1.63%+42113F-HRTimeline
GeoWealth Management, LLC36,966$2.13M0.08%+7,08813F-HRTimeline
Brown Miller Wealth Management, LLC37,067$2.13M0.66%+2,02213F-HRTimeline
Merit Financial Group, LLC36,504$2.1M0.02%+14,25213F-HRTimeline
Blackhawk Capital Partners, LLC36,496$2.1M0.97%+68113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.36,331$2.09M0.02%+4,73513F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…35,918$2.07M0.27%+5,51913F-HRTimeline
Ignite Planners, LLC36,579$2.07M0.36%-60013F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd35,840$2.06M0.09%-16,45813F-HRTimelineGroup
SECURITY NATIONAL BANK OF SIOUX CITY IO…35,815$2.06M1.45%+7013F-HRTimeline
Fulton Bank, N.A.35,800$2.06M0.08%+4,92713F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…35,625$2.05M0.06%+6,56713F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC35,510$2.05M0.04%+2,88613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding35,350$2.04M-2,756Timeline
Crossmark Global Holdings, Inc.34,767$2M0.03%-91613F-HRTimeline
UMB Bank, n.a.34,374$1.98M0.03%-11,54713F-HR/ATimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…33,955$1.96M0.02%+8,56313F-HRTimelineGroup
Waverly Advisors, LLC33,923$1.95M0.02%+5,69913F-HRTimeline
JBR Co Financial Management Inc33,745$1.94M0.96%+10,18013F-HRTimeline
Coppell Advisory Solutions LLC33,919$1.93M0.23%-8013F-HR/ATimeline
Harvest Portfolios Group Inc.33,544$1.93M0.04%+4,94213F-HRTimeline
Peterson Wealth Services33,489$1.93M0.53%+1,08413F-HRTimeline
ICW Investment Advisors LLC33,417$1.93M0.76%+66213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI33,222$1.91M0.12%-30013F-HRTimeline
Mystic Asset Management, Inc.32,957$1.9M0.46%+1,05913F-HRTimeline
Atria Wealth Solutions, Inc.32,550$1.88M0.04%-100,09513F-HRTimeline
Gladstone Institutional Advisory LLC32,459$1.87M0.08%-2,31413F-HRTimeline
Richard Bernstein Advisors LLC32,408$1.87M0.05%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …32,375$1.87M0.04%+10,10613F-HRTimelineGroup
Prosperity Consulting Group, LLC32,182$1.85M0.14%-1,31613F-HRTimeline
Sowell Financial Services LLC32,108$1.85M0.08%+78313F-HRTimeline
Summit Financial, LLC31,914$1.84M0.04%-1,56913F-HRTimeline
Machina Capital S.A.S.31,884$1.84M0.38%+7,04413F-HRTimeline
Vanderbilt University31,715$1.83M0.34%-6,59513F-HRTimeline
WEDBUSH SECURITIES INC31,428$1.81M0.06%+8,75613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…31,212$1.8M0.19%-2,64713F-HR/ATimelineGroup
SIGNATUREFD, LLC31,189$1.8M0.03%+1,99613F-HRTimeline
Altman Advisors, Inc.31,075$1.8M0.73%+79013F-HRTimeline
INSPIRE TRUST CO, N.A.31,000$1.79M0.37%+3,00013F-HRTimeline
WealthShield Partners, LLC30,958$1.78M0.22%+1,44513F-HRTimeline
ASSET PLANNING CORPORATION30,844$1.78M0.95%-32413F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC30,722$1.77M0.31%-68513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.30,286$1.74M<0.01%-8,06613F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding30,248$1.74M+8,049Timeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY30,133$1.74M0.36%+1,10013F-HRTimeline
Weaver C. Barksdale & Associates, Inc.29,871$1.72M1.65%-23813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…29,670$1.71M<0.01%+26,35813F-HRTimeline
IHT Wealth Management, LLC29,631$1.71M0.05%-1,74813F-HRTimeline
Bowman & Co S.C.29,502$1.7M0.76%+1,09813F-HRTimeline
QUADRANT CAPITAL GROUP LLC29,356$1.69M0.06%+42213F-HRTimeline
Texas Yale Capital Corp.29,304$1.69M0.06%-1,17513F-HRTimeline
Stanley-Laman Group, Ltd.29,303$1.69M0.25%+11,01813F-HRTimeline
OSSIAM29,255$1.69M0.02%+3,20013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC29,054$1.67M0.06%+26113F-HRTimeline
Nicholson Wealth Management Group, LLC28,752$1.66M1.02%+22813F-HRTimeline
Donald L. Hagan, LLC28,576$1.65M0.82%-42613F-HRTimeline
IFG Advisory, LLC28,463$1.64M0.08%+2,69613F-HRTimeline
CHOREO, LLC28,423$1.64M0.02%+1,89413F-HRTimeline
WEALTH ALLIANCE, LLC28,279$1.63M0.18%+79213F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC28,169$1.62M0.02%-6,23313F-HRTimeline
Kesler, Norman & Wride, LLC28,039$1.62M0.29%+1,75313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…27,995$1.61M0.02%-16,23113F-HRTimelineGroup
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.27,224$1.57M0.06%+1,70113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…27,195$1.57M0.01%+10,51713F-HRTimelineGroup
Confluence Wealth Services, Inc.27,077$1.56M0.09%new13F-HRTimeline
Raleigh Capital Management Inc.27,053$1.56M0.65%+3,61613F-HRTimeline
Castle Rock Wealth Management, LLC27,421$1.55M0.36%+17713F-HRTimeline
PFG Investments, LLC26,918$1.55M0.09%-4,12813F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…26,619$1.53M<0.01%+1,74913F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.26,600$1.53M0.22%-1,13013F-HRTimeline
Jaffetilchin Investment Partners, LLC26,258$1.51M0.1%-69613F-HRTimeline
Loudon Investment Management, LLC26,170$1.51M0.83%+1013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)26,165$1.51M0.01%013F-HRTimelineGroup
Cornerstone Advisors, LLC26,100$1.5M0.05%013F-HRTimeline
Dynamic Advisor Solutions LLC25,861$1.49M0.05%+53413F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK25,843$1.49M0.81%-12513F-HRTimeline
Black Swift Group, LLC25,830$1.49M0.3%+8,23513F-HRTimeline
Clearstead Advisors, LLC25,465$1.47M0.02%+46013F-HRTimeline
Orion Porfolio Solutions, LLC25,437$1.47M0.01%+5,99513F-HR/ATimeline
Snowden Capital Advisors LLC25,352$1.46M0.04%-8,22813F-HRTimeline
Investment Advisory Group, LLC25,230$1.45M0.44%-28213F-HRTimeline
Moors & Cabot, Inc.25,030$1.44M0.07%-19413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC24,721$1.42M0.01%-68013F-HRTimeline
Advisory Services Network, LLC25,262$1.42M0.02%-3,30313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC24,590$1.42M0.36%+15213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…24,496$1.41M0.03%-5,55313F-HRTimelineGroup
Prosperity Planning, Inc.24,266$1.4M0.4%+4,00013F-HRTimeline
NewEdge Wealth, LLC24,216$1.38M0.02%-4,35113F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …23,980$1.38M0.11%+57513F-HRTimeline
Andrew Hill Investment Advisors, Inc.23,955$1.38M1.11%-49513F-HRTimeline
Bleakley Financial Group, LLC23,921$1.38M0.03%+2,88713F-HRTimeline
IEQ CAPITAL, LLC23,866$1.37M0.01%-14,23213F-HRTimeline
Linden Thomas Advisory Services, LLC23,848$1.37M0.15%+1,01213F-HRTimeline
HARBOUR INVESTMENTS, INC.23,340$1.34M0.03%+12,23013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,073$1.33M0.03%-3,51113F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO23,011$1.33M0.01%+2,66613F-HRTimelineGroup
Point Windward Advisors Inc.22,900$1.32M0.59%-3,98513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…22,831$1.32M0.04%-8,76313F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC22,515$1.3M0.29%+64613F-HRTimeline
Trust Investment Advisors22,454$1.29M0.79%-31413F-HRTimeline
HB Wealth Management, LLC22,440$1.29M0.01%+88613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.22,331$1.29M0.08%-80813F-HRTimelineGroup
Glenmede Investment Management, LP22,276$1.28M0.01%13F-HRTimeline
Abundance Wealth Counselors22,044$1.27M0.24%+5,38913F-HRTimeline
Applied Capital LLC/FL22,016$1.27M0.94%+7013F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG21,979$1.27M0.01%013F-HRTimelineGroup
Investment Management Corp of Ontario21,840$1.26M0.02%-2,90013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,834$1.26M0.01%new13F-HRTimelineGroup
STOCK YARDS BANK & TRUST CO21,775$1.25M0.04%-1,44913F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …21,723$1.25M0.73%+52313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,492$1.24M0.09%-26813F-HRTimeline
Empowered Funds, LLC20,980$1.2M0.01%+2,95113F-HRTimeline
V-Square Quantitative Management LLC20,843$1.2M0.16%+12113F-HRTimeline
Investors Research Corp20,619$1.19M0.23%013F-HRTimeline
HANCOCK WHITNEY CORP20,587$1.19M0.02%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC20,556$1.18M0.01%+6,45313F-HRTimelineGroup
Convergence Financial, LLC20,211$1.16M0.2%+1,28013F-HRTimeline
CENTAURUS FINANCIAL, INC.20,193$1.16M0.07%-4013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC20,093$1.16M0.01%-1,42613F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.20,015$1.15M0.1%+4,52313F-HRTimeline
Bay Rivers Group19,829$1.14M0.52%-2,36013F-HRTimeline
Versor Investments LP19,818$1.14M0.2%-15,98213F-HRTimeline
NorthRock Partners, LLC19,758$1.14M0.03%+3,59413F-HR/ATimeline
Town & Country Bank & Trust CO dba Firs…19,670$1.13M0.42%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC1,130,884$1.13M1.62%+1,111,10413F-HR/ATimeline
NAPLES GLOBAL ADVISORS, LLC19,543$1.13M0.1%+7213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC19,361$1.12M0.02%-8,69213F-HRTimelineGroup
Modern Wealth Management, LLC19,282$1.11M0.03%+3,17313F-HR/ATimeline
Savant Capital, LLCin group Savant Capital, LLC19,240$1.11M0.01%+2,61613F-HR/ATimelineGroup
Pasadena Private Wealth, LLC18,758$1.08M0.19%+6,49413F-HRTimeline
BLAIR WILLIAM & CO/IL18,563$1.07M<0.01%-35513F-HRTimeline
Van Hulzen Asset Management, LLC18,460$1.06M0.09%+3,13313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.18,364$1.06M0.01%-1,80913F-HRTimeline
MONEY CONCEPTS CAPITAL CORP18,284$1.05M0.07%+86313F-HRTimeline
Independent Advisor Alliance18,058$1.04M0.03%-1,87613F-HRTimeline
Callan Family Office, LLC18,057$1.04M0.03%new13F-HRTimeline
Fairtree Asset Management (Pty) Ltd18,018$1.04M0.78%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB17,892$1.03M0.03%-5813F-HRTimeline
Wilmington Savings Fund Society, FSB17,785$1.02M0.02%+1,34613F-HRTimeline
HighPoint Advisor Group LLC17,690$1.02M0.05%+11213F-HRTimeline
AE Wealth Management LLC17,647$1.02M0.01%+3,06913F-HRTimeline
Farringdon Capital, Ltd.17,622$1.02M0.34%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK17,597$1.01M0.01%-74213F-HRTimelineGroup
N.E.W. Advisory Services LLC17,504$1.01M0.1%+2,00113F-HRTimeline
RWA WEALTH PARTNERS, LLC17,503$1.01M0.01%-20913F-HRTimeline
Farther Finance Advisors, LLC17,480$1.01M0.02%-66513F-HRTimeline
Blue Trust, Inc.17,194$990K0.01%+37413F-HRTimeline
Allen Capital Group, LLC17,156$988K0.1%+63213F-HRTimeline
NWAM LLC17,541$987K0.06%-29213F-HR/ATimeline
Avior Wealth Management, LLC17,107$986K0.03%+4513F-HRTimeline
Diligent Investors, LLC17,027$981K0.23%-40513F-HRTimeline
LRI Investments, LLC17,013$980K0.08%-22813F-HRTimeline
Teamwork Financial Advisors, LLC16,990$979K0.12%-41413F-HRTimeline
Samalin Investment Counsel, LLC16,966$977K0.38%-92113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC16,840$970K0.1%+7,41713F-HRTimelineGroup
RDA Financial Network16,770$966K0.26%-73613F-HRTimeline
Siemens Fonds Invest GmbH16,762$966K0.06%+2,51413F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…16,756$965K0.58%+3,44813F-HRTimeline
Keudell/Morrison Wealth Management16,752$965K0.21%+1,25213F-HRTimeline
CHANNEL WEALTH LLC16,688$961K0.27%+2,96613F-HRTimeline
CW Advisors, LLC16,636$959K0.01%-46713F-HRTimeline
Sage Investment Counsel LLC16,637$958K1.11%-5013F-HRTimeline
RB Capital Management, LLC16,596$956K0.22%+18713F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC16,549$953K0.83%-50013F-HRTimeline
Laird Norton Wetherby Wealth Management…16,496$950K0.04%13F-HRTimeline
AIA Group Ltdin group AIA Group Ltd16,288$938K0.02%-3,19913F-HRTimelineGroup
Cascade Financial Partners, LLC16,169$932K0.11%+2,43113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC16,039$924K0.15%+1,22013F-HRTimeline
Ausdal Financial Partners, Inc.15,973$920K0.06%-76413F-HRTimeline
Retirement Planning Co of New England, …15,873$914K0.41%-28313F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,849$913K0.01%+21413F-HRTimelineGroup
SteelPeak Wealth, LLC15,772$909K0.04%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.15,730$906K0.02%-84713F-HRTimeline
Bison Wealth, LLC15,830$905K0.07%+2,96813F-HRTimeline
Roehl & Yi Investment Advisors, LLC15,695$904K0.46%013F-HRTimeline
Ballentine Partners, LLC15,550$896K0.01%+2,51213F-HRTimeline
Armstrong, Fleming & Moore, Inc15,546$896K0.49%new13F-HRTimeline
Global Wealth Management Investment Adv…15,457$890K0.17%+2,00113F-HRTimeline
HBK Sorce Advisory LLC15,383$886K0.02%+1,53413F-HRTimeline
SVB WEALTH LLC15,231$877K0.05%new13F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC15,051$867K0.19%+2,96713F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS15,040$866K0.02%new13F-HRTimeline
Compass Ion Advisors, LLC15,036$866K0.09%-21313F-HRTimeline
First National Trust Co14,959$862K0.03%-6113F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC14,947$857K0.1%+46513F-HRTimeline
LM Advisors LLC14,864$856K0.11%+2,98313F-HRTimeline
Prospera Financial Services Inc14,817$854K0.02%-7,83113F-HRTimeline
Prime Capital Investment Advisors, LLC14,807$853K0.01%-4,67713F-HRTimeline