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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
MONEY CONCEPTS CAPITAL CORP14,733$787K0.06%+84013F-HRTimeline
Wilmington Savings Fund Society, FSB14,589$779K0.01%-1,69013F-HRTimeline
L.M. KOHN & COMPANY14,577$779K0.2%-54413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,567$778K0.01%-1,58213F-HRTimelineGroup
Sunbelt Securities, Inc.14,662$773K0.07%+3,44513F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP14,466$773K0.05%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC14,466$773K0.07%013F-HRTimeline
Legacy Financial Advisors, Inc.14,357$767K0.13%+1,56713F-HRTimeline
TFG Advisers LLC14,131$755K0.27%+24613F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.14,089$752K0.34%+10113F-HRTimeline
Keudell/Morrison Wealth Management14,074$752K0.2%+2,12013F-HRTimeline
Ausdal Financial Partners, Inc.14,045$750K0.06%+33813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …14,000$748K0.02%-2,59313F-HRTimelineGroup
CHIRON CAPITAL MANAGEMENT, LLC13,951$745K0.7%+2,74713F-HRTimeline
Glen Eagle Advisors, LLC13,897$742K0.12%-1,38313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,863$740K0.01%-73013F-HRTimelineGroup
SMART Wealth LLC13,774$736K0.26%-4,97913F-HRTimeline
Samalin Investment Counsel, LLC13,755$735K0.32%-1,97613F-HRTimeline
CW Advisors, LLC13,750$734K0.01%+28213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD13,737$734K0.58%-13513F-HRTimeline
Avior Wealth Management, LLC13,725$733K0.03%+3,06713F-HRTimeline
Prime Capital Investment Advisors, LLC13,692$731K0.01%-1,63113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC13,628$728K<0.01%-10113F-HRTimeline
Vawter Financial, Ltd.13,532$723K0.43%-14013F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC13,552$720K0.1%+62013F-HRTimeline
PROFUND ADVISORS LLC13,444$718K0.03%-10,96813F-HRTimeline
Siemens Fonds Invest GmbH13,518$713K0.05%+2,58013F-HR/ATimeline
SEGALL BRYANT & HAMILL, LLC13,300$710K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED13,188$695K0.06%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC12,999$694K0.27%-5813F-HRTimeline
Orion Porfolio Solutions, LLC12,948$692K0.01%-3,54213F-HRTimeline
Orion Portfolio Solutions, LLC12,948$692K0.01%-3,54213F-HRTimeline
MUFG SECURITIES AMERICAS INC.12,920$690K0.09%13F-HRTimeline
PFW Advisors LLC12,790$683K0.21%13F-HRTimeline
Prestige Wealth Management Group LLC12,761$682K0.14%+82713F-HR/ATimeline
Nicholas Wealth, LLC.12,955$680K0.37%+2,63313F-HRTimeline
AE Wealth Management LLC12,690$678K0.01%+2,17813F-HRTimeline
HBK Sorce Advisory LLC12,655$676K0.02%+2,87513F-HRTimeline
B. Riley Wealth Advisors, Inc.12,640$675K0.02%+24113F-HRTimeline
DUNCKER STREETT & CO INC12,621$674K0.13%-59913F-HRTimeline
William Allan Corp12,540$670K0.41%-40013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP12,362$660K0.02%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Horizon Investments, LLC12,463$659K0.02%+13313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,337$659K0.1%-14913F-HRTimeline
TCW GROUP INCin group TCW GROUP INC12,226$653K0.01%+31013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC12,109$647K0.06%-1,31213F-HR/ATimeline
CORNERCAP INVESTMENT COUNSEL INC11,950$638K0.21%-50313F-HRTimeline
LM Advisors LLC11,862$634K0.11%-3,29913F-HR/ATimeline
OneDigital Investment Advisors LLC11,838$632K0.01%-2,22613F-HRTimeline
Cyndeo Wealth Partners, LLC11,712$626K0.04%-1,10113F-HRTimeline
GREENLEAF TRUST11,672$623K0.01%-5,23913F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding11,665$623K-1,521Timeline
Severin Investments, LLC11,623$621K0.62%13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC11,587$619K0.22%-7113F-HRTimeline
GAMMA Investing LLC11,579$618K0.05%-51813F-HRTimeline
Generali Asset Management SPA SGR11,478$613K0.02%13F-HR/ATimeline
Portside Wealth Group, LLC11,358$607K0.1%+1,50613F-HR/ATimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…11,338$606K0.01%+7,60913F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,326$605K0.01%-1,67813F-HRTimelineGroup
Tarbox Family Office, Inc.11,273$602K0.1%-41413F-HRTimeline
Summa Corp.11,250$601K0.29%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC11,190$598K0.13%+23013F-HRTimeline
Global Wealth Management Investment Adv…11,154$596K0.12%+1,26313F-HRTimeline
Manske Wealth Management11,141$595K0.24%13F-HRTimeline
Edgestream Partners, L.P.11,106$593K0.03%new13F-HRTimeline
Checchi Capital Advisers, LLC11,101$593K0.04%-59913F-HRTimeline
My Legacy Advisors, LLC11,148$593K0.23%-35313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…10,936$590K0.03%-1,30713F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…10,964$586K0.37%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,888$582K0.01%+37713F-HRTimelineGroup
Riggs Capital Management LLC10,796$577K0.57%13F-HRTimeline
BOKF, NAin group BOKF, NA11,127$575K0.01%-2613F-HRTimelineGroup
Bison Wealth, LLC10,693$571K0.13%new13F-HRTimeline
HHM Wealth Advisors, LLC10,689$571K0.08%-1813F-HRTimeline
SAXON INTERESTS, INC.10,677$570K0.25%new13F-HRTimeline
Larson Financial Group LLC10,641$568K0.03%+1,80913F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC10,630$568K0.14%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,615$567K0.04%-18,30713F-HRTimeline
SlateStone Wealth, LLC10,585$565K0.06%-10013F-HRTimeline
PATRON PARTNERS, LLC10,573$565K0.31%+1,00913F-HRTimeline
Delta Investment Management, LLC10,546$563K0.11%-6,08213F-HRTimeline
Crane Advisory, LLC10,544$562K0.1%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,502$561K0.02%-2,13213F-HRTimeline
Chicago Partners Investment Group LLC10,640$559K0.02%-13413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,398$555K0.01%-57313F-HRTimeline
Canada Post Corp Registered Pension Plan10,321$551K0.03%13F-HRTimeline
Powers Advisory Group, LLC10,281$549K0.27%+26713F-HRTimeline
Harbour Trust & Investment Management Co10,223$546K0.06%-90313F-HRTimeline
ROMANO BROTHERS AND COMPANY10,194$544K0.07%+20013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC10,209$544K0.11%-18313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.10,172$543K0.01%-4,61513F-HRTimelineGroup
Associated Banc-Corpin group Associated Banc-Corp10,060$537K0.02%-1513F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC10,040$536K0.04%-40813F-HRTimeline
Global X Japan Co., Ltd.10,033$536K0.07%+1,06513F-HRTimeline
Family Legacy, Inc.9,986$524K0.18%+38013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…9,815$524K0.68%new13F-HRTimeline
BAILARD, INC.9,810$524K0.01%013F-HRTimeline
Focus Financial Network, Inc.9,768$522K0.02%+94813F-HRTimeline
Gen-Wealth Partners Inc9,718$519K0.22%+62513F-HRTimeline
Buckley Wealth Management, LLC9,708$519K0.16%+25813F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC9,622$514K0.48%-16613F-HRTimeline
PRIVATE TRUST CO NA9,606$513K0.05%-58113F-HRTimeline
Groupe la Francaisein group Groupe la Francaise9,699$507K0.01%13F-HRTimelineGroup
Wealthspire Retirement, LLC9,485$507K0.04%+12113F-HRTimeline
Sterling Financial Planning, Inc.9,480$506K0.19%013F-HRTimeline
LaSalle St. Investment Advisors, LLC9,401$502K0.16%+5,13213F-HRTimeline
INTRUST BANK NA9,300$497K0.05%+2713F-HRTimeline
GWN SECURITIES INC.9,043$491K0.13%13F-HRTimeline
First Affirmative Financial Network9,142$488K0.28%-34313F-HRTimeline
NFSG Corp9,109$487K0.12%new13F-HRTimeline
NovaPoint Capital, LLC9,107$486K0.15%+10813F-HRTimeline
Turning Point Benefit Group, Inc.9,225$484K0.46%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC9,047$483K0.21%-21313F-HRTimeline
Quad-Cities Investment Group, LLC9,041$483K0.24%-12913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC8,980$480K<0.01%-2,86513F-HRTimelineGroup
Scharf Investments, LLC8,954$478K0.01%-2,312,74113F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW8,854$473K0.08%-12013F-HRTimelineGroup
Kentucky Trust Co8,810$471K0.28%13F-HRTimeline
WEST PACES ADVISORS INC.8,718$466K0.11%-19213F-HRTimeline
Aptus Capital Advisors, LLC8,654$462K0.01%+2,13513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,514$455K+1,171Timeline
AdvisorNet Financial, Inc8,509$454K0.04%-33913F-HRTimeline
Keystone Financial Group8,508$454K0.04%-58113F-HRTimeline
CFS Investment Advisory Services, LLC8,495$454K0.04%-19913F-HRTimeline
Investmark Advisory Group LLC8,279$442K0.22%+1,52413F-HRTimeline
Foundations Investment Advisors, LLC8,276$442K0.01%-64413F-HRTimeline
Summit Financial Wealth Advisors, LLC8,080$440K0.09%+2,00013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC8,236$440K0.21%+26113F-HRTimeline
Ballentine Partners, LLC8,151$435K0.01%+10313F-HRTimeline
MATHER GROUP, LLC.8,130$434K0.01%-4813F-HRTimeline
Focused Wealth Management, Inc8,087$432K0.06%-21413F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co8,026$429K0.03%-1,67713F-HRTimeline
IFP Advisors, Inc7,975$426K0.01%+1,83713F-HRTimeline
Procyon Advisors, LLC7,943$424K0.03%+10713F-HRTimeline
Founders Financial Alliance, LLC7,911$423K0.12%-48513F-HRTimeline
Capital Investment Advisors, LLC7,910$422K0.01%-25113F-HRTimeline
Regal Investment Advisors LLC7,909$422K0.03%-3,43013F-HRTimeline
SMH CAPITAL ADVISORS INC7,860$420K1.01%-4113F-HRTimeline
J.W. COLE ADVISORS, INC.7,845$419K0.02%+613F-HRTimeline
GC Wealth Management RIA, LLC7,844$419K0.07%-1,46713F-HRTimeline
Prudent Man Advisors, LLC7,808$417K0.15%+1,59713F-HRTimeline
Trueblood Wealth Management, LLC7,780$416K0.2%+29613F-HRTimeline
CERTUITY, LLC7,772$415K0.05%+1,72113F-HRTimeline
HUB Investment Partners, LLC7,727$413K0.02%+2,25213F-HRTimeline
Valeo Financial Advisors, LLC7,719$412K0.01%+18313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,671$410K<0.01%+70213F-HRTimelineGroup
INGALLS & SNYDER LLC7,663$409K0.02%-1,48713F-HRTimeline
CAP Partners, LLC7,639$408K0.29%+5613F-HRTimeline
Financial Advocates Investment Manageme…7,637$408K0.02%-71213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,622$407K0.01%+1413F-HRTimeline
Core Wealth Partners LLC7,614$407K0.23%+1,03813F-HRTimeline
Crestline Management, L.P.7,609$406K0.01%new13F-HRTimeline
First County Bank /CT/7,573$404K0.23%-1,21213F-HRTimeline
NORDEN GROUP LLC7,561$404K0.05%-27213F-HRTimeline
CWA Asset Management Group, LLC7,529$402K0.02%-62113F-HRTimeline
Graypoint LLC7,505$401K0.02%+67913F-HRTimeline
Golden State Wealth Management, LLC7,497$400K0.06%13F-HRTimeline
Black Swift Group, LLC7,400$395K0.08%-5,84013F-HRTimeline
Community Bank & Trust, Waco, Texas7,396$395K0.09%-31313F-HRTimeline
Financial Partners Group, Inc7,375$394K0.06%-52813F-HRTimeline
AssuredPartners Investment Advisors, LLC7,356$393K0.08%13F-HRTimeline
Mission Creek Capital Partners, Inc.7,340$392K0.09%-8713F-HRTimeline
Benchmark Investment Advisors LLC7,256$388K0.25%-6513F-HRTimeline
FULLCIRCLE WEALTH LLC7,021$386K0.16%-3513F-HRTimeline
Arete Wealth Advisors, LLC7,233$385K0.03%+1,00213F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC7,010$374K0.02%new13F-HRTimeline
Truvestments Capital LLC6,988$373K0.1%-8113F-HRTimeline
Freedom Investment Management, Inc.6,959$372K0.03%+1,77413F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.6,906$369K0.15%-1,70913F-HRTimeline
PINNACLE ASSOCIATES LTD6,858$366K<0.01%new13F-HRTimeline
EXCALIBUR MANAGEMENT CORP6,839$365K0.15%-20013F-HRTimeline
New Insight Wealth Advisors6,821$364K0.18%-20313F-HRTimeline
Atlas Financial Advisors, Inc.6,747$360K0.56%+3,17713F-HRTimeline
FLC Capital Advisors6,743$360K0.08%+1,60713F-HRTimeline
Sound View Wealth Advisors Group, LLC6,714$359K0.03%+13813F-HRTimeline
Hendershot Investments Inc.6,695$358K0.05%-30013F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,678$357K0.18%+18613F-HRTimelineGroup
American Investment Services, Inc.6,676$357K0.06%013F-HR/ATimeline
Csenge Advisory Group6,652$355K0.02%+80913F-HRTimeline
MFA Wealth Services6,583$352K0.28%13F-HRTimeline
CHANNEL WEALTH LLC6,580$351K0.11%+1,53813F-HRTimeline
Cornerstone Planning, LLC6,550$350K0.13%13F-HRTimeline
Blue Fin Capital, Inc.6,530$349K0.06%-10013F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,457$345K0.02%+2313F-HRTimelineGroup
XML Financial, LLC6,357$340K0.03%-1,69913F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6,342$339K0.16%-80013F-HRTimeline
Diametric Capital, LP6,318$337K0.23%new13F-HRTimeline
Integrated Advisors Network LLC6,283$336K0.02%+10513F-HRTimeline
Cape Investment Advisory, Inc.6,281$335K0.13%-41713F-HRTimeline
Caprock Group, LLC6,265$335K0.01%-2,42213F-HRTimeline
AlphaCore Capital LLC6,258$334K0.07%-28313F-HRTimeline
Rodgers Brothers Inc.6,250$334K0.04%013F-HRTimeline
SHELL ASSET MANAGEMENT CO6,221$332K0.01%-1313F-HRTimeline
Credit Capital Investments LLC6,200$331K0.43%new13F-HRTimeline
Vise Technologies, Inc.6,191$331K0.03%+50813F-HRTimeline
SignalPoint Asset Management, LLC6,160$329K0.08%+11513F-HRTimeline
Citizens National Bank Trust Department6,153$329K0.07%-74013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,132$328K0.03%-21713F-HR/ATimeline
BRIGHTON JONES LLC6,101$326K0.01%+61513F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC6,080$325K0.21%-61213F-HRTimeline