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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
INFRASTRUCTURE CAPITAL ADVISORS, LLC14,482$836K0.11%+93013F-HRTimeline
SMART Wealth LLC14,408$836K0.3%+63413F-HRTimeline
Perigon Wealth Management, LLC14,307$830K0.02%-68513F-HRTimeline
GWN SECURITIES INC.14,876$828K0.05%+5,83313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC14,261$827K0.03%-1,05013F-HRTimeline
Siemens Fonds Invest GmbH14,248$827K0.06%+73013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.14,238$826K0.38%+14913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC14,103$818K<0.01%-8,41513F-HRTimelineGroup
Checchi Capital Advisers, LLC14,001$812K0.06%+2,90013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …13,965$810K0.02%-3513F-HR/ATimelineGroup
HBK Sorce Advisory LLC13,849$803K0.02%+1,19413F-HRTimeline
Cascade Financial Partners, LLC13,738$797K0.1%+7,89813F-HRTimeline
CHANNEL WEALTH LLC13,722$796K0.25%+7,14213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC13,614$790K0.01%new13F-HR/ATimelineGroup
PFW Advisors LLC13,593$789K0.25%+80313F-HRTimeline
Vawter Financial, Ltd.13,532$785K0.44%013F-HRTimeline
LANARK FINANCIAL, INC.13,503$783K0.07%+13,49513F-HRTimeline
Global Wealth Management Investment Adv…13,456$781K0.16%+2,30213F-HRTimeline
Global X Japan Co., Ltd.13,408$778K0.09%+3,37513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC13,390$777K0.3%+39113F-HRTimeline
B. Riley Wealth Advisors, Inc.13,335$774K0.02%+69513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…13,308$772K0.54%+2,34413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC13,300$772K0.01%013F-HRTimeline
Pacifica Partners Inc.13,276$758K0.35%+12,36913F-HRTimeline
Ballentine Partners, LLC13,038$756K0.01%+4,88713F-HRTimeline
Horizon Investments, LLC13,139$755K0.02%+67613F-HRTimeline
Prestige Wealth Management Group LLC13,007$755K0.16%+24613F-HR/ATimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC12,916$749K0.11%+57913F-HRTimeline
TCW GROUP INCin group TCW GROUP INC12,915$749K0.01%+68913F-HRTimelineGroup
Bison Wealth, LLC12,862$744K0.07%new13F-HRTimeline
Sterling Financial Planning, Inc.12,758$740K0.27%+3,27813F-HRTimeline
Chicago Partners Investment Group LLC12,865$730K0.02%+2,22513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,715$720K0.07%-47313F-HR/ATimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…12,650$716K0.01%+8,99613F-HRTimelineGroup
PATRON PARTNERS, LLC12,318$715K0.39%+1,74513F-HRTimeline
Pasadena Private Wealth, LLC12,264$711K0.14%-8,55113F-HRTimeline
GAMMA Investing LLC12,180$707K0.05%+60113F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments12,104$702K0.05%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC12,084$701K0.19%new13F-HRTimeline
DUNCKER STREETT & CO INC12,073$700K0.14%-54813F-HRTimeline
Severin Investments, LLC12,043$699K0.7%+42013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC12,027$698K0.14%+83713F-HRTimeline
Portside Wealth Group, LLC12,026$698K0.11%+66813F-HR/ATimeline
Generali Asset Management SPA SGR12,009$697K0.02%+53113F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP11,891$690K0.05%-2,57513F-HRTimelineGroup
LM Advisors LLC11,881$689K0.12%+1913F-HRTimeline
Freestone Grove Partners LP11,845$687K0.01%-19,81813F-HRTimeline
San Luis Wealth Advisors LLC11,820$686K0.16%new13F-HR/ATimeline
Centiva Capital, LP11,801$685K0.04%-28,77813F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC11,774$683K0.36%-17613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC11,705$679K0.07%-40413F-HR/ATimeline
JEPPSON WEALTH MANAGEMENT, LLC11,580$672K0.25%-713F-HRTimeline
Polymer Capital Management (US) LLC11,543$670K0.2%+6,75713F-HRTimeline
VISION FINANCIAL MARKETS LLC11,500$667K0.73%+10,40013F-HRTimeline
Cordgrass Capital Advisors, LLC11,499$667K0.19%-9,77713F-HRTimeline
PROFUND ADVISORS LLC11,434$663K0.03%-2,01013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,484$662K0.06%-12,30313F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,319$657K<0.01%+2,33913F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding11,303$656K-362Timeline
Groupe la Francaisein group Groupe la Francaise11,657$655K0.01%+1,95813F-HRTimelineGroup
Summa Corp.11,250$653K0.38%013F-HRTimeline
Manske Wealth Management11,200$650K0.25%+5913F-HRTimeline
William Allan Corp11,145$647K0.41%-1,39513F-HRTimeline
Glen Eagle Advisors, LLC11,125$645K0.11%-2,77213F-HRTimeline
ROMANO BROTHERS AND COMPANY11,119$645K0.08%+92513F-HRTimeline
HARBOUR INVESTMENTS, INC.11,110$644K0.02%+60813F-HRTimeline
GREENLEAF TRUST11,096$644K0.01%-57613F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD11,025$640K0.55%-2,71213F-HRTimeline
Tarbox Family Office, Inc.10,990$638K0.11%-28313F-HRTimeline
SlateStone Wealth, LLC10,985$637K0.06%+40013F-HRTimeline
My Legacy Advisors, LLC10,970$636K0.25%-17813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,872$631K0.05%+25713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.10,757$624K0.01%-13113F-HRTimelineGroup
SAXON INTERESTS, INC.10,705$621K0.29%+2813F-HRTimeline
HHM Wealth Advisors, LLC10,657$618K0.08%-3213F-HRTimeline
Focus Financial Network, Inc.10,657$618K0.03%+88913F-HRTimeline
Powers Advisory Group, LLC10,383$602K0.29%+10213F-HRTimeline
Harbour Trust & Investment Management Co10,372$602K0.07%+14913F-HRTimeline
PRIVATE TRUST CO NA10,358$601K0.06%+75213F-HRTimeline
GSA CAPITAL PARTNERS LLP10,318$599K0.05%-6,92113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…10,319$599K0.34%+5,03113F-HRTimeline
First Affirmative Financial Network10,273$596K0.37%+1,13113F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC10,257$595K0.14%-37313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp10,252$595K0.02%+19213F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL10,243$594K0.01%-200,81413F-HRTimeline
IFP Advisors, Inc10,234$594K0.02%+2,25913F-HRTimeline
Wealthspire Retirement, LLC10,164$590K0.05%+67913F-HRTimeline
Turning Point Benefit Group, Inc.11,065$586K0.55%+1,84013F-HRTimeline
LaSalle St. Investment Advisors, LLC10,056$583K0.14%+65513F-HRTimeline
Crane Advisory, LLC10,544$582K0.11%013F-HRTimeline
Sunbelt Securities, Inc.10,017$581K0.05%-4,64513F-HRTimeline
Buckley Wealth Management, LLC9,992$580K0.18%+28413F-HRTimeline
Family Legacy, Inc.9,986$579K0.2%013F-HRTimeline
Principle Wealth Partners LLC9,845$571K0.04%+4,47113F-HRTimeline
BAILARD, INC.9,814$569K0.01%+413F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…9,815$569K0.8%013F-HRTimeline
Founders Financial Alliance, LLC9,788$568K0.14%+1,87713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC9,710$563K0.04%+2,70013F-HRTimeline
Sovran Advisors, LLC9,472$552K0.07%-10,64013F-HRTimeline
Gen-Wealth Partners Inc9,484$550K0.23%-23413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,483$550K0.01%-91513F-HRTimeline
Advisor Resource Council9,566$547K0.04%new13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC9,423$547K0.06%new13F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …9,470$544K0.04%+4,72113F-HRTimelineGroup
Foundations Investment Advisors, LLC9,307$540K0.01%+1,03113F-HRTimeline
INTRUST BANK NA9,216$535K0.05%-8413F-HRTimeline
Quad-Cities Investment Group, LLC9,049$525K0.26%+813F-HRTimeline
Kentucky Trust Co9,035$524K0.31%+22513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC9,031$524K<0.01%+1,36013F-HRTimelineGroup
Nicholas Wealth, LLC.9,017$523K0.54%-3,93813F-HR/ATimeline
New Insight Wealth Advisors8,974$521K0.24%+2,15313F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW8,752$508K0.1%-10213F-HRTimelineGroup
Keystone Financial Group8,744$507K0.05%+23613F-HRTimeline
Aster Capital Management (DIFC) Ltd8,824$503K0.09%new13F-HRTimeline
Aptus Capital Advisors, LLC8,652$502K0.01%-213F-HRTimeline
NovaPoint Capital, LLC8,472$491K0.15%-63513F-HRTimeline
OneDigital Investment Advisors LLC8,354$485K0.01%-3,48413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,336$484K-178Timeline
MATHER GROUP, LLC.8,294$481K0.01%+16413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC8,283$481K0.23%+4713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,076$480K0.11%-1,13313F-HRTimeline
CWA Asset Management Group, LLC8,216$477K0.02%+68713F-HRTimeline
CAP Partners, LLC8,190$475K0.34%+55113F-HRTimeline
Delta Investment Management, LLC8,177$474K0.1%-2,36913F-HRTimeline
Arcataur Capital Management LLC8,132$472K0.16%new13F-HRTimeline
SG Americas Securities, LLC8,095$470K<0.01%+4,12013F-HRTimeline
CFS Investment Advisory Services, LLC8,082$469K0.04%-41313F-HRTimeline
Summit Financial Wealth Advisors, LLC8,080$469K0.09%013F-HRTimeline
Beaumont Asset Management, L.L.C.8,043$467K0.28%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co8,026$466K0.03%013F-HRTimeline
Focused Wealth Management, Inc7,966$462K0.06%-12113F-HRTimeline
Trueblood Wealth Management, LLC7,867$456K0.21%+8713F-HRTimeline
GC Wealth Management RIA, LLC7,864$456K0.08%+2013F-HRTimeline
American Investment Services, Inc.7,838$455K0.08%+1,16213F-HRTimeline
Prudent Man Advisors, LLC7,808$453K0.16%013F-HRTimeline
Revisor Wealth Management LLC7,757$450K0.2%+3,67013F-HRTimeline
Regal Investment Advisors LLC7,717$448K0.04%-19213F-HRTimeline
Financial Partners Group, Inc7,711$447K0.07%+33613F-HRTimeline
HUB Investment Partners, LLC7,708$447K0.02%-1913F-HRTimeline
SMH CAPITAL ADVISORS INC7,699$447K1.04%-16113F-HRTimeline
Jacobi Capital Management LLC7,651$444K0.03%new13F-HRTimeline
Compound Planning, Inc.7,609$441K0.02%+2,24613F-HRTimeline
WEST PACES ADVISORS INC.7,508$436K0.1%-1,21013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,506$435K0.04%+79213F-HRTimeline
Heartland Bank & Trust Co7,480$434K0.22%new13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC7,345$426K0.04%+3,15613F-HRTimeline
Arete Wealth Advisors, LLC7,343$426K0.03%+11013F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,315$424K0.02%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC7,277$422K0.08%-7913F-HRTimeline
Benchmark Investment Advisors LLC7,256$421K0.27%013F-HRTimeline
FLC Capital Advisors7,243$420K0.09%+50013F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC7,241$420K0.3%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO7,221$419K0.01%-40113F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC7,217$419K0.4%-2,40513F-HRTimeline
PINNACLE ASSOCIATES LTD7,203$418K0.01%+34513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC7,174$416K0.19%-1,87313F-HRTimeline
CERTUITY, LLC7,173$416K0.04%-59913F-HRTimeline
Alteri Wealth LLC7,077$411K0.18%+1,88313F-HRTimeline
Golden State Wealth Management, LLC7,054$409K0.06%-44313F-HR/ATimeline
Cyndeo Wealth Partners, LLC6,999$406K0.03%-4,71313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.6,993$406K0.16%+8713F-HRTimeline
MFA Wealth Services6,977$405K0.33%+39413F-HRTimeline
Citizens National Bank Trust Department6,903$400K0.09%+75013F-HRTimeline
Valeo Financial Advisors, LLC6,868$398K0.01%-85113F-HRTimeline
Graypoint LLC6,833$396K0.02%-67213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC6,815$395K0.2%+13713F-HRTimelineGroup
Clear Creek Financial Management, LLC6,809$395K0.04%+2,61713F-HRTimeline
STRATEGY ASSET MANAGERS LLC6,802$395K0.08%+1,86813F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,796$394K0.05%-13,18713F-HRTimeline
EXCALIBUR MANAGEMENT CORP6,781$393K0.15%-5813F-HRTimeline
INGALLS & SNYDER LLC6,763$392K0.01%-90013F-HRTimeline
PLANNING DIRECTIONS INC6,753$392K0.17%new13F-HRTimeline
Investmark Advisory Group LLC6,753$392K0.19%-1,52613F-HRTimeline
FULLCIRCLE WEALTH LLC6,839$391K0.16%-18213F-HRTimeline
Integrated Advisors Network LLC6,737$391K0.02%+45413F-HRTimeline
Everhart Financial Group, Inc.6,723$390K0.05%+2,00813F-HRTimeline
Abel Hall, LLC6,715$390K0.24%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,702$389K<0.01%+66413F-HRTimelineGroup
Procyon Advisors, LLC6,681$388K0.02%-1,26213F-HRTimeline
Roof Eidam Maycock Peralta, LLC6,600$383K0.1%new13F-HRTimeline
Csenge Advisory Group6,547$382K0.02%-10513F-HRTimeline
Premier Path Wealth Partners, LLC6,580$382K0.06%+1,15813F-HRTimeline
First County Bank /CT/6,577$382K0.21%-99613F-HRTimeline
Cape Investment Advisory, Inc.6,573$381K0.15%+29213F-HRTimeline
PANAGORA ASSET MANAGEMENT INC6,566$381K<0.01%-7,06213F-HRTimeline
Blue Fin Capital, Inc.6,531$379K0.07%+113F-HRTimeline
Integrated Investment Consultants, LLC6,519$378K0.08%new13F-HR/ATimeline
AllSquare Wealth Management LLC6,497$377K0.22%+50013F-HRTimeline
Ellis Investment Partners, LLC6,439$374K0.08%+75113F-HRTimeline
ASR Vermogensbeheer N.V.6,399$371K0.01%13F-HRTimeline
AlphaCore Capital LLC6,360$369K0.03%+10213F-HRTimeline
Lummis Asset Management, LP6,309$366K0.25%+1,15513F-HRTimeline
NORDEN GROUP LLC6,253$363K0.04%-1,30813F-HRTimeline
Rodgers Brothers Inc.6,250$363K0.05%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,247$362K0.02%+1,11913F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC6,145$356K0.02%+2,17313F-HRTimeline
Center for Financial Planning, Inc.6,139$356K0.05%+84813F-HRTimeline
Walker Asset Management, LLC6,133$356K0.22%+8813F-HRTimeline
BOKF, NAin group BOKF, NA6,116$355K0.01%-5,01113F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC6,108$354K0.03%-2413F-HR/ATimeline