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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
M&G PLCin group M&G PLC6,099$323K<0.01%new13F-HRTimelineGroup
Walker Asset Management, LLC6,045$323K0.2%+27813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP6,038$322K<0.01%-34613F-HRTimelineGroup
Trace Wealth Advisors, LLC6,000$320K0.29%13F-HRTimeline
AllSquare Wealth Management LLC5,997$320K0.18%013F-HRTimeline
Comprehensive Money Management Services…5,994$320K0.26%13F-HRTimeline
Cadence Bank5,992$320K0.02%-81413F-HRTimeline
MeadowBrook Investment Advisors LLC5,910$316K0.28%+99513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC5,909$316K0.01%+7813F-HRTimeline
SS&H Financial Advisors, Inc.5,867$314K0.11%+81713F-HRTimeline
180 WEALTH ADVISORS, LLC5,845$312K0.05%-7513F-HRTimeline
Cascade Financial Partners, LLC5,840$312K0.04%+1,59613F-HRTimeline
DRW Securities, LLC5,826$311K0.02%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,831$311K<0.01%+1,81213F-HRTimelineGroup
West Family Investments, Inc.5,801$310K0.11%+1,01813F-HRTimeline
Huntleigh Advisors, Inc.5,773$308K0.07%13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…5,750$307K0.03%-1,02613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC5,760$307K<0.01%-26813F-HRTimelineGroup
KING LUTHER CAPITAL MANAGEMENT CORP5,722$306K<0.01%-20013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC5,711$305K0.01%013F-HRTimelineGroup
Ellis Investment Partners, LLC5,688$304K0.06%-1,47013F-HRTimeline
FINANCIAL COUNSELORS INC5,672$303K<0.01%+1,65913F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC5,654$302K0.15%-85013F-HRTimeline
VANCE WEALTH, LLC5,626$300K0.12%013F-HRTimeline
PharVision Advisers, LLC5,624$300K0.25%13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC5,580$298K<0.01%new13F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC5,568$297K0.01%-8913F-HRTimeline
Dorsey & Whitney Trust CO LLC5,566$297K0.02%+1,55613F-HRTimeline
Cross Staff Investments Inc5,511$294K0.21%013F-HRTimeline
ClearAlpha Technologies LP5,497$294K0.25%new13F-HRTimeline
Mayflower Financial Advisors, LLC5,496$294K0.04%+33413F-HRTimeline
Farther Finance Advisors, LLC5,491$293K0.01%-37713F-HRTimeline
NorthStar Asset Management LLC /NJ/5,473$292K0.19%+41313F-HRTimeline
Meridian Wealth Management, LLC5,438$290K0.01%+9613F-HRTimeline
Premier Path Wealth Partners, LLC5,422$290K0.04%+16313F-HRTimeline
Red Door Wealth Management, LLC5,419$289K0.04%new13F-HRTimeline
LECAP ASSET MANAGEMENT LTD5,410$289K0.08%new13F-HRTimeline
Principle Wealth Partners LLC5,374$287K0.02%-113F-HRTimeline
Leo Wealth, LLC5,367$287K0.03%+63813F-HRTimeline
Hoxton Planning & Management, LLC5,367$287K0.11%+1,46913F-HRTimeline
Compound Planning, Inc.5,363$286K0.01%-87313F-HRTimeline
ETF Store, Inc.5,362$286K0.36%+46013F-HRTimeline
Prairie Sky Financial Group LLC5,332$285K0.17%013F-HRTimeline
TPG Advisors LLC5,331$285K0.22%-28513F-HRTimeline
GTS SECURITIES LLC5,305$283K0.01%-8,52313F-HRTimeline
Center for Financial Planning, Inc.5,291$283K0.04%+4,71113F-HRTimeline
Keyes, Stange & Wooten Wealth Managemen…5,288$282K0.17%new13F-HRTimeline
Rinkey Investments5,282$282K0.09%+77813F-HRTimeline
Campion Asset Management5,253$281K0.21%-31713F-HRTimeline
Atlas Legacy Advisors, LLC5,233$279K0.07%13F-HRTimeline
Argent Trust Co5,207$278K0.01%013F-HRTimeline
Sovereign Financial Group, Inc.5,202$278K0.06%+84013F-HRTimeline
Mason & Associates Inc5,202$278K0.07%+5913F-HRTimeline
Alteri Wealth LLC5,194$277K0.08%13F-HRTimeline
Evanson Asset Management, LLC5,172$276K0.02%+1413F-HRTimeline
Lummis Asset Management, LP5,154$275K0.35%-30313F-HRTimeline
Ignite Planners, LLC5,164$275K0.06%-10913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,208$274K0.02%-296,36413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,128$274K0.02%-9813F-HRTimelineGroup
WESTBOURNE INVESTMENTS, INC.5,100$272K0.16%13F-HRTimeline
Whipplewood Advisors, LLC5,096$272K0.15%13F-HRTimeline
Visionary Wealth Advisors5,076$271K0.02%-5013F-HRTimeline
SeaCrest Wealth Management, LLC5,046$269K0.03%+11613F-HRTimeline
Coastwise Capital Group, LLC5,036$269K0.21%+73613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,037$269K0.01%-14513F-HRTimeline
Pure Financial Advisors, LLC5,027$268K0.01%new13F-HRTimeline
Avestar Capital, LLC5,016$268K0.02%-17613F-HRTimeline
Catalyst Capital Advisors LLC5,000$267K0.01%013F-HRTimeline
Evelyn Partners Investment Management L…in group Evelyn Partners Group Ltd5,000$267K0.01%13F-HRTimelineGroup
Opus Capital Group, LLC4,946$264K0.03%-1,11513F-HRTimeline
STRATEGY ASSET MANAGERS LLC4,934$264K0.05%-55513F-HRTimeline
SHELTON CAPITAL MANAGEMENT4,933$263K0.01%+1,43713F-HRTimeline
Modera Wealth Management, LLC4,904$262K<0.01%+37213F-HRTimeline
Phillips Wealth Planners LLC5,016$259K0.26%-46513F-HRTimeline
Marcum Wealth, LLC4,823$258K0.02%-1,22713F-HRTimeline
Polymer Capital Management (US) LLC4,786$256K0.08%13F-HRTimeline
Atlanta Consulting Group Advisors, LLC4,784$256K0.09%-9,33813F-HR/ATimeline
BlueChip Wealth Advisors LLC4,758$254K0.14%-35013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,749$254K0.02%new13F-HRTimelineGroup
Stiles Financial Services Inc4,734$253K0.09%+1813F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,727$252K0.12%+76713F-HRTimeline
Everhart Financial Group, Inc.4,715$252K0.05%-1,27513F-HRTimeline
FLOW TRADERS U.S. LLC4,694$251K0.01%new13F-HRTimeline
Court Place Advisors, LLC4,681$250K0.08%-1,09113F-HRTimeline
Wealth Management Associates, Inc.4,630$247K0.11%+95413F-HRTimeline
FSA Investment Group, LLC4,638$247K0.21%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.4,605$246K0.07%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,593$245K0.09%+1513F-HRTimeline
HOLDERNESS INVESTMENTS CO4,572$244K0.05%-8113F-HRTimeline
COZAD ASSET MANAGEMENT INC4,562$244K0.02%-7613F-HRTimeline
Charter Oak Capital Management, LLC4,556$243K0.02%-4513F-HRTimeline
Yoder Wealth Management, Inc.4,529$242K0.13%+23613F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC4,521$241K0.01%-29313F-HRTimeline
Legacy Advisors, LLC4,509$241K0.02%-2213F-HRTimeline
Beverly Hills Private Wealth, LLC4,488$240K0.05%-60513F-HRTimeline
Good Life Advisors, LLC4,486$240K0.02%-4213F-HRTimeline
ProVise Management Group, LLC4,482$239K0.02%-46713F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…4,481$239K<0.01%new13F-HR/ATimelineGroup
JT Stratford LLC4,463$238K0.04%+17413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,463$238K0.03%new13F-HRTimeline
Howard Capital Management, LLC4,456$238K<0.01%+22913F-HRTimeline
Berger Financial Group, Inc4,440$237K0.02%-113F-HRTimeline
SMITH, MOORE & CO.4,432$237K0.02%+20113F-HRTimeline
Petix & Botte Co4,426$236K0.06%-1,60213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.4,425$236K0.07%-50013F-HRTimeline
Park Place Capital Corp4,423$236K0.07%-1,80713F-HRTimeline
Mesirow Financial Investment Management…4,362$233K<0.01%new13F-HRTimeline
Bullock Wealth Management Group4,359$233K0.14%+413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…4,355$233K0.02%-113F-HRTimelineGroup
Aspire Growth Partners LLC4,328$231K0.23%13F-HRTimeline
Gilman Hill Asset Management, LLC4,291$229K0.04%-5013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC4,281$229K0.2%13F-HRTimeline
Advisory Alpha, LLC4,232$226K0.01%+36413F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC4,221$225K<0.01%013F-HRTimeline
Brooklyn Investment Group4,204$224K0.07%-5013F-HRTimeline
Aull & Monroe Investment Management Corp4,200$224K0.11%013F-HRTimeline
Wedmont Private Capital4,338$224K0.01%-3113F-HRTimeline
Clear Creek Financial Management, LLC4,192$224K0.02%+80213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,189$224K0.02%-91413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,096$223K0.02%+78513F-HRTimeline
Lantz Financial LLC4,175$223K0.06%-29013F-HRTimeline
Fragasso Financial Advisors Inc4,171$223K0.02%-1,71413F-HRTimeline
LexAurum Advisors, LLC4,168$223K0.04%+9513F-HRTimeline
Reliant Investment Partners, LLC4,159$222K0.2%13F-HRTimeline
FIRST MANHATTAN CO. LLC.4,156$222K<0.01%-35013F-HRTimeline
Traynor Capital Management, Inc.4,142$221K0.02%new13F-HRTimeline
Oslo Pensjonsforsikring AS4,122$220K0.03%+1,95313F-HRTimeline
Trajan Wealth LLC4,103$219K0.01%+29913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC4,103$219K0.07%-44013F-HRTimeline
Pointe Capital Management LLC4,094$219K0.13%013F-HR/ATimeline
Revisor Wealth Management LLC4,087$218K0.2%-3,89013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,086$218K0.03%new13F-HRTimeline
Cornerstone Wealth Management, LLC4,082$218K0.01%+54613F-HRTimeline
Jacobsen Capital Management4,052$216K0.09%-1013F-HRTimeline
Buffington Mohr McNeal4,048$216K0.04%new13F-HRTimeline
Helium Advisors LLC4,048$216K0.17%13F-HRTimeline
Crescent Sterling, Ltd.4,036$216K0.22%+17713F-HRTimeline
Colonial River Investments, LLC4,034$215K0.1%-29113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC4,034$215K0.01%-29113F-HRTimeline
Slagle Financial, LLC4,016$214K0.1%-2413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,000$214K0.02%-9013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,997$213K0.01%-3,03113F-HRTimelineGroup
Wealth Quarterback LLC3,975$212K0.1%+50513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…3,975$212K0.09%-4413F-HRTimelineGroup
BOSTON FINANCIAL MANGEMENT LLC3,974$212K0.01%-40013F-HRTimeline
SIMON QUICK ADVISORS, LLC3,972$212K0.01%+61313F-HRTimeline
SG Americas Securities, LLC3,975$212K<0.01%-106,20013F-HRTimeline
Sandbox Financial Partners, LLC3,954$211K0.07%+7613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…3,950$211K0.07%+89013F-HRTimeline
Prosperitas Financial LLC3,946$211K0.11%new13F-HRTimeline
LGT Fund Management Co Ltd.3,942$211K0.02%013F-HRTimeline
Tyche Wealth Partners LLC3,931$210K0.04%-54113F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,930$210K0.12%013F-HRTimelineGroup
Cetera Trust Company, N.A3,925$210K0.14%013F-HRTimeline
Keystone Wealth Services, LLC3,923$210K0.06%-4513F-HRTimeline
MBA Advisors LLC3,920$209K0.11%+29113F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC3,915$209K0.01%+32813F-HRTimeline
Keel Point, LLC3,911$209K0.02%+46913F-HRTimeline
Northstar Advisory Group, LLC3,885$207K0.11%013F-HRTimeline
Optas, LLC3,880$207K0.04%new13F-HRTimeline
Cherry Creek Investment Advisors, Inc.3,868$207K0.1%+16913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,868$207K0.11%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,679$206K0.03%new13F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding3,861$206K-4,650Timeline
Werba Rubin Papier Wealth Management3,854$206K0.05%-4513F-HRTimeline
Western Wealth Management, LLC3,841$205K0.01%-1,39413F-HR/ATimeline
Quarry LP3,824$204K0.04%+3,27913F-HRTimeline
Stockman Wealth Management, Inc.3,818$204K0.03%-25413F-HRTimeline
WHITTIER TRUST CO3,816$204K<0.01%-5513F-HRTimeline
Callan Family Office, LLC3,811$204K0.01%new13F-HRTimeline
Jentner Corp3,798$203K0.06%+5113F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,780$202K0.01%+2313F-HRTimelineGroup
Congress Park Capital LLC3,750$200K0.07%-50013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,748$200K0.01%+52213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,666$196K<0.01%+8213F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…3,654$193K<0.01%13F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC3,606$193K0.01%+713F-HRTimeline
Westside Investment Management, Inc.3,580$191K0.04%+113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…3,361$180K<0.01%+4913F-HR/ATimeline
SRH ADVISORS, LLC3,100$166K0.05%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP3,071$164K0.02%+90413F-HRTimeline
Smartleaf Asset Management LLC3,011$159K0.02%+85613F-HRTimeline
Ridgewood Investments LLC2,963$158K0.08%-21613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,962$158K<0.01%+46213F-HRTimeline
Bayforest Capital Ltd2,890$154K0.19%13F-HRTimeline
Tidemark, LLC2,883$154K0.06%+413F-HRTimeline
TOBAM2,817$150K0.05%-42313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bogart Wealth, LLC2,796$149K0.01%+31113F-HRTimeline
Coastline Trust Co2,760$147K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Householder Group Estate & Retirement S…2,723$145K0.11%-6,76313F-HRTimeline
Plato Investment Management Ltd2,704$145K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,580$138K0.01%-1,00013F-HRTimeline
Cromwell Holdings LLC2,563$137K0.08%+13013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC2,530$135K0.01%+1413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,497$133K0.01%+5513F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…2,482$133K0.01%-80013F-HRTimeline
Arax Advisory Partners2,479$132K0.01%+46713F-HRTimeline
Fortitude Family Office, LLC2,477$132K0.05%+11213F-HRTimeline
Lindbrook Capital, LLC2,428$130K0.01%+8513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD2,413$129K0.08%-8313F-HRTimeline